Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/4 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 28
- 較 2022 年第 4 季 0
- 總值
- $68.8 億
- 較 2022 年第 4 季 +$6.22 億 (+9.9%)
| 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 | 7,694,526 | $28.9 億 | 42.0% | +283,105+3.8% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 24,545,237 | $15.2 億 | 22.1% | +488,069+2.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,291,303 | $8.26 億 | 12.0% | +433,946+5.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,758,495 | $4.40 億 | 6.4% | +79,587+4.7% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 7,530,988 | $3.55 億 | 5.2% | +372,615+5.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,101,855 | $2.03 億 | 3.0% | +108,789+5.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,011,482 | $1.82 億 | 2.6% | +168,568+9.1% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,002,368 | $7,201 萬 | 1.0% | +50,855+5.3% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 467,442 | $4,292 萬 | 0.6% | +4,120+0.9% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 387,787 | $4,285 萬 | 0.6% | +3,536+0.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 427,601 | $4,282 萬 | 0.6% | +3,917+0.9% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 851,791 | $4,280 萬 | 0.6% | +7,588+0.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 849,728 | $4,276 萬 | 0.6% | +7,705+0.9% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 2,097,951 | $3,676 萬 | 0.5% | −100,976−4.6% | 減碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 315,189 | $2,766 萬 | 0.4% | +26,076+9.0% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 784,269 | $2,469 萬 | 0.4% | +65,207+9.1% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 774,915 | $1,812 萬 | 0.3% | +77,431+11.1% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 181,889 | $1,723 萬 | 0.3% | +18,029+11.0% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 683,019 | $1,572 萬 | 0.2% | +66,958+10.9% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 384,625 | $1,307 萬 | 0.2% | +33,517+9.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 133,667 | $1,098 萬 | 0.2% | +12,847+10.6% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 455,054 | $1,095 萬 | 0.2% | +43,673+10.6% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2 | $0 | 0.0% | −14−87.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1 | $0 | 0.0% | −26−96.3% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1 | $0 | 0.0% | −11−91.7% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4 | $0 | 0.0% | −15−78.9% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2 | $0 | 0.0% | −15−88.2% | 減碼 | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 1 | $0 | 0.0% | 00.0% | 不變 | – |