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CIK: 0001633901
Total reported value
$59.1B
$59.1B
551 檔
49.6%
As reported in its official Q4 2025 Form 13F filing, Betterment LLC's tracked investment portfolio stood at $59.1B with 551 total positions.
In Q4 2025, Betterment LLC displayed an active expansion posture, initiating 19 new positions and adding to 134 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VTI, SPYM) accounted for 49.6% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 551 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.49% | -0.02% | +0.83% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 16.08% | +0.09% | -2.37% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.77% | +1.27% | +6.42% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.50% | -0.02% | +2.40% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.00% | -1.88% | +6.87% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.88% | -0.11% | +9.49% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.03% | +0.01% | -2.36% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.33% | -0.11% | +5.09% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.81% | -0.06% | -2.09% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.80% | -0.11% | +6.52% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.67% | +0.13% | +3.39% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.64% | -0.13% | -2.62% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.51% | — | +2.70% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.33% | -0.14% | -2.38% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.27% | -0.13% | +8.23% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.22% | -0.04% | -2.59% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.12% | -0.10% | +3.95% | |
| 18 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.11% | +0.04% | +0.89% | |
| 19 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.09% | -0.21% | -11.42% | |
| 20 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.05% | -0.14% | -4.03% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.00% | -0.03% | -2.29% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | +0.03% | +0.36% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.85% | -0.09% | +5.58% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.81% | — | -2.11% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | +0.01% | -3.10% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.72% | -0.02% | +1.50% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.64% | -0.05% | +2.05% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | -0.03% | -1.11% | |
| 29 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.60% | +0.15% | +40.58% | |
| 30 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-Other | 0.57% | +0.01% | +0.89% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.42% | -0.02% | -2.77% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.02% | +2.93% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | +0.01% | +2.93% | |
| 34 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.27% | +0.01% | -0.71% | |
| 35 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 0.25% | — | -4.86% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | -3.35% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.25% | +0.01% | +3.32% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.24% | -0.08% | -6.47% | |
| 39 | VOTE | Tcw Transform 500 ETF | ETF-Other | 0.24% | +0.01% | +1.06% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.24% | — | -3.13% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | — | -3.15% | |
| 42 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.21% | — | +0.30% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | — | -2.11% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.17% | +0.01% | +22.67% | |
| 45 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.17% | +0.01% | +0.02% | |
| 46 | GSEU | Goldman Activebta Eur Eq ETF | ETF-Commodities | 0.17% | -0.01% | -0.80% | |
| 47 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 0.17% | +0.02% | -0.71% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.16% | -0.01% | +0.32% | |
| 49 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.16% | +0.01% | +0.15% | |
| 50 | JMSI | JPM Sus Municipal Income | ETF-Other | 0.15% | +0.01% | +17.30% |
According to official SEC Form 13F filings, Betterment LLC reported a total U.S. public equity portfolio value of $59.1B across 551 disclosed positions in Q4 2025.
During Q4 2025, Betterment LLC's top holdings by market value included VEA (16.5%)、VTI (16.1%)、SPYM (12.8%). The largest single position, VEA, represented 16.5% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CLOA
市值: $16.8M
Top Position Liquidated / Trimmed
FALN
前期市值: $31.4M
In Q4 2025, Betterment LLC made 200 total portfolio adjustments, initiating 19 new buys, adding to 134 positions, trimming 44 holdings, and fully liquidating 3 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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