Betterment LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 458
- Total Value
- 42152584
- Accession Number
- 0001633901-25-000006
- Form Type
- 13F-HR
- CIK
- 0001633901
- Manager Name
- Betterment LLC
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions
Manager:
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Page 11 of 23
74933W593
Shares:
71946(+11.6%)
Value:
$2.2M(+5.9%)
78468R622
Shares:
22741(-26.7%)
Value:
$2.2M(-26.9%)
09290C103
Shares:
41884(+2.8%)
Value:
$2.0M(-2.2%)
46138E339
Shares:
21788(-8.2%)
Value:
$2.0M(-10.6%)
025072232
Shares:
28048(+9.0%)
Value:
$2.0M(+7.2%)
464288612
Shares:
18691(+0.4%)
Value:
$2.0M(+2.2%)
78464A474
Shares:
64702(+3.4%)
Value:
$1.9M(+4.3%)
464287176
Shares:
16703(-31.5%)
Value:
$1.9M(-28.5%)
25434V690
Shares:
52202(+31.0%)
Value:
$1.8M(+39.1%)
78463X434
Shares:
22974(+2.7%)
Value:
$1.8M(+11.8%)
46432F859
Shares:
37372(-6.0%)
Value:
$1.8M(-4.9%)
02072L680
Shares:
48210(+12.7%)
Value:
$1.7M(+7.5%)
46434V613
Shares:
37084(+2.5%)
Value:
$1.7M(+4.5%)
132061201
Shares:
26546(+0.7%)
Value:
$1.7M(-6.2%)
464288307
Shares:
22152(+4.7%)
Value:
$1.6M(-0.9%)
808524854
Shares:
63565(+4.4%)
Value:
$1.6M(+6.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip74933W593)✕ | 71.9K | All Managers (Combined) | $2.2M | QoQ +5.91% (+$0) | |
(cusip78468R622)✕ | 22.7K | All Managers (Combined) | $2.2M | QoQ -26.88% (-$1)YoY +82.10% (+$1) | |
(cusip09290C103)✕ | 41.9K | YoY NEW(+41.9K) | All Managers (Combined) | $2.0M | QoQ -2.24% (-$0)YoY NEW(+$2) |
(cusip46138E339)✕ | 21.8K | All Managers (Combined) | $2.0M | ||
(cusip025072232)✕ | 28.0K | YoY NEW(+28.0K) | All Managers (Combined) | $2.0M | QoQ +7.19% (+$0)YoY NEW(+$2) |
(cusip464288612)✕ | 18.7K | All Managers (Combined) | $2.0M | QoQ +2.16% (+$0)YoY +16.65% (+$0) | |
(cusip78464A474)✕ | 64.7K | All Managers (Combined) | $1.9M | QoQ +4.28% (+$0)YoY +72.54% (+$1) | |
11.3K | All Managers (Combined) | $1.9M | QoQ +0.77% (+$0) | ||
(cusip464287176)✕ | 16.7K | All Managers (Combined) | $1.9M | QoQ -28.53% (-$1)YoY -15.21% (-$0) | |
(cusip25434V690)✕ | 52.2K | YoY NEW(+52.2K) | All Managers (Combined) | $1.8M | QoQ +39.11% (+$1)YoY NEW(+$2) |
(cusip78463X434)✕ | 23.0K | All Managers (Combined) | $1.8M | QoQ +11.83% (+$0)YoY +72.59% (+$1) | |
(cusip46432F859)✕ | 37.4K | All Managers (Combined) | $1.8M | QoQ -4.89% (-$0)YoY -0.11% (-$0) | |
30.3K | All Managers (Combined) | $1.8M | |||
(cusip02072L680)✕ | 48.2K | YoY NEW(+48.2K) | All Managers (Combined) | $1.7M | QoQ +7.48% (+$0)YoY NEW(+$2) |
10.1K | All Managers (Combined) | $1.7M | QoQ -9.69% (-$0)YoY -33.42% (-$1) | ||
(cusip46434V613)✕ | 37.1K | All Managers (Combined) | $1.7M | QoQ +4.52% (+$0)YoY +64.64% (+$1) | |
20.7K | All Managers (Combined) | $1.7M | QoQ -25.64% (-$1)YoY +7.00% (+$0) | ||
(cusip132061201)✕ | 26.5K | All Managers (Combined) | $1.7M | QoQ -6.20% (-$0)YoY -20.35% (-$0) | |
(cusip464288307)✕ | 22.2K | All Managers (Combined) | $1.6M | QoQ -0.93% (-$0) | |
(cusip808524854)✕ | 63.6K | All Managers (Combined) | $1.6M | QoQ +6.82% (+$0) |