Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/13 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 46
- 較 2024 年第 1 季 +4
- 總值
- $93.4 億
- 較 2024 年第 1 季 +$3.88 億 (+4.3%)
| 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 | 8,003,740 | $40.0 億 | 42.8% | +57,106+0.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 30,321,375 | $20.5 億 | 21.9% | +1,392,168+4.8% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,044,228 | $10.7 億 | 11.5% | +618,597+5.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,257,749 | $6.00 億 | 6.4% | +411,488+4.2% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 9,754,334 | $4.62 億 | 4.9% | +521,224+5.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,648,833 | $2.83 億 | 3.0% | +172,289+7.0% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,273,763 | $2.71 億 | 2.9% | +44,822+2.0% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,308,942 | $1.03 億 | 1.1% | +77,669+6.3% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 2,391,370 | $5,383 萬 | 0.6% | +323,864+15.7% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 875,701 | $4,425 萬 | 0.5% | +21,741+2.5% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 482,060 | $4,424 萬 | 0.5% | +12,825+2.7% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 400,346 | $4,424 萬 | 0.5% | +11,229+2.9% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 876,462 | $4,424 萬 | 0.5% | +22,756+2.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 441,982 | $4,423 萬 | 0.5% | +12,689+3.0% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 365,633 | $4,109 萬 | 0.4% | +9,816+2.8% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,086,036 | $3,642 萬 | 0.4% | +40,308+3.9% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,108,346 | $2,502 萬 | 0.3% | +64,313+6.2% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 261,624 | $2,402 萬 | 0.3% | +14,979+6.1% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 952,541 | $2,164 萬 | 0.2% | +54,149+6.0% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 507,135 | $1,953 萬 | 0.2% | +35,166+7.5% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 622,871 | $1,525 萬 | 0.2% | +33,504+5.7% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 186,588 | $1,524 萬 | 0.2% | +10,682+6.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 46,735 | $577.4 萬 | 0.1% | +15,035+47.4% | 加碼依 10 比 1 拆股換算 | 歷史 |
| AAPLApple Inc. | Stock | 16,431 | $346.1 萬 | <0.1% | +3,545+27.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 14,683 | $290.5 萬 | <0.1% | +4,228+40.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,756 | $265.8 萬 | <0.1% | +3,891+39.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,316 | $192.9 萬 | <0.1% | +1,274+41.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,956 | $98.6 萬 | <0.1% | +589+43.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,249 | $91.5 萬 | <0.1% | +622+38.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,236 | $77.7 萬 | <0.1% | +854+25.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 827 | $70.3 萬 | <0.1% | +190+29.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 4,226 | $68.5 萬 | <0.1% | +1,722+68.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 679 | $61.5 萬 | <0.1% | +208+44.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,685 | $60.7 萬 | <0.1% | +1,005+59.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,912 | $53.0 萬 | <0.1% | +883+43.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,559 | $44.4 萬 | <0.1% | +1,856+39.5% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 5,803 | $36.9 萬 | <0.1% | +1,412+32.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 6,422 | $36.4 萬 | <0.1% | +2,649+70.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 531 | $35.8 萬 | <0.1% | +129+32.1% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,321 | $33.0 萬 | <0.1% | +560+20.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,712 | $31.2 萬 | <0.1% | +819+43.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 174 | $27.9 萬 | <0.1% | +174 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 771 | $26.5 萬 | <0.1% | +241+45.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 312 | $24.6 萬 | <0.1% | +312 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,171 | $23.7 萬 | <0.1% | +1,171 | 新進 | 歷史 |
| VVisa Inc. | Stock | 795 | $20.9 萬 | <0.1% | +795 | 新進 | 歷史 |