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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92206C664
VTWO|92206C664
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4229(+65.8%)
Value:
$341.0K(+49.6%)
46436E767
46436E767
Shares:
7312(+8.2%)
Value:
$341.0K(+1.5%)
921910840
MGV|921910840
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2640(-4.1%)
Value:
$340.0K(-1.2%)
92206C573
92206C573
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4372(+13.2%)
Value:
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46428Q109
46428Q109
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10755(+1.8%)
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$333.0K(+19.8%)
TJX COMPANIES INC /DE/
TJX|872540109
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2738(+0.7%)
Value:
$333.0K(+1.5%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
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622(+23.9%)
Value:
$332.0K(+16.1%)
EXXON MOBIL CORP
XOM|30231G102
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2788(-7.7%)
Value:
$332.0K(+2.1%)
921910691
VCEB|921910691
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5255(+57.7%)
Value:
$331.0K(+59.9%)
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2486(+23.1%)
Value:
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572(+5.0%)
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46641Q761
46641Q761
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5846(+6.4%)
Value:
$330.0K(+4.8%)
316092113
316092113
Shares:
10495
Value:
$327.0K
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
595(+4.0%)
Value:
$325.0K(-0.9%)
92647N535
92647N535
Shares:
6398(-9.6%)
Value:
$324.0K(-8.7%)
35473P108
35473P108
Shares:
9777(+13.3%)
Value:
$319.0K(+23.2%)
808524771
FNDX|808524771
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13437(-9.8%)
Value:
$317.0K(-10.2%)
VISA INC.
V|92826C839
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898(+8.2%)
Value:
$315.0K(+20.2%)
AbbVie Inc.
ABBV|00287Y109
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1479(-27.4%)
Value:
$310.0K(-14.4%)
46429B333
46429B333
Shares:
7072(-2.8%)
Value:
$310.0K(-0.6%)