Betterment
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "VCEB", "VSGX", null, null, "AAXJ", "RF", null, "FNDF", "FNDA", null, "ABT", "ABBV", null, null, null, null, "VONG", null, "GOOGL", "PXF", "VDE", "AXP", null, null, "SCHH", null, null, null, null, null, "AVDE", "AVGO", null, null, "AVEM", null, null, null, null, null, null, null, null, null, null, null, null, null, "DBEF", null, null, "CMI", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BITB", "HD", "ETHW", null, null, null, null, null, null, null, null, null, null, null, "INTU", null, null, null, null, null, null, null, null, null, null, null, null, null, "EMXC", null, "GSIE", null, null, "MUB", "META", null, null, null, null, null, null, null, null, null, "IVW", null, "IJH", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BBUS", null, null, null, null, null, "IWS", null, null, null, null, null, null, null, null, null, null, "MA", null, null, "MSFT", null, "GE", null, null, null, null, "ORLY", "IJR", "EFG", "IWD", null, null, "VGIT", null, null, null, null, null, "VHT", null, null, null, null, null, "EEM", null, "IWF", null, null, "VGSH", "PGR", "IEMG", "IJK", null, "IVV", null, null, null, "AAPL", "SPY", null, null, "NVDA", "GS", null, null, "LMT", "PG", null, null, null, null, null, null, null, "FNDX", null, null, null, null, null, null, null, "IEFA", null, null, null, "SCHX", null, null, "ROST", "SPDW", "GLD", null, null, null, null, null, "SPYG", null, null, null, null, null, "SPLG", null, null, "TXN", "TJX", "BIV", "VNQ", "VO", "VXF", "VV", "VOE", "IVOO", null, null, null, "VWO", "VSS", "SIVR", null, null, "IWV", null, null, null, null, null, null, null, "VCIT", null, null, null, null, null, null, null, "VIG", null, null, null, null, null, "IWO", null, "IWN", "IEF", null, null, null, null, "VYM", "MGC", null, null, null, "ACGL", null, "IWP", "IWR", null, null, "GSLC", "SGOL", null, null, null, null, null, null, "VIGI", "AMZN", "SCHB", null, null, null, null, "IVE", null, null, null, null, "ESGD", null, null, null, null, null, null, null, null, "VEU", "VGT", "ESGV", "VUG", "VEA", null, "VNQI", "BLV", "VYMI", null, "MGK", null, "VOOV", null, "VXUS", "VOOG", null, "VGLT", "VTWO", null, "VBK", "BNDX", null, "MGV", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VUSB", "VTV", "V", null, "WMT", null, null, null, null, null, null, null, null, null, null, null, "IUSG", null, null, null, null, null, null, "SCHD", null, "SCHG", null, null, "SCHF", "SCHA", null, null, null, null, null, null, null, null, null, "IXUS", "MTUM", null, null, null, null, null, "DGRO", null, null, "SPYV", null, null, null, "ESGU", null, null, null, "AZO", "BRK-B", null, null, "CSCO", "CMCSA", "COST", null, null, null, null, "DFAX", "DFAC", "RSP", "EWJ", null, "IJT", "IJJ", "EFA", "IWB", "QQQ", null, "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "NFLX", null, null, null, null, "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
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
- betterment
- Manager Name
- Betterment
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions • $42.2M total value
Manager:
Search and click to pin securities to the top
Page 17 of 23
25434V849
Shares:11.7K
Value:$557.0K
% of Portfolio:1.3% ($557.0K/$42.2M)
46654Q203
Shares:10.7K
Value:$556.0K
% of Portfolio:1.3% ($556.0K/$42.2M)
45409B107
Shares:17.6K
Value:$551.0K
% of Portfolio:1.3% ($551.0K/$42.2M)
46429B267
Shares:24.0K
Value:$551.0K
% of Portfolio:1.3% ($551.0K/$42.2M)
25434V500
Shares:9.2K
Value:$551.0K
% of Portfolio:1.3% ($551.0K/$42.2M)
46090A804
Shares:11.7K
Value:$549.0K
% of Portfolio:1.3% ($549.0K/$42.2M)
464285204
Shares:9.3K
Value:$548.0K
% of Portfolio:1.3% ($548.0K/$42.2M)
337345102
Shares:3.1K
Value:$540.0K
% of Portfolio:1.3% ($540.0K/$42.2M)
921932778
Shares:6.4K
Value:$537.0K
% of Portfolio:1.3% ($537.0K/$42.2M)
92204A207
Shares:2.4K
Value:$533.0K
% of Portfolio:1.3% ($533.0K/$42.2M)
46137V118
Shares:8.2K
Value:$528.0K
% of Portfolio:1.3% ($528.0K/$42.2M)
67092P607
Shares:13.7K
Value:$525.0K
% of Portfolio:1.2% ($525.0K/$42.2M)
81369Y605
Shares:10.5K
Value:$522.0K
% of Portfolio:1.2% ($522.0K/$42.2M)
464287879
Shares:5.3K
Value:$512.0K
% of Portfolio:1.2% ($512.0K/$42.2M)
78464A649
Shares:19.4K
Value:$496.0K
% of Portfolio:1.2% ($496.0K/$42.2M)
46138E222
Shares:11.2K
Value:$494.0K
% of Portfolio:1.2% ($494.0K/$42.2M)
233051879
Shares:17.7K
Value:$470.0K
% of Portfolio:1.1% ($470.0K/$42.2M)
46641Q159
Shares:10.1K
Value:$466.0K
% of Portfolio:1.1% ($466.0K/$42.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip25434V849)✕ | 11.7K | All Managers (Combined) | $557.0K | 1.3% ($557.0K/$42.2M) | QoQ +20.56% (+$0)YoY +69.81% (+$0) | |
(cusip46654Q203)✕ | 10.7K | QoQ -1.91% (-210)YoY NEW(+10.7K) | All Managers (Combined) | $556.0K | 1.3% ($556.0K/$42.2M) | QoQ -9.88% (-$0)YoY NEW(+$1) |
(cusip45409B107)✕ | 17.6K | All Managers (Combined) | $551.0K | 1.3% ($551.0K/$42.2M) | QoQ -5.81% (-$0)YoY -28.06% (-$0) | |
(cusip46429B267)✕ | 24.0K | All Managers (Combined) | $551.0K | 1.3% ($551.0K/$42.2M) | QoQ -21.95% (-$0)YoY +18.24% (+$0) | |
(cusip25434V500)✕ | 9.2K | All Managers (Combined) | $551.0K | 1.3% ($551.0K/$42.2M) | QoQ -26.72% (-$0)YoY -30.60% (-$0) | |
(cusip46090A804)✕ | 11.7K | All Managers (Combined) | $549.0K | 1.3% ($549.0K/$42.2M) | QoQ +0.73% (-$0) | |
(cusip464285204)✕ | 9.3K | All Managers (Combined) | $548.0K | 1.3% ($548.0K/$42.2M) | QoQ +0.36% (-$0)YoY +24.26% (-$0) | |
(cusip337345102)✕ | 3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $540.0K | 1.3% ($540.0K/$42.2M) | QoQ NEW(+$1) YoY NEW(+$1) |
(cusip921932778)✕ | 6.4K | All Managers (Combined) | $537.0K | 1.3% ($537.0K/$42.2M) | QoQ +5.50% (+$0)YoY +89.08% (+$0) | |
| 3.1K | All Managers (Combined) | $534.0K | 1.3% ($534.0K/$42.2M) | QoQ -18.96% (-$0)YoY -21.58% (-$0) | ||
(cusip92204A207)✕ | 2.4K | YoY NEW(+2.4K) | All Managers (Combined) | $533.0K | 1.3% ($533.0K/$42.2M) | YoY NEW(+$1) |
(cusip46137V118)✕ | 8.2K | All Managers (Combined) | $528.0K | 1.3% ($528.0K/$42.2M) | QoQ -10.65% (-$0)YoY -28.35% (-$0) | |
(cusip67092P607)✕ | 13.7K | YoY NEW(+13.7K) | All Managers (Combined) | $525.0K | 1.2% ($525.0K/$42.2M) | QoQ -14.91% (-$0)YoY NEW(+$1) |
(cusip81369Y605)✕ | 10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $522.0K | 1.2% ($522.0K/$42.2M) | QoQ NEW(+$1) YoY NEW(+$1) |
(cusip464287879)✕ | 5.3K | All Managers (Combined) | $512.0K | 1.2% ($512.0K/$42.2M) | QoQ -4.29% (-$0)YoY +26.10% (+$0) | |
(cusip78464A649)✕ | 19.4K | All Managers (Combined) | $496.0K | 1.2% ($496.0K/$42.2M) | QoQ +15.34% (+$0)YoY +40.50% (+$0) | |
(cusip46138E222)✕ | 11.2K | All Managers (Combined) | $494.0K | 1.2% ($494.0K/$42.2M) | QoQ -23.76% (-$0)YoY +7.39% (+$0) | |
Mastercard Inc(MAcusip57636Q104) | 889 | QoQ +6.21% (+52)YoY NEW(+889) | All Managers (Combined) | $487.0K | 1.2% ($487.0K/$42.2M) | QoQ +10.43% (+$0)YoY NEW(+$0) |
(cusip233051879)✕ | 17.7K | All Managers (Combined) | $470.0K | 1.1% ($470.0K/$42.2M) | QoQ -2.28% (-$0)YoY +27.02% (+$0) | |
(cusip46641Q159)✕ | 10.1K | QoQ -8.53% (-945)YoY NEW(+10.1K) | All Managers (Combined) | $466.0K | 1.1% ($466.0K/$42.2M) | QoQ -7.72% (-$0)YoY NEW(+$0) |