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:

Search and click to pin securities to the top

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464287499

IWR|464287499

Shares:4.9K

Value:$413.0K

% of Portfolio:1.0% ($413.0K/$42.2M)

78463X871

Shares:12.7K

Value:$407.0K

% of Portfolio:1.0% ($407.0K/$42.2M)

886364876

Shares:22.3K

Value:$404.0K

% of Portfolio:1.0% ($404.0K/$42.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:759

Value:$404.0K

% of Portfolio:1.0% ($404.0K/$42.2M)

46434V621

DGRO|46434V621

Shares:6.5K

Value:$399.0K

% of Portfolio:0.9% ($399.0K/$42.2M)

81369Y803

XLK|81369Y803

Shares:1.9K

Value:$387.0K

% of Portfolio:0.9% ($387.0K/$42.2M)

233051150

Shares:7.6K

Value:$384.0K

% of Portfolio:0.9% ($384.0K/$42.2M)

92189K105

Shares:16.4K

Value:$381.0K

% of Portfolio:0.9% ($381.0K/$42.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$379.0K

% of Portfolio:0.9% ($379.0K/$42.2M)

464287887

IJT|464287887

Shares:3.0K

Value:$377.0K

% of Portfolio:0.9% ($377.0K/$42.2M)

25434V724

Shares:9.1K

Value:$375.0K

% of Portfolio:0.9% ($375.0K/$42.2M)

33738D309

Shares:8.2K

Value:$375.0K

% of Portfolio:0.9% ($375.0K/$42.2M)

464287234

EEM|464287234

Shares:8.5K

Value:$372.0K

% of Portfolio:0.9% ($372.0K/$42.2M)

78468R606

Shares:15.9K

Value:$372.0K

% of Portfolio:0.9% ($372.0K/$42.2M)

69374H857

Shares:9.9K

Value:$371.0K

% of Portfolio:0.9% ($371.0K/$42.2M)

464287689

IWV|464287689

Shares:1.2K

Value:$369.0K

% of Portfolio:0.9% ($369.0K/$42.2M)

25434V856

Shares:8.6K

Value:$361.0K

% of Portfolio:0.9% ($361.0K/$42.2M)

33734X176

Shares:2.6K

Value:$349.0K

% of Portfolio:0.8% ($349.0K/$42.2M)

464287721

Shares:2.5K

Value:$349.0K

% of Portfolio:0.8% ($349.0K/$42.2M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:240

Value:$344.0K

% of Portfolio:0.8% ($344.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWRcusip464287499)	4.9K	QoQ +19.47% (+792) YoY +27.13% (+1.0K)	All Managers (Combined)	$413.0K	1.0% ($413.0K/$42.2M)	QoQ +15.04% (+$0) YoY +28.66% (+$0)
(cusip78463X871)✕	12.7K	QoQ +19.68% (+2.1K) YoY +87.72% (+6.0K)	All Managers (Combined)	$407.0K	1.0% ($407.0K/$42.2M)	QoQ +23.33% (+$0) YoY +85.00% (+$0)
(cusip886364876)✕	22.3K	QoQ +24.53% (+4.4K) YoY NEW(+22.3K)	All Managers (Combined)	$404.0K	1.0% ($404.0K/$42.2M)	QoQ +22.79% (+$0) YoY NEW(+$0)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	759	QoQ -1.93% (-15) YoY NEW(+759)	All Managers (Combined)	$404.0K	1.0% ($404.0K/$42.2M)	QoQ +15.09% (-$0) YoY NEW(+$0)
(DGROcusip46434V621)	6.5K	QoQ +27.06% (+1.4K) YoY -17.64% (-1.4K)	All Managers (Combined)	$399.0K	0.9% ($399.0K/$42.2M)	QoQ +27.88% (+$0) YoY -12.50% (-$0)
(XLKcusip81369Y803)	1.9K	QoQ +1.07% (-20) YoY NEW(+1.9K)	All Managers (Combined)	$387.0K	0.9% ($387.0K/$42.2M)	QoQ -10.20% (-$0) YoY NEW(+$0)
(cusip233051150)✕	7.6K	QoQ +50.55% (+2.6K) YoY NEW(+7.6K)	All Managers (Combined)	$384.0K	0.9% ($384.0K/$42.2M)	QoQ +40.65% (+$0) YoY NEW(+$0)
(cusip92189K105)✕	16.4K	QoQ +301.37% (-12.3K) YoY +305.35% (+12.3K)	All Managers (Combined)	$381.0K	0.9% ($381.0K/$42.2M)	QoQ -11.60% (-$0) YoY +17.59% (+$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ -15.61% (-286) YoY NEW(+1.5K)	All Managers (Combined)	$379.0K	0.9% ($379.0K/$42.2M)	QoQ -13.66% (-$0) YoY NEW(+$0)
(IJTcusip464287887)	3.0K	QoQ +9.14% (+254) YoY +52.61% (+1.0K)	All Managers (Combined)	$377.0K	0.9% ($377.0K/$42.2M)	QoQ +0.26% (+$0) YoY +45.00% (+$0)
(cusip25434V724)✕	9.1K	QoQ +4.22% (+369) YoY NEW(+9.1K)	All Managers (Combined)	$375.0K	0.9% ($375.0K/$42.2M)	QoQ +5.04% (+$0) YoY NEW(+$0)
(cusip33738D309)✕	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$375.0K	0.9% ($375.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(EEMcusip464287234)	8.5K	QoQ +16.00% (+1.2K) YoY NEW(+8.5K)	All Managers (Combined)	$372.0K	0.9% ($372.0K/$42.2M)	QoQ +21.17% (+$0) YoY NEW(+$0)
(cusip78468R606)✕	15.9K	QoQ -28.79% (-6.4K) YoY -58.85% (-22.7K)	All Managers (Combined)	$372.0K	0.9% ($372.0K/$42.2M)	QoQ -29.00% (-$0) YoY -58.98% (-$1)
(cusip69374H857)✕	9.9K	QoQ -12.90% (-1.5K) YoY +2.83% (-273)	All Managers (Combined)	$371.0K	0.9% ($371.0K/$42.2M)	QoQ -25.80% (-$0) YoY -21.56% (-$0)
(IWVcusip464287689)	1.2K	QoQ -59.46% (-1.7K) YoY -61.50% (-1.9K)	All Managers (Combined)	$369.0K	0.9% ($369.0K/$42.2M)	QoQ -61.44% (-$1) YoY -59.22% (-$1)
(cusip25434V856)✕	8.6K	QoQ +19.92% (+1.4K) YoY NEW(+8.6K)	All Managers (Combined)	$361.0K	0.9% ($361.0K/$42.2M)	QoQ +24.91% (+$0) YoY NEW(+$0)
(cusip33734X176)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$349.0K	0.8% ($349.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip464287721)✕	2.5K	QoQ -1.26% (-32) YoY -35.52% (-1.4K)	All Managers (Combined)	$349.0K	0.8% ($349.0K/$42.2M)	QoQ -13.18% (-$0) YoY -33.01% (-$0)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	240	QoQ +1.69% (+4) YoY NEW(+240)	All Managers (Combined)	$344.0K	0.8% ($344.0K/$42.2M)	QoQ +22.85% (+$0) YoY NEW(+$0)