Betterment LLC — Q1 2025 13F Holdings

Name: Betterment LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633901

Total reported value

$52.8B

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Full holdings list this quarter

Showing top 200 holdings (of 458 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SGLC	Sgi US Large Cap Core ETF	ETF-Large Cap & Growth	0.01%	—	+11.64%
2	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	0.01%	—	-26.75%
3	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	—	—	+2.78%
4	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	—	—	-8.23%
5	AVGE	Avantis All Eqty Mrkts ETF	ETF-Other	—	—	+8.98%
6	GVI	Ishares Intermediate Governm	ETF-Other	—	—	+0.43%
7	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	—	—	+3.43%
8	VXF	Vanguard Extended Market ETF	ETF-Other	—	—	+11.13%
9	TIP	Ishares Tips Bond ETF	ETF-Other	—	—	-31.46%
10	DFSI	Dimensional Int Sus Cor1 ETF	ETF-Other	—	—	+31.02%
11	QEFA	Stsr Spd Msc Eaf Stgfs-us In	ETF-Other	—	—	+2.68%
12	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	—	—	-6.05%
13	VSGX	Vanguard Esg Intl Stock ETF	ETF-Other	—	—	+8.57%
14	STXF	Strive 500 ETF	ETF-Other	—	—	+12.73%
15	QUAL	Ishares Msci USA Quality Fac	ETF-Other	—	+0.03%	-5.90%
16	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	—	—	+2.53%
17	EFA	Ishares Msci Eafe ETF	ETF-Other	—	—	-31.23%
18	SYLD	Cambria Shareholder Yield Et	ETF-Other	—	—	+0.66%
19	IMCG	Ishares Morningstar Mid-cap	ETF-Other	—	—	+4.74%
20	SCHR	Schwab Intermediate-term US	ETF-Other	—	—	+4.40%
21	GLD	Spdr Gold Shares	ETF-Commodities	—	—	+7.61%
22	OEF	Ishares S&p 100 ETF	ETF-Other	—	—	-4.92%
23	DFSB	Dim Glb Sustain Fix INC ETF	ETF-Other	—	—	+1.96%
24	PULS	Pgim Ultra Short Bond ETF	ETF-Other	—	—	-24.89%
25	EUSB	Ishr Esg Advn Universal Bd-$	ETF-Other	—	—	+0.11%
26	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	—	—	-1.80%
27	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	—	—	-4.08%
28	IQLT	Ishares Msci International Q	ETF-Other	—	—	-2.54%
29	GINX	Sgi Enh Gl INC ETF	ETF-Other	—	—	+9.85%
30	EMLP	First Trust North American E	ETF-Other	—	—	-4.06%
31	AGGY	Wisdomtree Yield Enhanced US	ETF-Other	—	—	+2.14%
32	LRGF	Ishares US Equity Factor ETF	ETF-Other	—	—	+6.94%
33	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	—	—	+54.45%
34	DEHP	Dimensional Emrg Mrk Hi Prof	ETF-Other	—	—	+16.51%
35	DUSB	Dimension Ultrashort Fi ETF	ETF-Other	—	—	+7.65%
36	BNDW	Vanguard Total World Bond Et	ETF-Other	—	—	-38.72%
37	QXQ	Sgi Enhanced Nasdaq 100 ETF	ETF-Tech	—	—	+15.81%
38	TBIL	F/m US Treasury 3 Month Bill	ETF-Gov Bonds	—	—	+2.26%
39	JHMM	John Hancock Multi Fact Mid	ETF-Other	—	—	+3.60%
40	AMZN	Amazon.com INC	Stock-Consumer Disc	—	—	+83.36%
41	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	—	—	-3.62%
42	FNDA	Schwab Fndmntl US Sm Co ETF	ETF-Other	—	—	-2.53%
43	VRIG	Invesco Variable Rate Invest	ETF-Other	—	—	+9.63%
44	RLY	Ss Multi-asset Real Ret ETF	ETF-Other	—	—	+245.90%
45	FNDE	Schwab Fndmntl Em Mrk Eq ETF	ETF-Other	—	—	-0.24%
46	ILTB	Ishares Core 10+ Year Usd Bo	ETF-Other	—	—	+11.86%
47	XSMO	Invesco S&p Smallcap Momentu	ETF-Other	—	—	+9.83%
48	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	—	—	-67.79%
49	IWD	Ishares Russell 1000 Value E	ETF-Other	—	—	-0.56%
50	FETH	Fidelity Ethereum Fund	ETF-Other	—	—	—

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