Betterment LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
156 identified302 unidentified

Holdings

458 positions
Manager:
SEC
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Page 19 of 23
464287499
IWR|464287499
Shares:
4858(+19.5%)
Value:
$413.0K(+15.0%)
78463X871
78463X871
Shares:
12735(+19.7%)
Value:
$407.0K(+23.3%)
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
759(-1.9%)
Value:
$404.0K(+15.1%)
886364876
886364876
Shares:
22333(+24.5%)
Value:
$404.0K(+22.8%)
46434V621
DGRO|46434V621
Shares:
6464(+27.1%)
Value:
$399.0K(+27.9%)
81369Y803
XLK|81369Y803
Shares:
1873(+1.1%)
Value:
$387.0K(-10.2%)
233051150
233051150
Shares:
7615(+50.5%)
Value:
$384.0K(+40.6%)
92189K105
92189K105
Shares:
16356(+301.4%)
Value:
$381.0K(-11.6%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
1545(-15.6%)
Value:
$379.0K(-13.7%)
464287887
IJT|464287887
Shares:
3031(+9.1%)
Value:
$377.0K(+0.3%)
33738D309
33738D309
Shares:
8216
Value:
$375.0K
25434V724
25434V724
Shares:
9097(+4.2%)
Value:
$375.0K(+5.0%)
78468R606
78468R606
Shares:
15904(-28.8%)
Value:
$372.0K(-29.0%)
464287234
EEM|464287234
Shares:
8504(+16.0%)
Value:
$372.0K(+21.2%)
69374H857
69374H857
Shares:
9890(-12.9%)
Value:
$371.0K(-25.8%)
464287689
IWV|464287689
Shares:
1161(-59.5%)
Value:
$369.0K(-61.4%)
25434V856
25434V856
Shares:
8565(+19.9%)
Value:
$361.0K(+24.9%)
33734X176
33734X176
Shares:
2639
Value:
$349.0K
464287721
464287721
Shares:
2488(-1.3%)
Value:
$349.0K(-13.2%)
O REILLY AUTOMOTIVE INC
ORLY|67103H107
Shares:
240(+1.7%)
Value:
$344.0K(+22.9%)