Acorns Advisers
Latest statistics and disclosures from Acorns Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IXUS, AGG, IJH, ISTB, and represent 87.62% of Acorns Advisers's stock portfolio.
- Added to shares of these 10 stocks: IXUS (+$94M), AGG (+$60M), VOO (+$29M), ISTB (+$25M), IJH (+$24M), IJR (+$18M), BITO (+$7.3M), ESGD (+$6.1M), NVDA (+$5.4M), ESGU (+$5.3M).
- Started 4 new stock positions in JPM, V, BLK, AVGO.
- Acorns Advisers was a net buyer of stock by $296M.
- Acorns Advisers has $9.3B in assets under management (AUM), dropping by 4.33%.
- Central Index Key (CIK): 0001701879
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Portfolio Holdings for Acorns Advisers
Acorns Advisers holds 46 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 42.8 | $4.0B | 8.0M | 500.13 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 21.9 | $2.0B | +4% | 30M | 67.56 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 11.5 | $1.1B | +5% | 11M | 97.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.4 | $600M | +4% | 10M | 58.52 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 4.9 | $462M | +5% | 9.8M | 47.37 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $283M | +6% | 2.6M | 106.66 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 2.9 | $271M | +2% | 2.3M | 119.32 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.1 | $103M | +6% | 1.3M | 78.78 |
|
| Proshares Tr Bitcoin Strate (BITO) | 0.6 | $54M | +15% | 2.4M | 22.51 |
|
| Ishares Tr Ultr Sh Trm Bd (ICSH) | 0.5 | $44M | +2% | 876k | 50.53 |
|
| Spdr Series Trust Spdr Bloomberg (BIL) | 0.5 | $44M | +2% | 482k | 91.78 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $44M | +2% | 400k | 110.50 |
|
| Jp Morgan Exchange Traded Ultra Shrt Inc (JPST) | 0.5 | $44M | +2% | 877k | 50.47 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $44M | +2% | 442k | 100.08 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $41M | +2% | 366k | 112.37 |
|
| Ishares Tr Esg Awr Msci Em (ESGE) | 0.4 | $36M | +3% | 1.1M | 33.53 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $25M | +6% | 1.1M | 22.57 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $24M | +6% | 262k | 91.81 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $22M | +6% | 953k | 22.72 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $20M | +7% | 507k | 38.50 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $15M | +5% | 623k | 24.49 |
|
| Ishares Tr 1-3 Yr Tr Bd Etf (SHY) | 0.2 | $15M | +6% | 187k | 81.65 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $5.8M | +1374% | 47k | 123.55 |
|
| Apple (AAPL) | 0.0 | $3.5M | +27% | 16k | 210.64 |
|
| Tesla Motors (TSLA) | 0.0 | $2.9M | +40% | 15k | 197.85 |
|
| Amazon (AMZN) | 0.0 | $2.7M | +39% | 14k | 193.22 |
|
| Microsoft Corporation (MSFT) | 0.0 | $1.9M | +41% | 4.3k | 446.94 |
|
| Meta Platforms Cl A (META) | 0.0 | $986k | +43% | 2.0k | 504.09 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $915k | +38% | 2.2k | 406.85 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $777k | +25% | 4.2k | 183.43 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $703k | +29% | 827.00 | 850.06 |
|
| Advanced Micro Devices (AMD) | 0.0 | $685k | +68% | 4.2k | 162.09 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $615k | +44% | 679.00 | 905.74 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $607k | +59% | 2.7k | 226.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $530k | +43% | 2.9k | 182.01 |
|
| Wal-Mart Stores (WMT) | 0.0 | $444k | +39% | 6.6k | 67.69 |
|
| Coca-Cola Company (KO) | 0.0 | $369k | +32% | 5.8k | 63.59 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $364k | +70% | 6.4k | 56.68 |
|
| Netflix (NFLX) | 0.0 | $358k | +32% | 531.00 | 674.20 |
|
| Walt Disney Company (DIS) | 0.0 | $330k | +20% | 3.3k | 99.37 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $312k | +43% | 2.7k | 115.04 |
|
| Broadcom (AVGO) | 0.0 | $279k | NEW | 174.00 | 1603.45 |
|
| Home Depot (HD) | 0.0 | $265k | +45% | 771.00 | 343.71 |
|
| BlackRock (BLK) | 0.0 | $246k | NEW | 312.00 | 788.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $237k | NEW | 1.2k | 202.39 |
|
| Visa Com Cl A (V) | 0.0 | $209k | NEW | 795.00 | 262.89 |
|
Past Filings by Acorns Advisers
SEC 13F filings are viewable for Acorns Advisers going back to 2016
- Acorns Advisers 2024 Q2 filed Aug. 13, 2024
- Acorns Advisers 2024 Q1 filed May 14, 2024
- Acorns Advisers 2023 Q4 filed Feb. 13, 2024
- Acorns Advisers 2023 Q3 filed Nov. 13, 2023
- Acorns Advisers 2023 Q2 filed Aug. 11, 2023
- Acorns Advisers 2023 Q1 filed May 4, 2023
- Acorns Advisers 2022 Q4 filed Feb. 13, 2023
- Acorns Advisers 2022 Q3 filed Nov. 14, 2022
- Acorns Advisers 2022 Q2 filed Aug. 15, 2022
- Acorns Advisers 2022 Q1 filed May 16, 2022
- Acorns Advisers 2021 Q4 filed Feb. 14, 2022
- Acorns Advisers 2021 Q3 filed Nov. 16, 2021
- Acorns Advisers 2021 Q2 filed Aug. 13, 2021
- Acorns Advisers 2021 Q1 filed April 23, 2021
- Acorns Advisers 2020 Q4 filed Feb. 16, 2021
- Acorns Advisers 2020 Q3 filed Dec. 1, 2020