Betterment
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VCEB", "VSGX", null, null, "AAXJ", "RF", null, "FNDF", "FNDA", null, "ABT", "ABBV", null, null, null, null, "VONG", null, "GOOGL", "PXF", "VDE", "AXP", null, null, "SCHH", null, null, null, null, null, "AVDE", "AVGO", null, null, "AVEM", null, null, null, null, null, null, null, null, null, null, null, null, null, "DBEF", null, null, "CMI", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BITB", "HD", "ETHW", null, null, null, null, null, null, null, null, null, null, null, "INTU", null, null, null, null, null, null, null, null, null, null, null, null, null, "EMXC", null, "GSIE", null, null, "MUB", "META", null, null, null, null, null, null, null, null, null, "IVW", null, "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BBUS", null, null, null, null, null, "IWS", null, null, null, null, null, null, null, null, null, null, "MA", null, null, "MSFT", null, "GE", null, null, null, null, "ORLY", "IJR", "EFG", "IWD", null, null, "VGIT", null, null, null, null, null, "VHT", null, null, null, null, null, "EEM", null, "IWF", null, null, "VGSH", "PGR", "IEMG", "IJK", null, "IVV", null, null, null, "AAPL", "SPY", null, null, "NVDA", "GS", null, null, "LMT", "PG", null, null, null, null, null, null, null, "FNDX", null, null, null, null, null, null, null, "IEFA", null, null, null, "SCHX", null, null, "ROST", "SPDW", "GLD", null, null, null, null, null, "SPYG", null, null, null, null, null, "SPLG", null, null, "TXN", "TJX", "BIV", "VNQ", "VO", "VXF", "VV", "VOE", "IVOO", null, null, null, "VWO", "VSS", "SIVR", null, null, "IWV", null, null, null, null, null, null, null, "VCIT", null, null, null, null, null, null, null, "VIG", null, null, null, null, null, "IWO", null, "IWN", "IEF", null, null, null, null, "VYM", "MGC", null, null, null, "ACGL", null, "IWP", "IWR", null, null, "GSLC", "SGOL", null, null, null, null, null, null, "VIGI", "AMZN", "SCHB", null, null, null, null, "IVE", null, null, null, null, "ESGD", null, null, null, null, null, null, null, null, "VEU", "VGT", "ESGV", "VUG", "VEA", null, "VNQI", "BLV", "VYMI", null, "MGK", null, "VOOV", null, "VXUS", "VOOG", null, "VGLT", "VTWO", null, "VBK", "BNDX", null, "MGV", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VUSB", "VTV", "V", null, "WMT", null, null, null, null, null, null, null, null, null, null, null, "IUSG", null, null, null, null, null, null, "SCHD", null, "SCHG", null, null, "SCHF", "SCHA", null, null, null, null, null, null, null, null, null, "IXUS", "MTUM", null, null, null, null, null, "DGRO", null, null, "SPYV", null, null, null, "ESGU", null, null, null, "AZO", "BRK-B", null, null, "CSCO", "CMCSA", "COST", null, null, null, null, "DFAX", "DFAC", "RSP", "EWJ", null, "IJT", "IJJ", "EFA", "IWB", "QQQ", null, "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "NFLX", null, null, null, null, "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
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
- betterment
- Manager Name
- Betterment
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions • $42.2M total value
Manager:
Search and click to pin securities to the top
Page 12 of 23
464287101
Shares:5.7K
Value:$1.5M
% of Portfolio:3.7% ($1.5M/$42.2M)
25434V674
Shares:30.1K
Value:$1.5M
% of Portfolio:3.7% ($1.5M/$42.2M)
69344A107
Shares:31.1K
Value:$1.5M
% of Portfolio:3.7% ($1.5M/$42.2M)
46436E619
Shares:35.6K
Value:$1.5M
% of Portfolio:3.7% ($1.5M/$42.2M)
78468R663
Shares:16.7K
Value:$1.5M
% of Portfolio:3.6% ($1.5M/$42.2M)
46434V456
Shares:37.8K
Value:$1.5M
% of Portfolio:3.6% ($1.5M/$42.2M)
74933W262
Shares:54.2K
Value:$1.5M
% of Portfolio:3.5% ($1.5M/$42.2M)
33738D101
Shares:39.2K
Value:$1.5M
% of Portfolio:3.5% ($1.5M/$42.2M)
97717X511
Shares:33.5K
Value:$1.5M
% of Portfolio:3.5% ($1.5M/$42.2M)
46434V282
Shares:24.8K
Value:$1.4M
% of Portfolio:3.4% ($1.4M/$42.2M)
25434V757
Shares:56.0K
Value:$1.4M
% of Portfolio:3.3% ($1.4M/$42.2M)
25434V591
Shares:27.5K
Value:$1.4M
% of Portfolio:3.3% ($1.4M/$42.2M)
92206C565
Shares:20.2K
Value:$1.4M
% of Portfolio:3.3% ($1.4M/$42.2M)
74933W239
Shares:54.4K
Value:$1.4M
% of Portfolio:3.2% ($1.4M/$42.2M)
74933W452
Shares:25.6K
Value:$1.3M
% of Portfolio:3.0% ($1.3M/$42.2M)
47804J206
Shares:21.8K
Value:$1.3M
% of Portfolio:3.0% ($1.3M/$42.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
SPDR GOLD TRUST(GLDcusip78463V107) | 5.5K | All Managers (Combined) | $1.6M | 3.7% ($1.6M/$42.2M) | QoQ +28.10% (+$0)YoY +57.22% (+$1) | |
(cusip464287101)✕ | 5.7K | QoQ -4.92% (-296)YoY NEW(+5.7K) | All Managers (Combined) | $1.5M | 3.7% ($1.5M/$42.2M) | QoQ -10.87% (-$0)YoY NEW(+$2) |
(cusip25434V674)✕ | 30.1K | QoQ +1.96% (+578)YoY NEW(+30.1K) | All Managers (Combined) | $1.5M | 3.7% ($1.5M/$42.2M) | QoQ +3.06% (+$0)YoY NEW(+$2) |
(cusip69344A107)✕ | 31.1K | All Managers (Combined) | $1.5M | 3.7% ($1.5M/$42.2M) | ||
(cusip46436E619)✕ | 35.6K | All Managers (Combined) | $1.5M | 3.7% ($1.5M/$42.2M) | QoQ +2.11% (+$0)YoY -19.26% (-$0) | |
(cusip78468R663)✕ | 16.7K | All Managers (Combined) | $1.5M | 3.6% ($1.5M/$42.2M) | QoQ -1.47% (-$0)YoY +10.59% (+$0) | |
| 41.5K | All Managers (Combined) | $1.5M | 3.6% ($1.5M/$42.2M) | QoQ +4.38% (-$0)YoY +6.75% (+$0) | ||
(cusip46434V456)✕ | 37.8K | All Managers (Combined) | $1.5M | 3.6% ($1.5M/$42.2M) | QoQ +4.23% (-$0)YoY -5.30% (-$0) | |
(cusip74933W262)✕ | 54.2K | YoY NEW(+54.2K) | All Managers (Combined) | $1.5M | 3.5% ($1.5M/$42.2M) | QoQ +15.80% (+$0)YoY NEW(+$1) |
(cusip33738D101)✕ | 39.2K | All Managers (Combined) | $1.5M | 3.5% ($1.5M/$42.2M) | QoQ +0.89% (-$0)YoY +18.26% (-$0) | |
(cusip97717X511)✕ | 33.5K | All Managers (Combined) | $1.5M | 3.5% ($1.5M/$42.2M) | QoQ +3.33% (+$0)YoY +67.82% (+$1) | |
(cusip46434V282)✕ | 24.8K | YoY NEW(+24.8K) | All Managers (Combined) | $1.4M | 3.4% ($1.4M/$42.2M) | QoQ +2.57% (+$0)YoY NEW(+$1) |
| 4.6K | All Managers (Combined) | $1.4M | 3.4% ($1.4M/$42.2M) | QoQ +38.96% (+$0)YoY +33.64% (+$0) | ||
(cusip25434V757)✕ | 56.0K | All Managers (Combined) | $1.4M | 3.3% ($1.4M/$42.2M) | QoQ +18.75% (+$0)YoY +82.90% (+$1) | |
(cusip25434V591)✕ | 27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $1.4M | 3.3% ($1.4M/$42.2M) | QoQ +7.95% (+$0)YoY NEW(+$1) |
(cusip92206C565)✕ | 20.2K | YoY NEW(+20.2K) | All Managers (Combined) | $1.4M | 3.3% ($1.4M/$42.2M) | QoQ -38.17% (-$1)YoY NEW(+$1) |
(cusip74933W239)✕ | 54.4K | YoY NEW(+54.4K) | All Managers (Combined) | $1.4M | 3.2% ($1.4M/$42.2M) | QoQ +6.03% (+$0)YoY NEW(+$1) |
(cusip74933W452)✕ | 25.6K | QoQ +2.26% (+567)YoY NEW(+25.6K) | All Managers (Combined) | $1.3M | 3.0% ($1.3M/$42.2M) | QoQ +2.56% (+$0)YoY NEW(+$1) |
(cusip47804J206)✕ | 21.8K | QoQ +3.59% (-758)YoY +4.50% (+940) | All Managers (Combined) | $1.3M | 3.0% ($1.3M/$42.2M) | QoQ -0.55% (-$0)YoY +4.42% (+$0) |
AMAZON COM INC(AMZNcusip023135106) | 6.4K | All Managers (Combined) | $1.2M | 2.9% ($1.2M/$42.2M) |