Betterment

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "VCEB",
  "VSGX",
  null,
  null,
  "AAXJ",
  "RF",
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  null,
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  null,
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  "AVDE",
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "BITB",
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  "ETHW",
  null,
  null,
  null,
  null,
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  null,
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  null,
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  "INTU",
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  "EMXC",
  null,
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  null,
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  "MUB",
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  null,
  null,
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  "IVW",
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  null,
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  null,
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  null,
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  null,
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  "VGSH",
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  "IEMG",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "V",
  null,
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  null,
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  null,
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  "CSCO",
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  null,
  null,
  null,
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  "DFAX",
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  null,
  "IJT",
  "IJJ",
  "EFA",
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  null,
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  "XOM",
  "JNJ",
  "NFLX",
  null,
  null,
  null,
  null,
  "XLK",
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  "VTI",
  "JPM",
  "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

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464288885

EFG|464288885

Shares:6.7K

Value:$666.0K

% of Portfolio:1.6% ($666.0K/$42.2M)

46641Q399

BBUS|46641Q399

Shares:6.5K

Value:$660.0K

% of Portfolio:1.6% ($660.0K/$42.2M)

97717W505

Shares:13.2K

Value:$653.0K

% of Portfolio:1.5% ($653.0K/$42.2M)

46436E759

Shares:9.7K

Value:$652.0K

% of Portfolio:1.5% ($652.0K/$42.2M)

97717W281

Shares:13.4K

Value:$645.0K

% of Portfolio:1.5% ($645.0K/$42.2M)

921932885

IVOO|921932885

Shares:6.5K

Value:$638.0K

% of Portfolio:1.5% ($638.0K/$42.2M)

92204A306

VDE|92204A306

Shares:4.9K

Value:$635.0K

% of Portfolio:1.5% ($635.0K/$42.2M)

abrdn Silver ETF Trust

SIVR|003264108

Shares:19.4K

Value:$632.0K

% of Portfolio:1.5% ($632.0K/$42.2M)

09661T107

Shares:5.9K

Value:$631.0K

% of Portfolio:1.5% ($631.0K/$42.2M)

78464A300

Shares:7.9K

Value:$621.0K

% of Portfolio:1.5% ($621.0K/$42.2M)

464288273

Shares:9.8K

Value:$621.0K

% of Portfolio:1.5% ($621.0K/$42.2M)

72201R775

Shares:6.6K

Value:$613.0K

% of Portfolio:1.5% ($613.0K/$42.2M)

Walmart Inc.

WMT|931142103

Shares:7.0K

Value:$613.0K

% of Portfolio:1.5% ($613.0K/$42.2M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:20.4K

Value:$609.0K

% of Portfolio:1.4% ($609.0K/$42.2M)

315948109

Shares:8.2K

Value:$592.0K

% of Portfolio:1.4% ($592.0K/$42.2M)

AUTOZONE INC

AZO|053332102

Shares:154

Value:$587.0K

% of Portfolio:1.4% ($587.0K/$42.2M)

82889N699

Shares:19.8K

Value:$586.0K

% of Portfolio:1.4% ($586.0K/$42.2M)

25434V617

Shares:9.4K

Value:$578.0K

% of Portfolio:1.4% ($578.0K/$42.2M)

464288521

Shares:10.0K

Value:$576.0K

% of Portfolio:1.4% ($576.0K/$42.2M)

HOME DEPOT, INC.

HD|437076102

Shares:1.5K

Value:$567.0K

% of Portfolio:1.3% ($567.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EFGcusip464288885)	6.7K	QoQ +14.07% (+822) YoY -35.20% (-3.6K)	All Managers (Combined)	$666.0K	1.6% ($666.0K/$42.2M)	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	1.6% ($660.0K/$42.2M)	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	1.5% ($653.0K/$42.2M)	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	1.5% ($652.0K/$42.2M)	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	1.5% ($645.0K/$42.2M)	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	1.5% ($638.0K/$42.2M)	QoQ +186.09% (+$0) YoY NEW(+$1)
(VDEcusip92204A306)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$635.0K	1.5% ($635.0K/$42.2M)	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	1.5% ($632.0K/$42.2M)	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	1.5% ($631.0K/$42.2M)	QoQ -0.62% (-$0) YoY +180.44% (+$0)
(cusip78464A300)✕	7.9K	QoQ -7.66% (-657) YoY -65.87% (-15.3K)	All Managers (Combined)	$621.0K	1.5% ($621.0K/$42.2M)	QoQ -16.97% (-$0) YoY -67.75% (-$1)
(cusip464288273)✕	9.8K	QoQ +1.99% (+191) YoY +141.65% (+5.7K)	All Managers (Combined)	$621.0K	1.5% ($621.0K/$42.2M)	QoQ +6.70% (+$0) YoY +142.57% (+$0)
(cusip72201R775)✕	6.6K	QoQ +27.26% (+1.4K) YoY -43.33% (-5.1K)	All Managers (Combined)	$613.0K	1.5% ($613.0K/$42.2M)	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	1.5% ($613.0K/$42.2M)	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	1.4% ($609.0K/$42.2M)	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	1.4% ($592.0K/$42.2M)	QoQ +18.63% (+$0) YoY NEW(+$1)
AUTOZONE INC(AZOcusip053332102)	154	QoQ 0.00% (+0) YoY NEW(+154)	All Managers (Combined)	$587.0K	1.4% ($587.0K/$42.2M)	QoQ +19.06% (+$0) YoY NEW(+$1)
(cusip82889N699)✕	19.8K	QoQ +2.68% (+517) YoY NEW(+19.8K)	All Managers (Combined)	$586.0K	1.4% ($586.0K/$42.2M)	QoQ +8.92% (+$0) YoY NEW(+$1)
(cusip25434V617)✕	9.4K	QoQ +12.61% (+1.1K) YoY NEW(+9.4K)	All Managers (Combined)	$578.0K	1.4% ($578.0K/$42.2M)	QoQ +10.51% (+$0) YoY NEW(+$1)
(cusip464288521)✕	10.0K	QoQ +4.10% (+394) YoY +38.26% (+2.8K)	All Managers (Combined)	$576.0K	1.4% ($576.0K/$42.2M)	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	1.3% ($567.0K/$42.2M)	QoQ +14.08% (+$0) YoY -0.17% (-$0)