Betterment

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "EMXC",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "DFAX",
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  null,
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  null,
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  "JNJ",
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  null,
  null,
  null,
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  "XLK",
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  "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 6 of 23

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46429B655

Shares:245.1K

Value:$12.5M

% of Portfolio:29.7% ($12.5M/$42.2M)

464289511

Shares:243.3K

Value:$12.2M

% of Portfolio:29.0% ($12.2M/$42.2M)

381430362

Shares:233.7K

Value:$11.7M

% of Portfolio:27.8% ($11.7M/$42.2M)

38747R108

Shares:532.6K

Value:$11.6M

% of Portfolio:27.4% ($11.6M/$42.2M)

78464A284

Shares:449.4K

Value:$11.3M

% of Portfolio:26.9% ($11.3M/$42.2M)

921932505

VOOG|921932505

Shares:32.9K

Value:$11.0M

% of Portfolio:26.1% ($11.0M/$42.2M)

464288356

Shares:195.1K

Value:$11.0M

% of Portfolio:26.0% ($11.0M/$42.2M)

132061508

Shares:372.7K

Value:$10.7M

% of Portfolio:25.3% ($10.7M/$42.2M)

46138G649

Shares:55.1K

Value:$10.6M

% of Portfolio:25.2% ($10.6M/$42.2M)

46435G250

Shares:222.2K

Value:$10.5M

% of Portfolio:24.8% ($10.5M/$42.2M)

25434V864

Shares:218.7K

Value:$10.4M

% of Portfolio:24.7% ($10.4M/$42.2M)

233051432

Shares:286.8K

Value:$10.4M

% of Portfolio:24.6% ($10.4M/$42.2M)

46434V738

Shares:165.5K

Value:$10.0M

% of Portfolio:23.6% ($10.0M/$42.2M)

46438R105

Shares:689.3K

Value:$9.5M

% of Portfolio:22.6% ($9.5M/$42.2M)

25434V302

Shares:367.4K

Value:$9.5M

% of Portfolio:22.6% ($9.5M/$42.2M)

921946810

VIGI|921946810

Shares:109.7K

Value:$9.1M

% of Portfolio:21.6% ($9.1M/$42.2M)

25434V815

Shares:322.2K

Value:$9.1M

% of Portfolio:21.5% ($9.1M/$42.2M)

464288323

Shares:169.3K

Value:$8.9M

% of Portfolio:21.1% ($8.9M/$42.2M)

464286285

Shares:230.0K

Value:$8.8M

% of Portfolio:20.9% ($8.8M/$42.2M)

921932703

VOOV|921932703

Shares:47.2K

Value:$8.7M

% of Portfolio:20.6% ($8.7M/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B655)✕	245.1K	QoQ +13.78% (+29.7K) YoY +2.67% (+6.4K)	All Managers (Combined)	$12.5M	29.7% ($12.5M/$42.2M)	QoQ +14.15% (+$2) YoY +2.66% (+$0)
(cusip464289511)✕	243.3K	QoQ +28.95% (+54.6K) YoY NEW(+243.3K)	All Managers (Combined)	$12.2M	29.0% ($12.2M/$42.2M)	QoQ +31.11% (+$3) YoY NEW(+$12)
(cusip381430362)✕	233.7K	QoQ +4.11% (+9.2K) YoY +113.38% (+124.2K)	All Managers (Combined)	$11.7M	27.8% ($11.7M/$42.2M)	QoQ +8.26% (+$1) YoY +118.41% (+$6)
(cusip38747R108)✕	532.6K	QoQ +6.58% (+32.9K) YoY +5.37% (+27.2K)	All Managers (Combined)	$11.6M	27.4% ($11.6M/$42.2M)	QoQ +15.92% (+$2) YoY +15.07% (+$2)
(cusip78464A284)✕	449.4K	QoQ -2.48% (-11.4K) YoY +25.35% (+90.9K)	All Managers (Combined)	$11.3M	26.9% ($11.3M/$42.2M)	QoQ -3.85% (-$0) YoY +23.06% (+$2)
(VOOGcusip921932505)	32.9K	QoQ +52.57% (+11.4K) YoY +60.71% (+12.4K)	All Managers (Combined)	$11.0M	26.1% ($11.0M/$42.2M)	QoQ +39.41% (+$3) YoY +76.41% (+$5)
(cusip464288356)✕	195.1K	QoQ -7.57% (-16.0K) YoY +19.47% (+31.8K)	All Managers (Combined)	$11.0M	26.0% ($11.0M/$42.2M)	QoQ -9.19% (-$1) YoY +16.84% (+$2)
(cusip132061508)✕	372.7K	QoQ -0.97% (-3.7K) YoY -5.30% (-20.9K)	All Managers (Combined)	$10.7M	25.3% ($10.7M/$42.2M)	QoQ -1.47% (-$0) YoY -6.99% (-$1)
(cusip46138G649)✕	55.1K	QoQ +89.07% (+26.0K) YoY +197.07% (+36.6K)	All Managers (Combined)	$10.6M	25.2% ($10.6M/$42.2M)	QoQ +73.41% (+$5) YoY +213.92% (+$7)
(cusip46435G250)✕	222.2K	QoQ +23.23% (+41.9K) YoY +263.84% (+161.1K)	All Managers (Combined)	$10.5M	24.8% ($10.5M/$42.2M)	QoQ +23.44% (+$2) YoY +266.70% (+$8)
(cusip25434V864)✕	218.7K	QoQ +3.24% (+6.9K) YoY +36.36% (+58.3K)	All Managers (Combined)	$10.4M	24.7% ($10.4M/$42.2M)	QoQ +4.66% (+$0) YoY +37.76% (+$3)
(cusip233051432)✕	286.8K	QoQ +1.61% (+4.5K) YoY +12.47% (+31.8K)	All Managers (Combined)	$10.4M	24.6% ($10.4M/$42.2M)	QoQ +1.81% (+$0) YoY +13.87% (+$1)
(cusip46434V738)✕	165.5K	QoQ -20.71% (-43.2K) YoY NEW(+165.5K)	All Managers (Combined)	$10.0M	23.6% ($10.0M/$42.2M)	QoQ -11.65% (-$1) YoY NEW(+$10)
(cusip46438R105)✕	689.3K	QoQ +37.12% (-186.6K) YoY NEW(+689.3K)	All Managers (Combined)	$9.5M	22.6% ($9.5M/$42.2M)	QoQ -25.06% (-$3) YoY NEW(+$10)
(cusip25434V302)✕	367.4K	QoQ -1.05% (-3.9K) YoY +36.87% (+99.0K)	All Managers (Combined)	$9.5M	22.6% ($9.5M/$42.2M)	QoQ +0.96% (-$0) YoY +43.33% (+$3)
(VIGIcusip921946810)	109.7K	QoQ +5.97% (+6.2K) YoY +19.95% (+18.3K)	All Managers (Combined)	$9.1M	21.6% ($9.1M/$42.2M)	QoQ +9.88% (+$1) YoY +22.02% (+$2)
(cusip25434V815)✕	322.2K	QoQ +172.56% (+204.0K) YoY +531.38% (+271.2K)	All Managers (Combined)	$9.1M	21.5% ($9.1M/$42.2M)	QoQ +149.27% (+$5) YoY +490.55% (+$8)
(cusip464288323)✕	169.3K	QoQ -5.59% (-10.0K) YoY +27.71% (+36.7K)	All Managers (Combined)	$8.9M	21.1% ($8.9M/$42.2M)	QoQ -6.61% (-$1) YoY +24.95% (+$2)
(cusip464286285)✕	230.0K	QoQ -31.44% (-105.5K) YoY +170.22% (+144.9K)	All Managers (Combined)	$8.8M	20.9% ($8.8M/$42.2M)	QoQ -30.99% (-$4) YoY +175.76% (+$6)
(VOOVcusip921932703)	47.2K	QoQ +6.95% (+3.1K) YoY +26.13% (+9.8K)	All Managers (Combined)	$8.7M	20.6% ($8.7M/$42.2M)	QoQ +6.76% (+$1) YoY +28.73% (+$2)