13F-HR filed by Betterment LLC
Betterment LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-12, with 551 holding rows worth $52,488,056,000.
- Accession
- 0001633901-26-000002
- Filer
- CIK 1633901
- Filed
- 2026-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 551 entries on the cover page, a total value of $52,488,056,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $52,488,056,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-16706. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Expanded Tech Sector ETF | 464287549 | SHS | 2,277 | $294,000 | thousands, detected and multiplied | |
| American Express Company | 025816109 | COM | 793 | $293,000 | thousands, detected and multiplied | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 1,388 | $293,000 | thousands, detected and multiplied | |
| JANUS HENDERSON B-BBB CLO ETF | 47103U753 | ETF | 6,139 | $293,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717W125 | FUTRE STRAT FD | 7,553 | $287,000 | thousands, detected and multiplied | |
| WILLIAMS COS INC COM | 969457100 | Stock | 4,766 | $286,000 | thousands, detected and multiplied | |
| FIRST TR EXCHANGE-TRADED FD | 33738D796 | INTER GRADE ETF | 13,460 | $285,000 | thousands, detected and multiplied | |
| VANGUARD SCOTTSDALE FDS | 92206C714 | COM | 3,054 | $282,000 | thousands, detected and multiplied | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 1,311 | $281,000 | thousands, detected and multiplied | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 5,169 | $273,000 | thousands, detected and multiplied | |
| STRIVE NATURAL RESOURCES AND SECURITY ETF | 02072L557 | ETF | 6,536 | $266,000 | thousands, detected and multiplied | |
| SPDR Portfolio Corporate Bond ETF | 78464A144 | SHS | 8,955 | $263,000 | thousands, detected and multiplied | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 3,082 | $258,000 | thousands, detected and multiplied | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 5,720 | $258,000 | thousands, detected and multiplied | |
| FIRST TR EXCHANGE TRADED FD | 33734X176 | TECH ALPHADEX | 1,516 | $255,000 | thousands, detected and multiplied | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 6,019 | $249,000 | thousands, detected and multiplied | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 6,185 | $249,000 | thousands, detected and multiplied | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 10,204 | $248,000 | thousands, detected and multiplied | |
| FLEXSHARES IBOXX 5 YR TARGET D | 33939L605 | IBOXX 5YR TRGT | 10,304 | $247,000 | thousands, detected and multiplied | |
| VANGUARD CALIF TAX FREE FDS | 922021605 | TAX EXEMPT BD FD | 2,419 | $243,000 | thousands, detected and multiplied | |
| NORTHERN LTS FD TR IV | 66538H534 | INSPIRE 100 ETF | 5,387 | $243,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287523 | COM | 803 | $242,000 | thousands, detected and multiplied | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 1,967 | $240,000 | thousands, detected and multiplied | |
| INVESCO EXCH TRADED FD TR II | 46138E370 | S&P 500 HB ETF | 2,053 | $240,000 | thousands, detected and multiplied | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 9,814 | $238,000 | thousands, detected and multiplied | |
| NEOS ETF TRUST | 78433H303 | NEOS S&P 500 HI | 4,537 | $238,000 | thousands, detected and multiplied | |
| Progressive Corporation | 743315103 | COM | 1,017 | $232,000 | thousands, detected and multiplied | |
| ISHARES TR | 464287580 | US CONSUM DISCRE | 2,253 | $232,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717X172 | US HGH YLD CORP | 5,002 | $232,000 | thousands, detected and multiplied | |
| DIMENSIONAL ETF TRUST | 25434V856 | INFLATION PROTE | 5,584 | $232,000 | thousands, detected and multiplied | |
| PROSHARES TR | 74347B557 | SP500 EX TECH | 2,212 | $230,000 | thousands, detected and multiplied | |
| AMPLIFY ETF TR | 032108607 | BLOCK TECHN ETF | 4,000 | $228,000 | thousands, detected and multiplied | |
| iShares Gold Trust Micro ETF of Benef Interest | 46436F103 | SHS | 5,282 | $227,000 | thousands, detected and multiplied | |
| INSPIRE INTERNATIONAL ETF | 66538H419 | ETF | 6,175 | $225,000 | thousands, detected and multiplied | |
| J P MORGAN EXCHANGE TRADED F | 46641Q399 | BETABUILDRS US | 1,806 | $223,000 | thousands, detected and multiplied | |
| International Business Machines Corporation | 459200101 | COM | 748 | $222,000 | thousands, detected and multiplied | |
| Caterpillar Inc. | 149123101 | COM | 386 | $221,000 | thousands, detected and multiplied | |
| WISDOMTREE TR | 97717X867 | CMN | 7,484 | $219,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P300 | NUVEEN ESG LRGVL | 4,834 | $218,000 | thousands, detected and multiplied | |
| WABTEC COM | 929740108 | Stock | 1,012 | $216,000 | thousands, detected and multiplied | |
| SPDR INDEX SHS FDS | 78463X855 | ST STR INFRA ETF | 3,103 | $216,000 | thousands, detected and multiplied | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 1,103 | $214,000 | thousands, detected and multiplied | |
| FLEXSHARES TR | 33939L860 | QUALT DIVD IDX | 2,630 | $213,000 | thousands, detected and multiplied | |
| FEDERATED HERMES ETF TRUST | 31423L305 | US STRATEGIC DIV | 7,411 | $212,000 | thousands, detected and multiplied | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 1,541 | $206,000 | thousands, detected and multiplied | |
| NUSHARES ETF TR | 67092P888 | NUVEEN ESG EMRGN | 5,784 | $206,000 | thousands, detected and multiplied | |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 33739Q200 | ETF | 4,103 | $205,000 | thousands, detected and multiplied | |
| J P MORGAN EXCHANGE TRADED F | 46654Q724 | HEDGED EQUITY LA | 3,092 | $205,000 | thousands, detected and multiplied | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 8,367 | $204,000 | thousands, detected and multiplied | |
| Clockwise Capital LLC | 88636J329 | CLOCKWISE US COR | 8,140 | $202,000 | thousands, detected and multiplied | |
| PROSHARES TR | 74348A533 | PRIV EQTY-LSTD | 8,153 | $201,000 | thousands, detected and multiplied |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001633901-26-000002 | this filing | 2026-02-12 | acceptance time not in the bulk data set |