AA
Acorns Advisers Portfolio holdings
AUM
$11.7B
This Quarter Return
+9.38%
1 Year Return
+11.33%
3 Year Return
+40.83%
5 Year Return
+56.86%
10 Year Return
–
AUM
$8.17B
AUM Growth
+$8.17B
(+12%)
Cap. Flow
+$218M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
95.71%
Holding
32
New
4
Increased
27
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$75.4M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$42.4M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$35.9M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$17.3M |
| 5 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$16.9M |
Top Sells
| 1 |
ProShares Bitcoin Strategy ETF
BITO
|
$2.51M |
Sector Composition
| 1 | Technology | 0.04% |
| 2 | Consumer Discretionary | 0.03% |
| 3 | Communication Services | 0.01% |
| 4 | Financials | 0% |
| 5 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amazon
AMZN
$2.44T
| $950K | 0.01% |
6,255
+2,577
| +70% | +$391K |
|
27
Microsoft
MSFT
$3.77T
| $664K | 0.01% |
1,765
+829
| +89% | +$312K |
|
28
Berkshire Hathaway Class B
BRK.B
$1.09T
| $405K | 0.01% |
1,136
+473
| +71% | +$169K |
|
29
Meta Platforms (Facebook)
META
$1.86T
| $314K | ﹤0.01% |
+888
| New | +$314K |
|
30
Alphabet (Google) Class C
GOOG
$2.58T
| $287K | ﹤0.01% |
+2,037
| New | +$287K |
|
31
Costco
COST
$418B
| $228K | ﹤0.01% |
+346
| New | +$228K |
|
32
Walt Disney
DIS
$213B
| $203K | ﹤0.01% |
+2,252
| New | +$203K |
|