Betterment

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

156 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

458 positions • $42.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 23

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464287655

IWM|464287655

Shares:5.9K

Value:$1.2M

% of Portfolio:2.8% ($1.2M/$42.2M)

808524763

FNDA|808524763

Shares:42.8K

Value:$1.2M

% of Portfolio:2.8% ($1.2M/$42.2M)

46090A879

Shares:46.3K

Value:$1.2M

% of Portfolio:2.8% ($1.2M/$42.2M)

78467V103

Shares:39.8K

Value:$1.1M

% of Portfolio:2.7% ($1.1M/$42.2M)

808524730

Shares:36.1K

Value:$1.1M

% of Portfolio:2.6% ($1.1M/$42.2M)

464289479

Shares:22.1K

Value:$1.1M

% of Portfolio:2.6% ($1.1M/$42.2M)

46137V498

Shares:17.5K

Value:$1.1M

% of Portfolio:2.6% ($1.1M/$42.2M)

46432F396

MTUM|46432F396

Shares:5.4K

Value:$1.1M

% of Portfolio:2.6% ($1.1M/$42.2M)

464287598

IWD|464287598

Shares:5.7K

Value:$1.1M

% of Portfolio:2.5% ($1.1M/$42.2M)

31613E103

Shares:58.5K

Value:$1.1M

% of Portfolio:2.5% ($1.1M/$42.2M)

25434V765

Shares:38.5K

Value:$1.0M

% of Portfolio:2.5% ($1.0M/$42.2M)

47103U845

Shares:20.1K

Value:$1.0M

% of Portfolio:2.4% ($1.0M/$42.2M)

14020Y805

Shares:40.3K

Value:$1.0M

% of Portfolio:2.4% ($1.0M/$42.2M)

808524870

Shares:37.4K

Value:$1.0M

% of Portfolio:2.4% ($1.0M/$42.2M)

464288661

Shares:8.5K

Value:$1.0M

% of Portfolio:2.4% ($1.0M/$42.2M)

464287648

IWO|464287648

Shares:3.9K

Value:$996.0K

% of Portfolio:2.4% ($996.0K/$42.2M)

97717W760

Shares:15.0K

Value:$992.0K

% of Portfolio:2.4% ($992.0K/$42.2M)

00214Q401

Shares:10.2K

Value:$968.0K

% of Portfolio:2.3% ($968.0K/$42.2M)

464288877

Shares:16.2K

Value:$952.0K

% of Portfolio:2.3% ($952.0K/$42.2M)

464287309

IVW|464287309

Shares:10.2K

Value:$951.0K

% of Portfolio:2.3% ($951.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	5.9K	QoQ -3.61% (-221) YoY +21.19% (+1.0K)	All Managers (Combined)	$1.2M	2.8% ($1.2M/$42.2M)	QoQ -12.96% (-$0) YoY +14.97% (+$0)
(FNDAcusip808524763)	42.8K	QoQ -2.53% (-1.1K) YoY +6.07% (-2.5K)	All Managers (Combined)	$1.2M	2.8% ($1.2M/$42.2M)	QoQ -10.05% (-$0) YoY -49.04% (-$1)
(cusip46090A879)✕	46.3K	QoQ +9.62% (+4.1K) YoY NEW(+46.3K)	All Managers (Combined)	$1.2M	2.8% ($1.2M/$42.2M)	QoQ +9.42% (+$0) YoY NEW(+$1)
(cusip78467V103)✕	39.8K	QoQ +245.90% (+28.3K) YoY +286.46% (+29.5K)	All Managers (Combined)	$1.1M	2.7% ($1.1M/$42.2M)	QoQ +265.59% (+$1) YoY +294.79% (+$1)
(cusip808524730)✕	36.1K	QoQ -0.23% (-86) YoY +17.85% (+5.5K)	All Managers (Combined)	$1.1M	2.6% ($1.1M/$42.2M)	QoQ +5.79% (-$0) YoY +30.78% (+$0)
(cusip464289479)✕	22.1K	QoQ +11.86% (+2.3K) YoY +44.32% (+6.8K)	All Managers (Combined)	$1.1M	2.6% ($1.1M/$42.2M)	QoQ +14.98% (+$0) YoY +41.30% (+$0)
(cusip46137V498)✕	17.5K	QoQ +9.82% (+1.6K) YoY +266.99% (+12.8K)	All Managers (Combined)	$1.1M	2.6% ($1.1M/$42.2M)	QoQ +4.16% (+$0) YoY +281.94% (+$1)
(MTUMcusip46432F396)	5.4K	QoQ -67.78% (-11.4K) YoY -70.05% (-12.7K)	All Managers (Combined)	$1.1M	2.6% ($1.1M/$42.2M)	QoQ -68.53% (-$2) YoY -67.70% (-$2)
(IWDcusip464287598)	5.7K	QoQ -0.55% (-32) YoY +74.19% (+2.4K)	All Managers (Combined)	$1.1M	2.5% ($1.1M/$42.2M)	QoQ +1.03% (-$0) YoY +82.79% (+$0)
(cusip31613E103)✕	58.5K	QoQ NEW(+58.5K) YoY NEW(+58.5K)	All Managers (Combined)	$1.1M	2.5% ($1.1M/$42.2M)	QoQ NEW(+$1) YoY NEW(+$1)
(cusip25434V765)✕	38.5K	QoQ +41.14% (+11.2K) YoY +207.84% (+26.0K)	All Managers (Combined)	$1.0M	2.5% ($1.0M/$42.2M)	QoQ +50.72% (+$0) YoY +207.71% (+$1)
(cusip47103U845)✕	20.1K	QoQ +5.83% (+1.1K) YoY NEW(+20.1K)	All Managers (Combined)	$1.0M	2.4% ($1.0M/$42.2M)	QoQ +5.82% (+$0) YoY NEW(+$1)
(cusip14020Y805)✕	40.3K	QoQ +1.89% (+748) YoY NEW(+40.3K)	All Managers (Combined)	$1.0M	2.4% ($1.0M/$42.2M)	QoQ +1.00% (+$0) YoY NEW(+$1)
(cusip808524870)✕	37.4K	QoQ -3.99% (-1.6K) YoY +96.59% (+18.4K)	All Managers (Combined)	$1.0M	2.4% ($1.0M/$42.2M)	QoQ 0.00% (-$0) YoY +1.40% (+$0)
(cusip464288661)✕	8.5K	QoQ +2.55% (+211) YoY +50.97% (+2.9K)	All Managers (Combined)	$1.0M	2.4% ($1.0M/$42.2M)	QoQ +4.82% (+$0) YoY +54.08% (+$0)
(IWOcusip464287648)	3.9K	QoQ +7.38% (-268) YoY +16.53% (+553)	All Managers (Combined)	$996.0K	2.4% ($996.0K/$42.2M)	QoQ -4.59% (-$0) YoY +9.93% (+$0)
(cusip97717W760)✕	15.0K	QoQ +0.85% (+127) YoY +24.30% (+2.9K)	All Managers (Combined)	$992.0K	2.4% ($992.0K/$42.2M)	QoQ +5.75% (+$0) YoY +25.72% (+$0)
(cusip00214Q401)✕	10.2K	QoQ -8.23% (-918) YoY -45.05% (-8.4K)	All Managers (Combined)	$968.0K	2.3% ($968.0K/$42.2M)	QoQ -19.53% (-$0) YoY -37.54% (-$1)
(cusip464288877)✕	16.2K	QoQ +4.24% (+658) YoY -39.72% (-10.7K)	All Managers (Combined)	$952.0K	2.3% ($952.0K/$42.2M)	QoQ +17.09% (+$0) YoY -34.70% (-$1)
(IVWcusip464287309)	10.2K	QoQ +5.59% (-543) YoY +24.50% (+2.0K)	All Managers (Combined)	$951.0K	2.3% ($951.0K/$42.2M)	QoQ -3.45% (-$0) YoY +36.83% (+$0)