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AA

Acorns Advisers Portfolio holdings

AUM $13.5B
1-Year Est. Return 15.15%
This Fund
S&P 500
This Quarter Est. Return
-1.61%
1 Year Est. Return
+15.15%
3 Year Est. Return
+39.91%
5 Year Est. Return
+35.2%
10 Year Est. Return
–
AUM
$10.3B
AUM Growth
+$198M
Cap. Flow
+$383M
Cap. Flow %
3.71%
Top 10 Hldgs %
95.58%
Holding
70
New
10
Increased
60
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$216M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$77.5M
3
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$23.9M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$12.4M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$12.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 0.21%
2 Consumer Discretionary 0.13%
3 Communication Services 0.04%
4 Financials 0.03%
5 Consumer Staples 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$974B
$4.39B 42.55%
8,148,052
+6,578
+0.1% +$3.56M
IXUS icon
2
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$2.26B 21.9%
34,166,307
+3,117,336
+10% +$216M
AGG icon
3
iShares Core US Aggregate Bond ETF
AGG
$139B
$1.19B 11.49%
12,235,073
+787,319
+7% +$77.5M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$122B
$668M 6.48%
10,726,481
+188,773
+2% +$12.1M
ISTB icon
5
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$512M 4.97%
10,728,367
+497,728
+5% +$23.9M
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$110B
$316M 3.06%
2,740,701
+101,388
+4% +$12.1M
ESGU icon
7
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$298M 2.89%
2,311,775
+366
+0% +$47.4K
ESGD icon
8
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
$114M 1.1%
1,496,050
+156,226
+12% +$12.4M
BITO icon
9
ProShares Bitcoin Strategy ETF
BITO
$1.45B
$72M 0.7%
3,159,115
+87,345
+3% +$1.94M
BIL icon
10
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$46.5M 0.45%
508,855
+6,801
+1% +$623K
SHV icon
11
iShares 0-1 Year Treasury Bond ETF
SHV
$20.9B
$46.4M 0.45%
421,184
+5,169
+1% +$570K
ICSH icon
12
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.85B
$46.4M 0.45%
919,480
+16,581
+2% +$838K
JPST icon
13
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$46.2M 0.45%
916,755
+16,681
+2% +$842K
GBIL icon
14
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$46.2M 0.45%
462,099
+4,687
+1% +$469K
SUSA icon
15
iShares ESG Optimized MSCI USA ETF
SUSA
$4.01B
$45.3M 0.44%
372,814
+2,158
+0.6% +$265K
ESGE icon
16
iShares ESG Aware MSCI EM ETF
ESGE
$6.47B
$40M 0.39%
1,196,670
+62,366
+5% +$2.2M
GOVT icon
17
iShares US Treasury Bond ETF
GOVT
$43.7B
$28.4M 0.28%
1,237,608
+73,445
+6% +$1.68M
MBB icon
18
iShares MBS ETF
MBB
$39.3B
$26.4M 0.26%
288,507
+18,367
+7% +$1.71M
SUSC icon
19
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$23.7M 0.23%
1,043,727
+69,714
+7% +$1.61M
ESML icon
20
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.84B
$21.8M 0.21%
517,258
+12,098
+2% +$523K
SHY icon
21
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$17M 0.16%
206,815
+11,627
+6% +$956K
SUSB icon
22
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.29B
$16.8M 0.16%
680,709
+41,925
+7% +$1.04M
NVDA icon
23
NVIDIA
NVDA
$4.91T
$10.2M 0.1%
75,620
+8,405
+13% +$1.16M
TSLA icon
24
Tesla
TSLA
$1.43T
$7.61M 0.07%
18,836
+2,475
+15% +$796K
AAPL icon
25
Apple
AAPL
$4.9T
$5.43M 0.05%
21,681
+2,444
+13% +$576K
1
2 3

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PMAM
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CC
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DCM
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TG
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SA
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Acorns Advisers's Q4 2024 Portfolio in Review

As of Q4 2024, Acorns Advisers held 70 positions worth $10.3B, up 2% from $10.1B the previous quarter. Its ten largest holdings account for 96% of the portfolio.

Acorns Advisers deployed $383M of net new capital in Q4 2024, opening 10 new positions and adding to 60 existing holdings. Its largest new stake was GE Vernova: 1,051 shares worth $346K.

By sector, the portfolio is most concentrated in Technology at 0.21% of assets, up from 0.17% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Acorns Advisers's largest Q4 2024 buy was GE Vernova: 1,051 shares worth $346K.
  • Acorns Advisers added most to iShares Core MSCI Total International Stock ETF in Q4 2024, an estimated $216M increase.
  • Acorns Advisers's ten largest holdings make up 96% of its $10.3B portfolio in Q4 2024.
  • Acorns Advisers opened 10 new positions and closed 0 in Q4 2024.
  • Acorns Advisers's portfolio value rose 2% quarter-over-quarter to $10.3B.

Based on Acorns Advisers's 13F filing for Q4 2024, filed 13 Feb 2025.