Betterment LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$47.0B
Holdings
497
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (497 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 26,303,687 | $8.0B | 17.02% | |
| 2 | VEAVANGUARD TAX MANAGED INTL FD | 134,083,394 | $7.6B | 16.28% | |
| 3 | SPYMSPDR State Street Global Advisors | 73,909,544 | $5.4B | 11.44% | |
| 4 | VWOVANGUARD INTL EQUITY INDEX F | 52,572,127 | $2.6B | 5.54% | |
| 5 | AGGISHARES TR | 23,067,850 | $2.3B | 4.87% | |
| 6 | MUBISHARES TR | 18,584,233 | $1.9B | 4.13% | |
| 7 | ITOTISHARES TR | 11,275,319 | $1.5B | 3.24% | |
| 8 | SPMDSPDR State Street Global Advisors | 19,155,647 | $1.0B | 2.22% | |
| 9 | VTVVANGUARD INDEX FDS | 5,196,580 | $918.4M | 1.96% | |
| 10 | BNDXVANGUARD CHARLOTTE FDS | 17,523,971 | $867.6M | 1.85% | |
| 11 | AQLTISHARES TR | 10,128,262 | $845.5M | 1.80% | |
| 12 | SPSMSPDR State Street Global Advisors | 17,616,693 | $750.5M | 1.60% | |
| 13 | EMBISHARES TR | 7,892,474 | $731.0M | 1.56% | |
| 14 | VOEVANGUARD INDEX FDS | 4,133,464 | $679.8M | 1.45% | |
| 15 | GSLCGoldman Sachs | 5,599,651 | $679.7M | 1.45% | |
| 16 | VBRVANGUARD INDEX FDS | 3,200,471 | $624.1M | 1.33% | |
| 17 | TFISPDR SERIES TRUST | 13,127,515 | $586.4M | 1.25% | |
| 18 | JPSTJP Morgan | 11,291,079 | $572.2M | 1.22% | |
| 19 | GBILGoldman Sachs | 5,698,815 | $570.7M | 1.22% | |
| 20 | ESGUiShares | 3,840,238 | $519.6M | 1.11% | |
| 21 | SCHFSCHWAB STRATEGIC TR | 22,942,141 | $507.0M | 1.08% | |
| 22 | SCHXSCHWAB STRATEGIC TR | 18,749,171 | $458.2M | 0.98% | |
| 23 | STIPiShares | 4,006,464 | $412.3M | 0.88% | |
| 24 | SCHBSCHWAB STRATEGIC TR | 16,827,398 | $401.0M | 0.85% | |
| 25 | IEMGISHARES INC | 6,383,212 | $383.2M | 0.82% | |
| 26 | ESGDiShares | 3,856,164 | $344.0M | 0.73% | |
| 27 | SPDWSPDR State Street Global Advisors | 7,726,859 | $312.9M | 0.67% | |
| 28 | CRBNiShares | 1,285,649 | $272.3M | 0.58% | |
| 29 | IWSISHARES TR | 1,639,610 | $216.7M | 0.46% | |
| 30 | VOOVANGUARD INDEX FDS | 303,933 | $172.6M | 0.37% | |
| 31 | BNDVANGUARD BD INDEX FD INC | 1,854,836 | $136.6M | 0.29% | |
| 32 | SPYVSPDR State Street Global Advisors | 2,512,074 | $131.5M | 0.28% | |
| 33 | ESGEiShares | 3,346,542 | $131.1M | 0.28% | |
| 34 | VUGVANGUARD INDEX FDS | 290,155 | $127.2M | 0.27% | |
| 35 | GSIEGoldman Sachs | 3,191,444 | $126.6M | 0.27% | |
| 36 | SCHVSCHWAB STRATEGIC TR | 4,362,278 | $120.7M | 0.26% | |
| 37 | IWNISHARES TR | 748,283 | $118.0M | 0.25% | |
| 38 | VOTEEngine No. 1 | 1,520,777 | $110.6M | 0.24% | |
| 39 | DFACDimensional | 2,961,360 | $106.1M | 0.23% | |
| 40 | SPYXSPDR State Street Global Advisors | 1,934,222 | $98.5M | 0.21% | |
| 41 | VWOBVANGUARD WHITEHALL FDS INC | 1,469,300 | $96.0M | 0.20% | |
| 42 | SHVISHARES TR | 865,310 | $95.5M | 0.20% | |
| 43 | IVVISHARES TR | 149,690 | $92.9M | 0.20% | |
| 44 | VTIPVANGUARD MALVERN FDS | 1,733,107 | $87.1M | 0.19% | |
| 45 | KOMPState Street Global Advisors Inc | 1,517,997 | $82.5M | 0.18% | |
| 46 | GSEUGoldman Sachs | 1,939,171 | $82.1M | 0.17% | |
| 47 | GEMGoldman Sachs | 2,098,854 | $78.1M | 0.17% | |
| 48 | SPEMSPDR State Street Global Advisors | 1,824,389 | $78.0M | 0.17% | |
| 49 | IVEISHARES TR | 388,831 | $76.0M | 0.16% | |
| 50 | IAGGISHARES TR | 1,466,453 | $74.9M | 0.16% | |
| 51 | ESMLBlackRock Fund Advisors | 1,747,178 | $72.2M | 0.15% | |
| 52 | VOVANGUARD INDEX FDS | 244,121 | $68.3M | 0.15% | |
| 53 | EAGGiShares | 1,428,397 | $67.9M | 0.14% | |
| 54 | EFAXSPDR State Street Global Advisors | 1,376,427 | $65.2M | 0.14% | |
| 55 | BGRNiShares | 1,310,676 | $62.5M | 0.13% | |
| 56 | ESGVVANGUARD | 557,611 | $61.1M | 0.13% | |
| 57 | VBVANGUARD INDEX FDS | 244,160 | $57.9M | 0.12% | |
| 58 | JMSIJP Morgan Investment Management Inc | 1,134,628 | $56.1M | 0.12% | |
| 59 | IBITBlackRock Fund Advisors | 883,141 | $54.1M | 0.12% | |
| 60 | GSSCGoldman Sachs | 762,667 | $52.3M | 0.11% | |
| 61 | FALNiShares | 1,818,881 | $49.4M | 0.11% | |
| 62 | USHYISHARES | 1,294,511 | $48.6M | 0.10% | |
| 63 | DSIiShares | 396,933 | $46.1M | 0.10% | |
| 64 | DFICDimensional Fund Advisors LP | 1,452,939 | $45.2M | 0.10% | |
| 65 | BSVVANGUARD BD INDEX FD INC | 570,256 | $44.9M | 0.10% | |
| 66 | DFCFDimensional Fund Advisors LP | 1,031,555 | $43.6M | 0.09% | |
| 67 | GBXAGoldman Sachs | 993,150 | $41.7M | 0.09% | |
| 68 | NDQInvesco | 73,452 | $40.5M | 0.09% | |
| 69 | FWDAllianceBernstein LP | 440,990 | $39.6M | 0.08% | |
| 70 | SCHASCHWAB STRATEGIC TR | 1,551,114 | $39.2M | 0.08% | |
| 71 | SUSAiShares | 306,480 | $38.8M | 0.08% | |
| 72 | GCORGoldman Sachs | 909,269 | $37.6M | 0.08% | |
| 73 | VVVanguard | 117,766 | $33.6M | 0.07% | |
| 74 | SUSCISHARES | 1,419,635 | $33.0M | 0.07% | |
| 75 | GIGBGoldman Sachs | 702,982 | $32.4M | 0.07% | |
| 76 | IGEBISHARES TR | 687,332 | $31.2M | 0.07% | |
| 77 | DFAIDimensional Fund Advisors | 864,568 | $29.9M | 0.06% | |
| 78 | VIGVANGUARD SPECIALIZED PORTFOL | 143,685 | $29.4M | 0.06% | |
| 79 | GTIPGoldman Sachs | 580,803 | $28.8M | 0.06% | |
| 80 | DFAUDimensional Fund Advisors | 669,297 | $28.4M | 0.06% | |
| 81 | GMUBGoldman Sachs Asset Management LP | 530,048 | $26.5M | 0.06% | |
| 82 | QQQMINVESCO EXCH TRADED FD TR II | 116,212 | $26.4M | 0.06% | |
| 83 | SHYGiShares | 591,634 | $25.5M | 0.05% | |
| 84 | DFEMDimensional Fund Advisors LP | 812,552 | $24.1M | 0.05% | |
| 85 | EEMXSPDR State Street Global Advisors | 641,658 | $24.0M | 0.05% | |
| 86 | VTEBVANGUARD BD INDEX FD INC | 482,841 | $23.7M | 0.05% | |
| 87 | VOTVanguard | 82,993 | $23.6M | 0.05% | |
| 88 | SUBiShares | 216,032 | $23.0M | 0.05% | |
| 89 | GEMDGoldman Sachs Asset Management LP | 542,916 | $22.3M | 0.05% | |
| 90 | BNDWVanguard Total World Bond ETF | 309,606 | $21.5M | 0.05% | |
| 91 | JUSTGOLDMAN SACHS ETF TR | 238,088 | $20.9M | 0.04% | |
| 92 | BIVVANGUARD BD INDEX FD INC | 263,024 | $20.3M | 0.04% | |
| 93 | VXUSVANGUARD STAR FD | 280,648 | $19.4M | 0.04% | |
| 94 | DFLVDimensional Fund Advisors LP | 603,824 | $18.7M | 0.04% | |
| 95 | LQDISHARES TR | 170,591 | $18.7M | 0.04% | |
| 96 | DCORDimensional Fund Advisors LP | 279,263 | $18.7M | 0.04% | |
| 97 | VGLTVANGUARD BD INDEX FD INC | 329,777 | $18.5M | 0.04% | |
| 98 | DFATDimensional | 342,966 | $18.5M | 0.04% | |
| 99 | USDXSummit Global Investments LLC | 711,801 | $18.3M | 0.04% | |
| 100 | SHMSPDR State Street Global Advisors | 351,901 | $16.8M | 0.04% |
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