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 18 of 23
316092824
Shares:
7666(-0.2%)
Value:
$465.0K(+0.0%)
81369Y860
Shares:
11002(+44.1%)
Value:
$460.0K(+47.9%)
78464A672
Shares:
16068(-11.5%)
Value:
$459.0K(-9.3%)
46137V241
Shares:
6838(+56.5%)
Value:
$454.0K(+54.9%)
81369Y308
Shares:
5462
Value:
$446.0K
72201R866
Shares:
8499(+27.2%)
Value:
$438.0K(+26.6%)
316092840
Shares:
8821(+1.4%)
Value:
$438.0K(+0.7%)
46435G326
Shares:
6327(-18.6%)
Value:
$436.0K(-13.0%)
464288653
Shares:
4193(+3.0%)
Value:
$435.0K(+7.4%)
45782C417
Shares:
11950(-6.9%)
Value:
$428.0K(-9.3%)
46090F100
Shares:
31182(+6.9%)
Value:
$425.0K(+12.1%)
78463X103
Shares:
9583(-41.1%)
Value:
$422.0K(-34.9%)
97717W562
Shares:
8600(+13.8%)
Value:
$420.0K(+2.9%)
92189F676
Shares:
1977(+7.7%)
Value:
$418.0K(-6.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip316092824)✕ | 7.7K | QoQ -0.20% (-16) | All Managers (Combined) | $465.0K | QoQ 0.00% (-$0)YoY -3.12% (-$0) |
Intuit Inc.(INTUcusip461202103) | 752 | QoQ +0.80% (-6)YoY +7.12% (+50) | All Managers (Combined) | $462.0K | QoQ -1.49% (-$0)YoY +1.31% (+$0) |
(cusip81369Y860)✕ | 11.0K | YoY NEW(+11.0K) | All Managers (Combined) | $460.0K | QoQ +47.90% (+$0)YoY NEW(+$0) |
(cusip78464A672)✕ | 16.1K | All Managers (Combined) | $459.0K | QoQ -9.28% (-$0)YoY -6.89% (-$0) | |
(cusip46137V241)✕ | 6.8K | YoY NEW(+6.8K) | All Managers (Combined) | $454.0K | QoQ +54.94% (+$0)YoY NEW(+$0) |
4.7K | QoQ -2.05% (-98)YoY NEW(+4.7K) | All Managers (Combined) | $449.0K | QoQ +2.04% (-$0)YoY NEW(+$0) | |
(cusip81369Y308)✕ | 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $446.0K | QoQ NEW(+$0) YoY NEW(+$0) |
(cusip72201R866)✕ | 8.5K | YoY NEW(+8.5K) | All Managers (Combined) | $438.0K | QoQ +26.58% (+$0)YoY NEW(+$0) |
(cusip316092840)✕ | 8.8K | QoQ +1.35% (+118)YoY NEW(+8.8K) | All Managers (Combined) | $438.0K | QoQ +0.68% (+$0)YoY NEW(+$0) |
(cusip46435G326)✕ | 6.3K | All Managers (Combined) | $436.0K | ||
(cusip464288653)✕ | 4.2K | All Managers (Combined) | $435.0K | QoQ +7.40% (+$0)YoY -16.98% (-$0) | |
4.7K | QoQ NEW(+4.7K) YoY NEW(+4.7K) | All Managers (Combined) | $433.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
5.2K | QoQ +8.93% (-424)YoY +8.89% (-422) | All Managers (Combined) | $430.0K | QoQ -0.23% (-$0)YoY -0.69% (-$0) | |
(cusip45782C417)✕ | 11.9K | All Managers (Combined) | $428.0K | QoQ -9.32% (-$0)YoY -66.40% (-$1) | |
9.9K | YoY NEW(+9.9K) | All Managers (Combined) | $427.0K | QoQ -7.17% (-$0)YoY NEW(+$0) | |
(cusip46090F100)✕ | 31.2K | All Managers (Combined) | $425.0K | QoQ +12.13% (+$0)YoY +1.91% (+$0) | |
(cusip78463X103)✕ | 9.6K | YoY NEW(+9.6K) | All Managers (Combined) | $422.0K | QoQ -34.87% (-$0)YoY NEW(+$0) |
2.1K | All Managers (Combined) | $421.0K | QoQ -10.04% (-$0)YoY +54.21% (+$0) | ||
(cusip97717W562)✕ | 8.6K | All Managers (Combined) | $420.0K | QoQ +2.94% (+$0)YoY +12.00% (+$0) | |
(cusip92189F676)✕ | 2.0K | QoQ +7.67% (-141)YoY NEW(+2.0K) | All Managers (Combined) | $418.0K | QoQ -6.06% (-$0)YoY NEW(+$0) |