Betterment LLC Incresed Positions in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EUSB
Ishares Tr Esg Advanced Total

Technology
40
+ 0.11%
$42.05 - $43.43 $1.68K - $1.74K
35.6K $1.54M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.99K
+ 3.89%
$237.72 - $276.98 $711K - $828K
79.8K $19.5M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
992
+ 8.14%
$48.02 - $53.02 $47.6K - $52.6K
13.2K $653K
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
REET
Ishares Global Reit ETF

ETFs
552
+ 5.27%
$23.24 - $25.16 $12.8K - $13.9K
11K $268K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
352
+ 6.41%
$55.41 - $60.74 $19.5K - $21.4K
5.85K $330K
VXF
Vanguard Extended Market ETF

ETFs
1.13K
+ 11.13%
$170.36 - $201.04 $192K - $227K
11.3K $1.94M
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
IJT
Ishares S&P Small Cap 600 Grow

ETFs
254
+ 9.15%
$121.0 - $142.28 $30.7K - $36.1K
3.03K $377K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
144
+ 0.89%
$54.25 - $57.64 $7.81K - $8.3K
16.3K $899K
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
SPYG
Spdr Portfolio

ETFs
2.87K
+ 8.87%
$80.05 - $92.39 $229K - $265K
35.2K $2.83M
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
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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
141
+ 7.68%
$211.47 - $267.17 $29.8K - $37.7K
1.98K $418K
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
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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