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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46138E743

PXF|46138E743

Shares:5.0K

Value:$258.0K

% of Portfolio:0.6% ($258.0K/$42.2M)

46435G243

Shares:10.3K

Value:$256.0K

% of Portfolio:0.6% ($256.0K/$42.2M)

301505624

Shares:20.8K

Value:$253.0K

% of Portfolio:0.6% ($253.0K/$42.2M)

ROSS STORES, INC.

ROST|778296103

Shares:2.0K

Value:$250.0K

% of Portfolio:0.6% ($250.0K/$42.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:262

Value:$248.0K

% of Portfolio:0.6% ($248.0K/$42.2M)

336917109

Shares:5.7K

Value:$248.0K

% of Portfolio:0.6% ($248.0K/$42.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:915

Value:$246.0K

% of Portfolio:0.6% ($246.0K/$42.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.0K

Value:$245.0K

% of Portfolio:0.6% ($245.0K/$42.2M)

33740F888

Shares:9.8K

Value:$244.0K

% of Portfolio:0.6% ($244.0K/$42.2M)

12811T720

Shares:10.4K

Value:$241.0K

% of Portfolio:0.6% ($241.0K/$42.2M)

92204A504

VHT|92204A504

Shares:905

Value:$240.0K

% of Portfolio:0.6% ($240.0K/$42.2M)

45782C813

Shares:5.9K

Value:$238.0K

% of Portfolio:0.6% ($238.0K/$42.2M)

97717W547

Shares:2.9K

Value:$237.0K

% of Portfolio:0.6% ($237.0K/$42.2M)

78467V848

Shares:5.9K

Value:$237.0K

% of Portfolio:0.6% ($237.0K/$42.2M)

025072372

Shares:5.0K

Value:$235.0K

% of Portfolio:0.6% ($235.0K/$42.2M)

33939L605

Shares:9.6K

Value:$232.0K

% of Portfolio:0.6% ($232.0K/$42.2M)

45782C508

Shares:5.6K

Value:$232.0K

% of Portfolio:0.6% ($232.0K/$42.2M)

72201R833

Shares:2.3K

Value:$228.0K

% of Portfolio:0.5% ($228.0K/$42.2M)

82889N764

Shares:7.9K

Value:$226.0K

% of Portfolio:0.5% ($226.0K/$42.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.1K

Value:$226.0K

% of Portfolio:0.5% ($226.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(PXFcusip46138E743)	5.0K	QoQ -1.62% (-82) YoY -23.27% (-1.5K)	All Managers (Combined)	$258.0K	0.6% ($258.0K/$42.2M)	QoQ +6.61% (-$0) YoY -19.87% (-$0)
(cusip46435G243)✕	10.3K	QoQ -0.54% (-56) YoY -24.53% (-3.3K)	All Managers (Combined)	$256.0K	0.6% ($256.0K/$42.2M)	QoQ +0.39% (-$0) YoY -23.12% (-$0)
(cusip301505624)✕	20.8K	QoQ +32.41% (-5.1K) YoY NEW(+20.8K)	All Managers (Combined)	$253.0K	0.6% ($253.0K/$42.2M)	QoQ -4.88% (-$0) YoY NEW(+$0)
ROSS STORES, INC.(ROSTcusip778296103)	2.0K	QoQ +3.05% (-58) YoY NEW(+2.0K)	All Managers (Combined)	$250.0K	0.6% ($250.0K/$42.2M)	QoQ -12.89% (-$0) YoY NEW(+$0)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	262	QoQ +15.41% (+35) YoY NEW(+262)	All Managers (Combined)	$248.0K	0.6% ($248.0K/$42.2M)	QoQ +19.23% (+$0) YoY NEW(+$0)
(cusip336917109)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$248.0K	0.6% ($248.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
AMERICAN EXPRESS CO(AXPcusip025816109)	915	QoQ -3.07% (-29) YoY NEW(+915)	All Managers (Combined)	$246.0K	0.6% ($246.0K/$42.2M)	QoQ -12.14% (-$0) YoY NEW(+$0)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.0K	QoQ -5.13% (-215) YoY NEW(+4.0K)	All Managers (Combined)	$245.0K	0.6% ($245.0K/$42.2M)	QoQ -1.20% (-$0) YoY NEW(+$0)
(cusip33740F888)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$244.0K	0.6% ($244.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip12811T720)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$241.0K	0.6% ($241.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(VHTcusip92204A504)	905	QoQ NEW(+905) YoY NEW(+905)	All Managers (Combined)	$240.0K	0.6% ($240.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip45782C813)✕	5.9K	QoQ +14.23% (+738) YoY -31.88% (-2.8K)	All Managers (Combined)	$238.0K	0.6% ($238.0K/$42.2M)	QoQ +11.73% (+$0) YoY -27.87% (-$0)
(cusip97717W547)✕	2.9K	QoQ -1.16% (-34) YoY -7.95% (-249)	All Managers (Combined)	$237.0K	0.6% ($237.0K/$42.2M)	QoQ -2.86% (-$0) YoY 0.00% (-$0)
(cusip78467V848)✕	5.9K	QoQ +7.54% (+412) YoY -15.83% (-1.1K)	All Managers (Combined)	$237.0K	0.6% ($237.0K/$42.2M)	QoQ +10.23% (+$0) YoY -15.05% (-$0)
(cusip025072372)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$235.0K	0.6% ($235.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip33939L605)✕	9.6K	QoQ +4.84% (+441) YoY NEW(+9.6K)	All Managers (Combined)	$232.0K	0.6% ($232.0K/$42.2M)	QoQ +9.43% (+$0) YoY NEW(+$0)
(cusip45782C508)✕	5.6K	QoQ +14.06% (+689) YoY NEW(+5.6K)	All Managers (Combined)	$232.0K	0.6% ($232.0K/$42.2M)	QoQ +12.07% (+$0) YoY NEW(+$0)
(cusip72201R833)✕	2.3K	QoQ -2.53% (-59) YoY -18.85% (-526)	All Managers (Combined)	$228.0K	0.5% ($228.0K/$42.2M)	QoQ -2.14% (-$0) YoY -18.86% (-$0)
(cusip82889N764)✕	7.9K	QoQ +1.33% (-104) YoY NEW(+7.9K)	All Managers (Combined)	$226.0K	0.5% ($226.0K/$42.2M)	QoQ -1.73% (-$0) YoY NEW(+$0)
GENERAL ELECTRIC CO(GEcusip369604301)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$226.0K	0.5% ($226.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)