Betterment LLC Reduced Holdings in Q2 2025

Betterment LLC

  • $47 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
-252
- 4.33%
$45.95 - $47.33 $11.6K - $11.9K
5.57K $262K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-357
- 1.48%
$29.07 - $29.38 $10.4K - $10.5K
23.7K $695K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
-320
- 3.35%
$23.58 - $24.2 $7.55K - $7.74K
9.23K $222K
DFSB
Dimensional ETF Tr Dimensional
-704
- 2.34%
N/A
29.4K $1.54M
EUSB
Ishares Tr Esg Advanced Total

Technology
-319
- 0.9%
$42.54 - $43.56 $13.6K - $13.9K
35.3K $1.54M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-820
- 6.86%
$33.46 - $38.01 $27.4K - $31.2K
11.1K $423K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-3.56K
- 12.56%
$27.65 - $36.12 $98.5K - $129K
24.8K $896K
USTB
Victory Portfolios Ii Victorys

ETFs
-114
- 1.78%
$50.21 - $50.82 $5.72K - $5.79K
6.28K $319K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-1.77K
- 7.69%
N/A
21.2K $1.81M
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
-733
- 4.15%
$23.44 - $27.69 $17.2K - $20.3K
16.9K $466K
ELD
Wisdomtree Emerging Local Debt

ETFs
-447
- 5.6%
$25.49 - $27.97 $11.4K - $12.5K
7.54K $211K
FDVV
Fidelity High Dividend ETF

ETFs
-434
- 4.92%
$43.6 - $52.02 $18.9K - $22.6K
8.39K $436K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-503
- 8.49%
$37.66 - $43.85 $18.9K - $22.1K
5.42K $238K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-682
- 8.68%
$91.51 - $113.03 $62.4K - $77.1K
7.18K $811K
MGC
Vanguard Mega Cap ETF

ETFs
-217
- 10.37%
$179.23 - $224.92 $38.9K - $48.8K
1.88K $422K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.85K
- 4.32%
$23.85 - $28.69 $44.1K - $53K
40.9K $1.17M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-172
- 2.24%
$54.44 - $62.8 $9.36K - $10.8K
7.49K $471K
POCT
Innovator U.S. Equity Power Bu

ETFs
-200
- 2.98%
$36.35 - $41.3 $7.27K - $8.26K
6.51K $269K
CMI
Cummins Inc

Industrials
-4
- 0.61%
$267.12 - $336.65 $1.07K - $1.35K
650 $213K
ABT
Abbott Laboratories

Healthcare
-3
- 0.12%
$123.95 - $138.08 $372 - $414
2.48K $338K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-118
- 2.11%
$38.7 - $44.05 $4.57K - $5.2K
5.47K $241K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-309
- 2.88%
$45.88 - $54.4 $14.2K - $16.8K
10.4K $567K
Fd Funds Management LLC
-1.81K
- 22.01%
N/A
6.42K $603K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-418
- 14.52%
$67.28 - $97.53 $28.1K - $40.8K
2.46K $240K
FLQH
Franklin Templeton Libertyq In

ETFs
-380
- 3.89%
N/A
9.4K $335K
IWR
Ishares Russell Mid Cap ETF

ETFs
-141
- 2.9%
$74.88 - $91.97 $10.6K - $13K
4.72K $434K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-615
- 5.56%
$65.84 - $80.81 $40.5K - $49.7K
10.5K $838K
USXF
Ishares Esg Advanced Msci Usa

Technology
-408
- 5.58%
$41.54 - $53.93 $16.9K - $22K
6.9K $372K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.57K
- 9.59%
$50.08 - $63.14 $78.4K - $98.9K
14.8K $932K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-620
- 13.39%
$273.67 - $366.17 $170K - $227K
4.01K $1.47M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-767
- 5.74%
$43.34 - $55.24 $33.2K - $42.4K
12.6K $696K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-535
- 9.27%
$113.67 - $150.4 $60.8K - $80.5K
5.24K $788K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-46
- 1.74%
$115.28 - $157.36 $5.3K - $7.24K
2.59K $408K
XLK
Technology Sector Spdr

ETFs
-54
- 2.88%
$179.73 - $253.23 $9.71K - $13.7K
1.82K $461K
GOOGL
Alphabet Inc.

Communication Services
-142
- 2.95%
$144.7 - $178.6 $20.5K - $25.4K
4.68K $824K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-120
- 3.08%
$224.16 - $285.86 $26.9K - $34.3K
3.78K $1.08M
AAXJ
Ishares Msci All Country Asia

ETFs
-21
- 0.21%
$65.0 - $82.89 $1.37K - $1.74K
10.1K $837K
VT
Vanguard Total World Stk Index

ETFs
-1.38K
- 6.51%
$103.16 - $128.52 $142K - $177K
19.8K $2.55M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
-2.26K
- 4.04%
$22.25 - $28.0 $50.3K - $63.3K
53.7K $1.51M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-422
- 1.47%
$83.8 - $101.39 $35.4K - $42.8K
28.3K $2.87M
Summit Global Investments LLC
-3.36K
- 6.18%
N/A
51K $1.45M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.17%
$462.22 - $707.75 $462 - $708
594 $420K
TXN
Texas Instruments Inc

Technology
-76
- 1.92%
N/A
3.89K $807K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-124
- 6.27%
$179.95 - $278.88 $22.3K - $34.6K
1.85K $517K
AMZN
Amazon Com Inc

Consumer Cyclical
-396
- 6.16%
$167.32 - $223.3 $66.3K - $88.4K
6.03K $1.32M
KOMP
Spdr S&P Kensho New Economies

ETFs
-255K
- 14.4%
$40.86 - $54.38 $10.4M - $13.9M
1.52M $82.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-78
- 2.51%
$149.56 - $212.83 $11.7K - $16.6K
3.04K $646K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-388
- 6.28%
$40.51 - $71.03 $15.7K - $27.6K
5.79K $407K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-8.23K
- 8.8%
$23.2 - $29.84 $191K - $246K
85.4K $2.55M
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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