$265 Million is the total value of Acorns Advisers, LLC's 5 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $81,589,000 | +29.2% | 987,884 | +29.1% | 30.83% | -0.5% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $79,728,000 | +29.7% | 98,200 | -79.4% | 30.12% | -0.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $52,565,000 | +30.9% | 1,323,382 | +17.9% | 19.86% | +0.8% |
| VOO | Buy | VANGUARD INDEX FDS | $50,796,000 | +29.7% | 234,787 | +23.1% | 19.19% | -0.0% |
| CORP | Buy | PIMCO ETF TRinv grd crp bd | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 29 | Q2 2024 | 44.4% |
| ISHARES TR | 27 | Q2 2024 | 14.4% |
| VANGUARD INDEX FDS | 24 | Q1 2023 | 30.1% |
| VANGUARD INDEX FDS | 24 | Q1 2023 | 31.0% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q1 2023 | 19.9% |
| PIMCO ETF TR | 24 | Q1 2023 | 0.0% |
| ISHARES TR | 22 | Q1 2023 | 14.4% |
| ISHARES TR | 20 | Q2 2024 | 1.5% |
| JP MORGAN EXCHANGE TRADED FD | 20 | Q2 2024 | 1.5% |
| SPDR SERIES TRUST | 20 | Q2 2024 | 1.5% |
View Acorns Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View Acorns Advisers, 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.