Betterment LLC Reduced Holdings in Q2 2025

Betterment LLC

  • $47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.08K
- 39.64%
$83.54 - $100.04 $174K - $208K
3.17K $315K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-4.4K
- 44.62%
$38.18 - $45.52 $168K - $200K
5.46K $239K
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.57K
- 8.01%
$79.56 - $82.92 $205K - $213K
29.5K $2.45M
SIVR
Abrdn Silver ETF Trust

ETFs
-6.09K
- 31.33%
$28.36 - $35.37 $173K - $215K
13.3K $459K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.67K
- 5.16%
$100.35 - $100.71 $168K - $168K
30.7K $3.09M
XLU
Utilities Sector Spdr

ETFs
-2.27K
- 22.23%
$73.09 - $82.77 $166K - $188K
7.95K $649K
PG
Procter & Gamble CO

Consumer Defensive
-674
- 15.46%
$157.66 - $172.39 $106K - $116K
3.69K $587K
GVAL
Cambria Global Value ETF
-14.3K
- 14.97%
N/A
81.2K $2.21M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
-1.82K
- 30.63%
$94.74 - $118.43 $172K - $215K
4.12K $488K
Vertical Capital Asset Management LLC
-15.7K
- 17.68%
N/A
73K $764K
BLDG
Cambria ETF Tr Global Real Est

ETFs
-6.13K
- 17.73%
$21.48 - $25.37 $132K - $156K
28.5K $710K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-10.9K
- 0.82%
$46.47 - $47.67 $506K - $519K
1.31M $62.5M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-4.83K
- 30.39%
$22.4 - $23.8 $108K - $115K
11.1K $263K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-964
- 11.39%
$116.93 - $119.39 $113K - $115K
7.5K $893K
EFG
Msci Eafe Growth ETF

ETFs
-1.66K
- 24.91%
$89.8 - $112.0 $149K - $186K
5K $560K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.71K
- 20.11%
$50.34 - $51.86 $86K - $88.6K
6.79K $349K
DFSE
Dimensional ETF Tr Dimen Emrgn
-4.74K
- 22.75%
N/A
16.1K $612K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-1.14K
- 17.68%
$86.58 - $104.98 $98.9K - $120K
5.32K $558K
AVGE
American Centy ETF Tr Avantis
-3.28K
- 11.68%
N/A
24.8K $1.92M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-3.82K
- 29.99%
$28.98 - $37.18 $111K - $142K
8.92K $331K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-2.66K
- 4.12%
$29.82 - $30.19 $79.4K - $80.4K
62K $1.87M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.3K
- 23.26%
$32.0 - $39.87 $73.6K - $91.7K
7.59K $302K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.56K
- 2.94%
$47.46 - $55.3 $73.9K - $86.2K
51.4K $2.83M
Goldman Sachs Asset Management LP
-1.7K
- 28.48%
N/A
4.28K $213K
VDE
Vanguard Energy ETF

ETFs
-92
- 1.88%
$105.87 - $130.56 $9.74K - $12K
4.8K $572K
SGOL
Abrdn Gold ETF Trust

ETFs
-3.06K
- 14.98%
$28.39 - $32.75 $86.9K - $100K
17.4K $548K
BOND
Pimco Active Bond Exchange Tra

ETFs
-591
- 8.92%
$89.87 - $92.93 $53.1K - $54.9K
6.04K $556K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-1.45K
- 29.15%
$46.22 - $57.51 $67K - $83.3K
3.52K $202K
HD
Home Depot, Inc.

Consumer Cyclical
-143
- 9.25%
$335.24 - $380.78 $47.9K - $54.5K
1.4K $514K
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.47K
- 11.71%
$54.19 - $67.22 $242K - $300K
33.7K $2.26M
VAMO
Cambria ETF Tr Value & Momentu

ETFs
-4.44K
- 5.63%
$28.63 - $30.23 $127K - $134K
74.4K $2.25M
XLF
Financial Sector Spdr

ETFs
-1.43K
- 13.7%
$43.92 - $52.37 $63K - $75.1K
9.04K $473K
DGRO
Ishares Core Dividend Growth E

ETFs
-987
- 15.27%
$55.22 - $63.94 $54.5K - $63.1K
5.48K $350K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-937
- 2.01%
$77.94 - $79.5 $73K - $74.5K
45.7K $3.64M
IYW
Ishares Dj Us Tech ETF

ETFs
-747
- 30.02%
$122.57 - $173.27 $91.6K - $129K
1.74K $302K
ABBV
Abb Vie Inc.

Healthcare
-35
- 2.37%
$170.16 - $206.27 $5.96K - $7.22K
1.44K $268K
JPIE
J P Morgan Exchange Traded Fd
-906
- 8.95%
$45.12 - $46.32 $40.9K - $42K
9.22K $427K
XOM
Exxon Mobil Corp

Energy
-66
- 2.37%
$99.93 - $119.04 $6.6K - $7.86K
2.72K $293K
FYLD
Cambria Foreign Shareholder Yi

ETFs
-3.97K
- 11.59%
$23.46 - $29.42 $93.2K - $117K
30.3K $886K
AXP
American Express CO

Financial Services
-255
- 27.87%
$231.39 - $318.98 $59K - $81.3K
660 $211K
DFIP
Dimensional ETF Tr Inflation P

ETFs
-593
- 6.92%
$41.11 - $42.42 $24.4K - $25.2K
7.97K $333K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-655
- 1.77%
$45.12 - $46.23 $29.6K - $30.3K
36.4K $1.68M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-375
- 6.39%
$39.34 - $40.41 $14.8K - $15.2K
5.5K $220K
IWV
Ishares Russell 3000 ETF

ETFs
-154
- 13.26%
$281.67 - $351.0 $43.4K - $54.1K
1.01K $353K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-1.02K
- 5.78%
$29.76 - $32.32 $30.3K - $32.9K
16.6K $536K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-62.8K
- 2.44%
$45.11 - $52.34 $2.83M - $3.28M
2.51M $131M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-371
- 9.92%
$52.26 - $62.14 $19.4K - $23.1K
3.37K $209K
GVI
Ishares Tr

ETFs
-256
- 1.37%
$104.82 - $106.79 $26.8K - $27.3K
18.4K $1.97M
V
Visa Inc.

Financial Services
-46
- 5.12%
$308.27 - $373.31 $14.2K - $17.2K
852 $303K
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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