Betterment LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$42.2B
Holdings
458
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (458 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 26,094,613 | $7.2B | 17.01% | |
| 2 | VEAVANGUARD TAX MANAGED INTL FD | 133,982,969 | $6.8B | 16.16% | |
| 3 | SPYMSPDR State Street Global Advisors | 64,900,904 | $4.3B | 10.12% | |
| 4 | VWOVANGUARD INTL EQUITY INDEX F | 55,807,069 | $2.5B | 5.99% | |
| 5 | AGGISHARES TR | 21,876,462 | $2.2B | 5.13% | |
| 6 | MUBISHARES TR | 18,408,702 | $1.9B | 4.60% | |
| 7 | ITOTISHARES TR | 11,538,827 | $1.4B | 3.34% | |
| 8 | SPMDSPDR State Street Global Advisors | 17,884,123 | $915.3M | 2.17% | |
| 9 | VTVVANGUARD INDEX FDS | 5,225,476 | $902.6M | 2.14% | |
| 10 | BNDXVANGUARD CHARLOTTE FDS | 18,361,230 | $896.4M | 2.13% | |
| 11 | AQLTISHARES TR | 10,672,579 | $807.4M | 1.92% | |
| 12 | EMBISHARES TR | 7,977,068 | $722.6M | 1.71% | |
| 13 | VOEVANGUARD INDEX FDS | 4,291,924 | $689.0M | 1.63% | |
| 14 | SPSMSPDR State Street Global Advisors | 16,131,496 | $657.5M | 1.56% | |
| 15 | VBRVANGUARD INDEX FDS | 3,353,053 | $624.6M | 1.48% | |
| 16 | GSLCGoldman Sachs | 5,305,878 | $584.1M | 1.39% | |
| 17 | GBILGoldman Sachs | 5,641,890 | $565.2M | 1.34% | |
| 18 | SCHFSCHWAB STRATEGIC TR | 23,595,575 | $466.7M | 1.11% | |
| 19 | JPSTJP Morgan | 9,185,647 | $465.1M | 1.10% | |
| 20 | ESGUiShares | 3,414,311 | $416.2M | 0.99% | |
| 21 | TFISPDR SERIES TRUST | 9,181,983 | $413.8M | 0.98% | |
| 22 | IEMGISHARES INC | 7,467,240 | $403.0M | 0.96% | |
| 23 | STIPiShares | 3,822,211 | $395.5M | 0.94% | |
| 24 | SCHBSCHWAB STRATEGIC TR | 17,254,102 | $371.5M | 0.88% | |
| 25 | SCHXSCHWAB STRATEGIC TR | 13,225,086 | $292.0M | 0.69% | |
| 26 | ESGDiShares | 3,295,488 | $269.2M | 0.64% | |
| 27 | CRBNiShares | 1,297,812 | $248.1M | 0.59% | |
| 28 | SPDWSPDR State Street Global Advisors | 6,191,508 | $225.4M | 0.53% | |
| 29 | IWSISHARES TR | 1,710,860 | $215.5M | 0.51% | |
| 30 | GSIEGoldman Sachs | 4,781,850 | $170.5M | 0.40% | |
| 31 | VOOVANGUARD INDEX FDS | 273,369 | $140.5M | 0.33% | |
| 32 | SPYVSPDR State Street Global Advisors | 2,574,832 | $131.5M | 0.31% | |
| 33 | BNDVANGUARD BD INDEX FD INC | 1,708,067 | $125.5M | 0.30% | |
| 34 | SHVISHARES TR | 1,118,795 | $123.6M | 0.29% | |
| 35 | IWNISHARES TR | 794,473 | $120.0M | 0.28% | |
| 36 | SCHVSCHWAB STRATEGIC TR | 4,464,267 | $118.7M | 0.28% | |
| 37 | VWOBVANGUARD WHITEHALL FDS INC | 1,656,401 | $106.3M | 0.25% | |
| 38 | ESGEiShares | 2,977,966 | $104.1M | 0.25% | |
| 39 | VTIPVANGUARD MALVERN FDS | 2,015,442 | $100.6M | 0.24% | |
| 40 | VUGVANGUARD INDEX FDS | 267,507 | $99.2M | 0.24% | |
| 41 | SPYXSPDR State Street Global Advisors | 1,934,050 | $88.5M | 0.21% | |
| 42 | IVVISHARES TR | 154,278 | $86.7M | 0.21% | |
| 43 | VOTEEngine No. 1 | 1,320,747 | $86.4M | 0.20% | |
| 44 | DFACDimensional | 2,552,979 | $84.2M | 0.20% | |
| 45 | KOMPState Street Global Advisors Inc | 1,773,394 | $82.4M | 0.20% | |
| 46 | GSEUGoldman Sachs | 2,061,069 | $79.4M | 0.19% | |
| 47 | IVEISHARES TR | 401,919 | $76.6M | 0.18% | |
| 48 | IAGGISHARES TR | 1,471,136 | $73.5M | 0.17% | |
| 49 | BGRNiShares | 1,321,558 | $62.6M | 0.15% | |
| 50 | ESMLBlackRock Fund Advisors | 1,628,510 | $62.6M | 0.15% | |
| 51 | EFAXSPDR State Street Global Advisors | 1,405,380 | $60.4M | 0.14% | |
| 52 | GIGBGoldman Sachs | 1,293,228 | $59.2M | 0.14% | |
| 53 | GEMGoldman Sachs | 1,760,768 | $58.4M | 0.14% | |
| 54 | EAGGiShares | 1,154,830 | $54.8M | 0.13% | |
| 55 | ESGVVANGUARD | 508,902 | $49.8M | 0.12% | |
| 56 | DFAUDimensional Fund Advisors | 1,294,724 | $49.8M | 0.12% | |
| 57 | FALNiShares | 1,634,802 | $43.8M | 0.10% | |
| 58 | USHYISHARES | 1,183,261 | $43.6M | 0.10% | |
| 59 | BSVVANGUARD BD INDEX FD INC | 537,140 | $42.0M | 0.10% | |
| 60 | DSIiShares | 409,944 | $42.0M | 0.10% | |
| 61 | IBITBlackRock Fund Advisors | 870,342 | $40.7M | 0.10% | |
| 62 | DFICDimensional Fund Advisors LP | 1,445,557 | $40.1M | 0.10% | |
| 63 | NDQInvesco | 83,943 | $39.4M | 0.09% | |
| 64 | DFCFDimensional Fund Advisors LP | 918,774 | $38.6M | 0.09% | |
| 65 | DFAIDimensional Fund Advisors | 1,222,034 | $38.2M | 0.09% | |
| 66 | GSSCGoldman Sachs | 595,972 | $37.8M | 0.09% | |
| 67 | JMSIJP Morgan Investment Management Inc | 736,344 | $36.7M | 0.09% | |
| 68 | VOVANGUARD INDEX FDS | 137,719 | $35.6M | 0.08% | |
| 69 | VBVANGUARD INDEX FDS | 160,175 | $35.5M | 0.08% | |
| 70 | SPEMSPDR State Street Global Advisors | 812,518 | $32.0M | 0.08% | |
| 71 | SCHASCHWAB STRATEGIC TR | 1,246,030 | $29.2M | 0.07% | |
| 72 | IGEBISHARES TR | 634,891 | $28.6M | 0.07% | |
| 73 | SUSCISHARES | 1,235,913 | $28.5M | 0.07% | |
| 74 | VIGVANGUARD SPECIALIZED PORTFOL | 133,117 | $25.8M | 0.06% | |
| 75 | GBXAGoldman Sachs | 666,740 | $25.7M | 0.06% | |
| 76 | GCORGoldman Sachs | 596,331 | $24.6M | 0.06% | |
| 77 | EEMXSPDR State Street Global Advisors | 726,952 | $24.4M | 0.06% | |
| 78 | VGLTVANGUARD BD INDEX FD INC | 422,657 | $24.3M | 0.06% | |
| 79 | SHMSPDR State Street Global Advisors | 502,782 | $23.9M | 0.06% | |
| 80 | DFEMDimensional Fund Advisors LP | 877,048 | $23.2M | 0.06% | |
| 81 | SHYGiShares | 541,388 | $23.0M | 0.05% | |
| 82 | SUSAiShares | 183,029 | $21.0M | 0.05% | |
| 83 | VVVanguard | 78,016 | $20.1M | 0.05% | |
| 84 | GEMDGoldman Sachs Asset Management LP | 491,452 | $19.9M | 0.05% | |
| 85 | VOTVanguard | 79,768 | $19.5M | 0.05% | |
| 86 | BIVVANGUARD BD INDEX FD INC | 249,003 | $19.1M | 0.05% | |
| 87 | LQDISHARES TR | 163,182 | $17.7M | 0.04% | |
| 88 | DCORDimensional Fund Advisors LP | 275,476 | $16.9M | 0.04% | |
| 89 | USDXSummit Global Investments LLC | 631,784 | $16.2M | 0.04% | |
| 90 | DFATDimensional | 309,559 | $15.9M | 0.04% | |
| 91 | DFLVDimensional Fund Advisors LP | 501,309 | $15.3M | 0.04% | |
| 92 | AVUVAvantis | 164,553 | $14.3M | 0.03% | |
| 93 | VUSBVANGUARD BD INDEX FDS | 268,160 | $13.4M | 0.03% | |
| 94 | BLVVANGUARD BD INDEX FD INC | 188,929 | $13.3M | 0.03% | |
| 95 | FWDAllianceBernstein LP | 188,551 | $13.3M | 0.03% | |
| 96 | TFLOiShares | 259,489 | $13.1M | 0.03% | |
| 97 | VMBSVANGUARD BD INDEX FD INC | 282,478 | $13.1M | 0.03% | |
| 98 | SCHHSCHWAB STRATEGIC TR | 603,085 | $13.0M | 0.03% | |
| 99 | JUSTGOLDMAN SACHS ETF TR | 162,947 | $13.0M | 0.03% | |
| 100 | GHYBGoldman Sachs | 289,915 | $12.9M | 0.03% |
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