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CIK: 0001633901
Total reported value
$59.1B
$59.1B
458 檔
38.8%
In Q1 2025, Betterment LLC's U.S. equity holdings reached a combined market value of $59.1B, distributed across 458 disclosed stock positions.
In Q1 2025, Betterment LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, SPYM) accounted for 38.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 458 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.01% | +0.09% | -3.24% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.16% | -0.02% | -2.55% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.12% | +1.27% | +22.66% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.99% | -0.02% | -6.68% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.13% | -1.88% | +9.97% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.60% | -0.11% | +0.82% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.34% | +0.01% | -2.22% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.17% | -0.11% | -0.27% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.14% | -0.06% | -4.10% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.13% | -0.11% | -12.32% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.92% | -0.13% | -6.11% | |
| 12 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.71% | -0.21% | -11.70% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.63% | -0.14% | -4.82% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.56% | +0.13% | -0.20% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.48% | -0.04% | -5.46% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.39% | — | -0.75% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.34% | -0.10% | +0.25% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.11% | -0.03% | -3.89% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.10% | -0.13% | +47.77% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.99% | +0.04% | +4.18% | |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.98% | -0.14% | +29.54% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.96% | +0.01% | -6.74% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.94% | -0.09% | -5.64% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.88% | — | -2.92% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | +0.03% | +119.57% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.64% | -0.02% | -3.19% | |
| 27 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.59% | +0.01% | -0.10% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.53% | -0.03% | -0.16% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.51% | -0.02% | -4.70% | |
| 30 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.40% | — | -6.16% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.02% | +14.48% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.31% | -0.02% | -5.18% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.30% | -0.08% | +1.72% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.29% | -0.03% | -14.15% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.28% | — | -4.17% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.28% | — | -4.05% | |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.25% | +0.15% | -10.57% | |
| 38 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.25% | +0.01% | -12.19% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.24% | -0.02% | -19.85% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | +0.01% | +4.38% | |
| 41 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.21% | — | +0.04% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | — | -2.89% | |
| 43 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.20% | +0.01% | +3.63% | |
| 44 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.20% | +0.01% | +12.45% | |
| 45 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.20% | +0.02% | -2.90% | |
| 46 | GSEU | Goldman Activebta Eur Eq ETF | ETF-Commodities | 0.19% | -0.01% | +8.54% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.18% | -0.01% | -3.39% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.17% | +0.01% | +1.48% | |
| 49 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.15% | — | +2.20% | |
| 50 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.15% | +0.01% | +1.61% |
According to official SEC Form 13F filings, Betterment LLC reported a total U.S. public equity portfolio value of $59.1B across 458 disclosed positions in Q1 2025.
During Q1 2025, Betterment LLC's top holdings by market value included VTI (17.0%)、VEA (16.2%)、SPYM (10.1%). The largest single position, VTI, represented 17.0% of total portfolio value.
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Top New Position Initiated
VTI
市值: $7.2B
In Q1 2025, Betterment LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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