Betterment LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified156 identified302 unidentified
Holdings
458 positions
Manager:
Search and click to pin securities to the top
Page 17 of 23
25434V849
Shares:
11700(+21.0%)
Value:
$557.0K(+20.6%)
46654Q203
Shares:
10732(-1.9%)
Value:
$556.0K(-9.9%)
25434V500
Shares:
9214(-20.3%)
Value:
$551.0K(-26.7%)
46429B267
Shares:
23984(-22.0%)
Value:
$551.0K(-21.9%)
45409B107
Shares:
17604(-5.4%)
Value:
$551.0K(-5.8%)
46090A804
Shares:
11694(-0.3%)
Value:
$549.0K(+0.7%)
464285204
Shares:
9290(-15.7%)
Value:
$548.0K(+0.4%)
337345102
Shares:
3113
Value:
$540.0K
921932778
Shares:
6397(+17.2%)
Value:
$537.0K(+5.5%)
92204A207
Shares:
2435(+126.5%)
Value:
$533.0K(+134.8%)
46137V118
Shares:
8246(-6.9%)
Value:
$528.0K(-10.7%)
67092P607
Shares:
13690(-7.1%)
Value:
$525.0K(-14.9%)
81369Y605
Shares:
10470
Value:
$522.0K
464287879
Shares:
5250(+6.6%)
Value:
$512.0K(-4.3%)
78464A649
Shares:
19408(+12.7%)
Value:
$496.0K(+15.3%)
46138E222
Shares:
11183(-29.9%)
Value:
$494.0K(-23.8%)
233051879
Shares:
17671(-2.7%)
Value:
$470.0K(-2.3%)
46641Q159
Shares:
10124(-8.5%)
Value:
$466.0K(-7.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip25434V849)✕ | 11.7K | All Managers (Combined) | $557.0K | QoQ +20.56% (+$0)YoY +69.81% (+$0) | |
(cusip46654Q203)✕ | 10.7K | QoQ -1.91% (-210)YoY NEW(+10.7K) | All Managers (Combined) | $556.0K | QoQ -9.88% (-$0)YoY NEW(+$1) |
(cusip25434V500)✕ | 9.2K | All Managers (Combined) | $551.0K | QoQ -26.72% (-$0)YoY -30.60% (-$0) | |
(cusip46429B267)✕ | 24.0K | All Managers (Combined) | $551.0K | QoQ -21.95% (-$0)YoY +18.24% (+$0) | |
(cusip45409B107)✕ | 17.6K | All Managers (Combined) | $551.0K | QoQ -5.81% (-$0)YoY -28.06% (-$0) | |
(cusip46090A804)✕ | 11.7K | All Managers (Combined) | $549.0K | QoQ +0.73% (-$0) | |
(cusip464285204)✕ | 9.3K | All Managers (Combined) | $548.0K | QoQ +0.36% (-$0)YoY +24.26% (-$0) | |
(cusip337345102)✕ | 3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $540.0K | QoQ NEW(+$1) YoY NEW(+$1) |
(cusip921932778)✕ | 6.4K | All Managers (Combined) | $537.0K | QoQ +5.50% (+$0)YoY +89.08% (+$0) | |
| 3.1K | All Managers (Combined) | $534.0K | QoQ -18.96% (-$0)YoY -21.58% (-$0) | ||
(cusip92204A207)✕ | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $533.0K | YoY NEW(+$1) |
(cusip46137V118)✕ | 8.2K | All Managers (Combined) | $528.0K | QoQ -10.65% (-$0)YoY -28.35% (-$0) | |
(cusip67092P607)✕ | 13.7K | YoY NEW(+13.7K) | All Managers (Combined) | $525.0K | QoQ -14.91% (-$0)YoY NEW(+$1) |
(cusip81369Y605)✕ | 10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $522.0K | QoQ NEW(+$1) YoY NEW(+$1) |
(cusip464287879)✕ | 5.3K | All Managers (Combined) | $512.0K | QoQ -4.29% (-$0)YoY +26.10% (+$0) | |
(cusip78464A649)✕ | 19.4K | All Managers (Combined) | $496.0K | QoQ +15.34% (+$0)YoY +40.50% (+$0) | |
(cusip46138E222)✕ | 11.2K | All Managers (Combined) | $494.0K | QoQ -23.76% (-$0)YoY +7.39% (+$0) | |
Mastercard Inc(MAcusip57636Q104) | 889 | QoQ +6.21% (+52)YoY NEW(+889) | All Managers (Combined) | $487.0K | QoQ +10.43% (+$0)YoY NEW(+$0) |
(cusip233051879)✕ | 17.7K | All Managers (Combined) | $470.0K | QoQ -2.28% (-$0)YoY +27.02% (+$0) | |
(cusip46641Q159)✕ | 10.1K | QoQ -8.53% (-945)YoY NEW(+10.1K) | All Managers (Combined) | $466.0K | QoQ -7.72% (-$0)YoY NEW(+$0) |