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:
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Page 9 of 23
25434V716
Shares:
109119(+31.0%)
Value:
$3.9M(+23.7%)
47103U886
Shares:
77442(+7.7%)
Value:
$3.8M(+8.2%)
78464A664
Shares:
138466(+10.4%)
Value:
$3.8M(+14.9%)
92206C409
Shares:
46662(+2.6%)
Value:
$3.7M(+3.9%)
464288158
Shares:
34571(+15.6%)
Value:
$3.7M(+15.8%)
25434V831
Shares:
103697(+58.2%)
Value:
$3.4M(+55.2%)
381430230
Shares:
65334(-15.3%)
Value:
$3.3M(-14.8%)
46436E718
Shares:
32347(+24.2%)
Value:
$3.3M(+24.6%)
921935508
Shares:
20999
Value:
$3.2M
33740F805
Shares:
71964(-20.5%)
Value:
$3.2M(-18.9%)
14020Y201
Shares:
114470(+2.0%)
Value:
$3.1M(+1.6%)
97717W588
Shares:
51143(+4.5%)
Value:
$3.0M(+1.3%)
92189F437
Shares:
101174(-0.3%)
Value:
$2.9M(+0.4%)
92189H409
Shares:
56946(+26.5%)
Value:
$2.9M(+24.7%)
69374H881
Shares:
52939(+2.2%)
Value:
$2.9M(-0.9%)
46641Q670
Shares:
61433(+110.3%)
Value:
$2.9M(+114.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip25434V716)✕ | 109.1K | All Managers (Combined) | $3.9M | ||
(cusip47103U886)✕ | 77.4K | YoY NEW(+77.4K) | All Managers (Combined) | $3.8M | QoQ +8.18% (+$0)YoY NEW(+$4) |
(cusip78464A664)✕ | 138.5K | All Managers (Combined) | $3.8M | ||
(cusip92206C409)✕ | 46.7K | All Managers (Combined) | $3.7M | QoQ +3.86% (+$0)YoY +27.69% (+$1) | |
(cusip464288158)✕ | 34.6K | All Managers (Combined) | $3.7M | QoQ +15.79% (+$0)YoY +55.75% (+$1) | |
53.2K | YoY NEW(+53.2K) | All Managers (Combined) | $3.6M | QoQ +62.37% (+$1)YoY NEW(+$4) | |
(cusip25434V831)✕ | 103.7K | All Managers (Combined) | $3.4M | ||
(cusip381430230)✕ | 65.3K | YoY NEW(+65.3K) | All Managers (Combined) | $3.3M | QoQ -14.78% (-$1)YoY NEW(+$3) |
(cusip46436E718)✕ | 32.3K | All Managers (Combined) | $3.3M | QoQ +24.60% (+$1)YoY +1.71% (+$0) | |
(cusip921935508)✕ | 21.0K | QoQ NEW(+21.0K) YoY NEW(+21.0K) | All Managers (Combined) | $3.2M | QoQ NEW(+$3) YoY NEW(+$3) |
(cusip33740F805)✕ | 72.0K | All Managers (Combined) | $3.2M | QoQ -18.87% (-$1)YoY +0.76% (+$0) | |
26.3K | All Managers (Combined) | $3.1M | QoQ +1.41% (+$0)YoY -5.09% (-$0) | ||
49.5K | All Managers (Combined) | $3.1M | QoQ +25.76% (+$1)YoY +65.05% (+$1) | ||
(cusip14020Y201)✕ | 114.5K | YoY NEW(+114.5K) | All Managers (Combined) | $3.1M | QoQ +1.58% (+$0)YoY NEW(+$3) |
(cusip97717W588)✕ | 51.1K | All Managers (Combined) | $3.0M | QoQ +1.30% (+$0) | |
(cusip92189F437)✕ | 101.2K | All Managers (Combined) | $2.9M | QoQ +0.37% (-$0)YoY +15.46% (+$0) | |
22.6K | All Managers (Combined) | $2.9M | QoQ +2.60% (+$0)YoY +26.96% (+$1) | ||
(cusip92189H409)✕ | 56.9K | All Managers (Combined) | $2.9M | ||
(cusip69374H881)✕ | 52.9K | All Managers (Combined) | $2.9M | QoQ -0.92% (-$0)YoY +88.73% (+$1) | |
(cusip46641Q670)✕ | 61.4K | All Managers (Combined) | $2.9M |