Betterment LLC

Investment Portfolio & 13F Holdings Analysis

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
Search and click to pin securities to the top
Page 1 of 23
922908769
VTI|922908769
Shares:
26094613(-3.2%)
Value:
$7.2B(-8.2%)
921943858
VEA|921943858
Shares:
133982969(-2.5%)
Value:
$6.8B(+3.6%)
78464A854
SPLG|78464A854
Shares:
64900904(+22.6%)
Value:
$4.3B(+17.0%)
922042858
VWO|922042858
Shares:
55807069(-6.7%)
Value:
$2.5B(-4.1%)
464287226
464287226
Shares:
21876462(+10.0%)
Value:
$2.2B(+12.3%)
464288414
MUB|464288414
Shares:
18408702(+0.8%)
Value:
$1.9B(-0.2%)
464287150
ITOT|464287150
Shares:
11538827(-2.2%)
Value:
$1.4B(-7.2%)
78464A847
78464A847
Shares:
17884123(-0.3%)
Value:
$915.3M(-6.7%)
922908744
VTV|922908744
Shares:
5225476(-4.1%)
Value:
$902.6M(-2.1%)
92203J407
BNDX|92203J407
Shares:
18361230(-12.3%)
Value:
$896.4M(-12.7%)
46432F842
IEFA|46432F842
Shares:
10672579(-6.1%)
Value:
$807.4M(+1.1%)
464288281
464288281
Shares:
7977068(-11.7%)
Value:
$722.6M(-10.2%)
922908512
VOE|922908512
Shares:
4291924(-4.8%)
Value:
$689.0M(-5.5%)
78468R853
78468R853
Shares:
16131496(-0.2%)
Value:
$657.5M(-9.4%)
922908611
VBR|922908611
Shares:
3353053(-5.5%)
Value:
$624.6M(-11.1%)
381430503
GSLC|381430503
Shares:
5305878(-0.8%)
Value:
$584.1M(-5.1%)
381430529
381430529
Shares:
5641890(+0.2%)
Value:
$565.2M(+0.5%)
808524805
SCHF|808524805
Shares:
23595575(-3.9%)
Value:
$466.7M(+2.8%)
46641Q837
46641Q837
Shares:
9185647(+47.8%)
Value:
$465.1M(+48.5%)
46435G425
ESGU|46435G425
Shares:
3414311(+4.2%)
Value:
$416.2M(-1.4%)