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

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921932869

Shares:7.9K

Value:$811.0K

% of Portfolio:1.9% ($811.0K/$42.2M)

464287622

IWB|464287622

Shares:2.6K

Value:$811.0K

% of Portfolio:1.9% ($811.0K/$42.2M)

81369Y886

Shares:10.2K

Value:$806.0K

% of Portfolio:1.9% ($806.0K/$42.2M)

81369Y209

Shares:5.5K

Value:$804.0K

% of Portfolio:1.9% ($804.0K/$42.2M)

78464A292

Shares:24.0K

Value:$776.0K

% of Portfolio:1.8% ($776.0K/$42.2M)

45782C821

Shares:22.4K

Value:$775.0K

% of Portfolio:1.8% ($775.0K/$42.2M)

46641Q332

Shares:13.5K

Value:$772.0K

% of Portfolio:1.8% ($772.0K/$42.2M)

46432F388

Shares:7.2K

Value:$763.0K

% of Portfolio:1.8% ($763.0K/$42.2M)

81369Y506

Shares:8.1K

Value:$757.0K

% of Portfolio:1.8% ($757.0K/$42.2M)

464288182

AAXJ|464288182

Shares:10.1K

Value:$751.0K

% of Portfolio:1.8% ($751.0K/$42.2M)

025072562

Shares:18.1K

Value:$750.0K

% of Portfolio:1.8% ($750.0K/$42.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.8K

Value:$745.0K

% of Portfolio:1.8% ($745.0K/$42.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.4K

Value:$743.0K

% of Portfolio:1.8% ($743.0K/$42.2M)

025072604

AVEM|025072604

Shares:12.3K

Value:$739.0K

% of Portfolio:1.8% ($739.0K/$42.2M)

464287671

IUSG|464287671

Shares:5.8K

Value:$734.0K

% of Portfolio:1.7% ($734.0K/$42.2M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:4.0K

Value:$712.0K

% of Portfolio:1.7% ($712.0K/$42.2M)

78467V608

Shares:17.3K

Value:$711.0K

% of Portfolio:1.7% ($711.0K/$42.2M)

78468R101

Shares:24.1K

Value:$705.0K

% of Portfolio:1.7% ($705.0K/$42.2M)

25434V682

Shares:20.8K

Value:$701.0K

% of Portfolio:1.7% ($701.0K/$42.2M)

98149E303

Shares:11.3K

Value:$697.0K

% of Portfolio:1.7% ($697.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip921932869)✕	7.9K	QoQ -2.84% (-230) YoY -9.17% (-794)	All Managers (Combined)	$811.0K	1.9% ($811.0K/$42.2M)	QoQ -10.97% (-$0) YoY -17.41% (-$0)
(IWBcusip464287622)	2.6K	QoQ +93.27% (+1.3K) YoY +33.40% (+662)	All Managers (Combined)	$811.0K	1.9% ($811.0K/$42.2M)	QoQ +83.90% (+$0) YoY +42.03% (+$0)
(cusip81369Y886)✕	10.2K	QoQ +92.74% (+4.9K) YoY +124.23% (+5.7K)	All Managers (Combined)	$806.0K	1.9% ($806.0K/$42.2M)	QoQ +100.49% (+$0) YoY +169.56% (+$1)
(cusip81369Y209)✕	5.5K	QoQ +125.15% (+3.1K) YoY +138.00% (+3.2K)	All Managers (Combined)	$804.0K	1.9% ($804.0K/$42.2M)	QoQ +139.28% (+$0) YoY +135.08% (+$0)
(cusip78464A292)✕	24.0K	QoQ +0.49% (-117) YoY +0.49% (-117)	All Managers (Combined)	$776.0K	1.8% ($776.0K/$42.2M)	QoQ -1.39% (-$0) YoY -6.73% (-$0)
(cusip45782C821)✕	22.4K	QoQ -7.56% (-1.8K) YoY -16.87% (-4.6K)	All Managers (Combined)	$775.0K	1.8% ($775.0K/$42.2M)	QoQ -9.46% (-$0) YoY -14.45% (-$0)
(cusip46641Q332)✕	13.5K	QoQ -10.54% (-1.6K) YoY +163.95% (+8.4K)	All Managers (Combined)	$772.0K	1.8% ($772.0K/$42.2M)	QoQ -11.16% (-$0) YoY +160.81% (+$0)
(cusip46432F388)✕	7.2K	QoQ -0.70% (-51) YoY +154.06% (+4.3K)	All Managers (Combined)	$763.0K	1.8% ($763.0K/$42.2M)	QoQ +0.26% (-$0) YoY +150.16% (+$0)
(cusip81369Y506)✕	8.1K	QoQ +8.59% (+641) YoY -34.43% (-4.3K)	All Managers (Combined)	$757.0K	1.8% ($757.0K/$42.2M)	QoQ +18.46% (+$0) YoY -35.07% (-$0)
(AAXJcusip464288182)	10.1K	QoQ -0.12% (-13) YoY +6.74% (+641)	All Managers (Combined)	$751.0K	1.8% ($751.0K/$42.2M)	QoQ +2.45% (-$0) YoY +16.61% (+$0)
(cusip025072562)✕	18.1K	QoQ +21.06% (+3.2K) YoY +211.55% (+12.3K)	All Managers (Combined)	$750.0K	1.8% ($750.0K/$42.2M)	QoQ +23.55% (+$0) YoY +212.50% (+$1)
Alphabet Inc.(GOOGLcusip02079K305)	4.8K	QoQ +151.30% (+2.9K) YoY NEW(+4.8K)	All Managers (Combined)	$745.0K	1.8% ($745.0K/$42.2M)	QoQ +105.23% (+$0) YoY NEW(+$1)
PROCTER & GAMBLE Co(PGcusip742718109)	4.4K	QoQ +6.68% (+273) YoY +30.66% (+1.0K)	All Managers (Combined)	$743.0K	1.8% ($743.0K/$42.2M)	QoQ +8.46% (+$0) YoY +37.33% (+$0)
(AVEMcusip025072604)	12.3K	QoQ -10.04% (-1.4K) YoY NEW(+12.3K)	All Managers (Combined)	$739.0K	1.8% ($739.0K/$42.2M)	QoQ -7.97% (-$0) YoY NEW(+$1)
(IUSGcusip464287671)	5.8K	QoQ +4.71% (-260) YoY +8.49% (+452)	All Managers (Combined)	$734.0K	1.7% ($734.0K/$42.2M)	QoQ -4.42% (-$0) YoY +17.62% (+$0)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	4.0K	QoQ -2.00% (-81) YoY +4.95% (+187)	All Managers (Combined)	$712.0K	1.7% ($712.0K/$42.2M)	QoQ -6.06% (-$0) YoY +8.20% (+$0)
(cusip78467V608)✕	17.3K	QoQ +38.66% (+4.8K) YoY +82.19% (+7.8K)	All Managers (Combined)	$711.0K	1.7% ($711.0K/$42.2M)	QoQ +36.73% (+$0) YoY +77.75% (+$0)
(cusip78468R101)✕	24.1K	QoQ +38.24% (+6.7K) YoY +203.19% (+16.1K)	All Managers (Combined)	$705.0K	1.7% ($705.0K/$42.2M)	QoQ +39.32% (+$0) YoY +206.52% (+$0)
(cusip25434V682)✕	20.8K	QoQ +18.19% (+3.2K) YoY NEW(+20.8K)	All Managers (Combined)	$701.0K	1.7% ($701.0K/$42.2M)	QoQ +20.03% (+$0) YoY NEW(+$1)
(cusip98149E303)✕	11.3K	QoQ -2.02% (-233) YoY -0.56% (-64)	All Managers (Combined)	$697.0K	1.7% ($697.0K/$42.2M)	QoQ +16.55% (-$0) YoY +39.67% (-$0)