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
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
- betterment
- Manager Name
- Betterment
Data Enrichment
34% identified156 identified302 unidentified
Holdings
458 positions • $42.2M total value
Manager:
Search and click to pin securities to the top
Page 9 of 23
25434V716
Shares:109.1K
Value:$3.9M
% of Portfolio:9.3% ($3.9M/$42.2M)
47103U886
Shares:77.4K
Value:$3.8M
% of Portfolio:9.0% ($3.8M/$42.2M)
78464A664
Shares:138.5K
Value:$3.8M
% of Portfolio:9.0% ($3.8M/$42.2M)
92206C409
Shares:46.7K
Value:$3.7M
% of Portfolio:8.7% ($3.7M/$42.2M)
464288158
Shares:34.6K
Value:$3.7M
% of Portfolio:8.7% ($3.7M/$42.2M)
25434V831
Shares:103.7K
Value:$3.4M
% of Portfolio:8.2% ($3.4M/$42.2M)
381430230
Shares:65.3K
Value:$3.3M
% of Portfolio:7.8% ($3.3M/$42.2M)
46436E718
Shares:32.3K
Value:$3.3M
% of Portfolio:7.7% ($3.3M/$42.2M)
921935508
Shares:21.0K
Value:$3.2M
% of Portfolio:7.6% ($3.2M/$42.2M)
33740F805
Shares:72.0K
Value:$3.2M
% of Portfolio:7.5% ($3.2M/$42.2M)
14020Y201
Shares:114.5K
Value:$3.1M
% of Portfolio:7.3% ($3.1M/$42.2M)
97717W588
Shares:51.1K
Value:$3.0M
% of Portfolio:7.2% ($3.0M/$42.2M)
92189F437
Shares:101.2K
Value:$2.9M
% of Portfolio:6.9% ($2.9M/$42.2M)
92189H409
Shares:56.9K
Value:$2.9M
% of Portfolio:6.9% ($2.9M/$42.2M)
69374H881
Shares:52.9K
Value:$2.9M
% of Portfolio:6.9% ($2.9M/$42.2M)
46641Q670
Shares:61.4K
Value:$2.9M
% of Portfolio:6.9% ($2.9M/$42.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip25434V716)✕ | 109.1K | All Managers (Combined) | $3.9M | 9.3% ($3.9M/$42.2M) | ||
(cusip47103U886)✕ | 77.4K | YoY NEW(+77.4K) | All Managers (Combined) | $3.8M | 9.0% ($3.8M/$42.2M) | QoQ +8.18% (+$0)YoY NEW(+$4) |
(cusip78464A664)✕ | 138.5K | All Managers (Combined) | $3.8M | 9.0% ($3.8M/$42.2M) | ||
(cusip92206C409)✕ | 46.7K | All Managers (Combined) | $3.7M | 8.7% ($3.7M/$42.2M) | QoQ +3.86% (+$0)YoY +27.69% (+$1) | |
(cusip464288158)✕ | 34.6K | All Managers (Combined) | $3.7M | 8.7% ($3.7M/$42.2M) | QoQ +15.79% (+$0)YoY +55.75% (+$1) | |
| 53.2K | YoY NEW(+53.2K) | All Managers (Combined) | $3.6M | 8.7% ($3.6M/$42.2M) | QoQ +62.37% (+$1)YoY NEW(+$4) | |
(cusip25434V831)✕ | 103.7K | All Managers (Combined) | $3.4M | 8.2% ($3.4M/$42.2M) | ||
(cusip381430230)✕ | 65.3K | YoY NEW(+65.3K) | All Managers (Combined) | $3.3M | 7.8% ($3.3M/$42.2M) | QoQ -14.78% (-$1)YoY NEW(+$3) |
(cusip46436E718)✕ | 32.3K | All Managers (Combined) | $3.3M | 7.7% ($3.3M/$42.2M) | QoQ +24.60% (+$1)YoY +1.71% (+$0) | |
(cusip921935508)✕ | 21.0K | QoQ NEW(+21.0K) YoY NEW(+21.0K) | All Managers (Combined) | $3.2M | 7.6% ($3.2M/$42.2M) | QoQ NEW(+$3) YoY NEW(+$3) |
(cusip33740F805)✕ | 72.0K | All Managers (Combined) | $3.2M | 7.5% ($3.2M/$42.2M) | QoQ -18.87% (-$1)YoY +0.76% (+$0) | |
| 26.3K | All Managers (Combined) | $3.1M | 7.5% ($3.1M/$42.2M) | QoQ +1.41% (+$0)YoY -5.09% (-$0) | ||
| 49.5K | All Managers (Combined) | $3.1M | 7.3% ($3.1M/$42.2M) | QoQ +25.76% (+$1)YoY +65.05% (+$1) | ||
(cusip14020Y201)✕ | 114.5K | YoY NEW(+114.5K) | All Managers (Combined) | $3.1M | 7.3% ($3.1M/$42.2M) | QoQ +1.58% (+$0)YoY NEW(+$3) |
(cusip97717W588)✕ | 51.1K | All Managers (Combined) | $3.0M | 7.2% ($3.0M/$42.2M) | QoQ +1.30% (+$0) | |
(cusip92189F437)✕ | 101.2K | All Managers (Combined) | $2.9M | 6.9% ($2.9M/$42.2M) | QoQ +0.37% (-$0)YoY +15.46% (+$0) | |
| 22.6K | All Managers (Combined) | $2.9M | 6.9% ($2.9M/$42.2M) | QoQ +2.60% (+$0)YoY +26.96% (+$1) | ||
(cusip92189H409)✕ | 56.9K | All Managers (Combined) | $2.9M | 6.9% ($2.9M/$42.2M) | ||
(cusip69374H881)✕ | 52.9K | All Managers (Combined) | $2.9M | 6.9% ($2.9M/$42.2M) | QoQ -0.92% (-$0)YoY +88.73% (+$1) | |
(cusip46641Q670)✕ | 61.4K | All Managers (Combined) | $2.9M | 6.9% ($2.9M/$42.2M) |