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 12 of 23
464287101
Shares:
5720(-4.9%)
Value:
$1.5M(-10.9%)
25434V674
Shares:
30066(+2.0%)
Value:
$1.5M(+3.1%)
69344A107
Shares:
31086(-24.9%)
Value:
$1.5M(-24.6%)
46436E619
Shares:
35589(+0.1%)
Value:
$1.5M(+2.1%)
78468R663
Shares:
16723(-1.8%)
Value:
$1.5M(-1.5%)
46434V456
Shares:
37791(-2.5%)
Value:
$1.5M(+4.2%)
74933W262
Shares:
54243(+9.8%)
Value:
$1.5M(+15.8%)
33738D101
Shares:
39216(-4.0%)
Value:
$1.5M(+0.9%)
97717X511
Shares:
33502(+2.1%)
Value:
$1.5M(+3.3%)
46434V282
Shares:
24778(+6.9%)
Value:
$1.4M(+2.6%)
25434V757
Shares:
55998(+16.5%)
Value:
$1.4M(+18.8%)
25434V591
Shares:
27540(+7.6%)
Value:
$1.4M(+8.0%)
92206C565
Shares:
20176(-38.7%)
Value:
$1.4M(-38.2%)
74933W239
Shares:
54392(+15.8%)
Value:
$1.4M(+6.0%)
74933W452
Shares:
25633(+2.3%)
Value:
$1.3M(+2.6%)
47804J206
Shares:
21825(+3.6%)
Value:
$1.3M(-0.6%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Spdr Gold Trust(GLDcusip78463V107) | 5.5K | All Managers (Combined) | $1.6M | QoQ +28.10% (+$0)YoY +57.22% (+$1) | |
(cusip464287101)✕ | 5.7K | QoQ -4.92% (-296)YoY NEW(+5.7K) | All Managers (Combined) | $1.5M | QoQ -10.87% (-$0)YoY NEW(+$2) |
(cusip25434V674)✕ | 30.1K | QoQ +1.96% (+578)YoY NEW(+30.1K) | All Managers (Combined) | $1.5M | QoQ +3.06% (+$0)YoY NEW(+$2) |
(cusip69344A107)✕ | 31.1K | All Managers (Combined) | $1.5M | ||
(cusip46436E619)✕ | 35.6K | All Managers (Combined) | $1.5M | QoQ +2.11% (+$0)YoY -19.26% (-$0) | |
(cusip78468R663)✕ | 16.7K | All Managers (Combined) | $1.5M | QoQ -1.47% (-$0)YoY +10.59% (+$0) | |
| 41.5K | All Managers (Combined) | $1.5M | QoQ +4.38% (-$0)YoY +6.75% (+$0) | ||
(cusip46434V456)✕ | 37.8K | All Managers (Combined) | $1.5M | QoQ +4.23% (-$0)YoY -5.30% (-$0) | |
(cusip74933W262)✕ | 54.2K | YoY NEW(+54.2K) | All Managers (Combined) | $1.5M | QoQ +15.80% (+$0)YoY NEW(+$1) |
(cusip33738D101)✕ | 39.2K | All Managers (Combined) | $1.5M | QoQ +0.89% (-$0)YoY +18.26% (-$0) | |
(cusip97717X511)✕ | 33.5K | All Managers (Combined) | $1.5M | QoQ +3.33% (+$0)YoY +67.82% (+$1) | |
(cusip46434V282)✕ | 24.8K | YoY NEW(+24.8K) | All Managers (Combined) | $1.4M | QoQ +2.57% (+$0)YoY NEW(+$1) |
| 4.6K | All Managers (Combined) | $1.4M | QoQ +38.96% (+$0)YoY +33.64% (+$0) | ||
(cusip25434V757)✕ | 56.0K | All Managers (Combined) | $1.4M | QoQ +18.75% (+$0)YoY +82.90% (+$1) | |
(cusip25434V591)✕ | 27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $1.4M | QoQ +7.95% (+$0)YoY NEW(+$1) |
(cusip92206C565)✕ | 20.2K | YoY NEW(+20.2K) | All Managers (Combined) | $1.4M | QoQ -38.17% (-$1)YoY NEW(+$1) |
(cusip74933W239)✕ | 54.4K | YoY NEW(+54.4K) | All Managers (Combined) | $1.4M | QoQ +6.03% (+$0)YoY NEW(+$1) |
(cusip74933W452)✕ | 25.6K | QoQ +2.26% (+567)YoY NEW(+25.6K) | All Managers (Combined) | $1.3M | QoQ +2.56% (+$0)YoY NEW(+$1) |
(cusip47804J206)✕ | 21.8K | QoQ +3.59% (-758)YoY +4.50% (+940) | All Managers (Combined) | $1.3M | QoQ -0.55% (-$0)YoY +4.42% (+$0) |
Amazon Com Inc(AMZNcusip023135106) | 6.4K | All Managers (Combined) | $1.2M |