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 13 of 23
46090A879
Shares:
46292(+9.6%)
Value:
$1.2M(+9.4%)
78467V103
Shares:
39848(+245.9%)
Value:
$1.1M(+265.6%)
808524730
Shares:
36136(-0.2%)
Value:
$1.1M(+5.8%)
464289479
Shares:
22092(+11.9%)
Value:
$1.1M(+15.0%)
46137V498
Shares:
17535(+9.8%)
Value:
$1.1M(+4.2%)
31613E103
Shares:
58498
Value:
$1.1M
25434V765
Shares:
38505(+41.1%)
Value:
$1.0M(+50.7%)
47103U845
Shares:
20063(+5.8%)
Value:
$1.0M(+5.8%)
14020Y805
Shares:
40275(+1.9%)
Value:
$1.0M(+1.0%)
808524870
Shares:
37436(-4.0%)
Value:
$1.0M(+0.0%)
464288661
Shares:
8465(+2.5%)
Value:
$1.0M(+4.8%)
97717W760
Shares:
15031(+0.8%)
Value:
$992.0K(+5.8%)
00214Q401
Shares:
10223(-8.2%)
Value:
$968.0K(-19.5%)
464288877
Shares:
16159(+4.2%)
Value:
$952.0K(+17.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.9K | All Managers (Combined) | $1.2M | QoQ -12.96% (-$0)YoY +14.97% (+$0) | ||
42.8K | All Managers (Combined) | $1.2M | QoQ -10.05% (-$0)YoY -49.04% (-$1) | ||
(cusip46090A879)✕ | 46.3K | YoY NEW(+46.3K) | All Managers (Combined) | $1.2M | QoQ +9.42% (+$0)YoY NEW(+$1) |
(cusip78467V103)✕ | 39.8K | All Managers (Combined) | $1.1M | ||
(cusip808524730)✕ | 36.1K | All Managers (Combined) | $1.1M | QoQ +5.79% (-$0)YoY +30.78% (+$0) | |
(cusip464289479)✕ | 22.1K | All Managers (Combined) | $1.1M | QoQ +14.98% (+$0)YoY +41.30% (+$0) | |
(cusip46137V498)✕ | 17.5K | All Managers (Combined) | $1.1M | QoQ +4.16% (+$0) | |
5.4K | All Managers (Combined) | $1.1M | QoQ -68.53% (-$2)YoY -67.70% (-$2) | ||
5.7K | All Managers (Combined) | $1.1M | QoQ +1.03% (-$0)YoY +82.79% (+$0) | ||
(cusip31613E103)✕ | 58.5K | QoQ NEW(+58.5K) YoY NEW(+58.5K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1) YoY NEW(+$1) |
(cusip25434V765)✕ | 38.5K | All Managers (Combined) | $1.0M | ||
(cusip47103U845)✕ | 20.1K | YoY NEW(+20.1K) | All Managers (Combined) | $1.0M | QoQ +5.82% (+$0)YoY NEW(+$1) |
(cusip14020Y805)✕ | 40.3K | QoQ +1.89% (+748)YoY NEW(+40.3K) | All Managers (Combined) | $1.0M | QoQ +1.00% (+$0)YoY NEW(+$1) |
(cusip808524870)✕ | 37.4K | All Managers (Combined) | $1.0M | QoQ 0.00% (-$0)YoY +1.40% (+$0) | |
(cusip464288661)✕ | 8.5K | All Managers (Combined) | $1.0M | QoQ +4.82% (+$0)YoY +54.08% (+$0) | |
3.9K | All Managers (Combined) | $996.0K | QoQ -4.59% (-$0)YoY +9.93% (+$0) | ||
(cusip97717W760)✕ | 15.0K | All Managers (Combined) | $992.0K | QoQ +5.75% (+$0)YoY +25.72% (+$0) | |
(cusip00214Q401)✕ | 10.2K | All Managers (Combined) | $968.0K | QoQ -19.53% (-$0)YoY -37.54% (-$1) | |
(cusip464288877)✕ | 16.2K | All Managers (Combined) | $952.0K | QoQ +17.09% (+$0)YoY -34.70% (-$1) | |
10.2K | All Managers (Combined) | $951.0K | QoQ -3.45% (-$0)YoY +36.83% (+$0) |