Betterment

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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:

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316092824

Shares:7.7K

Value:$465.0K

% of Portfolio:1.1% ($465.0K/$42.2M)

INTUIT INC.

INTU|461202103

Shares:752

Value:$462.0K

% of Portfolio:1.1% ($462.0K/$42.2M)

81369Y860

Shares:11.0K

Value:$460.0K

% of Portfolio:1.1% ($460.0K/$42.2M)

78464A672

Shares:16.1K

Value:$459.0K

% of Portfolio:1.1% ($459.0K/$42.2M)

46137V241

Shares:6.8K

Value:$454.0K

% of Portfolio:1.1% ($454.0K/$42.2M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:4.7K

Value:$449.0K

% of Portfolio:1.1% ($449.0K/$42.2M)

81369Y308

Shares:5.5K

Value:$446.0K

% of Portfolio:1.1% ($446.0K/$42.2M)

316092840

Shares:8.8K

Value:$438.0K

% of Portfolio:1.0% ($438.0K/$42.2M)

72201R866

Shares:8.5K

Value:$438.0K

% of Portfolio:1.0% ($438.0K/$42.2M)

46435G326

Shares:6.3K

Value:$436.0K

% of Portfolio:1.0% ($436.0K/$42.2M)

464288653

Shares:4.2K

Value:$435.0K

% of Portfolio:1.0% ($435.0K/$42.2M)

92206C680

VONG|92206C680

Shares:4.7K

Value:$433.0K

% of Portfolio:1.0% ($433.0K/$42.2M)

464287606

IJK|464287606

Shares:5.2K

Value:$430.0K

% of Portfolio:1.0% ($430.0K/$42.2M)

45782C417

Shares:11.9K

Value:$428.0K

% of Portfolio:1.0% ($428.0K/$42.2M)

233051200

DBEF|233051200

Shares:9.9K

Value:$427.0K

% of Portfolio:1.0% ($427.0K/$42.2M)

46090F100

Shares:31.2K

Value:$425.0K

% of Portfolio:1.0% ($425.0K/$42.2M)

78463X103

Shares:9.6K

Value:$422.0K

% of Portfolio:1.0% ($422.0K/$42.2M)

921910873

MGC|921910873

Shares:2.1K

Value:$421.0K

% of Portfolio:1.0% ($421.0K/$42.2M)

97717W562

Shares:8.6K

Value:$420.0K

% of Portfolio:1.0% ($420.0K/$42.2M)

92189F676

Shares:2.0K

Value:$418.0K

% of Portfolio:1.0% ($418.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092824)✕	7.7K	QoQ -0.20% (-16) YoY -10.33% (-884)	All Managers (Combined)	$465.0K	1.1% ($465.0K/$42.2M)	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	1.1% ($462.0K/$42.2M)	QoQ -1.49% (-$0) YoY +1.31% (+$0)
(cusip81369Y860)✕	11.0K	QoQ +44.08% (+3.4K) YoY NEW(+11.0K)	All Managers (Combined)	$460.0K	1.1% ($460.0K/$42.2M)	QoQ +47.90% (+$0) YoY NEW(+$0)
(cusip78464A672)✕	16.1K	QoQ -11.49% (-2.1K) YoY -8.14% (-1.4K)	All Managers (Combined)	$459.0K	1.1% ($459.0K/$42.2M)	QoQ -9.28% (-$0) YoY -6.89% (-$0)
(cusip46137V241)✕	6.8K	QoQ +56.47% (+2.5K) YoY NEW(+6.8K)	All Managers (Combined)	$454.0K	1.1% ($454.0K/$42.2M)	QoQ +54.94% (+$0) YoY NEW(+$0)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	4.7K	QoQ -2.05% (-98) YoY NEW(+4.7K)	All Managers (Combined)	$449.0K	1.1% ($449.0K/$42.2M)	QoQ +2.04% (-$0) YoY NEW(+$0)
(cusip81369Y308)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$446.0K	1.1% ($446.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip316092840)✕	8.8K	QoQ +1.35% (+118) YoY NEW(+8.8K)	All Managers (Combined)	$438.0K	1.0% ($438.0K/$42.2M)	QoQ +0.68% (+$0) YoY NEW(+$0)
(cusip72201R866)✕	8.5K	QoQ +27.17% (+1.8K) YoY NEW(+8.5K)	All Managers (Combined)	$438.0K	1.0% ($438.0K/$42.2M)	QoQ +26.58% (+$0) YoY NEW(+$0)
(cusip46435G326)✕	6.3K	QoQ -18.65% (-1.5K) YoY +104.16% (+3.2K)	All Managers (Combined)	$436.0K	1.0% ($436.0K/$42.2M)	QoQ -12.97% (-$0) YoY +109.61% (+$0)
(cusip464288653)✕	4.2K	QoQ +2.99% (+122) YoY -15.92% (-794)	All Managers (Combined)	$435.0K	1.0% ($435.0K/$42.2M)	QoQ +7.40% (+$0) YoY -16.98% (-$0)
(VONGcusip92206C680)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$433.0K	1.0% ($433.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(IJKcusip464287606)	5.2K	QoQ +8.93% (-424) YoY +8.89% (-422)	All Managers (Combined)	$430.0K	1.0% ($430.0K/$42.2M)	QoQ -0.23% (-$0) YoY -0.69% (-$0)
(cusip45782C417)✕	11.9K	QoQ -6.92% (-889) YoY -67.95% (-25.3K)	All Managers (Combined)	$428.0K	1.0% ($428.0K/$42.2M)	QoQ -9.32% (-$0) YoY -66.40% (-$1)
(DBEFcusip233051200)	9.9K	QoQ -11.32% (-1.3K) YoY NEW(+9.9K)	All Managers (Combined)	$427.0K	1.0% ($427.0K/$42.2M)	QoQ -7.17% (-$0) YoY NEW(+$0)
(cusip46090F100)✕	31.2K	QoQ +6.94% (+2.0K) YoY +3.63% (+1.1K)	All Managers (Combined)	$425.0K	1.0% ($425.0K/$42.2M)	QoQ +12.13% (+$0) YoY +1.91% (+$0)
(cusip78463X103)✕	9.6K	QoQ -41.06% (-6.7K) YoY NEW(+9.6K)	All Managers (Combined)	$422.0K	1.0% ($422.0K/$42.2M)	QoQ -34.87% (-$0) YoY NEW(+$0)
(MGCcusip921910873)	2.1K	QoQ -4.95% (-109) YoY +43.18% (+631)	All Managers (Combined)	$421.0K	1.0% ($421.0K/$42.2M)	QoQ -10.04% (-$0) YoY +54.21% (+$0)
(cusip97717W562)✕	8.6K	QoQ +13.83% (+1.0K) YoY +15.08% (+1.1K)	All Managers (Combined)	$420.0K	1.0% ($420.0K/$42.2M)	QoQ +2.94% (+$0) YoY +12.00% (+$0)
(cusip92189F676)✕	2.0K	QoQ +7.67% (-141) YoY NEW(+2.0K)	All Managers (Combined)	$418.0K	1.0% ($418.0K/$42.2M)	QoQ -6.06% (-$0) YoY NEW(+$0)