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 87.67% of Acorns Advisers's stock portfolio.
- Added to shares of these 10 stocks: IXUS (+$60M), AGG (+$39M), VOO (+$25M), ISTB (+$12M), IJH (+$5.0M), ESGU, IJR, ESGD, BITO, ESGE.
- Started 4 new stock positions in MSFT, BRK.B, AMZN, NVDA.
- Acorns Advisers was a net buyer of stock by $167M.
- Acorns Advisers has $7.3B in assets under management (AUM), dropping by -1.46%.
- Central Index Key (CIK): 0001701879
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Portfolio Holdings for Acorns Advisers
Acorns Advisers holds 28 positions in its portfolio as reported in the September 2023 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) | 42.1 | $3.1B | 7.8M | 392.70 |
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| Ishares Tr Core Msci Total (IXUS) | 22.0 | $1.6B | +3% | 27M | 59.99 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 11.9 | $869M | +4% | 9.2M | 94.04 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.4 | $468M | 1.9M | 249.35 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 5.2 | $382M | +3% | 8.2M | 46.38 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $218M | +2% | 2.3M | 94.33 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 2.8 | $202M | +2% | 2.1M | 93.91 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 1.1 | $78M | +5% | 1.1M | 69.13 |
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| Spdr Series Trust Spdr Bloomberg (BIL) | 0.6 | $42M | 460k | 91.82 |
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| Ishares Tr Ultr Sh Trm Bd (ICSH) | 0.6 | $42M | 838k | 50.38 |
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| Ishares Tr Short Treas Bd (SHV) | 0.6 | $42M | 382k | 110.47 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $42M | 421k | 100.11 |
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| Jp Morgan Exchange Traded Ultra Shrt Inc (JPST) | 0.6 | $42M | 837k | 50.18 |
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| Proshares Tr Bitcoin Strate (BITO) | 0.4 | $32M | +10% | 2.3M | 13.81 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $31M | +2% | 340k | 89.97 |
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| Ishares Tr Esg Awr Msci Em (ESGE) | 0.4 | $27M | +6% | 904k | 30.28 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $20M | +6% | 903k | 22.04 |
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| Ishares Tr Mbs Etf (MBB) | 0.3 | $19M | +6% | 214k | 88.80 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.2 | $17M | +5% | 791k | 21.76 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $15M | +3% | 436k | 33.65 |
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| Ishares Tr 1-3 Yr Tr Bd Etf (SHY) | 0.2 | $12M | +4% | 153k | 80.97 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $12M | +4% | 518k | 23.77 |
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| Tesla Motors (TSLA) | 0.0 | $873k | +148% | 3.5k | 250.22 |
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| Apple (AAPL) | 0.0 | $787k | +229% | 4.6k | 171.12 |
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| NVIDIA Corporation (NVDA) | 0.0 | $485k | NEW | 1.1k | 434.59 |
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| Amazon (AMZN) | 0.0 | $468k | NEW | 3.7k | 127.24 |
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| Microsoft Corporation (MSFT) | 0.0 | $296k | NEW | 936.00 | 316.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $232k | NEW | 663.00 | 349.92 |
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Past Filings by Acorns Advisers
SEC 13F filings are viewable for Acorns Advisers going back to 2016
- 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
- Acorns Advisers 2020 Q2 filed Aug. 21, 2020
- Acorns Advisers 2020 Q1 filed May 14, 2020
- Acorns Advisers 2019 Q4 restated filed Feb. 11, 2020