Acorns Advisers

Latest statistics and disclosures from Acorns Advisers's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VEA, VB, LQD, SHY, and represent 81.71% of Acorns Advisers's stock portfolio.
  • Added to shares of these 10 stocks: VOO (+$112M), VEA (+$57M), VB (+$45M), SHY (+$40M), LQD (+$36M), VNQ (+$36M), VWO (+$21M), GBIL, SHV, BIL.
  • Acorns Advisers was a net buyer of stock by $354M.
  • Acorns Advisers has $2.6B in assets under management (AUM), growing by 32.79%.

Portfolio Holdings for Acorns Advisers

Companies in the Acorns Advisers portfolio as of the June 2020 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) 33.5 $867M +14% 3.1M 283.43
Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) 14.7 $380M +17% 9.8M 38.79
Vanguard Index Fds Small Cp Etf (VB) 13.4 $348M +14% 2.4M 145.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 10.1 $263M +15% 2.0M 134.50
Ishares Tr 1-3 Yr Tr Bd Etf (SHY) 10.0 $259M +18% 3.0M 86.61
Vanguard Index Fds Reit Etf (VNQ) 7.3 $188M +23% 2.4M 78.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.1 $132M +19% 3.3M 39.61
Jp Morgan Exchange Traded Ultra Shrt Inc (JPST) 1.2 $31M +5% 610k 50.73
Ishares Tr Ultr Sh Trm Bd (ICSH) 1.2 $31M +5% 610k 50.56
Ishares Tr Short Treas Bd (SHV) 1.2 $31M +6% 277k 110.74
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $31M +6% 305k 100.49
Spdr Series Trust Spdr Bloomberg (BIL) 1.2 $31M +6% 335k 91.53
Pimco Etf Tr Inv Grd Crp Bd (CORP) 0.0 $3.0k +16% 29.00 103.45

Past Filings by Acorns Advisers

SEC 13F filings are viewable for Acorns Advisers going back to 2016