Betterment LLC Reduced Holdings in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-11.8K
- 15.34%
$50.24 - $50.57 $595K - $599K
65.3K $3.3M
PULS
Pgim ETF Tr

ETFs
-10.3K
- 24.89%
$49.56 - $49.78 $511K - $513K
31.1K $1.55M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.82K
- 2.8%
$59.61 - $66.71 $168K - $188K
98.1K $5.93M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-11.4K
- 2.48%
$25.12 - $26.05 $287K - $298K
449K $11.3M
LMT
Lockheed Martin Corp

Industrials
-766
- 60.36%
$423.19 - $506.29 $324K - $388K
503 $225K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-16K
- 26.73%
$19.7 - $20.61 $316K - $331K
44K $887K
MSFT
Microsoft Corp

Technology
-50
- 0.82%
$375.39 - $447.2 $18.8K - $22.4K
6.03K $2.26M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.95K
- 8.23%
$91.76 - $103.26 $179K - $202K
21.8K $2.02M
ARKW
Ark Next Generation Internet E

ETFs
-918
- 8.24%
$91.59 - $125.64 $84.1K - $115K
10.2K $968K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
-6.68K
- 41.06%
$39.53 - $46.13 $264K - $308K
9.58K $422K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.35K
- 20.29%
$58.81 - $68.2 $138K - $160K
9.21K $551K
WTMF
Wisdomtree Tr Managed Futures

ETFs
-3.73K
- 5.02%
$33.94 - $35.62 $126K - $133K
70.5K $2.41M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-632
- 5.9%
$168.16 - $186.21 $106K - $118K
10.1K $1.72M
IWM
Ishares Russell 2000 ETF

ETFs
-221
- 3.62%
$198.1 - $229.79 $43.8K - $50.8K
5.89K $1.18M
GMOM
Cambria ETF Tr Cambria Global

ETFs
-3.69K
- 0.98%
$28.24 - $30.2 $104K - $111K
373K $10.7M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-1.16K
- 15.06%
$99.5 - $110.97 $115K - $129K
6.54K $660K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.75K
- 21.97%
$22.25 - $23.0 $150K - $155K
24K $551K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-4.76K
- 29.86%
$40.34 - $45.45 $192K - $216K
11.2K $494K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-6.43K
- 28.8%
$23.32 - $23.84 $150K - $153K
15.9K $372K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-984
- 35.49%
$110.9 - $132.93 $109K - $131K
1.79K $204K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.11K
- 2.53%
$26.87 - $30.99 $29.9K - $34.5K
42.8K $1.17M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.47K
- 12.91%
$36.64 - $45.76 $53.7K - $67.1K
9.89K $371K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-657
- 7.66%
$77.33 - $90.16 $50.8K - $59.2K
7.92K $621K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-10.1K
- 9.71%
$23.92 - $26.89 $241K - $271K
93.6K $2.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-674
- 17.93%
$169.43 - $182.84 $114K - $123K
3.09K $534K
VAMO
Cambria ETF Tr Value & Momentu

ETFs
-2.24K
- 2.76%
$28.59 - $31.12 $64K - $69.7K
78.9K $2.3M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-230
- 2.84%
$101.13 - $119.79 $23.3K - $27.6K
7.86K $811K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.04K
- 28.55%
$97.38 - $104.52 $102K - $109K
2.61K $267K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.59K
- 10.54%
$56.17 - $59.71 $89.4K - $95.1K
13.5K $772K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-1.05K
- 7.15%
$37.9 - $43.9 $39.9K - $46.3K
13.7K $525K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.41K
- 6.05%
$47.59 - $48.35 $115K - $116K
37.4K $1.81M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-448
- 6.76%
$47.25 - $67.02 $21.2K - $30K
6.18K $294K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-1.84K
- 7.56%
$34.28 - $36.12 $62.9K - $66.3K
22.4K $775K
TXN
Texas Instruments Inc

Technology
-81
- 2.0%
N/A
3.96K $712K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.45K
- 18.66%
$63.77 - $71.36 $92.5K - $104K
6.33K $436K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.37K
- 10.05%
$57.11 - $62.4 $78.4K - $85.6K
12.3K $739K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-210
- 1.92%
$51.45 - $58.51 $10.8K - $12.3K
10.7K $556K
JPM
Jpmorgan Chase & CO

Financial Services
-286
- 15.62%
$225.19 - $279.95 $64.4K - $80.1K
1.55K $379K
IYW
Ishares Dj Us Tech ETF

ETFs
-32
- 1.27%
$140.44 - $166.79 $4.49K - $5.34K
2.49K $349K
ABBV
Abb Vie Inc.

Healthcare
-558
- 27.39%
$169.2 - $216.66 $94.4K - $121K
1.48K $310K
OEF
Ishares S&P 100 ETF

ETFs
-296
- 4.92%
N/A
5.72K $1.55M
MGC
Vanguard Mega Cap ETF

ETFs
-109
- 4.95%
$199.2 - $222.69 $21.7K - $24.3K
2.09K $421K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.09K
- 11.5%
$27.64 - $28.58 $57.7K - $59.6K
16.1K $459K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-889
- 6.92%
$35.54 - $37.44 $31.6K - $33.3K
12K $428K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-920
- 19.74%
$56.58 - $60.89 $52.1K - $56K
3.74K $223K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-393
- 18.23%
$110.75 - $119.78 $43.5K - $47.1K
1.76K $204K
JPIE
J P Morgan Exchange Traded Fd
-945
- 8.54%
$45.46 - $46.18 $43K - $43.6K
10.1K $466K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.47K
- 9.84%
$23.03 - $25.01 $33.8K - $36.7K
13.4K $317K
AXP
American Express CO

Financial Services
-29
- 3.07%
$255.39 - $325.87 $7.41K - $9.45K
915 $246K
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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