Betterment LLC Portfolio Holdings
Betterment LLC
- $42.2 Billion
- Q1 2025
Betterment LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $42.2 Billion distributed in 458 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $7.17B, Vanguard Ftse Developed Market with a value of $6.81B, Spdr Portfolio S&P 500 ETF (Ma with a value of $4.27B, Vanguard Ftse Emerging Mkts Et with a value of $2.53B, and Ishares Core U.S. Aggregate Bo with a value of $2.16B.
Examining the 13F form we can see an increase of $576M in the current position value, from $41.6B to 42.2B.
Betterment LLC is based out at New York, NY
Below you can find more details about Betterment LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 458
- Current Value $42.2 Billion
- Prior Value $41.6 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 28 stocks
- Additional Purchases 265 stocks
- Sold out of 0 stocks
- Reduced holdings in 163 stocks