AS
Acorns Securities, LLC Historical SEC 13F Holdings & Archive (Q4 2017)
Acorns Securities, LLCCIK: 0001578860
Quality / disciplined sizingLong-term holderConcentrated strategy
Total reported value
$659.6M
Reporting period: 2017-12-31 · Number of holdings: 8
ACORNS SECURITIES, LLC disclosed 8 holdings in its latest 13F filing for the period ending 2017-12-31, with total reported value of $659.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 78.57
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 16
- Sizing Uniformity
- 91.92
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 34.30% | — | — | — |
| 2 | ✓ | Vanguard Tax Managed Intl Fd | Stock-Other | 15.43% | — | — | — |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 14.02% | — | — | — |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 11.49% | — | — | — |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 11.42% | — | — | — |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.62% | — | — | — |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.72% | — | — | — |
| 8 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | — | — | — | — |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Acorns Securities, LLC and what type of investor is it?
Acorns Securities, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-12-31), the firm manages a tracked equity portfolio valued at approximately $659.6M, spread across 8 disclosed positions.
What are Acorns Securities, LLC's largest equity positions?
Based on the latest 13F filing, Acorns Securities, LLC's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $226.2M (34.3%)
2. Vanguard Tax Managed Intl Fd — $101.8M (15.4%)
3. Vanguard Small-cap ETF (VB) — $92.5M (14.0%)
4. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $75.8M (11.5%)
5. Ishares 1-3 Year Treasury Bo (SHY) — $75.3M (11.4%)
What changes did Acorns Securities, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Acorns Securities, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Acorns Securities, LLC focus on?
Sector breakdown data is not yet available for Acorns Securities, LLC. Check back after the next 13F processing cycle.
Investment Profile
Acorns Securities, LLC's portfolio is concentrated and long-term-holding.
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Developer Access
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