Betterment LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$41.9B
Holdings
444
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (444 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | JEPQJP Morgan Investment Management Inc/Singapore | 10,942 | $617K | 0.00% | |
| 302 | AVIGAmerican Century Investment Management Inc | 14,967 | $607K | 0.00% | |
| 303 | GLDMSPDR State Street Global Advisors | 11,495 | $598K | 0.00% | |
| 304 | PSPInvesco | 8,857 | $591K | 0.00% | |
| 305 | QAIINDEXIQ ETF TR | 18,609 | $585K | 0.00% | |
| 306 | DFSEDimensional Fund Advisors LP | 17,614 | $584K | 0.00% | |
| 307 | SCZISHARES TR | 9,584 | $582K | 0.00% | |
| 308 | WMTWALMART INC | 6,418 | $580K | 0.00% | |
| 309 | BINCBlackRock Fund Advisors | 11,056 | $575K | 0.00% | |
| 310 | EFGiShares | 5,842 | $566K | 0.00% | |
| 311 | USRTiShares | 9,605 | $550K | 0.00% | |
| 312 | IAU*ISHARES GOLD TRUST | 11,021 | $546K | 0.00% | |
| 313 | GTOInvesco | 11,736 | $545K | 0.00% | |
| 314 | SIVRABRDN SILVER ETF TRUST | 19,588 | $540K | 0.00% | |
| 315 | CTASimplify Asset Management Inc | 19,279 | $538K | 0.00% | |
| 316 | GOOGN/A | 2,816 | $536K | 0.00% | |
| 317 | IJSISHARES TR | 4,926 | $535K | 0.00% | |
| 318 | SGOLETFS GOLD TR | 21,309 | $534K | 0.00% | |
| 319 | SPHYSPDR State Street Global Advisors | 22,336 | $524K | 0.00% | |
| 320 | DFAWDimensional Fund Advisors LP | 8,370 | $523K | 0.00% | |
| 321 | SRLNSPDR State Street Global Advisors | 12,469 | $520K | 0.00% | |
| 322 | VIOVVanguard | 5,456 | $509K | 0.00% | |
| 323 | SPTISPDR SERIES TRUST | 18,155 | $506K | 0.00% | |
| 324 | SPTSSPDR State Street Global Advisors | 17,432 | $506K | 0.00% | |
| 325 | JPIEJP Morgan Investment Management Inc | 11,069 | $505K | 0.00% | |
| 326 | IDEViShares | 7,778 | $501K | 0.00% | |
| 327 | CALFPACER FDS TR | 11,356 | $500K | 0.00% | |
| 328 | FBTCFD Funds Management LLC | 6,113 | $499K | 0.00% | |
| 329 | HDHOME DEPOT INC | 1,277 | $497K | 0.00% | |
| 330 | AZOAUTOZONE INC | 154 | $493K | 0.00% | |
| 331 | ASHRDBX ETF TR | 18,163 | $481K | 0.00% | |
| 332 | DDTOINNOVATOR ETFS TRUST | 12,839 | $472K | 0.00% | |
| 333 | BONDPIMCO ETF TR | 5,208 | $471K | 0.00% | |
| 334 | INTUINTUIT | 746 | $469K | 0.00% | |
| 335 | MGCVanguard | 2,201 | $468K | 0.00% | |
| 336 | FDLOFidelity Investments | 7,682 | $465K | 0.00% | |
| 337 | DFNMDimensional Fund Advisors LP | 9,667 | $462K | 0.00% | |
| 338 | DBEFDBX ETF TR | 11,112 | $460K | 0.00% | |
| 339 | SMHVan Eck | 1,836 | $445K | 0.00% | |
| 340 | MAMASTERCARD INCORPORATED | 837 | $441K | 0.00% | |
| 341 | IWBISHARES TR | 1,368 | $441K | 0.00% | |
| 342 | ACGLArch Capital Group Ltd | 4,763 | $440K | 0.00% | |
| 343 | JPMJPMORGAN CHASE & CO. | 1,831 | $439K | 0.00% | |
| 344 | FDVVFidelity Investments | 8,703 | $435K | 0.00% | |
| 345 | XLKSPDR | 1,853 | $431K | 0.00% | |
| 346 | IJKiShares | 4,743 | $431K | 0.00% | |
| 347 | HODLVaneck Digital Assets LLC | 4,075 | $431K | 0.00% | |
| 348 | SPABSPDR State Street Global Advisors | 17,216 | $430K | 0.00% | |
| 349 | MCDMCDONALDS CORP | 1,411 | $409K | 0.00% | |
| 350 | EESWisdomTree | 7,555 | $408K | 0.00% | |
| 351 | TLHISHARES TR | 4,071 | $405K | 0.00% | |
| 352 | IYWiShares | 2,520 | $402K | 0.00% | |
| 353 | XLUSPDR State Street Global Advisors | 5,305 | $402K | 0.00% | |
| 354 | PDBCInvesco | 29,157 | $379K | 0.00% | |
| 355 | IJTiShares | 2,777 | $376K | 0.00% | |
| 356 | ARKKArk ETF Trust | 6,629 | $376K | 0.00% | |
| 357 | NOBLProShares | 3,653 | $364K | 0.00% | |
| 358 | GOOGLALPHABET INC | 1,918 | $363K | 0.00% | |
| 359 | ABBVABBVIE INC | 2,037 | $362K | 0.00% | |
| 360 | IWRiShares | 4,066 | $359K | 0.00% | |
| 361 | DFUVDimensional Fund Advisors LP | 8,728 | $357K | 0.00% | |
| 362 | USTBVICTORY PORTFOLIOS II | 7,081 | $355K | 0.00% | |
| 363 | FNDXSchwab | 14,903 | $353K | 0.00% | |
| 364 | BRK/BN/A | 774 | $351K | 0.00% | |
| 365 | MUNIPIMCO | 6,683 | $346K | 0.00% | |
| 366 | MGVVanguard | 2,752 | $344K | 0.00% | |
| 367 | XMMOInvesco | 2,773 | $343K | 0.00% | |
| 368 | XLVHealth | 2,445 | $336K | 0.00% | |
| 369 | USXFiShares | 6,755 | $336K | 0.00% | |
| 370 | GWXSPDR INDEX SHS FDS | 10,640 | $330K | 0.00% | |
| 371 | JSTCTIDAL ETF TR | 17,933 | $329K | 0.00% | |
| 372 | TJXTJX COS INC NEW | 2,719 | $328K | 0.00% | |
| 373 | GSGOLDMAN SACHS GROUP INC | 572 | $328K | 0.00% | |
| 374 | XOMN/A | 3,019 | $325K | 0.00% | |
| 375 | METAMETA PLATFORMS INC | 545 | $319K | 0.00% | |
| 376 | PFFISHARES TR | 10,077 | $317K | 0.00% | |
| 377 | JQUAJ P MORGAN EXCHANGE TRADED | 5,494 | $315K | 0.00% | |
| 378 | CGGRCapital Research and Management Co | 8,459 | $314K | 0.00% | |
| 379 | DGROiShares | 5,087 | $312K | 0.00% | |
| 380 | GNMAiShares | 7,277 | $312K | 0.00% | |
| 381 | XLRESPDR State Street Global Advisors | 7,636 | $311K | 0.00% | |
| 382 | RLYSPDR State Street Global Advisors | 11,520 | $311K | 0.00% | |
| 383 | UITBVICTORY PORTFOLIOS II | 6,675 | $307K | 0.00% | |
| 384 | VGTVanguard | 494 | $307K | 0.00% | |
| 385 | EEMISHARES TR | 7,331 | $307K | 0.00% | |
| 386 | ACVFRidgeline Research LLC | 6,765 | $296K | 0.00% | |
| 387 | POCTInnovator Capital Management LLC | 7,427 | $294K | 0.00% | |
| 388 | SPHQInvesco | 4,370 | $293K | 0.00% | |
| 389 | VTCVANGUARD SCOTTSDALE FDS | 3,862 | $292K | 0.00% | |
| 390 | AVGOBROADCOM INC | 1,260 | $292K | 0.00% | |
| 391 | XLISPDR State Street Global Advisors | 2,205 | $291K | 0.00% | |
| 392 | DFIPDimensional Fund Advisors LP | 7,142 | $289K | 0.00% | |
| 393 | RSBTToroso Investments LLC/United States | 17,173 | $288K | 0.00% | |
| 394 | GPIXGoldman Sachs Asset Management LP | 5,817 | $288K | 0.00% | |
| 395 | ROSTROSS STORES INC | 1,898 | $287K | 0.00% | |
| 396 | MDYSPDR | 502 | $286K | 0.00% | |
| 397 | HDVISHARES TR | 2,521 | $283K | 0.00% | |
| 398 | ORLYOREILLY AUTOMOTIVE INC | 236 | $280K | 0.00% | |
| 399 | AXPAMERICAN EXPRESS CO | 944 | $280K | 0.00% | |
| 400 | SLViShares | 10,569 | $278K | 0.00% |