Betterment LLC Purchases in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
269
+ 21.06%
$347.25 - $424.87 $93.4K - $114K
1.55K $567K
EEM
Ishares Msci Emerging Markets

ETFs
1.17K
+ 16.0%
$40.81 - $45.34 $47.9K - $53.2K
8.5K $372K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.19K
+ 12.73%
$24.73 - $25.62 $54.2K - $56.2K
19.4K $496K
HYG
Ishares Tr

ETFs
792
+ 8.11%
$78.51 - $80.11 $62.2K - $63.4K
10.6K $833K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 1.69%
$1187.71 - $1432.58 $4.75K - $5.73K
240 $344K
PG
Procter & Gamble CO

Consumer Defensive
273
+ 6.68%
$158.56 - $176.26 $43.3K - $48.1K
4.36K $743K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.11K
+ 5.84%
$50.48 - $51.04 $55.9K - $56.5K
20.1K $1.02M
SLV
I Shares Silver Trust

ETFs
186
+ 1.76%
$26.93 - $31.32 $5.01K - $5.83K
10.8K $333K
IWR
Ishares Russell Mid Cap ETF

ETFs
792
+ 19.48%
$82.81 - $92.93 $65.6K - $73.6K
4.86K $413K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
127
+ 0.85%
$61.2 - $68.24 $7.77K - $8.67K
15K $992K
CTA
Simplify Exch Traded Fds Simpl

ETFs
517
+ 2.68%
$27.81 - $30.21 $14.4K - $15.6K
19.8K $586K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
908
+ 17.86%
$48.31 - $49.23 $43.9K - $44.7K
5.99K $295K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
701
+ 2.14%
$42.36 - $43.8 $29.7K - $30.7K
33.5K $1.46M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.03K
+ 6.95%
$13.05 - $13.97 $26.4K - $28.3K
31.2K $425K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
120
+ 23.9%
$522.96 - $601.18 $62.8K - $72.1K
622 $332K
MA
Mastercard Inc

Financial Services
52
+ 6.21%
$504.67 - $576.31 $26.2K - $30K
889 $487K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
211
+ 2.56%
$114.57 - $118.14 $24.2K - $24.9K
8.47K $1M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.57K
+ 9.83%
$59.97 - $70.03 $94.1K - $110K
17.5K $1.1M
VTC
Vanguard Scottsdale Fds Total

ETFs
510
+ 13.21%
$74.74 - $77.39 $38.1K - $39.5K
4.37K $336K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.46K
+ 5.86%
$117.4 - $131.02 $171K - $191K
26.3K $3.15M
GVI
Ishares Tr

ETFs
80
+ 0.43%
$103.49 - $106.02 $8.28K - $8.48K
18.7K $1.98M
GUNR
Flexshares Tr Morningstar Glob

ETFs
566
+ 7.83%
$36.6 - $39.56 $20.7K - $22.4K
7.8K $303K
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 15.42%
$890.62 - $1076.86 $31.2K - $37.7K
262 $248K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
2.22K
+ 4.54%
$58.38 - $64.16 $130K - $142K
51.1K $3.03M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
191
+ 1.99%
$59.28 - $66.1 $11.3K - $12.6K
9.78K $621K
LRGF
Ishares Tr

ETFs
1.61K
+ 6.94%
$56.95 - $63.95 $91.5K - $103K
24.8K $1.43M
WMT
Walmart Inc.

Consumer Defensive
567
+ 8.83%
$84.5 - $105.05 $47.9K - $59.6K
6.99K $613K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
992
+ 8.14%
$48.02 - $53.02 $47.6K - $52.6K
13.2K $653K
VOT
Vanguard Mid Cap Growth Index

ETFs
2.99K
+ 3.89%
$237.72 - $276.98 $711K - $828K
79.8K $19.5M
EUSB
Ishares Tr Esg Advanced Total

Technology
40
+ 0.11%
$42.05 - $43.43 $1.68K - $1.74K
35.6K $1.54M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
122
+ 3.0%
$97.25 - $104.79 $11.9K - $12.8K
4.19K $435K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
941
+ 17.25%
$82.81 - $96.53 $77.9K - $90.8K
6.4K $537K
USRT
Ishares Core U.S. Reit ETF

ETFs
394
+ 4.1%
$55.14 - $60.29 $21.7K - $23.8K
10K $576K
PJAN
Innovator U.S. Equity Power Bu

ETFs
689
+ 14.07%
$41.09 - $43.24 $28.3K - $29.8K
5.59K $232K
PJUL
Innovator U.S. Equity Power Bu

ETFs
738
+ 14.23%
$39.81 - $42.17 $29.4K - $31.1K
5.92K $238K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
412
+ 7.55%
$38.99 - $40.37 $16.1K - $16.6K
5.87K $237K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
441
+ 4.84%
$23.17 - $24.25 $10.2K - $10.7K
9.55K $232K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
369
+ 4.23%
$39.96 - $43.3 $14.7K - $16K
9.1K $375K
REET
Ishares Global Reit ETF

ETFs
552
+ 5.27%
$23.24 - $25.16 $12.8K - $13.9K
11K $268K
VXF
Vanguard Extended Market ETF

ETFs
1.13K
+ 11.13%
$170.36 - $201.04 $192K - $227K
11.3K $1.94M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
352
+ 6.41%
$55.41 - $60.74 $19.5K - $21.4K
5.85K $330K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
516
+ 8.56%
$33.28 - $36.41 $17.2K - $18.8K
6.55K $224K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1.05K
+ 13.83%
$48.37 - $55.84 $50.5K - $58.4K
8.6K $420K
META
Meta Platforms, Inc.

Communication Services
27
+ 4.95%
$576.36 - $736.67 $15.6K - $19.9K
572 $330K
USXF
Ishares Esg Advanced Msci Usa

Technology
557
+ 8.25%
$46.38 - $52.65 $25.8K - $29.3K
7.31K $341K
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 0.7%
$112.81 - $126.16 $2.14K - $2.4K
2.74K $333K
FDVV
Fidelity High Dividend ETF

ETFs
118
+ 1.36%
$48.86 - $52.28 $5.77K - $6.17K
8.82K $438K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
144
+ 0.89%
$54.25 - $57.64 $7.81K - $8.3K
16.3K $899K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
254
+ 9.15%
$121.0 - $142.28 $30.7K - $36.1K
3.03K $377K
Activity Summary
Buys All Purchases 293 New Holdings 28 Increased Positions 265 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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