Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 60
- 較 2024 年第 2 季 +14
- 總值
- $101.2 億
- 較 2024 年第 2 季 +$7.79 億 (+8.3%)
| 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 | 8,141,474 | $43.0 億 | 42.4% | +137,734+1.7% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,048,971 | $22.6 億 | 22.3% | +727,596+2.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,447,754 | $11.6 億 | 11.5% | +403,526+3.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,537,708 | $6.57 億 | 6.5% | +279,959+2.7% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 10,230,639 | $4.98 億 | 4.9% | +476,305+4.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,639,313 | $3.09 億 | 3.1% | −9,520−0.4% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,311,409 | $2.92 億 | 2.9% | +37,646+1.7% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,339,824 | $1.13 億 | 1.1% | +30,882+2.4% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 3,071,770 | $5,895 萬 | 0.6% | +680,400+28.5% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 502,054 | $4,609 萬 | 0.5% | +19,994+4.1% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 416,015 | $4,602 萬 | 0.5% | +15,669+3.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 457,412 | $4,587 萬 | 0.5% | +15,430+3.5% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 902,899 | $4,581 萬 | 0.5% | +27,198+3.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 900,074 | $4,567 萬 | 0.5% | +23,612+2.7% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 370,656 | $4,462 萬 | 0.4% | +5,023+1.4% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,134,304 | $4,130 萬 | 0.4% | +48,268+4.4% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,164,163 | $2,730 萬 | 0.3% | +55,817+5.0% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 270,140 | $2,588 萬 | 0.3% | +8,516+3.3% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 974,013 | $2,317 萬 | 0.2% | +21,472+2.3% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 505,160 | $2,113 萬 | 0.2% | −1,975−0.4% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 195,188 | $1,623 萬 | 0.2% | +8,600+4.6% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 638,784 | $1,607 萬 | 0.2% | +15,913+2.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 67,215 | $816.3 萬 | 0.1% | +20,480+43.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 19,237 | $448.2 萬 | <0.1% | +2,806+17.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,361 | $428.1 萬 | <0.1% | +1,678+11.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,059 | $336.5 萬 | <0.1% | +4,303+31.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,656 | $243.4 萬 | <0.1% | +1,340+31.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,173 | $124.4 萬 | <0.1% | +217+11.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,591 | $119.3 萬 | <0.1% | +342+15.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,515 | $101.9 萬 | <0.1% | +1,830+68.2% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 5,678 | $93.2 萬 | <0.1% | +1,452+34.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,271 | $88.1 萬 | <0.1% | +1,035+24.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 977 | $86.6 萬 | <0.1% | +150+18.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 894 | $79.2 萬 | <0.1% | +215+31.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,830 | $63.5 萬 | <0.1% | +918+31.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,137 | $57.6 萬 | <0.1% | +578+8.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 8,408 | $50.0 萬 | <0.1% | +1,986+30.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 6,313 | $45.4 萬 | <0.1% | +510+8.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,570 | $44.3 萬 | <0.1% | +830+47.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,736 | $43.8 萬 | <0.1% | +1,024+37.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 561 | $39.8 萬 | <0.1% | +30+5.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 923 | $37.4 萬 | <0.1% | +152+19.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,728 | $35.9 萬 | <0.1% | +407+12.3% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 341 | $32.4 萬 | <0.1% | +29+9.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 13,370 | $31.4 萬 | <0.1% | +13,370 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 523 | $30.6 萬 | <0.1% | +523 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,373 | $29.0 萬 | <0.1% | +202+17.3% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,080 | $27.0 萬 | <0.1% | +3,080 | 新進 | – |
| CVXChevron Corp | Stock | 1,828 | $26.9 萬 | <0.1% | +1,828 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,721 | $26.5 萬 | <0.1% | +2,721 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 840 | $25.6 萬 | <0.1% | +840 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,658 | $25.5 萬 | <0.1% | +1,658 | 新進 | – |
| GEGeneral Electric Co | Stock | 1,333 | $25.1 萬 | <0.1% | +1,333 | 新進 | 歷史 |
| VVisa Inc. | Stock | 868 | $23.9 萬 | <0.1% | +73+9.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 2,674 | $23.6 萬 | <0.1% | +2,674 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 598 | $23.4 萬 | <0.1% | +598 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,257 | $21.4 萬 | <0.1% | +1,257 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 356 | $20.8 萬 | <0.1% | +356 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,353 | $20.6 萬 | <0.1% | +1,353 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 750 | $20.3 萬 | <0.1% | +750 | 新進 | 歷史 |