Betterment LLC
CIK: 0001633901SEC EDGAR →
Portfolio Value
$52.5B
Holdings
551
As of
Q4 2025
New Positions
32
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX MANAGED INTL FD | 138,588,366 | $8.7B | 16.49% |
| 2 | VANGUARD INDEX FDS | 25,171,575 | $8.4B | 16.08% |
| 3 | SPDR State Street Global Advisors | 83,585,842 | $6.7B | 12.77% |
| 4 | VANGUARD INTL EQUITY INDEX F | 53,732,807 | $2.9B | 5.50% |
| 5 | ISHARES TR | 26,255,484 | $2.6B | 5.00% |
| 6 | ISHARES TR | 18,990,218 | $2.0B | 3.88% |
| 7 | ISHARES TR | 10,680,855 | $1.6B | 3.03% |
| 8 | SPDR State Street Global Advisors | 21,151,161 | $1.2B | 2.33% |
| 9 | VANGUARD INDEX FDS | 4,973,990 | $950.0M | 1.81% |
| 10 | VANGUARD CHARLOTTE FDS | 19,558,275 | $945.1M | 1.80% |
Quarterly Changes
Top Buys
New Positions (42)
$16.8M · 324K shares
$16.6M · 344K shares
$858K · 12K shares
$781K · 10K shares
$780K · 9K shares
$703K · 10K shares
$584K · 23K shares
$515K · 22K shares
$491K · 3K shares
$482K · 24K shares
$477K · 9K shares
$472K · 9K shares
$462K · 16K shares
$457K · 425 shares
$455K · 8K shares
$440K · 2K shares
$408K · 6K shares
$392K · 12K shares
$343K · 14K shares
$328K · 8K shares
$324K · 1K shares
$322K · 4K shares
$309K · 2K shares
$304K · 5K shares
$303K · 2K shares
$281K · 1K shares
$258K · 3K shares
$243K · 2K shares
$240K · 2K shares
$238K · 5K shares
$230K · 2K shares
$228K · 4K shares
$227K · 5K shares
$222K · 748 shares
$221K · 386 shares
$216K · 3K shares
$214K · 1K shares
$212K · 7K shares
$206K · 2K shares
$205K · 3K shares
$205K · 4K shares
$204K · 8K shares
Closed Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 484 | $51.5B | 98.0% |
| Unknown | 24 | $978.4M | 1.9% |
| Technology | 18 | $31.0M | 0.1% |
| Communication Services | 5 | $7.5M | 0.0% |
| Consumer Cyclical | 7 | $6.7M | 0.0% |
| Consumer Defensive | 3 | $3.0M | 0.0% |
| Healthcare | 4 | $1.6M | 0.0% |
| Industrials | 4 | $1.1M | 0.0% |
| Energy | 2 | $699K | 0.0% |