Betterment LLC Reduced Holdings in Q1 2025

Betterment LLC

  • $42.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.26K
- 11.32%
$41.61 - $44.72 $52.3K - $56.3K
9.85K $427K
UITB
Usaa ETF Tr Core Intermediate

ETFs
-858
- 12.85%
$45.41 - $47.18 $39K - $40.5K
5.82K $273K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-1.01K
- 5.4%
$31.16 - $32.27 $31.3K - $32.4K
17.6K $551K
POCT
Innovator U.S. Equity Power Bu

ETFs
-720
- 9.69%
$38.53 - $40.49 $27.7K - $29.2K
6.71K $261K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.18K
- 2.33%
$85.55 - $94.34 $101K - $111K
49.3K $4.47M
USTB
Victory Portfolios Ii Victorys

ETFs
-683
- 9.65%
$50.08 - $50.71 $34.2K - $34.6K
6.4K $324K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-306
- 1.8%
$91.45 - $91.75 $28K - $28.1K
16.7K $1.53M
NEAR
Blackrock Short Maturity Bond

ETFs
-743
- 1.39%
$50.4 - $50.89 $37.4K - $37.8K
52.8K $2.69M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-652
- 6.31%
$63.91 - $70.19 $41.7K - $45.8K
9.68K $652K
ACVF
ETF Opportunities Tr American

ETFs
-230
- 3.4%
$42.01 - $46.08 $9.66K - $10.6K
6.54K $280K
CMCSA
Comcast Corp

Communication Services
-217
- 2.96%
$33.19 - $38.23 $7.2K - $8.3K
7.11K $262K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
-492
- 2.71%
$24.97 - $27.91 $12.3K - $13.7K
17.7K $470K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-712
- 2.45%
$30.59 - $33.02 $21.8K - $23.5K
28.4K $901K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-34
- 1.17%
$79.96 - $87.71 $2.72K - $2.98K
2.88K $237K
XLI
Industrial Sector Spdr

ETFs
-36
- 1.63%
$128.78 - $141.67 $4.64K - $5.1K
2.17K $284K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.51K
- 3.85%
$22.98 - $24.13 $34.7K - $36.4K
37.7K $900K
BIBL
Northern Lts Fd Tr Iv

ETFs
-81
- 1.49%
$37.55 - $41.94 $3.04K - $3.4K
5.34K $205K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-59
- 2.54%
$100.32 - $100.76 $5.92K - $5.94K
2.26K $228K
CSCO
Cisco Systems, Inc.

Technology
-215
- 5.13%
$58.74 - $64.87 $12.6K - $13.9K
3.98K $245K
MGV
Vanguard Mega Cap Value

ETFs
-112
- 4.07%
$123.61 - $133.01 $13.8K - $14.9K
2.64K $340K
GNMA
Ishares Gnma Bond ETF

ETFs
-205
- 2.82%
$42.17 - $44.04 $8.64K - $9.03K
7.07K $310K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-16
- 0.21%
$59.43 - $63.22 $951 - $1.01K
7.67K $465K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.56K
- 3.99%
$25.69 - $26.89 $40K - $41.9K
37.4K $1.01M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-56
- 0.54%
$24.6 - $24.99 $1.38K - $1.4K
10.3K $256K
VLUE
Ishares Msci Usa Value Factor

ETFs
-51
- 0.71%
$104.89 - $113.56 $5.35K - $5.79K
7.16K $763K
IAU
Ishares Gold Trust

ETFs
-1.73K
- 15.71%
$49.74 - $58.96 $86.1K - $102K
9.29K $548K
GTO
Invesco Actively Managed ETF T

ETFs
-42
- 0.36%
$45.9 - $47.37 $1.93K - $1.99K
11.7K $549K
XOM
Exxon Mobil Corp

Energy
-231
- 7.65%
$105.44 - $118.93 $24.4K - $27.5K
2.79K $332K
ACGL
Arch Capital Group Ltd.

Financial Services
-98
- 2.06%
$88.13 - $96.94 $8.64K - $9.5K
4.67K $449K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-299
- 0.29%
$28.55 - $29.09 $8.54K - $8.7K
101K $2.92M
IWD
Ishares Russell 1000 Val ETF

ETFs
-32
- 0.56%
$182.82 - $196.21 $5.85K - $6.28K
5.71K $1.07M
EMLP
First Tr Exchange Traded Iv

ETFs
-1.66K
- 4.06%
$35.79 - $38.28 $59.4K - $63.5K
39.2K $1.47M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-82
- 1.62%
$47.39 - $54.26 $3.89K - $4.45K
4.97K $258K
HDV
Ishares Core High Dividend ETF

ETFs
-35
- 1.39%
$110.86 - $121.12 $3.88K - $4.24K
2.49K $301K
AAXJ
Ishares Msci All Country Asia

ETFs
-13
- 0.13%
$69.59 - $77.09 $905 - $1K
10.1K $751K
FYLD
Cambria Foreign Shareholder Yi

ETFs
-735
- 2.1%
$24.97 - $27.67 $18.4K - $20.3K
34.3K $923K
PGR
Progressive Corp

Financial Services
-2
- 0.21%
$235.61 - $291.22 $471 - $582
961 $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15
- 1.94%
$442.66 - $534.52 $6.64K - $8.02K
759 $404K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-86
- 0.24%
$28.11 - $32.0 $2.42K - $2.75K
36.1K $1.11M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-986
- 2.54%
$36.91 - $41.03 $36.4K - $40.5K
37.8K $1.5M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.77K
- 4.08%
$32.9 - $37.45 $58.1K - $66.1K
41.5K $1.5M
SGOL
Abrdn Gold ETF Trust

ETFs
-876
- 4.11%
$25.14 - $29.82 $22K - $26.1K
20.4K $609K
SIVR
Abrdn Silver ETF Trust

ETFs
-160
- 0.82%
$28.07 - $32.82 $4.49K - $5.25K
19.4K $632K
DFAE
Dimensional ETF Tr

ETFs
-3.93K
- 1.06%
$24.64 - $26.86 $96.9K - $106K
367K $9.51M
GLDM
World Gold Trust

ETFs
-233
- 2.03%
$52.19 - $61.89 $12.2K - $14.4K
11.3K $697K
DFIV
Dimensional ETF Tr

ETFs
-8.19K
- 7.3%
$35.33 - $40.77 $289K - $334K
104K $4.09M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-483
- 0.25%
$66.9 - $71.57 $32.3K - $34.6K
189K $13.3M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.54K
- 1.43%
$63.74 - $71.96 $98.1K - $111K
106K $7.42M
Invesco
-611
- 6.9%
N/A
8.25K $528K
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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