| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | 27 | Q2 2024 | 9.7% |
| ISHARES TR | 27 | Q2 2024 | 12.4% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 6.8% |
| MICROSOFT CORP | 27 | Q2 2024 | 3.6% |
| ISHARES TR | 27 | Q2 2024 | 4.5% |
| VANGUARD SPECIALIZED FUNDS | 27 | Q2 2024 | 3.0% |
| VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 27 | Q2 2024 | 3.7% |
| APPLE INC | 27 | Q2 2024 | 2.4% |
| VANGUARD SMALL CAP ETF | 27 | Q2 2024 | 1.8% |
| JPMORGAN CHASE & CO. | 27 | Q2 2024 | 2.0% |
View Acorn Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
View Acorn Wealth Advisors, 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.