$6.88 Million is the total value of Acorns Advisers, LLC's 28 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | PROSHARES TRbitcoin strate | $36,756 | +60.3% | 2,097,951 | -4.6% | 0.53% | +45.9% | |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | -100.0% | 1 | -96.3% | 0.00% | – |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $0 | -100.0% | 1 | -91.7% | 0.00% | – |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $0 | -100.0% | 2 | -87.5% | 0.00% | – |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $0 | -100.0% | 2 | -88.2% | 0.00% | – |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | -100.0% | 4 | -78.9% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 26 | Q3 2023 | 44.4% |
| VANGUARD INDEX FDS | 24 | Q1 2023 | 30.1% |
| VANGUARD INDEX FDS | 24 | Q1 2023 | 31.0% |
| ISHARES TR | 24 | Q3 2023 | 14.4% |
| 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% |
| VANGUARD TAX MANAGED INTL FD | 18 | Q1 2023 | 14.9% |
| ISHARES TR | 17 | Q3 2023 | 1.5% |
| JP MORGAN EXCHANGE TRADED FD | 17 | Q3 2023 | 1.5% |
View Acorns Advisers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-14 |
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.