Betterment LLC Purchases in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGS
Wisdomtree Emerging Markets Sm

ETFs
155
+ 1.17%
$47.4 - $50.24 $7.35K - $7.79K
13.4K $645K
IJK
Ishares S&P Midcap 400 Growth

ETFs
424
+ 8.94%
$81.62 - $96.63 $34.6K - $41K
5.17K $430K
GS
Goldman Sachs Group Inc

Financial Services
23
+ 4.02%
$524.81 - $672.19 $12.1K - $15.5K
595 $325K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
268
+ 4.73%
$105.24 - $117.4 $28.2K - $31.5K
5.94K $631K
HEQT
Simplify Exchange Traded Fds H
104
+ 1.33%
$28.48 - $30.52 $2.96K - $3.17K
7.91K $226K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
278
+ 10.69%
$78.26 - $95.21 $21.8K - $26.5K
2.88K $225K
INTU
Intuit Inc

Technology
6
+ 0.8%
$555.63 - $630.23 $3.33K - $3.78K
752 $462K
JHMM
John Hancock Multifactor Mid C

ETFs
758
+ 3.6%
$55.69 - $63.12 $42.2K - $47.8K
21.8K $1.25M
CGGR
Capital Group Growth ETF Shs C

ETFs
403
+ 4.76%
$33.98 - $39.84 $13.7K - $16.1K
8.86K $304K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
117
+ 0.49%
$32.39 - $34.01 $3.79K - $3.98K
24K $776K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
5.1K
+ 32.41%
$12.14 - $19.82 $61.9K - $101K
20.8K $253K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1K
+ 4.74%
$69.69 - $79.99 $69.9K - $80.2K
22.2K $1.58M
CMI
Cummins Inc

Industrials
4
+ 0.62%
$312.92 - $386.07 $1.25K - $1.54K
654 $205K
BLDG
Cambria ETF Tr Global Real Est

ETFs
860
+ 2.55%
$23.59 - $25.36 $20.3K - $21.8K
34.6K $829K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
322
+ 0.88%
$111.29 - $123.42 $35.8K - $39.7K
36.8K $4.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
324
+ 6.58%
$96.3 - $112.23 $31.2K - $36.4K
5.25K $512K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
141
+ 7.68%
$211.47 - $267.17 $29.8K - $37.7K
1.98K $418K
DIS
Walt Disney CO

Communication Services
1
+ 0.05%
$96.87 - $114.0 $96.9 - $114
2.13K $211K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.14K
+ 2.2%
$53.6 - $58.97 $61.1K - $67.2K
52.9K $2.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
543
+ 5.6%
$92.45 - $106.69 $50.2K - $57.9K
10.2K $951K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
260
+ 4.72%
$126.86 - $146.45 $33K - $38.1K
5.77K $734K
ROST
Ross Stores, Inc.

Consumer Cyclical
58
+ 3.06%
$123.3 - $154.95 $7.15K - $8.99K
1.96K $250K
XLK
Technology Sector Spdr

ETFs
20
+ 1.08%
$206.38 - $242.18 $4.13K - $4.84K
1.87K $387K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.92K
+ 10.36%
$210.19 - $243.33 $404K - $467K
20.5K $4.32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.13K
+ 2.78%
$48.06 - $53.73 $54.4K - $60.8K
41.9K $2.04M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
268
+ 7.38%
$254.58 - $302.92 $68.2K - $81.2K
3.9K $996K
NVDA
Nvidia Corp

Technology
1.16K
+ 16.96%
$106.98 - $149.43 $124K - $173K
8.01K $868K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
1.86K
+ 1.84%
$39.39 - $43.95 $73.4K - $81.9K
103K $4.1M
AVGO
Broadcom Inc.

Technology
76
+ 6.03%
$167.43 - $244.7 $12.7K - $18.6K
1.34K $224K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.29K
+ 2.86%
$57.21 - $65.8 $74K - $85.1K
46.6K $2.72M
SYLD
Cambria Shareholder Yld ETF

ETFs
175
+ 0.66%
$62.77 - $71.4 $11K - $12.5K
26.5K $1.69M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.12K
+ 7.22%
$247.97 - $296.33 $277K - $331K
16.6K $4.18M
AAPL
Apple Inc.

Technology
2.65K
+ 9.68%
$209.68 - $247.1 $555K - $654K
30K $6.66M
IWF
Ishares Russell 1000 Gr ETF

ETFs
93
+ 1.4%
$360.07 - $417.26 $33.5K - $38.8K
6.75K $2.44M
DFAU
Dimensional ETF Tr

ETFs
53.1K
+ 4.28%
$37.84 - $42.29 $2.01M - $2.25M
1.29M $49.8M
AVUV
American Centy ETF Tr Avantis

ETFs
10.1K
+ 6.55%
$84.95 - $100.62 $859K - $1.02M
165K $14.3M
VOTE
Engine No 1 ETF Tr

ETFs
46.3K
+ 3.63%
$64.6 - $72.12 $2.99M - $3.34M
1.32M $86.4M
MUB
Ishares National Muni Bond ETF

ETFs
150K
+ 0.82%
$104.71 - $107.69 $15.8M - $16.2M
18.4M $1.94B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
865
+ 0.04%
$45.21 - $50.33 $39.1K - $43.5K
1.93M $88.5M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
25.9K
+ 1.61%
$37.84 - $44.02 $979K - $1.14M
1.63M $62.6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
137K
+ 4.18%
$120.24 - $134.3 $16.5M - $18.4M
3.41M $416M
VUG
Vanguard Growth ETF

ETFs
11.2K
+ 4.38%
$369.1 - $427.61 $4.15M - $4.8M
268K $99.2M
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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