Betterment LLC Portfolio Holdings

Betterment LLC

$47 Billion
Q2 2025

Betterment LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $47 Billion distributed in 497 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 $7.99B, Vanguard Ftse Developed Market with a value of $7.64B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.37B, Vanguard Ftse Emerging Mkts Et with a value of $2.6B, and Ishares Core U.S. Aggregate Bo with a value of $2.29B.

Examining the 13F form we can see an increase of $4.81B in the current position value, from $42.2B to 47B.

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.

Portfolio value $47 Billion

ETFs: $46.4 Billion

Technology: $14.4 Million

Consumer Cyclical: $3.32 Million

Communication Services: $3.26 Million

Financial Services: $3.14 Million

Consumer Defensive: $2.39 Million

Healthcare: $875,000

Industrials: $450,000

Other: $293,000

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$13.5 Million 0.03% of portfolio	290,988	Q2 2025 Added 3.01%
AVUV American Centy ETF Tr Avantis ETFs	$0	$16.3 Million 0.03% of portfolio	179,298	Q2 2025 Added 8.96%
DFSV Dimensional ETF Tr Dimensional ETFs	$0	$11.8 Million 0.03% of portfolio	399,485	Q2 2025 Added 23.98%
IGLB Ishares 10+ Year Investment Gr ETFs	$0	$13.4 Million 0.03% of portfolio	267,491	Q2 2025 Added 9.95%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$12.1 Million 0.03% of portfolio	30,482	Q2 2025 Reduced 7.48%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$13.6 Million 0.03% of portfolio	195,623	Q2 2025 Added 3.54%
TFLO Ishares Treasury Floating Rate ETFs	$0	$14 Million 0.03% of portfolio	276,124	Q2 2025 Added 6.41%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$12.3 Million 0.03% of portfolio	266,181	Q2 2025 Added 47.79%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$11.8 Million 0.03% of portfolio	231,854	Q2 2025 Reduced 5.41%
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$14.9 Million 0.03% of portfolio	224,406	Q2 2025 Added 35.6%
Black Rock Fund Advisors	-	$14.8 Million 0.03% of portfolio	-	Q2 2025 Added 12.85%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$13.4 Million 0.03% of portfolio	633,937	Q2 2025 Added 5.12%
HYDB Ishares Tr Edge High Yield Def ETFs	$0	$11.7 Million 0.03% of portfolio	247,289	Q2 2025 Added 11.31%
VNQ Vanguard Specialized Funds Van ETFs	$0	$7.32 Million 0.02% of portfolio	82,158	Q2 2025 Added 66.56%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$10.7 Million 0.02% of portfolio	159,219	Q2 2025 Added 62.34%
DISV Dimensional ETF Tr Dimensional ETFs	$0	$10.4 Million 0.02% of portfolio	315,470	Q2 2025 Added 6.64%
IEF Ishares Barclays ETFs	$0	$7.16 Million 0.02% of portfolio	74,802	Q2 2025 Added 1.45%
MEAR Blackrock Short Maturity Munic ETFs	$0	$7.97 Million 0.02% of portfolio	158,452	Q2 2025 Added 42.04%
DFAX Dimensional ETF Tr	$0	$10.9 Million 0.02% of portfolio	372,368	Q2 2025 Added 26.44%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$10.2 Million 0.02% of portfolio	212,187	Q2 2025 Reduced 2.99%
CMF Ishares California Muni Bond E ETFs	$0	$11.2 Million 0.02% of portfolio	200,986	Q2 2025 Added 3.03%
NYF Ishares New York Muni Bond ETF ETFs	$0	$8.67 Million 0.02% of portfolio	166,364	Q2 2025 Reduced 1.73%
AVDV American Centy ETF Tr Avantis ETFs	$0	$7.87 Million 0.02% of portfolio	99,278	Q2 2025 Reduced 6.7%
DFAE Dimensional ETF Tr ETFs	$0	$10.1 Million 0.02% of portfolio	349,225	Q2 2025 Reduced 4.95%
EMHY Ishares J.P. Morgan Em High Yi ETFs	$0	$9.94 Million 0.02% of portfolio	254,985	Q2 2025 Added 10.85%
DFAR Dimensional ETF Tr Dimensional ETFs	$0	$7.28 Million 0.02% of portfolio	310,093	Q2 2025 Added 15.61%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$9.7 Million 0.02% of portfolio	107,587	Q2 2025 Reduced 1.97%
COMB Graniteshares ETF Tr Bloomber ETFs	$0	$11.6 Million 0.02% of portfolio	551,158	Q2 2025 Added 3.49%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$8.94 Million 0.02% of portfolio	169,526	Q2 2025 Added 3.01%
HYLB Xtrackers Usd High Yield Corp ETFs	$0	$9.72 Million 0.02% of portfolio	263,187	Q2 2025 Reduced 8.22%
GMOM Cambria ETF Tr Cambria Global ETFs	$0	$11.1 Million 0.02% of portfolio	372,872	Q2 2025 Added 0.04%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$9.46 Million 0.02% of portfolio	15,318	Q2 2025 Added 5.96%
VOOV Vanguard S&P 500 Value ETF ETFs	$0	$8.93 Million 0.02% of portfolio	47,321	Q2 2025 Added 0.29%
CGMS Capital Grp Core Plus Income E	-	$8.85 Million 0.02% of portfolio	-	Q2 2025 Added 1.06%
Dimensional Fund Advisors LP	-	$7.34 Million 0.02% of portfolio	-	Q2 2025 Added 11.99%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$3.98 Million 0.01% of portfolio	84,519	Q2 2025 Added 37.58%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$2.83 Million 0.01% of portfolio	51,381	Q2 2025 Reduced 2.94%
Dimensional Fund Advisors LP	-	$4.27 Million 0.01% of portfolio	-	Q2 2025 Added 5.64%
VIOO Vanguard S&P Small Cap 600 ETF ETFs	$0	$2.87 Million 0.01% of portfolio	28,319	Q2 2025 Reduced 1.47%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$3.27 Million 0.01% of portfolio	74,432	Q2 2025 Added 3.43%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.04 Million 0.01% of portfolio	48,475	Q2 2025 Added 19.45%
MBB Ishares Tr ETFs	$0	$5.35 Million 0.01% of portfolio	57,017	Q2 2025 Added 22.99%
VGSH Vanguard ETFs	$0	$5.2 Million 0.01% of portfolio	88,449	Q2 2025 Added 6.12%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$5.15 Million 0.01% of portfolio	183,608	Q2 2025 Added 16.84%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$3.18 Million 0.01% of portfolio	105,595	Q2 2025 Added 17.93%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$3 Million 0.01% of portfolio	7,070	Q2 2025 Added 4.8%
DFIV Dimensional ETF Tr ETFs	$0	$4.64 Million 0.01% of portfolio	108,376	Q2 2025 Added 4.19%
GSST Goldman Sachs ETF Tr Access Ul ETFs	$0	$4.27 Million 0.01% of portfolio	84,367	Q2 2025 Added 29.13%
HYD Vaneck High Yield Muni ETF ETFs	$0	$5.15 Million 0.01% of portfolio	102,641	Q2 2025 Added 80.24%
VNLA Janus Henderson Short Duration ETFs	$0	$4.16 Million 0.01% of portfolio	84,617	Q2 2025 Added 9.26%

Summary

Portfolio
No. of Stocks 497
Current Value $47 Billion
Prior Value $42.2 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 52 stocks
Additional Purchases 263 stocks
Sold out of 0 stocks
Reduced holdings in 177 stocks

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