Betterment

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VCEB",
  "VSGX",
  null,
  null,
  "AAXJ",
  "RF",
  null,
  "FNDF",
  "FNDA",
  null,
  "ABT",
  "ABBV",
  null,
  null,
  null,
  null,
  "VONG",
  null,
  "GOOGL",
  "PXF",
  "VDE",
  "AXP",
  null,
  null,
  "SCHH",
  null,
  null,
  null,
  null,
  null,
  "AVDE",
  "AVGO",
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  null,
  null,
  "CMI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BITB",
  "HD",
  "ETHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "GSIE",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BBUS",
  null,
  null,
  null,
  null,
  null,
  "IWS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  null,
  null,
  "MSFT",
  null,
  "GE",
  null,
  null,
  null,
  null,
  "ORLY",
  "IJR",
  "EFG",
  "IWD",
  null,
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "GS",
  null,
  null,
  "LMT",
  "PG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNDX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "ROST",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  "TXN",
  "TJX",
  "BIV",
  "VNQ",
  "VO",
  "VXF",
  "VV",
  "VOE",
  "IVOO",
  null,
  null,
  null,
  "VWO",
  "VSS",
  "SIVR",
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  null,
  "IWO",
  null,
  "IWN",
  "IEF",
  null,
  null,
  null,
  null,
  "VYM",
  "MGC",
  null,
  null,
  null,
  "ACGL",
  null,
  "IWP",
  "IWR",
  null,
  null,
  "GSLC",
  "SGOL",
  null,
  null,
  null,
  null,
  null,
  null,
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VNQI",
  "BLV",
  "VYMI",
  null,
  "MGK",
  null,
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VGLT",
  "VTWO",
  null,
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  null,
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  null,
  null,
  null,
  null,
  "SCHD",
  null,
  "SCHG",
  null,
  null,
  "SCHF",
  "SCHA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  null,
  null,
  null,
  "DGRO",
  null,
  null,
  "SPYV",
  null,
  null,
  null,
  "ESGU",
  null,
  null,
  null,
  "AZO",
  "BRK-B",
  null,
  null,
  "CSCO",
  "CMCSA",
  "COST",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "RSP",
  "EWJ",
  null,
  "IJT",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  null,
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  null,
  null,
  null,
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

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

Page 5 of 23

Sort by:

46434V407

Shares:541.4K

Value:$23.0M

% of Portfolio:54.6% ($23.0M/$42.2M)

464288802

Shares:183.0K

Value:$21.0M

% of Portfolio:49.9% ($21.0M/$42.2M)

922908637

VV|922908637

Shares:78.0K

Value:$20.1M

% of Portfolio:47.6% ($20.1M/$42.2M)

381430388

Shares:491.5K

Value:$19.9M

% of Portfolio:47.2% ($19.9M/$42.2M)

922908538

VOT|922908538

Shares:79.8K

Value:$19.5M

% of Portfolio:46.3% ($19.5M/$42.2M)

921937819

BIV|921937819

Shares:249.0K

Value:$19.1M

% of Portfolio:45.2% ($19.1M/$42.2M)

464287242

Shares:163.2K

Value:$17.7M

% of Portfolio:42.1% ($17.7M/$42.2M)

25434V625

Shares:275.5K

Value:$16.9M

% of Portfolio:40.1% ($16.9M/$42.2M)

74933W254

Shares:631.8K

Value:$16.2M

% of Portfolio:38.5% ($16.2M/$42.2M)

25434V609

Shares:309.6K

Value:$15.9M

% of Portfolio:37.8% ($15.9M/$42.2M)

25434V666

Shares:501.3K

Value:$15.3M

% of Portfolio:36.4% ($15.3M/$42.2M)

025072877

Shares:164.6K

Value:$14.3M

% of Portfolio:34.0% ($14.3M/$42.2M)

92203C303

VUSB|92203C303

Shares:268.2K

Value:$13.4M

% of Portfolio:31.7% ($13.4M/$42.2M)

921937793

BLV|921937793

Shares:188.9K

Value:$13.3M

% of Portfolio:31.6% ($13.3M/$42.2M)

00039J509

Shares:188.6K

Value:$13.3M

% of Portfolio:31.5% ($13.3M/$42.2M)

46434V860

Shares:259.5K

Value:$13.1M

% of Portfolio:31.2% ($13.1M/$42.2M)

92206C771

Shares:282.5K

Value:$13.1M

% of Portfolio:31.0% ($13.1M/$42.2M)

808524847

SCHH|808524847

Shares:603.1K

Value:$13.0M

% of Portfolio:30.8% ($13.0M/$42.2M)

381430396

Shares:162.9K

Value:$13.0M

% of Portfolio:30.7% ($13.0M/$42.2M)

381430453

Shares:289.9K

Value:$12.9M

% of Portfolio:30.6% ($12.9M/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V407)✕	541.4K	QoQ +35.17% (+140.9K) YoY +167.89% (+339.3K)	All Managers (Combined)	$23.0M	54.6% ($23.0M/$42.2M)	QoQ +34.88% (+$6) YoY +167.70% (+$14)
(cusip464288802)✕	183.0K	QoQ -1.26% (-2.3K) YoY -8.26% (-16.5K)	All Managers (Combined)	$21.0M	49.9% ($21.0M/$42.2M)	QoQ -6.72% (-$2) YoY -3.47% (-$1)
(VVcusip922908637)	78.0K	QoQ +137.11% (+45.1K) YoY +1088.72% (+71.5K)	All Managers (Combined)	$20.1M	47.6% ($20.1M/$42.2M)	QoQ +125.96% (+$11) YoY +1173.95% (+$18)
(cusip381430388)✕	491.5K	QoQ +1.18% (+5.7K) YoY +57.50% (+179.4K)	All Managers (Combined)	$19.9M	47.2% ($19.9M/$42.2M)	QoQ +2.86% (+$1) YoY +55.39% (+$7)
(VOTcusip922908538)	79.8K	QoQ +3.89% (+3.0K) YoY +5.74% (+4.3K)	All Managers (Combined)	$19.5M	46.3% ($19.5M/$42.2M)	QoQ +0.15% (+$0) YoY +9.71% (+$2)
(BIVcusip921937819)	249.0K	QoQ +13.33% (+29.3K) YoY +43.17% (+75.1K)	All Managers (Combined)	$19.1M	45.2% ($19.1M/$42.2M)	QoQ +16.12% (+$3) YoY +45.38% (+$6)
(cusip464287242)✕	163.2K	QoQ +5.30% (+8.2K) YoY +19.85% (+27.0K)	All Managers (Combined)	$17.7M	42.1% ($17.7M/$42.2M)	QoQ +7.13% (+$1) YoY +19.59% (+$3)
(cusip25434V625)✕	275.5K	QoQ +7.58% (+19.4K) YoY +169.97% (+173.4K)	All Managers (Combined)	$16.9M	40.1% ($16.9M/$42.2M)	QoQ +2.83% (+$0) YoY +182.33% (+$11)
(cusip74933W254)✕	631.8K	QoQ +25.57% (+128.7K) YoY NEW(+631.8K)	All Managers (Combined)	$16.2M	38.5% ($16.2M/$42.2M)	QoQ +26.11% (+$3) YoY NEW(+$16)
(cusip25434V609)✕	309.6K	QoQ +17.80% (+46.8K) YoY +63.07% (+119.7K)	All Managers (Combined)	$15.9M	37.8% ($15.9M/$42.2M)	QoQ +8.97% (+$1) YoY +54.26% (+$6)
(cusip25434V666)✕	501.3K	QoQ +14.47% (+63.4K) YoY +125.93% (+279.4K)	All Managers (Combined)	$15.3M	36.4% ($15.3M/$42.2M)	QoQ +16.53% (+$2) YoY +130.31% (+$9)
(cusip025072877)✕	164.6K	QoQ +6.54% (-10.1K) YoY +20.33% (+27.8K)	All Managers (Combined)	$14.3M	34.0% ($14.3M/$42.2M)	QoQ -3.78% (-$1) YoY +11.94% (+$2)
(VUSBcusip92203C303)	268.2K	QoQ -10.35% (-31.0K) YoY +1.50% (+4.0K)	All Managers (Combined)	$13.4M	31.7% ($13.4M/$42.2M)	QoQ -9.92% (-$1) YoY +2.13% (+$0)
(BLVcusip921937793)	188.9K	QoQ -0.25% (-483) YoY +18.69% (+29.8K)	All Managers (Combined)	$13.3M	31.6% ($13.3M/$42.2M)	QoQ +2.64% (-$0) YoY +15.55% (+$2)
(cusip00039J509)✕	188.6K	QoQ NEW(+188.6K) YoY NEW(+188.6K)	All Managers (Combined)	$13.3M	31.5% ($13.3M/$42.2M)	QoQ NEW(+$13) YoY NEW(+$13)
(cusip46434V860)✕	259.5K	QoQ +13.77% (+31.4K) YoY +198.33% (+172.5K)	All Managers (Combined)	$13.1M	31.2% ($13.1M/$42.2M)	QoQ +14.20% (+$2) YoY +198.16% (+$9)
(cusip92206C771)✕	282.5K	QoQ +3.56% (+9.7K) YoY +22.89% (+52.6K)	All Managers (Combined)	$13.1M	31.0% ($13.1M/$42.2M)	QoQ +5.78% (+$1) YoY +24.78% (+$3)
(SCHHcusip808524847)	603.1K	QoQ +3.51% (+20.5K) YoY +8.13% (+45.4K)	All Managers (Combined)	$13.0M	30.8% ($13.0M/$42.2M)	QoQ +5.72% (+$1) YoY +14.58% (+$2)
(cusip381430396)✕	162.9K	QoQ +14.12% (+20.2K) YoY NEW(+162.9K)	All Managers (Combined)	$13.0M	30.7% ($13.0M/$42.2M)	QoQ +9.17% (+$1) YoY NEW(+$13)
(cusip381430453)✕	289.9K	QoQ -9.33% (-29.8K) YoY +497.50% (+241.4K)	All Managers (Combined)	$12.9M	30.6% ($12.9M/$42.2M)	QoQ -9.14% (-$1) YoY +501.72% (+$11)