Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/14 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 42
- 較 2023 年第 4 季 +10
- 總值
- $89.5 億
- 較 2023 年第 4 季 +$7.88 億 (+9.6%)
| 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 | 7,946,634 | $38.2 億 | 42.7% | +67,623+0.9% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 28,929,207 | $19.6 億 | 21.9% | +1,143,009+4.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,425,631 | $10.2 億 | 11.4% | +763,022+7.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,846,261 | $5.98 億 | 6.7% | +156,331+1.6% | 加碼依 5 比 1 拆股換算 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 9,233,110 | $4.38 億 | 4.9% | +650,396+7.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,476,544 | $2.74 億 | 3.1% | +75,237+3.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,228,941 | $2.56 億 | 2.9% | +37,438+1.7% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,231,273 | $9,839 萬 | 1.1% | +49,430+4.2% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 2,067,506 | $6,678 萬 | 0.7% | −105,211−4.8% | 減碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 429,293 | $4,331 萬 | 0.5% | +5,575+1.3% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 853,960 | $4,318 萬 | 0.5% | +7,172+0.8% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 469,235 | $4,308 萬 | 0.5% | +3,908+0.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 853,706 | $4,307 萬 | 0.5% | +11,171+1.3% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 389,117 | $4,301 萬 | 0.5% | +3,337+0.9% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 355,817 | $3,885 萬 | 0.4% | +7,853+2.3% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,045,728 | $3,370 萬 | 0.4% | +76,905+7.9% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,044,033 | $2,377 萬 | 0.3% | +80,586+8.4% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 246,645 | $2,280 萬 | 0.3% | +18,594+8.2% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 898,392 | $2,065 萬 | 0.2% | +61,735+7.4% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 471,969 | $1,901 萬 | 0.2% | +13,232+2.9% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 589,367 | $1,443 萬 | 0.2% | +40,966+7.5% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 175,906 | $1,439 萬 | 0.2% | +13,281+8.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,170 | $286.4 萬 | <0.1% | +1,219+62.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,886 | $221.0 萬 | <0.1% | +5,041+64.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,455 | $183.8 萬 | <0.1% | +4,625+79.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,865 | $177.9 萬 | <0.1% | +3,610+57.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,042 | $128.0 萬 | <0.1% | +1,277+72.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,627 | $68.4 萬 | <0.1% | +491+43.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,367 | $66.4 萬 | <0.1% | +479+53.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,382 | $51.5 萬 | <0.1% | +1,345+66.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 637 | $46.7 萬 | <0.1% | +291+84.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,504 | $45.2 萬 | <0.1% | +2,504 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 471 | $36.6 萬 | <0.1% | +471 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,680 | $35.0 萬 | <0.1% | +1,680 | 新進 | – |
| DISWalt Disney Co | Stock | 2,761 | $33.8 萬 | <0.1% | +509+22.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,029 | $30.6 萬 | <0.1% | +2,029 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 4,703 | $28.3 萬 | <0.1% | +4,703 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 4,391 | $26.9 萬 | <0.1% | +4,391 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 402 | $24.4 萬 | <0.1% | +402 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,893 | $22.0 萬 | <0.1% | +1,893 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,773 | $21.8 萬 | <0.1% | +3,773 | 新進 | – |
| HDHome Depot, Inc. | Stock | 530 | $20.3 萬 | <0.1% | +530 | 新進 | 歷史 |