Betterment LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified156 identified302 unidentified
Holdings
458 positions
Manager:
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Page 22 of 23
46435G243
Shares:
10253(-0.5%)
Value:
$256.0K(+0.4%)
301505624
Shares:
20844(+32.4%)
Value:
$253.0K(-4.9%)
336917109
Shares:
5720
Value:
$248.0K
33740F888
Shares:
9840
Value:
$244.0K
12811T720
Shares:
10387
Value:
$241.0K
45782C813
Shares:
5923(+14.2%)
Value:
$238.0K(+11.7%)
97717W547
Shares:
2882(-1.2%)
Value:
$237.0K(-2.9%)
78467V848
Shares:
5872(+7.5%)
Value:
$237.0K(+10.2%)
025072372
Shares:
4981
Value:
$235.0K
33939L605
Shares:
9552(+4.8%)
Value:
$232.0K(+9.4%)
45782C508
Shares:
5587(+14.1%)
Value:
$232.0K(+12.1%)
72201R833
Shares:
2264(-2.5%)
Value:
$228.0K(-2.1%)
82889N764
Shares:
7906(+1.3%)
Value:
$226.0K(-1.7%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 5.0K | All Managers (Combined) | $258.0K | QoQ +6.61% (-$0)YoY -19.87% (-$0) | ||
(cusip46435G243)✕ | 10.3K | All Managers (Combined) | $256.0K | QoQ +0.39% (-$0)YoY -23.12% (-$0) | |
(cusip301505624)✕ | 20.8K | YoY NEW(+20.8K) | All Managers (Combined) | $253.0K | QoQ -4.88% (-$0)YoY NEW(+$0) |
| 2.0K | QoQ +3.05% (-58)YoY NEW(+2.0K) | All Managers (Combined) | $250.0K | QoQ -12.89% (-$0)YoY NEW(+$0) | |
(cusip336917109)✕ | 5.7K | QoQ NEW(+5.7K) YoY NEW(+5.7K) | All Managers (Combined) | $248.0K | QoQ NEW(+$0) YoY NEW(+$0) |
| 262 | QoQ +15.41% (+35)YoY NEW(+262) | All Managers (Combined) | $248.0K | QoQ +19.23% (+$0)YoY NEW(+$0) | |
| 915 | QoQ -3.07% (-29)YoY NEW(+915) | All Managers (Combined) | $246.0K | QoQ -12.14% (-$0)YoY NEW(+$0) | |
| 4.0K | QoQ -5.13% (-215)YoY NEW(+4.0K) | All Managers (Combined) | $245.0K | QoQ -1.20% (-$0)YoY NEW(+$0) | |
(cusip33740F888)✕ | 9.8K | QoQ NEW(+9.8K) YoY NEW(+9.8K) | All Managers (Combined) | $244.0K | QoQ NEW(+$0) YoY NEW(+$0) |
(cusip12811T720)✕ | 10.4K | QoQ NEW(+10.4K) YoY NEW(+10.4K) | All Managers (Combined) | $241.0K | QoQ NEW(+$0) YoY NEW(+$0) |
| 905 | QoQ NEW(+905) YoY NEW(+905) | All Managers (Combined) | $240.0K | QoQ NEW(+$0) YoY NEW(+$0) | |
(cusip45782C813)✕ | 5.9K | All Managers (Combined) | $238.0K | QoQ +11.73% (+$0)YoY -27.87% (-$0) | |
(cusip97717W547)✕ | 2.9K | QoQ -1.16% (-34)YoY -7.95% (-249) | All Managers (Combined) | $237.0K | QoQ -2.86% (-$0)YoY 0.00% (-$0) |
(cusip78467V848)✕ | 5.9K | All Managers (Combined) | $237.0K | QoQ +10.23% (+$0)YoY -15.05% (-$0) | |
(cusip025072372)✕ | 5.0K | QoQ NEW(+5.0K) YoY NEW(+5.0K) | All Managers (Combined) | $235.0K | QoQ NEW(+$0) YoY NEW(+$0) |
(cusip33939L605)✕ | 9.6K | QoQ +4.84% (+441)YoY NEW(+9.6K) | All Managers (Combined) | $232.0K | QoQ +9.43% (+$0)YoY NEW(+$0) |
(cusip45782C508)✕ | 5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $232.0K | QoQ +12.07% (+$0)YoY NEW(+$0) |
(cusip72201R833)✕ | 2.3K | QoQ -2.53% (-59) | All Managers (Combined) | $228.0K | QoQ -2.14% (-$0)YoY -18.86% (-$0) |
(cusip82889N764)✕ | 7.9K | QoQ +1.33% (-104)YoY NEW(+7.9K) | All Managers (Combined) | $226.0K | QoQ -1.73% (-$0)YoY NEW(+$0) |
| 1.1K | QoQ NEW(+1.1K) YoY NEW(+1.1K) | All Managers (Combined) | $226.0K | QoQ NEW(+$0) YoY NEW(+$0) |