| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TAX-MANAGED INTL FD | 19 | Q2 2024 | 10.1% |
| SPDR SER TR | 19 | Q2 2024 | 8.0% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 7.2% |
| APPLE INC | 19 | Q2 2024 | 9.3% |
| INVESCO QQQ TR | 19 | Q2 2024 | 6.2% |
| SPDR SER TR | 19 | Q2 2024 | 2.3% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.7% |
| META PLATFORMS INC | 19 | Q2 2024 | 2.7% |
| AMAZON COM INC | 19 | Q2 2024 | 1.8% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 1.6% |
View ACORN FINANCIAL ADVISORY SERVICES INC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-18 |
View ACORN FINANCIAL ADVISORY SERVICES INC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.