Betterment LLC Incresed Positions in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
658
+ 4.24%
$51.88 - $60.73 $34.1K - $40K
16.2K $952K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.19K
+ 2.61%
$77.7 - $78.94 $92.3K - $93.8K
46.7K $3.68M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1.92K
+ 57.67%
$61.23 - $63.33 $118K - $122K
5.26K $331K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
4.73K
+ 16.66%
$25.44 - $25.58 $120K - $121K
33.1K $846K
XLE
Energy Sector Spdr

ETFs
641
+ 8.59%
$85.7 - $93.96 $54.9K - $60.2K
8.1K $757K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.68K
+ 65.78%
$80.08 - $92.93 $134K - $156K
4.23K $341K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
2.56K
+ 50.55%
$49.93 - $56.52 $128K - $145K
7.62K $384K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.68K
+ 4.4%
$24.05 - $24.86 $64.4K - $66.6K
63.6K $1.58M
ABT
Abbott Laboratories

Healthcare
467
+ 23.13%
$111.1 - $140.22 $51.9K - $65.5K
2.49K $330K
EFG
Msci Eafe Growth ETF

ETFs
822
+ 14.07%
$96.1 - $106.37 $79K - $87.4K
6.66K $666K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
2.03K
+ 21.03%
$47.35 - $48.24 $96.3K - $98.1K
11.7K $557K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.82K
+ 27.17%
$51.26 - $52.53 $93.1K - $95.4K
8.5K $438K
DGRO
Ishares Core Dividend Growth E

ETFs
1.38K
+ 27.07%
$60.46 - $64.42 $83.3K - $88.7K
6.46K $399K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.15K
+ 3.43%
$29.82 - $30.1 $64K - $64.6K
64.7K $1.95M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
190
+ 1.75%
$67.08 - $76.14 $12.7K - $14.5K
11.1K $816K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.1K
+ 19.69%
$30.35 - $33.16 $63.6K - $69.5K
12.7K $407K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
4.4K
+ 24.54%
$17.95 - $19.17 $79K - $84.3K
22.3K $404K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
914
+ 2.53%
$44.72 - $46.25 $40.9K - $42.3K
37.1K $1.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
337
+ 1.51%
$126.11 - $135.06 $42.5K - $45.5K
22.6K $2.92M
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.42K
+ 19.92%
$40.27 - $42.11 $57.3K - $59.9K
8.57K $361K
HD
Home Depot, Inc.

Consumer Cyclical
269
+ 21.06%
$347.25 - $424.87 $93.4K - $114K
1.55K $567K
HYLS
First Tr Tactical High Yield L

ETFs
1.73K
+ 33.83%
$40.95 - $41.77 $71K - $72.4K
6.86K $282K
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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 1.69%
$1187.71 - $1432.58 $4.75K - $5.73K
240 $344K
HYG
Ishares Tr

ETFs
792
+ 8.11%
$78.51 - $80.11 $62.2K - $63.4K
10.6K $833K
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
V
Visa Inc.

Financial Services
68
+ 8.19%
$306.92 - $362.71 $20.9K - $24.7K
898 $315K
CTA
Simplify Exch Traded Fds Simpl

ETFs
517
+ 2.68%
$27.81 - $30.21 $14.4K - $15.6K
19.8K $586K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
701
+ 2.14%
$42.36 - $43.8 $29.7K - $30.7K
33.5K $1.46M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
908
+ 17.86%
$48.31 - $49.23 $43.9K - $44.7K
5.99K $295K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
120
+ 23.9%
$522.96 - $601.18 $62.8K - $72.1K
622 $332K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.03K
+ 6.95%
$13.05 - $13.97 $26.4K - $28.3K
31.2K $425K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
211
+ 2.56%
$114.57 - $118.14 $24.2K - $24.9K
8.47K $1M
MA
Mastercard Inc

Financial Services
52
+ 6.21%
$504.67 - $576.31 $26.2K - $30K
889 $487K
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
COST
Costco Wholesale Corp

Consumer Defensive
35
+ 15.42%
$890.62 - $1076.86 $31.2K - $37.7K
262 $248K
GUNR
Flexshares Tr Morningstar Glob

ETFs
566
+ 7.83%
$36.6 - $39.56 $20.7K - $22.4K
7.8K $303K
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
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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