Betterment

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VCEB",
  "VSGX",
  null,
  null,
  "AAXJ",
  "RF",
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  "FNDF",
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  null,
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  null,
  null,
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  null,
  "AVDE",
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "DBEF",
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  "CMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "BITB",
  "HD",
  "ETHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "GSIE",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
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  null,
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  "IVW",
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  null,
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  null,
  null,
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  null,
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  null,
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  "IWS",
  null,
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  "MA",
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  null,
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  "ORLY",
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  null,
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
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  "EEM",
  null,
  "IWF",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
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  "AAPL",
  "SPY",
  null,
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  null,
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  "PG",
  null,
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  null,
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  null,
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  null,
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  "SPYG",
  null,
  null,
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  null,
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  "TXN",
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  "BIV",
  "VNQ",
  "VO",
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  "VV",
  "VOE",
  "IVOO",
  null,
  null,
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  "VWO",
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  null,
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  "IEF",
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  null,
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  null,
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  "SGOL",
  null,
  null,
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  null,
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  "IVE",
  null,
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  null,
  null,
  null,
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  null,
  null,
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  "VEU",
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  "ESGV",
  "VUG",
  "VEA",
  null,
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  null,
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  null,
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  "VOOG",
  null,
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  "VTWO",
  null,
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  null,
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  "VT",
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  "VOO",
  "VUSB",
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  "V",
  null,
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  null,
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  "IUSG",
  null,
  null,
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  "SCHD",
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  "SCHF",
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  null,
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  "IXUS",
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  null,
  null,
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  null,
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  null,
  null,
  null,
  "ESGU",
  null,
  null,
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  "AZO",
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  null,
  null,
  "CSCO",
  "CMCSA",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "EWJ",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  null,
  null,
  null,
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

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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46436E767

Shares:7.3K

Value:$341.0K

% of Portfolio:0.8% ($341.0K/$42.2M)

92206C664

VTWO|92206C664

Shares:4.2K

Value:$341.0K

% of Portfolio:0.8% ($341.0K/$42.2M)

921910840

MGV|921910840

Shares:2.6K

Value:$340.0K

% of Portfolio:0.8% ($340.0K/$42.2M)

92206C573

Shares:4.4K

Value:$336.0K

% of Portfolio:0.8% ($336.0K/$42.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.7K

Value:$333.0K

% of Portfolio:0.8% ($333.0K/$42.2M)

46428Q109

Shares:10.8K

Value:$333.0K

% of Portfolio:0.8% ($333.0K/$42.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:622

Value:$332.0K

% of Portfolio:0.8% ($332.0K/$42.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:2.8K

Value:$332.0K

% of Portfolio:0.8% ($332.0K/$42.2M)

921910691

VCEB|921910691

Shares:5.3K

Value:$331.0K

% of Portfolio:0.8% ($331.0K/$42.2M)

Meta Platforms, Inc.

META|30303M102

Shares:572

Value:$330.0K

% of Portfolio:0.8% ($330.0K/$42.2M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.5K

Value:$330.0K

% of Portfolio:0.8% ($330.0K/$42.2M)

46641Q761

Shares:5.8K

Value:$330.0K

% of Portfolio:0.8% ($330.0K/$42.2M)

316092113

Shares:10.5K

Value:$327.0K

% of Portfolio:0.8% ($327.0K/$42.2M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:595

Value:$325.0K

% of Portfolio:0.8% ($325.0K/$42.2M)

92647N535

Shares:6.4K

Value:$324.0K

% of Portfolio:0.8% ($324.0K/$42.2M)

35473P108

Shares:9.8K

Value:$319.0K

% of Portfolio:0.8% ($319.0K/$42.2M)

808524771

FNDX|808524771

Shares:13.4K

Value:$317.0K

% of Portfolio:0.8% ($317.0K/$42.2M)

VISA INC.

V|92826C839

Shares:898

Value:$315.0K

% of Portfolio:0.7% ($315.0K/$42.2M)

46429B333

Shares:7.1K

Value:$310.0K

% of Portfolio:0.7% ($310.0K/$42.2M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.5K

Value:$310.0K

% of Portfolio:0.7% ($310.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E767)✕	7.3K	QoQ +8.24% (+557) YoY -16.62% (-1.5K)	All Managers (Combined)	$341.0K	0.8% ($341.0K/$42.2M)	QoQ +1.48% (+$0) YoY -13.88% (-$0)
(VTWOcusip92206C664)	4.2K	QoQ +65.77% (+1.7K) YoY NEW(+4.2K)	All Managers (Combined)	$341.0K	0.8% ($341.0K/$42.2M)	QoQ +49.56% (+$0) YoY NEW(+$0)
(MGVcusip921910840)	2.6K	QoQ -4.06% (-112) YoY +3.85% (+98)	All Managers (Combined)	$340.0K	0.8% ($340.0K/$42.2M)	QoQ -1.16% (-$0) YoY +11.84% (+$0)
(cusip92206C573)✕	4.4K	QoQ +13.20% (+510) YoY +63.99% (+1.7K)	All Managers (Combined)	$336.0K	0.8% ($336.0K/$42.2M)	QoQ +15.06% (+$0) YoY +64.70% (+$0)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.7K	QoQ +0.69% (+19) YoY NEW(+2.7K)	All Managers (Combined)	$333.0K	0.8% ($333.0K/$42.2M)	QoQ +1.52% (+$0) YoY NEW(+$0)
(cusip46428Q109)✕	10.8K	QoQ +1.75% (+186) YoY -13.02% (-1.6K)	All Managers (Combined)	$333.0K	0.8% ($333.0K/$42.2M)	QoQ +19.78% (+$0) YoY +18.50% (-$0)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	622	QoQ +23.90% (+120) YoY NEW(+622)	All Managers (Combined)	$332.0K	0.8% ($332.0K/$42.2M)	QoQ +16.08% (+$0) YoY NEW(+$0)
EXXON MOBIL CORP(XOMcusip30231G102)	2.8K	QoQ -7.65% (-231) YoY -27.03% (-1.0K)	All Managers (Combined)	$332.0K	0.8% ($332.0K/$42.2M)	QoQ +2.15% (-$0) YoY -25.22% (-$0)
(VCEBcusip921910691)	5.3K	QoQ +57.66% (+1.9K) YoY +62.14% (+2.0K)	All Managers (Combined)	$331.0K	0.8% ($331.0K/$42.2M)	QoQ +59.90% (+$0) YoY +63.05% (+$0)
Meta Platforms, Inc.(METAcusip30303M102)	572	QoQ +4.95% (+27) YoY NEW(+572)	All Managers (Combined)	$330.0K	0.8% ($330.0K/$42.2M)	QoQ +3.44% (+$0) YoY NEW(+$0)
ABBOTT LABORATORIES(ABTcusip002824100)	2.5K	QoQ +23.13% (+467) YoY -21.97% (-700)	All Managers (Combined)	$330.0K	0.8% ($330.0K/$42.2M)	QoQ +44.73% (+$0) YoY -8.83% (-$0)
(cusip46641Q761)✕	5.8K	QoQ +6.40% (+352) YoY NEW(+5.8K)	All Managers (Combined)	$330.0K	0.8% ($330.0K/$42.2M)	QoQ +4.76% (+$0) YoY NEW(+$0)
(cusip316092113)✕	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$327.0K	0.8% ($327.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	595	QoQ +4.02% (-23) YoY NEW(+595)	All Managers (Combined)	$325.0K	0.8% ($325.0K/$42.2M)	QoQ -0.91% (-$0) YoY NEW(+$0)
(cusip92647N535)✕	6.4K	QoQ -9.64% (-683) YoY NEW(+6.4K)	All Managers (Combined)	$324.0K	0.8% ($324.0K/$42.2M)	QoQ -8.73% (-$0) YoY NEW(+$0)
(cusip35473P108)✕	9.8K	QoQ +13.27% (+1.1K) YoY NEW(+9.8K)	All Managers (Combined)	$319.0K	0.8% ($319.0K/$42.2M)	QoQ +23.16% (+$0) YoY NEW(+$0)
(FNDXcusip808524771)	13.4K	QoQ -9.83% (-1.5K) YoY +73.64% (-5.7K)	All Managers (Combined)	$317.0K	0.8% ($317.0K/$42.2M)	QoQ -10.19% (-$0) YoY -39.15% (-$0)
VISA INC.(Vcusip92826C839)	898	QoQ +8.19% (+68) YoY NEW(+898)	All Managers (Combined)	$315.0K	0.7% ($315.0K/$42.2M)	QoQ +20.22% (+$0) YoY NEW(+$0)
(cusip46429B333)✕	7.1K	QoQ -2.81% (-205) YoY +39.59% (+2.0K)	All Managers (Combined)	$310.0K	0.7% ($310.0K/$42.2M)	QoQ -0.64% (-$0) YoY +40.90% (+$0)
AbbVie Inc.(ABBVcusip00287Y109)	1.5K	QoQ -27.39% (-558) YoY -21.74% (-411)	All Managers (Combined)	$310.0K	0.7% ($310.0K/$42.2M)	QoQ -14.36% (-$0) YoY -9.88% (-$0)