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CIK: 0001633901
Total reported value
$59.1B
$59.1B
497 檔
43.8%
As reported in its official Q2 2025 Form 13F filing, Betterment LLC's tracked investment portfolio stood at $59.1B with 497 total positions.
During Q2 2025, Betterment LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, SPYM) accounted for 43.8% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 497 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.02% | +0.09% | +0.80% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.28% | -0.02% | +0.07% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.44% | +1.27% | +13.88% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.54% | -0.02% | -5.80% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.87% | -1.88% | +5.45% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.13% | -0.11% | +0.95% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.24% | +0.01% | -2.28% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.22% | -0.11% | +7.11% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.96% | -0.06% | -0.55% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.85% | -0.11% | -4.56% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.80% | -0.13% | -5.10% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.60% | +0.13% | +9.21% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.56% | -0.21% | -1.06% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.45% | -0.14% | -3.69% | |
| 15 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.45% | — | +5.54% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.33% | -0.04% | -4.55% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.25% | -0.14% | +42.97% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.22% | -0.13% | +22.92% | |
| 19 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.22% | -0.10% | +1.01% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.11% | +0.04% | +12.47% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.08% | -0.03% | -2.77% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.98% | +0.03% | +41.77% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.88% | -0.09% | +4.82% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.85% | — | -2.47% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | +0.01% | -14.52% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.73% | -0.02% | +17.01% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.67% | -0.03% | +24.80% | |
| 28 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.58% | +0.01% | -0.94% | |
| 29 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.46% | -0.02% | -4.16% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.02% | +11.18% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.08% | +8.59% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | -2.44% | |
| 33 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.28% | +0.01% | +12.38% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | +0.01% | +8.47% | |
| 35 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.27% | — | -33.26% | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.26% | — | -2.28% | |
| 37 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.25% | — | -5.81% | |
| 38 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.24% | +0.01% | +15.15% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.23% | +0.01% | +16.00% | |
| 40 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.21% | — | +0.01% | |
| 41 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.20% | +0.15% | -11.30% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.20% | -0.03% | -22.66% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | — | -2.97% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.19% | -0.02% | -14.01% | |
| 45 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.18% | +0.02% | -14.40% | |
| 46 | GSEU | Goldman Activebta Eur Eq ETF | ETF-Commodities | 0.17% | -0.01% | -5.91% | |
| 47 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.17% | +0.01% | +19.20% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.17% | -0.01% | +124.54% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.16% | -0.01% | -3.26% | |
| 50 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.16% | +0.01% | -0.32% |
According to official SEC Form 13F filings, Betterment LLC reported a total U.S. public equity portfolio value of $59.1B across 497 disclosed positions in Q2 2025.
During Q2 2025, Betterment LLC's top holdings by market value included VTI (17.0%)、VEA (16.3%)、SPYM (11.4%). The largest single position, VTI, represented 17.0% of total portfolio value.
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In Q2 2025, Betterment LLC made 0 total portfolio adjustments, initiating 0 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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