Betterment LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
156 identified302 unidentified

Holdings

458 positions
Manager:
SEC
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Page 7 of 23
14020Y300
14020Y300
Shares:
317060(+6.6%)
Value:
$8.7M(+6.7%)
464288646
464288646
Shares:
164568(-20.6%)
Value:
$8.6M(-19.5%)
25434V781
25434V781
Shares:
295823(+99.6%)
Value:
$8.6M(+118.7%)
46434V381
46434V381
Shares:
147815(+10.6%)
Value:
$8.5M(+6.7%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
14457(+11.9%)
Value:
$8.1M(+6.8%)
25434V880
DFAX|25434V880
Shares:
294493(+1.2%)
Value:
$7.7M(+6.7%)
025072802
025072802
Shares:
106406(-1.4%)
Value:
$7.4M(+5.6%)
922042676
VNQI|922042676
Shares:
180111(+5.1%)
Value:
$7.3M(+7.5%)
464287440
IEF|464287440
Shares:
73734(+54.1%)
Value:
$7.0M(+59.0%)
92189F643
92189F643
Shares:
78082(+3.3%)
Value:
$6.9M(-2.0%)
Apple Inc.
AAPL|037833100
Shares:
29993(+9.7%)
Value:
$6.7M(-2.7%)
464287432
464287432
Shares:
71375(+25.6%)
Value:
$6.5M(+31.0%)
25434V567
25434V567
Shares:
120801(+30.2%)
Value:
$6.4M(+31.6%)
25434V823
25434V823
Shares:
268218(+18.0%)
Value:
$6.4M(+20.5%)
464287457
464287457
Shares:
75756(-67.9%)
Value:
$6.3M(-67.6%)
14020Y607
14020Y607
Shares:
235443(+2.0%)
Value:
$6.1M(+2.1%)
97717X578
97717X578
Shares:
192882(+5.7%)
Value:
$6.0M(+7.0%)
25434V401
25434V401
Shares:
98075(-2.8%)
Value:
$5.9M(-7.8%)
46431W838
46431W838
Shares:
111555(+30.3%)
Value:
$5.6M(+31.0%)
25434V740
25434V740
Shares:
200687(+57.5%)
Value:
$5.4M(+62.6%)