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:
Search and click to pin securities to the top
Page 5 of 23
46434V407
Shares:
541388(+35.2%)
Value:
$23.0M(+34.9%)
464288802
Shares:
183029(-1.3%)
Value:
$21.0M(-6.7%)
381430388
Shares:
491452(+1.2%)
Value:
$19.9M(+2.9%)
464287242
Shares:
163182(+5.3%)
Value:
$17.7M(+7.1%)
25434V625
Shares:
275476(+7.6%)
Value:
$16.9M(+2.8%)
74933W254
Shares:
631784(+25.6%)
Value:
$16.2M(+26.1%)
25434V609
Shares:
309559(+17.8%)
Value:
$15.9M(+9.0%)
25434V666
Shares:
501309(+14.5%)
Value:
$15.3M(+16.5%)
025072877
Shares:
164553(+6.5%)
Value:
$14.3M(-3.8%)
00039J509
Shares:
188551
Value:
$13.3M
46434V860
Shares:
259489(+13.8%)
Value:
$13.1M(+14.2%)
92206C771
Shares:
282478(+3.6%)
Value:
$13.1M(+5.8%)
381430396
Shares:
162947(+14.1%)
Value:
$13.0M(+9.2%)
381430453
Shares:
289915(-9.3%)
Value:
$12.9M(-9.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46434V407)✕ | 541.4K | All Managers (Combined) | $23.0M | ||
(cusip464288802)✕ | 183.0K | All Managers (Combined) | $21.0M | QoQ -6.72% (-$2)YoY -3.47% (-$1) | |
78.0K | All Managers (Combined) | $20.1M | |||
(cusip381430388)✕ | 491.5K | All Managers (Combined) | $19.9M | QoQ +2.86% (+$1)YoY +55.39% (+$7) | |
79.8K | All Managers (Combined) | $19.5M | QoQ +0.15% (+$0)YoY +9.71% (+$2) | ||
249.0K | All Managers (Combined) | $19.1M | QoQ +16.12% (+$3)YoY +45.38% (+$6) | ||
(cusip464287242)✕ | 163.2K | All Managers (Combined) | $17.7M | QoQ +7.13% (+$1)YoY +19.59% (+$3) | |
(cusip25434V625)✕ | 275.5K | All Managers (Combined) | $16.9M | ||
(cusip74933W254)✕ | 631.8K | YoY NEW(+631.8K) | All Managers (Combined) | $16.2M | QoQ +26.11% (+$3)YoY NEW(+$16) |
(cusip25434V609)✕ | 309.6K | All Managers (Combined) | $15.9M | QoQ +8.97% (+$1)YoY +54.26% (+$6) | |
(cusip25434V666)✕ | 501.3K | All Managers (Combined) | $15.3M | ||
(cusip025072877)✕ | 164.6K | All Managers (Combined) | $14.3M | QoQ -3.78% (-$1)YoY +11.94% (+$2) | |
268.2K | All Managers (Combined) | $13.4M | QoQ -9.92% (-$1)YoY +2.13% (+$0) | ||
188.9K | All Managers (Combined) | $13.3M | QoQ +2.64% (-$0)YoY +15.55% (+$2) | ||
(cusip00039J509)✕ | 188.6K | QoQ NEW(+188.6K) YoY NEW(+188.6K) | All Managers (Combined) | $13.3M | QoQ NEW(+$13) YoY NEW(+$13) |
(cusip46434V860)✕ | 259.5K | All Managers (Combined) | $13.1M | ||
(cusip92206C771)✕ | 282.5K | All Managers (Combined) | $13.1M | QoQ +5.78% (+$1)YoY +24.78% (+$3) | |
603.1K | All Managers (Combined) | $13.0M | QoQ +5.72% (+$1)YoY +14.58% (+$2) | ||
(cusip381430396)✕ | 162.9K | YoY NEW(+162.9K) | All Managers (Combined) | $13.0M | QoQ +9.17% (+$1)YoY NEW(+$13) |
(cusip381430453)✕ | 289.9K | All Managers (Combined) | $12.9M |