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
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