Acorns Advisers, LLC
- SEC CIK
- 0001701879
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/13 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 70
- 較 2024 年第 3 季 +10
- 總值
- $103.2 億
- 較 2024 年第 3 季 +$1.98 億 (+2.0%)
| 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 | 8,148,052 | $43.9 億 | 42.5% | +6,578+0.1% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 34,166,307 | $22.6 億 | 21.9% | +3,117,336+10.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,235,073 | $11.9 億 | 11.5% | +787,319+6.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 10,726,481 | $6.68 億 | 6.5% | +188,773+1.8% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 10,728,367 | $5.12 億 | 5.0% | +497,728+4.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,740,701 | $3.16 億 | 3.1% | +101,388+3.8% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,311,775 | $2.98 億 | 2.9% | +3660.0% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,496,050 | $1.14 億 | 1.1% | +156,226+11.7% | 加碼 | – |
| ProShares Bitcoin ETF74347G440 | ETF | 3,159,115 | $7,197 萬 | 0.7% | +87,345+2.8% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 508,855 | $4,653 萬 | 0.5% | +6,801+1.4% | 加碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 421,184 | $4,638 萬 | 0.4% | +5,169+1.2% | 加碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 919,480 | $4,637 萬 | 0.4% | +16,581+1.8% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 916,755 | $4,618 萬 | 0.4% | +16,681+1.9% | 加碼 | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 462,099 | $4,617 萬 | 0.4% | +4,687+1.0% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 372,814 | $4,533 萬 | 0.4% | +2,158+0.6% | 加碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,196,670 | $3,996 萬 | 0.4% | +62,366+5.5% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,237,608 | $2,844 萬 | 0.3% | +73,445+6.3% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 288,507 | $2,645 萬 | 0.3% | +18,367+6.8% | 加碼 | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,043,727 | $2,371 萬 | 0.2% | +69,714+7.2% | 加碼 | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 517,258 | $2,175 萬 | 0.2% | +12,098+2.4% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 206,815 | $1,696 萬 | 0.2% | +11,627+6.0% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 680,709 | $1,681 萬 | 0.2% | +41,925+6.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 75,620 | $1,016 萬 | 0.1% | +8,405+12.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 18,836 | $760.7 萬 | 0.1% | +2,475+15.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 21,681 | $542.9 萬 | 0.1% | +2,444+12.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,593 | $451.8 萬 | <0.1% | +2,534+14.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,669 | $281.1 萬 | <0.1% | +1,013+17.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,369 | $138.7 萬 | <0.1% | +196+9.0% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,939 | $138.1 萬 | <0.1% | +1,424+31.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,888 | $130.9 萬 | <0.1% | +297+11.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 5,783 | $110.1 萬 | <0.1% | +512+9.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,075 | $98.5 萬 | <0.1% | +98+10.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,697 | $93.0 萬 | <0.1% | +2,019+35.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,132 | $87.4 萬 | <0.1% | +238+26.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,366 | $78.0 萬 | <0.1% | +796+31.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,012 | $75.9 萬 | <0.1% | +182+4.8% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 13,013 | $74.9 萬 | <0.1% | +4,605+54.8% | 加碼 | – |
| WMTWalmart Inc. | Stock | 7,469 | $67.5 萬 | <0.1% | +332+4.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,391 | $58.0 萬 | <0.1% | +1,655+44.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 583 | $52.0 萬 | <0.1% | +22+3.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 7,484 | $46.6 萬 | <0.1% | +1,171+18.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,170 | $45.5 萬 | <0.1% | +247+26.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,298 | $45.4 萬 | <0.1% | +2,218+72.0% | 加碼 | – |
| DISWalt Disney Co | Stock | 3,826 | $42.6 萬 | <0.1% | +98+2.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 20,915 | $41.9 萬 | <0.1% | +7,545+56.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 378 | $38.7 萬 | <0.1% | +37+10.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,635 | $38.2 萬 | <0.1% | +807+44.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,095 | $34.9 萬 | <0.1% | +762+57.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,447 | $34.7 萬 | <0.1% | +74+5.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,051 | $34.6 萬 | <0.1% | +1,051 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 705 | $34.3 萬 | <0.1% | +182+34.8% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,764 | $31.2 萬 | <0.1% | +411+30.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,066 | $30.9 萬 | <0.1% | +226+26.9% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,380 | $30.8 萬 | <0.1% | +659+24.2% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,213 | $30.4 萬 | <0.1% | +555+33.5% | 加碼 | – |
| VVisa Inc. | Stock | 919 | $29.0 萬 | <0.1% | +51+5.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 797 | $28.9 萬 | <0.1% | +199+33.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,934 | $28.7 萬 | <0.1% | +5,934 | 新進 | – |
| ORCLOracle Corp | Stock | 1,659 | $27.6 萬 | <0.1% | +402+32.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,477 | $26.3 萬 | <0.1% | +803+30.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 468 | $23.7 萬 | <0.1% | +112+31.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 680 | $22.7 萬 | <0.1% | +680 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 8,523 | $22.6 萬 | <0.1% | +8,523 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 759 | $22.5 萬 | <0.1% | +9+1.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 9,532 | $21.7 萬 | <0.1% | +9,532 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,985 | $21.0 萬 | <0.1% | +1,985 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,629 | $20.5 萬 | <0.1% | +1,629 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 412 | $20.5 萬 | <0.1% | +412 | 新進 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,112 | $20.4 萬 | <0.1% | +1,112 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 909 | $20.0 萬 | <0.1% | +909 | 新進 | 歷史 |