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 2 of 23
78468R721
78468R721
Shares:
9181983(+29.5%)
Value:
$413.8M(+28.0%)
46434G103
IEMG|46434G103
Shares:
7467240(-6.7%)
Value:
$403.0M(-3.6%)
46429B747
46429B747
Shares:
3822211(-5.6%)
Value:
$395.5M(-2.9%)
808524102
SCHB|808524102
Shares:
17254102(-2.9%)
Value:
$371.5M(-7.9%)
808524201
SCHX|808524201
Shares:
13225086(+119.6%)
Value:
$292.0M(+109.1%)
46435G516
ESGD|46435G516
Shares:
3295488(-3.2%)
Value:
$269.2M(+3.9%)
46434V464
46434V464
Shares:
1297812(-0.1%)
Value:
$248.1M(-1.3%)
78463X889
SPDW|78463X889
Shares:
6191508(-0.2%)
Value:
$225.4M(+6.5%)
464287473
IWS|464287473
Shares:
1710860(-4.7%)
Value:
$215.5M(-7.2%)
381430107
GSIE|381430107
Shares:
4781850(-6.2%)
Value:
$170.5M(+0.3%)
922908363
VOO|922908363
Shares:
273369(+14.5%)
Value:
$140.5M(+9.2%)
78464A508
SPYV|78464A508
Shares:
2574832(-5.2%)
Value:
$131.5M(-5.3%)
921937835
BND|921937835
Shares:
1708067(+1.7%)
Value:
$125.5M(+3.9%)
464288679
464288679
Shares:
1118795(-14.2%)
Value:
$123.6M(-13.9%)
464287630
IWN|464287630
Shares:
794473(-4.2%)
Value:
$120.0M(-11.9%)
808524409
808524409
Shares:
4464267(-4.0%)
Value:
$118.7M(-2.2%)
921946885
921946885
Shares:
1656401(-10.6%)
Value:
$106.3M(-9.1%)
46434G863
46434G863
Shares:
2977966(-12.2%)
Value:
$104.1M(-8.1%)
922020805
922020805
Shares:
2015442(-19.9%)
Value:
$100.6M(-17.4%)
922908736
VUG|922908736
Shares:
267507(+4.4%)
Value:
$99.2M(-5.7%)