Betterment LLC Incresed Positions in Q2 2025

Betterment LLC

  • $47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.69K
+ 3.54%
$66.5 - $71.25 $445K - $477K
196K $13.6M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.2K
+ 65.44%
$37.08 - $42.26 $267K - $304K
18.2K $754K
FNDF
Schwab Fundamental Intl Large

ETFs
2.91K
+ 7.0%
$32.25 - $40.02 $93.7K - $116K
44.4K $1.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.72K
+ 3.69%
$51.16 - $62.02 $87.9K - $107K
48.3K $3M
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.61K
+ 15.52%
$26.66 - $33.09 $150K - $186K
41.7K $1.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.2K
+ 5.28%
$114.78 - $133.31 $137K - $159K
23.8K $3.18M
AVES
American Centy ETF Tr Avantis

ETFs
4.05K
+ 81.21%
$42.02 - $53.63 $170K - $217K
9.03K $483K
VOOV
Vanguard S&P 500 Value ETF

ETFs
138
+ 0.29%
$162.65 - $188.71 $22.4K - $26K
47.3K $8.93M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.48K
+ 39.23%
$61.79 - $76.67 $153K - $190K
8.81K $670K
CMF
Ishares California Muni Bond E

ETFs
5.92K
+ 3.03%
$54.52 - $56.7 $323K - $336K
201K $11.2M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
997
+ 6.63%
$59.57 - $75.11 $59.4K - $74.9K
16K $1.2M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
2.57K
+ 12.31%
$10.8 - $19.72 $27.7K - $50.6K
23.4K $462K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.26K
+ 35.31%
$71.94 - $86.02 $163K - $194K
8.66K $741K
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
2.62K
+ 34.45%
$45.13 - $56.88 $118K - $149K
10.2K $582K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.88K
+ 49.18%
$50.39 - $60.05 $145K - $173K
8.72K $524K
CGMS
Capital Grp Core Plus Income E
3.35K
+ 1.06%
N/A
320K $8.85M
AVDE
American Centy ETF Tr Avantis

ETFs
1.13K
+ 7.96%
$59.32 - $74.36 $66.8K - $83.7K
15.3K $1.13M
IWB
Ishares Tr Russell 1000 ETF

ETFs
313
+ 11.84%
$272.36 - $339.57 $85.2K - $106K
2.96K $1M
JPM
Jpmorgan Chase & CO

Financial Services
425
+ 27.51%
$210.28 - $289.91 $89.4K - $123K
1.97K $571K
IWM
Ishares Russell 2000 ETF

ETFs
426
+ 7.23%
$174.82 - $215.79 $74.5K - $91.9K
6.32K $1.36M
AVGO
Broadcom Inc.

Technology
149
+ 11.15%
$146.29 - $275.65 $21.8K - $41.1K
1.49K $409K
QUAL
Ishares Msci Usa Quality Facto

ETFs
337
+ 3.34%
$152.42 - $182.82 $51.4K - $61.6K
10.4K $1.9M
FDL
First Tr Morningstar Dividend

ETFs
4.5K
+ 78.65%
$38.19 - $43.19 $172K - $194K
10.2K $428K
GOOG
Alphabet Inc.

Communication Services
295
+ 4.91%
$146.58 - $180.01 $43.2K - $53.1K
6.3K $1.12M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
2.96K
+ 13.22%
$32.79 - $36.78 $97.2K - $109K
25.4K $934K
EFV
Msci Eafe Value ETF

ETFs
1.22K
+ 7.57%
$52.4 - $64.65 $64.1K - $79.1K
17.4K $1.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.76K
+ 22.2%
$67.03 - $80.35 $118K - $141K
9.68K $772K
INTU
Intuit Inc

Technology
11
+ 1.46%
$544.07 - $787.63 $5.98K - $8.66K
763 $601K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
3.08K
+ 13.92%
$47.05 - $50.22 $145K - $154K
25.2K $1.24M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.55K
+ 6.82%
$47.89 - $48.65 $122K - $124K
39.9K $1.94M
IEF
Ishares Barclays

ETFs
1.07K
+ 1.45%
$93.15 - $96.56 $99.5K - $103K
74.8K $7.16M
NFLX
Netflix Inc

Communication Services
30
+ 13.39%
$855.86 - $1339.13 $25.7K - $40.2K
254 $340K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.6K
+ 2.74%
$44.68 - $45.96 $116K - $119K
97.5K $4.46M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.78K
+ 20.06%
$30.53 - $40.65 $54.3K - $72.3K
10.6K $433K
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.35K
+ 17.14%
$33.38 - $40.81 $78.3K - $95.8K
16K $653K
REET
Ishares Global Reit ETF

ETFs
4.87K
+ 44.14%
$21.59 - $25.16 $105K - $123K
15.9K $393K
WMT
Walmart Inc.

Consumer Defensive
564
+ 8.07%
$81.79 - $99.98 $46.1K - $56.4K
7.55K $738K
XSMO
Invesco S&P Smallcap Momentum

ETFs
456
+ 2.6%
$55.15 - $68.11 $25.1K - $31.1K
18K $1.22M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
459
+ 4.7%
$57.14 - $72.68 $26.2K - $33.4K
10.2K $744K
IJK
Ishares S&P Midcap 400 Growth

ETFs
888
+ 17.19%
$73.7 - $90.98 $65.4K - $80.8K
6.06K $551K
META
Meta Platforms, Inc.

Communication Services
35
+ 6.12%
$484.66 - $738.09 $17K - $25.8K
607 $448K
VONG
Vanguard Russell 1000 Growth E

ETFs
381
+ 8.17%
$82.51 - $109.2 $31.4K - $41.6K
5.05K $551K
Vaneck Digital Assets LLC
36
+ 0.22%
N/A
16.4K $499K
HYLS
First Tr Tactical High Yield L

ETFs
2.59K
+ 37.78%
$39.8 - $41.84 $103K - $108K
9.45K $395K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.47K
+ 3.43%
$42.72 - $44.24 $105K - $109K
74.4K $3.27M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.38K
+ 2.35%
$27.29 - $29.28 $65K - $69.7K
104K $3.03M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.99K
+ 9.91%
$49.79 - $50.75 $99K - $101K
22.1K $1.12M
JHMM
John Hancock Multifactor Mid C

ETFs
211
+ 0.97%
$50.32 - $61.13 $10.6K - $12.9K
22K $1.35M
VTWO
Vanguard Russell 2000 ETF

ETFs
719
+ 17.0%
$70.56 - $87.22 $50.7K - $62.7K
4.95K $432K
Activity Summary
Buys All Purchases 315 New Holdings 52 Increased Positions 263 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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