Betterment LLC

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: 0001633901
Manager Name: Betterment LLC

Data Enrichment

34% identified

156 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

458 positions • $42,152.584K total value

458 positions

Manager:

SEC FilingSEC DataHachi Filing

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464288885

EFG|464288885

6664(+14.1%)

Value:

$666.0K(+17.7%)

46641Q399

BBUS|46641Q399

6538(-15.1%)

Value:

$660.0K(-19.0%)

97717W505

13186(+8.1%)

Value:

$653.0K(+5.0%)

46436E759

9682(-6.3%)

Value:

$652.0K(-2.4%)

97717W281

13358(+1.2%)

Value:

$645.0K(-0.1%)

921932885

IVOO|921932885

6461(+205.2%)

Value:

$638.0K(+186.1%)

92204A306

VDE|92204A306

4896

Value:

$635.0K

abrdn Silver ETF Trust

SIVR|003264108

19428(-0.8%)

Value:

$632.0K(+17.0%)

09661T107

5939(+4.7%)

Value:

$631.0K(-0.6%)

464288273

9775(+2.0%)

Value:

$621.0K(+6.7%)

78464A300

7920(-7.7%)

Value:

$621.0K(-17.0%)

72201R775

6628(+27.3%)

Value:

$613.0K(+30.1%)

Walmart Inc.

WMT|931142103

6985(+8.8%)

Value:

$613.0K(+5.7%)

abrdn Gold ETF Trust

SGOL|00326A104

20433(-4.1%)

Value:

$609.0K(+14.0%)

315948109

8225(+34.5%)

Value:

$592.0K(+18.6%)

AUTOZONE INC

AZO|053332102

154(+0.0%)

Value:

$587.0K(+19.1%)

82889N699

19796(+2.7%)

Value:

$586.0K(+8.9%)

25434V617

9426(+12.6%)

Value:

$578.0K(+10.5%)

464288521

9999(+4.1%)

Value:

$576.0K(+4.7%)

HOME DEPOT, INC.

HD|437076102

1546(+21.1%)

Value:

$567.0K(+14.1%)

Instrument	Shares		Other Manager	Value
(EFGcusip464288885)	6.7K	QoQ +14.07% (+822) YoY -35.20% (-3.6K)	All Managers (Combined)	$666.0K	QoQ +17.66% (+$0) YoY -37.58% (-$0)
(BBUScusip46641Q399)	6.5K	QoQ -15.05% (-1.2K) YoY +20.62% (+1.1K)	All Managers (Combined)	$660.0K	QoQ -19.01% (-$0) YoY +28.90% (+$0)
(cusip97717W505)✕	13.2K	QoQ +8.13% (+992) YoY +10.23% (+1.2K)	All Managers (Combined)	$653.0K	QoQ +4.98% (+$0) YoY +12.00% (+$0)
(cusip46436E759)✕	9.7K	QoQ -6.30% (-652) YoY +50.45% (+3.2K)	All Managers (Combined)	$652.0K	QoQ -2.39% (-$0) YoY +48.85% (+$0)
(cusip97717W281)✕	13.4K	QoQ +1.17% (-155) YoY -38.05% (-8.2K)	All Managers (Combined)	$645.0K	QoQ -0.15% (-$0) YoY -41.20% (-$0)
(IVOOcusip921932885)	6.5K	QoQ +205.19% (+4.3K) YoY NEW(+6.5K)	All Managers (Combined)	$638.0K	QoQ +186.09% (+$0) YoY NEW(+$1)
(VDEcusip92204A306)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$635.0K	QoQ NEW(+$1) YoY NEW(+$1)
Abrdn Silver Etf Trust(SIVRcusip003264108)	19.4K	QoQ -0.81% (-160) YoY -3.42% (-689)	All Managers (Combined)	$632.0K	QoQ +17.03% (-$0) YoY +31.94% (-$0)
(cusip09661T107)✕	5.9K	QoQ +4.72% (-268) YoY +163.60% (+3.7K)	All Managers (Combined)	$631.0K	QoQ -0.62% (-$0) YoY +180.44% (+$0)
(cusip464288273)✕	9.8K	QoQ +1.99% (+191) YoY +141.65% (+5.7K)	All Managers (Combined)	$621.0K	QoQ +6.70% (+$0) YoY +142.57% (+$0)
(cusip78464A300)✕	7.9K	QoQ -7.66% (-657) YoY -65.87% (-15.3K)	All Managers (Combined)	$621.0K	QoQ -16.97% (-$0) YoY -67.75% (-$1)
(cusip72201R775)✕	6.6K	QoQ +27.26% (+1.4K) YoY -43.33% (-5.1K)	All Managers (Combined)	$613.0K	QoQ +30.14% (+$0) YoY -42.92% (-$0)
Walmart Inc.(WMTcusip931142103)	7.0K	QoQ +8.83% (+567) YoY NEW(+7.0K)	All Managers (Combined)	$613.0K	QoQ +5.68% (+$0) YoY NEW(+$1)
Abrdn Gold Etf Trust(SGOLcusip00326A104)	20.4K	QoQ -4.11% (-876) YoY -12.63% (-3.0K)	All Managers (Combined)	$609.0K	QoQ +14.04% (-$0) YoY +22.53% (-$0)
(cusip315948109)✕	8.2K	QoQ +34.54% (+2.1K) YoY NEW(+8.2K)	All Managers (Combined)	$592.0K	QoQ +18.63% (+$0) YoY NEW(+$1)
Autozone Inc(AZOcusip053332102)	154	QoQ 0.00% (+0) YoY NEW(+154)	All Managers (Combined)	$587.0K	QoQ +19.06% (+$0) YoY NEW(+$1)
(cusip82889N699)✕	19.8K	QoQ +2.68% (+517) YoY NEW(+19.8K)	All Managers (Combined)	$586.0K	QoQ +8.92% (+$0) YoY NEW(+$1)
(cusip25434V617)✕	9.4K	QoQ +12.61% (+1.1K) YoY NEW(+9.4K)	All Managers (Combined)	$578.0K	QoQ +10.51% (+$0) YoY NEW(+$1)
(cusip464288521)✕	10.0K	QoQ +4.10% (+394) YoY +38.26% (+2.8K)	All Managers (Combined)	$576.0K	QoQ +4.72% (+$0) YoY +48.07% (+$0)
Home Depot, Inc.(HDcusip437076102)	1.5K	QoQ +21.06% (+269) YoY +4.31% (-64)	All Managers (Combined)	$567.0K	QoQ +14.08% (+$0) YoY -0.17% (-$0)