Betterment LLC Incresed Positions in Q2 2025

Betterment LLC

  • $47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
475
+ 15.67%
$108.87 - $133.04 $51.7K - $63.2K
3.51K $466K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.72K
+ 15.52%
$22.54 - $23.17 $83.9K - $86.3K
27.7K $637K
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.51K
+ 9.38%
$26.18 - $26.93 $91.9K - $94.5K
40.9K $1.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.19K
+ 4.47%
$83.97 - $92.85 $268K - $296K
74.6K $6.58M
PULS
Pgim ETF Tr

ETFs
1.63K
+ 5.24%
$49.39 - $49.76 $80.4K - $81K
32.7K $1.63M
SLV
I Shares Silver Trust

ETFs
1.74K
+ 16.14%
$27.08 - $33.74 $47K - $58.6K
12.5K $410K
XLP
Consumer Staples Sector Spdr

ETFs
1K
+ 18.36%
N/A
6.47K $523K
Toroso Investments Llc/United States
5.49K
+ 31.91%
N/A
22.7K $368K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1.68K
+ 25.67%
$30.28 - $36.05 $50.9K - $60.6K
8.23K $297K
DFAS
Dimensional ETF Tr U S Small C

ETFs
567
+ 6.15%
$52.31 - $63.72 $29.7K - $36.1K
9.78K $623K
IWD
Ishares Russell 1000 Val ETF

ETFs
180
+ 3.16%
$166.82 - $194.23 $30K - $35K
5.89K $1.14M
DIS
Walt Disney CO

Communication Services
91
+ 4.26%
$81.72 - $124.01 $7.44K - $11.3K
2.23K $276K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
964
+ 18.34%
$61.25 - $63.4 $59K - $61.1K
6.22K $394K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
843
+ 9.8%
$42.54 - $50.99 $35.9K - $43K
9.44K $481K
IAU
Ishares Gold Trust

ETFs
436
+ 4.69%
$56.1 - $64.74 $24.5K - $28.2K
9.73K $607K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.01K
+ 7.67%
$43.28 - $50.37 $43.8K - $51K
14.2K $712K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
385
+ 16.24%
$82.17 - $99.96 $31.6K - $38.5K
2.76K $271K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
1.07K
+ 4.18%
N/A
26.7K $1.34M
Invesco
90
+ 1.09%
N/A
8.34K $574K
MA
Mastercard Inc

Financial Services
58
+ 6.52%
$479.92 - $590.74 $27.8K - $34.3K
947 $532K
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
334
+ 1.5%
$16.16 - $19.79 $5.4K - $6.61K
22.7K $449K
EEM
Ishares Msci Emerging Markets

ETFs
97
+ 1.14%
$38.52 - $48.28 $3.74K - $4.68K
8.6K $415K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
68
+ 3.86%
$104.23 - $134.39 $7.09K - $9.14K
1.83K $246K
CSCO
Cisco Systems, Inc.

Technology
117
+ 2.94%
$53.19 - $69.38 $6.22K - $8.12K
4.09K $284K
FTSL
First Trust Senior Ln Fund

ETFs
741
+ 9.02%
$44.58 - $46.07 $33K - $34.1K
8.96K $411K
RSP
Invesco S&P 500 Equal Weight E

ETFs
50
+ 1.62%
$152.93 - $181.74 $7.65K - $9.09K
3.14K $570K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
28
+ 4.5%
$468.22 - $566.51 $13.1K - $15.9K
650 $368K
VTC
Vanguard Scottsdale Fds Total

ETFs
426
+ 9.74%
$74.71 - $77.33 $31.8K - $32.9K
4.8K $371K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
681
+ 11.36%
$48.5 - $49.35 $33K - $33.6K
6.67K $329K
ACVF
ETF Opportunities Tr American

ETFs
95
+ 1.45%
$38.25 - $47.16 $3.63K - $4.48K
6.63K $313K
TIP
Ishares Tr Tips Bd ETF

ETFs
453
+ 2.71%
$107.93 - $110.97 $48.9K - $50.3K
17.2K $1.89M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
559
+ 1.67%
$42.51 - $43.7 $23.8K - $24.4K
34.1K $1.49M
GNMA
Ishares Gnma Bond ETF

ETFs
615
+ 8.7%
$42.91 - $44.21 $26.4K - $27.2K
7.69K $338K
SCHR
Schwab Intermediate Term Us Tr

ETFs
666
+ 1.05%
$24.54 - $25.07 $16.3K - $16.7K
64.2K $1.61M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
747
+ 4.65%
$28.21 - $28.85 $21.1K - $21.6K
16.8K $484K
BIBL
Northern Lts Fd Tr Iv

ETFs
207
+ 3.87%
$33.5 - $41.33 $6.93K - $8.56K
5.55K $229K
HEQT
Simplify Exchange Traded Fds H
285
+ 3.6%
$27.22 - $30.05 $7.76K - $8.56K
8.19K $246K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
347
+ 7.64%
N/A
4.89K $225K
MGV
Vanguard Mega Cap Value

ETFs
90
+ 3.41%
$114.87 - $131.25 $10.3K - $11.8K
2.73K $358K
USRT
Ishares Core U.S. Reit ETF

ETFs
506
+ 5.06%
$50.37 - $57.97 $25.5K - $29.3K
10.5K $594K
SRLN
Ssga Active Trust

ETFs
215
+ 1.24%
$39.47 - $41.59 $8.49K - $8.94K
17.5K $728K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
601
+ 3.1%
$24.98 - $25.66 $15K - $15.4K
20K $512K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
133
+ 5.87%
$100.04 - $100.54 $13.3K - $13.4K
2.4K $241K
COMB
Graniteshares ETF Tr Bloomber

ETFs
18.6K
+ 3.49%
$19.77 - $22.01 $367K - $409K
551K $11.6M
AVIG
American Centy ETF Tr Avantis

ETFs
185
+ 1.02%
$40.41 - $41.62 $7.48K - $7.7K
18.3K $762K
LMT
Lockheed Martin Corp

Industrials
9
+ 1.79%
$430.82 - $486.45 $3.88K - $4.38K
512 $237K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
93
+ 12.25%
$483.48 - $539.8 $45K - $50.2K
852 $414K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
773
+ 3.23%
$31.07 - $32.25 $24K - $24.9K
24.7K $786K
TJX
Tjx Companies Inc

Consumer Cyclical
28
+ 1.02%
$119.13 - $135.03 $3.34K - $3.78K
2.77K $342K
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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