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:

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46138E370

Shares:2.9K

Value:$225.0K

% of Portfolio:0.5% ($225.0K/$42.2M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:503

Value:$225.0K

% of Portfolio:0.5% ($225.0K/$42.2M)

Broadcom Inc.

AVGO|11135F101

Shares:1.3K

Value:$224.0K

% of Portfolio:0.5% ($224.0K/$42.2M)

61774R601

Shares:4.4K

Value:$224.0K

% of Portfolio:0.5% ($224.0K/$42.2M)

67092P508

Shares:6.5K

Value:$224.0K

% of Portfolio:0.5% ($224.0K/$42.2M)

46137V738

Shares:3.7K

Value:$223.0K

% of Portfolio:0.5% ($223.0K/$42.2M)

67092P888

Shares:7.5K

Value:$220.0K

% of Portfolio:0.5% ($220.0K/$42.2M)

74348A533

Shares:8.2K

Value:$220.0K

% of Portfolio:0.5% ($220.0K/$42.2M)

46137V472

Shares:2.4K

Value:$217.0K

% of Portfolio:0.5% ($217.0K/$42.2M)

97717X867

Shares:8.0K

Value:$214.0K

% of Portfolio:0.5% ($214.0K/$42.2M)

Walt Disney Co

DIS|254687106

Shares:2.1K

Value:$211.0K

% of Portfolio:0.5% ($211.0K/$42.2M)

NETFLIX INC

NFLX|64110L106

Shares:224

Value:$209.0K

% of Portfolio:0.5% ($209.0K/$42.2M)

66538H534

Shares:5.3K

Value:$205.0K

% of Portfolio:0.5% ($205.0K/$42.2M)

97717X172

Shares:4.5K

Value:$205.0K

% of Portfolio:0.5% ($205.0K/$42.2M)

CUMMINS INC

CMI|231021106

Shares:654

Value:$205.0K

% of Portfolio:0.5% ($205.0K/$42.2M)

922042718

VSS|922042718

Shares:1.8K

Value:$204.0K

% of Portfolio:0.5% ($204.0K/$42.2M)

46137V464

Shares:1.8K

Value:$204.0K

% of Portfolio:0.5% ($204.0K/$42.2M)

26922A222

Shares:5.2K

Value:$202.0K

% of Portfolio:0.5% ($202.0K/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138E370)✕	2.9K	QoQ +10.69% (-278) YoY -26.74% (-1.1K)	All Managers (Combined)	$225.0K	0.5% ($225.0K/$42.2M)	QoQ -2.17% (-$0) YoY -34.78% (-$0)
LOCKHEED MARTIN CORP(LMTcusip539830109)	503	QoQ -60.36% (-766) YoY -64.82% (-927)	All Managers (Combined)	$225.0K	0.5% ($225.0K/$42.2M)	QoQ -63.53% (-$0) YoY -65.38% (-$0)
Broadcom Inc.(AVGOcusip11135F101)	1.3K	QoQ +6.03% (-76) YoY NEW(+1.3K)	All Managers (Combined)	$224.0K	0.5% ($224.0K/$42.2M)	QoQ -23.28% (-$0) YoY NEW(+$0)
(cusip61774R601)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$224.0K	0.5% ($224.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip67092P508)✕	6.5K	QoQ +8.55% (+516) YoY NEW(+6.5K)	All Managers (Combined)	$224.0K	0.5% ($224.0K/$42.2M)	QoQ +6.66% (+$0) YoY NEW(+$0)
(cusip46137V738)✕	3.7K	QoQ -19.74% (-920) YoY NEW(+3.7K)	All Managers (Combined)	$223.0K	0.5% ($223.0K/$42.2M)	QoQ -15.84% (-$0) YoY NEW(+$0)
(cusip67092P888)✕	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$220.0K	0.5% ($220.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip74348A533)✕	8.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$220.0K	0.5% ($220.0K/$42.2M)	QoQ -2.65% (-$0) YoY -8.71% (-$0)
(cusip46137V472)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$217.0K	0.5% ($217.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip97717X867)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$214.0K	0.5% ($214.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
Walt Disney Co(DIScusip254687106)	2.1K	QoQ +0.04% (-1) YoY +5.38% (-109)	All Managers (Combined)	$211.0K	0.5% ($211.0K/$42.2M)	QoQ -11.34% (-$0) YoY -14.91% (-$0)
NETFLIX INC(NFLXcusip64110L106)	224	QoQ NEW(+224) YoY NEW(+224)	All Managers (Combined)	$209.0K	0.5% ($209.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
(cusip66538H534)✕	5.3K	QoQ -1.49% (-81) YoY NEW(+5.3K)	All Managers (Combined)	$205.0K	0.5% ($205.0K/$42.2M)	QoQ -2.84% (-$0) YoY NEW(+$0)
(cusip97717X172)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$205.0K	0.5% ($205.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)
CUMMINS INC(CMIcusip231021106)	654	QoQ +0.61% (-4) YoY NEW(+654)	All Managers (Combined)	$205.0K	0.5% ($205.0K/$42.2M)	QoQ -9.69% (-$0) YoY NEW(+$0)
(VSScusip922042718)	1.8K	QoQ -18.22% (-393) YoY -63.36% (-3.0K)	All Managers (Combined)	$204.0K	0.5% ($204.0K/$42.2M)	QoQ -17.40% (-$0) YoY -63.70% (-$0)
(cusip46137V464)✕	1.8K	QoQ -35.48% (-984) YoY NEW(+1.8K)	All Managers (Combined)	$204.0K	0.5% ($204.0K/$42.2M)	QoQ -40.52% (-$0) YoY NEW(+$0)
(cusip26922A222)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$202.0K	0.5% ($202.0K/$42.2M)	QoQ NEW(+$0) YoY NEW(+$0)