Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 28
- 較 2021 年第 4 季 +1
- 總值
- $61.6 億
- 較 2021 年第 4 季 +$2,203 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 6,452,687 | $26.8 億 | 43.5% | +270,933+4.4% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 20,633,852 | $13.7 億 | 22.3% | +1,161,197+6.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,888,176 | $7.38 億 | 12.0% | +461,111+7.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,526,406 | $4.10 億 | 6.6% | +46,367+3.1% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 6,556,294 | $3.18 億 | 5.2% | +322,603+5.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,779,347 | $1.92 億 | 3.1% | +56,603+3.3% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,254,886 | $1.27 億 | 2.1% | +242,439+23.9% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 659,106 | $4,860 萬 | 0.8% | +131,291+24.9% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 399,327 | $3,651 萬 | 0.6% | +34,857+9.6% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 330,549 | $3,644 萬 | 0.6% | +28,922+9.6% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 364,608 | $3,644 萬 | 0.6% | +31,911+9.6% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 725,340 | $3,638 萬 | 0.6% | +63,592+9.6% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 723,279 | $3,636 萬 | 0.6% | +63,627+9.6% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 200,653 | $1,943 萬 | 0.3% | +40,210+25.1% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 464,327 | $1,706 萬 | 0.3% | +97,847+26.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 463,538 | $1,155 萬 | 0.2% | +110,829+31.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 109,169 | $1,112 萬 | 0.2% | +25,662+30.7% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 398,839 | $1,002 萬 | 0.2% | +103,792+35.2% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 247,346 | $940.9 萬 | 0.2% | +45,157+22.3% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 84,729 | $706.2 萬 | 0.1% | +18,599+28.1% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 285,503 | $703.2 萬 | 0.1% | +65,256+29.6% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 32,039 | $91.5 萬 | <0.1% | +32,039 | 新進 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 152 | $1.60 萬 | <0.1% | +18+13.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 34 | $7,000 | <0.1% | −15−30.6% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 30 | $4,000 | <0.1% | −24−44.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 17 | $2,000 | <0.1% | −32−65.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 47 | $2,000 | <0.1% | −24−33.8% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 51 | $2,000 | <0.1% | −5−8.9% | 減碼 | – |