Betterment LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Betterment LLC
Data Enrichment
34% identified
156 identified302 unidentified

Holdings

458 positions
Manager:
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Page 4 of 23
46438F101
Shares:
870342(+13.3%)
Value:
$40.7M(-0.0%)
25434V799
Shares:
1445557(+10.5%)
Value:
$40.1M(+18.7%)
INVESCO QQQ TRUST, SERIES 1
Shares:
83943(+17.5%)
Value:
$39.4M(+7.7%)
25434V872
Shares:
918774(+8.6%)
Value:
$38.6M(+10.7%)
25434V203
Shares:
1222034(-0.4%)
Value:
$38.2M(+6.5%)
381430602
Shares:
595972(-0.6%)
Value:
$37.8M(-8.8%)
46654Q815
Shares:
736344(+60.1%)
Value:
$36.7M(+59.2%)
922908629
Shares:
137719(+122.0%)
Value:
$35.6M(+117.4%)
922908751
Shares:
160175(+10.2%)
Value:
$35.5M(+1.7%)
78463X509
Shares:
812518(+10.6%)
Value:
$32.0M(+13.4%)
808524607
Shares:
1246030(+181.0%)
Value:
$29.2M(+154.6%)
46435G219
Shares:
634891(+31.8%)
Value:
$28.6M(+33.7%)
46435G193
Shares:
1235913(-8.4%)
Value:
$28.5M(-7.0%)
921908844
Shares:
133117(+6.9%)
Value:
$25.8M(+5.9%)
381430404
Shares:
666740(+3.8%)
Value:
$25.7M(+6.0%)
38149W101
Shares:
596331(+6.8%)
Value:
$24.6M(+9.2%)
78470E205
Shares:
726952(-8.6%)
Value:
$24.4M(-5.0%)
92206C847
Shares:
422657(+9.6%)
Value:
$24.3M(+14.0%)
78468R739
Shares:
502782(-13.0%)
Value:
$23.9M(-12.6%)
25434V732
Shares:
877048(+6.4%)
Value:
$23.2M(+7.5%)