Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 32
- 較 2023 年第 3 季 +4
- 總值
- $81.7 億
- 較 2023 年第 3 季 +$8.92 億 (+12.3%)
| 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 | 7,879,011 | $34.4 億 | 42.1% | +82,119+1.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,786,198 | $18.0 億 | 22.1% | +1,161,902+4.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,662,609 | $9.59 億 | 11.7% | +427,294+4.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,937,986 | $5.37 億 | 6.6% | +62,271+3.3% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 8,582,714 | $4.08 億 | 5.0% | +354,632+4.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,401,307 | $2.60 億 | 3.2% | +86,833+3.8% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,191,503 | $2.30 億 | 2.8% | +45,234+2.1% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,181,843 | $8,928 萬 | 1.1% | +51,257+4.5% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 2,172,717 | $4,452 萬 | 0.5% | −122,741−5.3% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 846,788 | $4,264 萬 | 0.5% | +8,483+1.0% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 465,327 | $4,253 萬 | 0.5% | +5,204+1.1% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 385,780 | $4,249 萬 | 0.5% | +4,180+1.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 842,535 | $4,232 萬 | 0.5% | +5,524+0.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 423,718 | $4,226 萬 | 0.5% | +2,944+0.7% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 347,964 | $3,497 萬 | 0.4% | +8,144+2.4% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 968,823 | $3,106 萬 | 0.4% | +64,723+7.2% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 963,447 | $2,220 萬 | 0.3% | +60,054+6.6% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 228,051 | $2,146 萬 | 0.3% | +14,601+6.8% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 836,657 | $1,947 萬 | 0.2% | +45,725+5.8% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 458,737 | $1,744 萬 | 0.2% | +23,014+5.3% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 548,401 | $1,343 萬 | 0.2% | +30,192+5.8% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 162,625 | $1,334 萬 | 0.2% | +9,797+6.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,845 | $151.0 萬 | <0.1% | +3,246+70.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,830 | $144.9 萬 | <0.1% | +2,341+67.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,951 | $96.6 萬 | <0.1% | +835+74.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,255 | $95.0 萬 | <0.1% | +2,577+70.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,765 | $66.4 萬 | <0.1% | +829+88.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,136 | $40.5 萬 | <0.1% | +473+71.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 888 | $31.4 萬 | <0.1% | +888 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,037 | $28.7 萬 | <0.1% | +2,037 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 346 | $22.8 萬 | <0.1% | +346 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,252 | $20.3 萬 | <0.1% | +2,252 | 新進 | 歷史 |