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 8 of 23
464288638
464288638
Shares:
102284(+67.0%)
Value:
$5.4M(+70.3%)
808524300
SCHG|808524300
Shares:
213586(+33.4%)
Value:
$5.3M(+19.9%)
464287804
IJR|464287804
Shares:
50686(-15.2%)
Value:
$5.3M(-23.0%)
922907746
VTEB|922907746
Shares:
105892(+53.3%)
Value:
$5.3M(+51.7%)
025072885
025072885
Shares:
55875(+20.6%)
Value:
$5.2M(+14.9%)
92206C102
VGSH|92206C102
Shares:
83352(+10.9%)
Value:
$4.9M(+11.9%)
14020W106
14020W106
Shares:
127206(+4.6%)
Value:
$4.5M(+5.7%)
922908553
VNQ|922908553
Shares:
49327(-2.3%)
Value:
$4.5M(-0.7%)
464288588
464288588
Shares:
46359(-48.3%)
Value:
$4.3M(-47.1%)
316188309
316188309
Shares:
94904(+60.6%)
Value:
$4.3M(+63.3%)
464289438
464289438
Shares:
20464(+10.3%)
Value:
$4.3M(-1.1%)
78468R747
78468R747
Shares:
36763(+0.9%)
Value:
$4.2M(-0.6%)
922908595
VBK|922908595
Shares:
16593(+7.2%)
Value:
$4.2M(-3.6%)
808524508
808524508
Shares:
157139(+97.1%)
Value:
$4.1M(+86.4%)
Bitwise Bitcoin ETF
BITB|09174C104
Shares:
91631(+0.1%)
Value:
$4.1M(-11.6%)
45259A209
45259A209
Shares:
102898(+1.8%)
Value:
$4.1M(-0.8%)
25434V807
25434V807
Shares:
104013(-7.3%)
Value:
$4.1M(+2.8%)
808524797
SCHD|808524797
Shares:
145849(+49.8%)
Value:
$4.1M(+53.4%)
25434V575
25434V575
Shares:
75715(+18.6%)
Value:
$4.0M(+18.4%)
25434V583
25434V583
Shares:
73601(+102.2%)
Value:
$3.9M(+104.5%)