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CIK: 0001701879
Total reported value
$15.3B
$15.3B
70 檔
58.8%
The Q4 2024 SEC filing reveals that Acorns Advisers, LLC held a total portfolio value of $15.3B, covering 70 public equity positions.
During Q4 2024, Acorns Advisers, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IXUS, AGG) accounted for 58.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 42.55% | +0.84% | +0.08% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 21.90% | -0.26% | +10.04% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 11.49% | -0.50% | +6.88% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.48% | +0.15% | +1.79% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 4.97% | -0.24% | +4.87% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.06% | +0.19% | +3.84% | |
| 7 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.89% | +0.03% | +0.02% | |
| 8 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.10% | -0.02% | +11.66% | |
| 9 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.70% | -0.06% | +2.84% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.45% | -0.05% | +1.35% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.05% | +1.24% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.45% | -0.05% | +1.84% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.05% | +1.85% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.45% | -0.04% | +1.02% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.44% | +0.01% | +0.58% | |
| 16 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.39% | +0.01% | +5.50% | |
| 17 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.28% | -0.01% | +6.31% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 0.26% | -0.02% | +6.80% | |
| 19 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.23% | -0.02% | +7.16% | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.21% | +0.01% | +2.39% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.01% | +5.96% | |
| 22 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.16% | -0.01% | +6.56% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.01% | +12.50% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | +0.01% | +15.13% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | +12.70% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +14.03% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.03% | — | +17.91% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.01% | — | +9.02% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.01% | +0.01% | +31.54% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | — | +11.46% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.01% | — | +9.71% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.01% | — | +10.03% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.01% | +0.04% | +35.56% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.01% | — | +26.62% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.01% | — | +30.97% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.01% | — | +4.75% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.01% | — | +54.77% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.01% | — | +4.65% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.01% | -0.01% | +44.30% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.01% | — | +3.92% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | — | — | +18.55% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | — | — | +26.76% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | — | — | +72.01% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | — | — | +2.63% | |
| 45 | INTC | Intel CORP | Stock-Tech | — | +0.01% | +56.43% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | — | — | — | |
| 47 | CVX | Chevron CORP | Stock-Energy | — | — | +44.15% | |
| 48 | GE | General Electric | Stock-Industrials | — | — | +57.16% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | — | — | +5.39% | |
| 50 | GEV | GE Vernova Inc | Stock-Industrials | — | +0.01% | — |
According to official SEC Form 13F filings, Acorns Advisers, LLC reported a total U.S. public equity portfolio value of $15.3B across 70 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Acorns Advisers, LLC's top holdings by market value included VOO (42.5%)、IXUS (21.9%)、AGG (11.5%). The largest single position, VOO, represented 42.5% of total portfolio value.
In Q4 2024, Acorns Advisers, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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