Betterment

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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 14 of 23

Sort by:

Alphabet Inc.

GOOG|02079K107

Shares:6.0K

Value:$939.0K

% of Portfolio:2.2% ($939.0K/$42.2M)

025072703

AVDE|025072703

Shares:14.1K

Value:$937.0K

% of Portfolio:2.2% ($937.0K/$42.2M)

132061300

Shares:34.3K

Value:$923.0K

% of Portfolio:2.2% ($923.0K/$42.2M)

132061706

Shares:28.4K

Value:$901.0K

% of Portfolio:2.1% ($901.0K/$42.2M)

92189H300

Shares:37.7K

Value:$900.0K

% of Portfolio:2.1% ($900.0K/$42.2M)

46434G764

EMXC|46434G764

Shares:16.3K

Value:$899.0K

% of Portfolio:2.1% ($899.0K/$42.2M)

56170L695

Shares:88.7K

Value:$899.0K

% of Portfolio:2.1% ($899.0K/$42.2M)

46138E784

Shares:44.0K

Value:$887.0K

% of Portfolio:2.1% ($887.0K/$42.2M)

886364389

Shares:43.6K

Value:$874.0K

% of Portfolio:2.1% ($874.0K/$42.2M)

NVIDIA CORP

NVDA|67066G104

Shares:8.0K

Value:$868.0K

% of Portfolio:2.1% ($868.0K/$42.2M)

46434V878

Shares:17.1K

Value:$865.0K

% of Portfolio:2.1% ($865.0K/$42.2M)

464287481

IWP|464287481

Shares:7.3K

Value:$862.0K

% of Portfolio:2.0% ($862.0K/$42.2M)

33741X102

Shares:25.5K

Value:$854.0K

% of Portfolio:2.0% ($854.0K/$42.2M)

92189F486

Shares:33.1K

Value:$846.0K

% of Portfolio:2.0% ($846.0K/$42.2M)

464288513

Shares:10.6K

Value:$833.0K

% of Portfolio:2.0% ($833.0K/$42.2M)

74933W577

Shares:30.1K

Value:$832.0K

% of Portfolio:2.0% ($832.0K/$42.2M)

132061813

Shares:34.6K

Value:$829.0K

% of Portfolio:2.0% ($829.0K/$42.2M)

921946794

VYMI|921946794

Shares:11.1K

Value:$816.0K

% of Portfolio:1.9% ($816.0K/$42.2M)

92204A702

VGT|92204A702

Shares:1.5K

Value:$815.0K

% of Portfolio:1.9% ($815.0K/$42.2M)

Bitwise Ethereum ETF

ETHW|091955104

Shares:62.1K

Value:$815.0K

% of Portfolio:1.9% ($815.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	6.0K	QoQ +113.38% (+3.2K) YoY +268.65% (+4.4K)	All Managers (Combined)	$939.0K	2.2% ($939.0K/$42.2M)	QoQ +75.18% (+$0) YoY +278.62% (+$1)
(AVDEcusip025072703)	14.1K	QoQ -8.87% (-1.4K) YoY NEW(+14.1K)	All Managers (Combined)	$937.0K	2.2% ($937.0K/$42.2M)	QoQ -1.57% (-$0) YoY NEW(+$1)
(cusip132061300)✕	34.3K	QoQ -2.09% (-735) YoY -12.47% (-4.9K)	All Managers (Combined)	$923.0K	2.2% ($923.0K/$42.2M)	QoQ +4.53% (-$0) YoY -12.75% (-$0)
(cusip132061706)✕	28.4K	QoQ -2.44% (-712) YoY -8.95% (-2.8K)	All Managers (Combined)	$901.0K	2.1% ($901.0K/$42.2M)	QoQ -0.98% (-$0) YoY -13.77% (-$0)
(cusip92189H300)✕	37.7K	QoQ -3.84% (-1.5K) YoY +1.10% (-413)	All Managers (Combined)	$900.0K	2.1% ($900.0K/$42.2M)	QoQ -0.77% (-$0) YoY -1.63% (-$0)
(EMXCcusip46434G764)	16.3K	QoQ +0.88% (+144) YoY +122.86% (+9.0K)	All Managers (Combined)	$899.0K	2.1% ($899.0K/$42.2M)	QoQ +0.22% (+$0) YoY +113.03% (+$0)
(cusip56170L695)✕	88.7K	QoQ -1.40% (-1.3K) YoY NEW(+88.7K)	All Managers (Combined)	$899.0K	2.1% ($899.0K/$42.2M)	QoQ -1.20% (-$0) YoY NEW(+$1)
(cusip46138E784)✕	44.0K	QoQ -26.72% (-16.0K) YoY -66.21% (-86.2K)	All Managers (Combined)	$887.0K	2.1% ($887.0K/$42.2M)	QoQ -25.39% (-$0) YoY -66.67% (-$2)
(cusip886364389)✕	43.6K	QoQ +3.13% (+1.3K) YoY NEW(+43.6K)	All Managers (Combined)	$874.0K	2.1% ($874.0K/$42.2M)	QoQ +5.04% (+$0) YoY NEW(+$1)
NVIDIA CORP(NVDAcusip67066G104)	8.0K	QoQ +16.95% (-1.2K) YoY NEW(+8.0K)	All Managers (Combined)	$868.0K	2.1% ($868.0K/$42.2M)	QoQ -5.54% (-$0) YoY NEW(+$1)
(cusip46434V878)✕	17.1K	QoQ +24.28% (+3.3K) YoY -54.84% (-20.7K)	All Managers (Combined)	$865.0K	2.1% ($865.0K/$42.2M)	QoQ +25.00% (+$0) YoY -54.73% (-$1)
(IWPcusip464287481)	7.3K	QoQ +41.75% (+2.2K) YoY +249.52% (+5.2K)	All Managers (Combined)	$862.0K	2.0% ($862.0K/$42.2M)	QoQ +31.40% (+$0) YoY +259.16% (+$1)
(cusip33741X102)✕	25.5K	QoQ +32.83% (+6.3K) YoY NEW(+25.5K)	All Managers (Combined)	$854.0K	2.0% ($854.0K/$42.2M)	QoQ +24.12% (+$0) YoY NEW(+$1)
(cusip92189F486)✕	33.1K	QoQ +16.66% (+4.7K) YoY NEW(+33.1K)	All Managers (Combined)	$846.0K	2.0% ($846.0K/$42.2M)	QoQ +17.17% (+$0) YoY NEW(+$1)
(cusip464288513)✕	10.6K	QoQ +8.10% (+792) YoY +124.49% (+5.9K)	All Managers (Combined)	$833.0K	2.0% ($833.0K/$42.2M)	QoQ +8.46% (+$0) YoY +127.59% (+$0)
(cusip74933W577)✕	30.1K	QoQ +22.71% (+5.6K) YoY NEW(+30.1K)	All Managers (Combined)	$832.0K	2.0% ($832.0K/$42.2M)	QoQ +22.17% (+$0) YoY NEW(+$1)
(cusip132061813)✕	34.6K	QoQ +2.54% (-860) YoY -1.69% (-596)	All Managers (Combined)	$829.0K	2.0% ($829.0K/$42.2M)	QoQ -2.58% (-$0) YoY -4.05% (-$0)
(VYMIcusip921946794)	11.1K	QoQ +1.74% (+190) YoY -8.07% (-973)	All Managers (Combined)	$816.0K	1.9% ($816.0K/$42.2M)	QoQ +10.41% (+$0) YoY -1.56% (-$0)
(VGTcusip92204A702)	1.5K	QoQ +204.25% (+1.0K) YoY +153.03% (+909)	All Managers (Combined)	$815.0K	1.9% ($815.0K/$42.2M)	QoQ +165.47% (+$1) YoY +162.05% (+$1)
Bitwise Ethereum ETF(ETHWcusip091955104)	62.1K	QoQ -31.35% (-28.4K) YoY NEW(+62.1K)	All Managers (Combined)	$815.0K	1.9% ($815.0K/$42.2M)	QoQ -62.40% (-$1) YoY NEW(+$1)