| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 1 | Q4 2017 | 34.3% |
| VANGUARD TAX MANAGED INTL FD | 1 | Q4 2017 | 15.4% |
| VANGUARD INDEX FDS | 1 | Q4 2017 | 14.0% |
| ISHARES TR | 1 | Q4 2017 | 11.5% |
| ISHARES TR | 1 | Q4 2017 | 11.4% |
| VANGUARD INDEX FDS | 1 | Q4 2017 | 7.6% |
| VANGUARD INTL EQUITY INDEX F | 1 | Q4 2017 | 5.7% |
| PIMCO ETF TR | 1 | Q4 2017 | 0.0% |
View ACORNS SECURITIES, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| X-17A-5 | 2024-02-28 |
| X-17A-5 | 2023-03-17 |
| X-17A-5 | 2021-12-29 |
| FOCUSN | 2020-11-30 |
| X-17A-5 | 2020-11-30 |
| X-17A-5 | 2019-12-18 |
| X-17A-5 | 2018-11-30 |
| 13F-HR | 2018-02-14 |
| X-17A-5/A | 2017-11-28 |
| X-17A-5 | 2017-11-28 |
View ACORNS SECURITIES, LLC'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.