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 8 of 23

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464288638

Shares:102.3K

Value:$5.4M

% of Portfolio:12.7% ($5.4M/$42.2M)

808524300

SCHG|808524300

Shares:213.6K

Value:$5.3M

% of Portfolio:12.7% ($5.3M/$42.2M)

464287804

IJR|464287804

Shares:50.7K

Value:$5.3M

% of Portfolio:12.6% ($5.3M/$42.2M)

922907746

VTEB|922907746

Shares:105.9K

Value:$5.3M

% of Portfolio:12.5% ($5.3M/$42.2M)

025072885

Shares:55.9K

Value:$5.2M

% of Portfolio:12.2% ($5.2M/$42.2M)

92206C102

VGSH|92206C102

Shares:83.4K

Value:$4.9M

% of Portfolio:11.6% ($4.9M/$42.2M)

14020W106

Shares:127.2K

Value:$4.5M

% of Portfolio:10.8% ($4.5M/$42.2M)

922908553

VNQ|922908553

Shares:49.3K

Value:$4.5M

% of Portfolio:10.6% ($4.5M/$42.2M)

464288588

Shares:46.4K

Value:$4.3M

% of Portfolio:10.3% ($4.3M/$42.2M)

316188309

Shares:94.9K

Value:$4.3M

% of Portfolio:10.3% ($4.3M/$42.2M)

464289438

Shares:20.5K

Value:$4.3M

% of Portfolio:10.2% ($4.3M/$42.2M)

78468R747

Shares:36.8K

Value:$4.2M

% of Portfolio:10.0% ($4.2M/$42.2M)

922908595

VBK|922908595

Shares:16.6K

Value:$4.2M

% of Portfolio:9.9% ($4.2M/$42.2M)

808524508

Shares:157.1K

Value:$4.1M

% of Portfolio:9.8% ($4.1M/$42.2M)

Bitwise Bitcoin ETF

BITB|09174C104

Shares:91.6K

Value:$4.1M

% of Portfolio:9.8% ($4.1M/$42.2M)

45259A209

Shares:102.9K

Value:$4.1M

% of Portfolio:9.7% ($4.1M/$42.2M)

25434V807

Shares:104.0K

Value:$4.1M

% of Portfolio:9.7% ($4.1M/$42.2M)

808524797

SCHD|808524797

Shares:145.8K

Value:$4.1M

% of Portfolio:9.7% ($4.1M/$42.2M)

25434V575

Shares:75.7K

Value:$4.0M

% of Portfolio:9.4% ($4.0M/$42.2M)

25434V583

Shares:73.6K

Value:$3.9M

% of Portfolio:9.3% ($3.9M/$42.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288638)✕	102.3K	QoQ +67.01% (+41.0K) YoY +1249.74% (+94.7K)	All Managers (Combined)	$5.4M	12.7% ($5.4M/$42.2M)	QoQ +70.26% (+$2) YoY +1273.91% (+$5)
(SCHGcusip808524300)	213.6K	QoQ +33.44% (+53.5K) YoY +995.48% (+194.1K)	All Managers (Combined)	$5.3M	12.7% ($5.3M/$42.2M)	QoQ +19.88% (+$1) YoY +195.79% (+$4)
(IJRcusip464287804)	50.7K	QoQ -15.17% (-9.1K) YoY +180.94% (+32.6K)	All Managers (Combined)	$5.3M	12.6% ($5.3M/$42.2M)	QoQ -23.02% (-$2) YoY +165.79% (+$3)
(VTEBcusip922907746)	105.9K	QoQ +53.28% (+36.8K) YoY +251.15% (+75.7K)	All Managers (Combined)	$5.3M	12.5% ($5.3M/$42.2M)	QoQ +51.71% (+$2) YoY +244.29% (+$4)
(cusip025072885)✕	55.9K	QoQ +20.55% (+9.5K) YoY +477.99% (+46.2K)	All Managers (Combined)	$5.2M	12.2% ($5.2M/$42.2M)	QoQ +14.88% (+$1) YoY +496.76% (+$4)
(VGSHcusip92206C102)	83.4K	QoQ +10.92% (+8.2K) YoY +45.35% (+26.0K)	All Managers (Combined)	$4.9M	11.6% ($4.9M/$42.2M)	QoQ +11.89% (+$1) YoY +46.90% (+$2)
(cusip14020W106)✕	127.2K	QoQ +4.59% (+5.6K) YoY +610.25% (+109.3K)	All Managers (Combined)	$4.5M	10.8% ($4.5M/$42.2M)	QoQ +5.73% (+$0) YoY +679.03% (+$4)
(VNQcusip922908553)	49.3K	QoQ -2.32% (-1.2K) YoY +58.13% (+18.1K)	All Managers (Combined)	$4.5M	10.6% ($4.5M/$42.2M)	QoQ -0.73% (-$0) YoY +65.53% (+$2)
(cusip464288588)✕	46.4K	QoQ -48.31% (-43.3K) YoY -62.94% (-78.8K)	All Managers (Combined)	$4.3M	10.3% ($4.3M/$42.2M)	QoQ -47.13% (-$4) YoY -62.39% (-$7)
(cusip316188309)✕	94.9K	QoQ +60.56% (+35.8K) YoY +1090.46% (+86.9K)	All Managers (Combined)	$4.3M	10.3% ($4.3M/$42.2M)	QoQ +63.34% (+$2) YoY +1100.00% (+$4)
(cusip464289438)✕	20.5K	QoQ +10.35% (-1.9K) YoY +100.15% (+10.2K)	All Managers (Combined)	$4.3M	10.2% ($4.3M/$42.2M)	QoQ -1.05% (-$0) YoY +116.39% (+$2)
(cusip78468R747)✕	36.8K	QoQ +0.88% (-322) YoY +4.17% (+1.5K)	All Managers (Combined)	$4.2M	10.0% ($4.2M/$42.2M)	QoQ -0.56% (-$0) YoY +12.31% (+$0)
(VBKcusip922908595)	16.6K	QoQ +7.21% (-1.1K) YoY -2.89% (-495)	All Managers (Combined)	$4.2M	9.9% ($4.2M/$42.2M)	QoQ -3.59% (-$0) YoY -6.21% (-$0)
(cusip808524508)✕	157.1K	QoQ +97.14% (+77.4K) YoY +864.87% (+140.9K)	All Managers (Combined)	$4.1M	9.8% ($4.1M/$42.2M)	QoQ +86.37% (+$2) YoY +210.48% (+$3)
Bitwise Bitcoin ETF(BITBcusip09174C104)	91.6K	QoQ +0.11% (-102) YoY +19.32% (+14.8K)	All Managers (Combined)	$4.1M	9.8% ($4.1M/$42.2M)	QoQ -11.64% (-$1) YoY +38.31% (+$1)
(cusip45259A209)✕	102.9K	QoQ +1.84% (-1.9K) YoY +5.69% (+5.5K)	All Managers (Combined)	$4.1M	9.7% ($4.1M/$42.2M)	QoQ -0.75% (-$0) YoY +9.77% (+$0)
(cusip25434V807)✕	104.0K	QoQ -7.30% (-8.2K) YoY +2.10% (+2.1K)	All Managers (Combined)	$4.1M	9.7% ($4.1M/$42.2M)	QoQ +2.83% (-$0) YoY +9.34% (+$0)
(SCHDcusip808524797)	145.8K	QoQ +49.83% (+48.5K) YoY +596.84% (+124.9K)	All Managers (Combined)	$4.1M	9.7% ($4.1M/$42.2M)	QoQ +53.36% (+$1) YoY +141.58% (+$2)
(cusip25434V575)✕	75.7K	QoQ +18.57% (+11.9K) YoY +86.50% (+35.1K)	All Managers (Combined)	$4.0M	9.4% ($4.0M/$42.2M)	QoQ +18.40% (+$1) YoY +83.82% (+$2)
(cusip25434V583)✕	73.6K	QoQ +102.24% (+37.2K) YoY NEW(+73.6K)	All Managers (Combined)	$3.9M	9.3% ($3.9M/$42.2M)	QoQ +104.52% (+$2) YoY NEW(+$4)