$6.26 Million is the total value of Acorns Advisers, LLC's 28 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1 | -100.0% | 27 | -65.8% | 0.00% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1 | -100.0% | 12 | -78.6% | 0.00% | – |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $1 | -100.0% | 16 | -66.7% | 0.00% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3 | -100.0% | 17 | -69.6% | 0.00% | – |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1 | -100.0% | 19 | -69.8% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.