Asset Manager
← All Institutions
Acorns Advisers, LLC
Market Value
$15.3B
+14.0%
Holdings
108
+2
New Purchases
3
Added To
94
Closed
1
Reduced
10
Top 10 Concentration
95.7%
Turnover
3.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 43.52% | 42.68% | +0.84% | $6.7B |
| IJR | 3.55% | 3.36% | +0.19% | $545M |
| IJH | 7.09% | 6.94% | +0.14% | $1.1B |
| ESGU | 2.82% | 2.79% | +0.04% | $433M |
| AMD | 0.06% | 0.02% | +0.03% | $9M |
| NVDA | 0.20% | 0.19% | +0.02% | $31M |
| ESGE | 0.42% | 0.41% | +0.01% | $65M |
| INTC | 0.02% | 0.01% | +0.01% | $3M |
| SUSA | 0.45% | 0.44% | +0.01% | $70M |
| XLK | 0.05% | 0.04% | +0.01% | $7M |
| ESML | 0.23% | 0.22% | +0.01% | $36M |
| TSLA | 0.10% | 0.09% | +0.01% | $15M |
| AMZN | 0.07% | 0.07% | +0.01% | $11M |
| LLY | 0.02% | 0.02% | +0.00% | $3M |
| GOOGL | 0.02% | 0.02% | +0.00% | $4M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AGG | 9.44% | 9.94% | -0.50% | $1.4B |
| IXUS | 23.23% | 23.49% | -0.26% | $3.6B |
| ISTB | 4.02% | 4.26% | -0.24% | $616M |
| BITO | 0.48% | 0.54% | -0.06% | $73M |
| JPST | 0.35% | 0.40% | -0.05% | $54M |
| ICSH | 0.35% | 0.40% | -0.05% | $54M |
| BIL | 0.35% | 0.40% | -0.04% | $54M |
| SHV | 0.35% | 0.40% | -0.04% | $54M |
| GBIL | 0.36% | 0.40% | -0.04% | $54M |
| ESGD | 1.10% | 1.12% | -0.02% | $169M |
| GOVT | 0.19% | 0.20% | -0.01% | $29M |
| MBB | 0.18% | 0.20% | -0.01% | $28M |
| SUSC | 0.16% | 0.18% | -0.01% | $25M |
| SHY | 0.11% | 0.12% | -0.01% | $17M |
| SUSB | 0.11% | 0.12% | -0.01% | $17M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $6.8B | 44.4% |
| Large Cap | 54 | $7.5B | 49.0% |
| Mid Cap | 8 | $969M | 6.3% |
| Small Cap | 4 | $44M | 0.3% |
Portfolio Analytics
Avg Market Cap
$504.8B
Median Market Cap
$156.4B
Avg P/E
34.2
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
73
# ETFs / Funds
35
Top Holdings (108 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 43.52% | 9,716,948 | $6.7B | $686.81 | $932M | +108,577 | +1.1% | |
| 2 | IXUS | 23.23% | 37,327,069 | $3.6B | $95.44 | $402M | +853,391 | +2.3% | |
| 3 | AGG | 9.44% | 14,625,279 | $1.4B | $98.98 | $111M | +1,156,052 | +8.6% | |
| 4 | IJH | 7.09% | 14,093,257 | $1.1B | $77.11 | $153M | +259,992 | +1.9% | |
| 5 | ISTB | 4.02% | 12,768,271 | $616M | $48.25 | $43M | +946,675 | +8.0% | |
| 6 | IJR | 3.55% | 3,675,530 | $545M | $148.31 | $93M | +39,103 | +1.1% | |
| 7 | ESGU | 2.82% | 2,646,512 | $433M | $163.67 | $58M | -5,885 | -0.2% | |
| 8 | ESGD | 1.10% | 1,642,193 | $169M | $102.81 | $18M | +63,851 | +4.0% | |
| 9 | BITO | 0.48% | 9,189,016 | $73M | $7.98 | $746K | +1,392,921 | +17.9% | |
| 10 | SUSA | 0.45% | 451,365 | $70M | $154.30 | $10M | +209 | +0.1% | |
| 11 | ESGE | 0.42% | 1,187,994 | $65M | $54.69 | $10M | -27,389 | -2.2% | |
| 12 | GBIL | 0.36% | 544,006 | $54M | $100.16 | $740K | +7,540 | +1.4% | |
| 13 | SHV | 0.35% | 493,047 | $54M | $110.35 | $696K | +6,483 | +1.3% | |
| 14 | ICSH | 0.35% | 1,074,931 | $54M | $50.58 | $566K | +12,025 | +1.1% | |
| 15 | JPST | 0.35% | 1,074,374 | $54M | $50.57 | $350K | +7,772 | +0.7% | |
| 16 | BIL | 0.35% | 592,581 | $54M | $91.64 | $663K | +7,234 | +1.2% | |
| 17 | ESML | 0.23% | 639,445 | $36M | $55.93 | $6M | -1,804 | -0.3% | |
| 18 | NVDA | 0.20% | 154,002 | $31M | $200.09 | $6M | +10,659 | +7.4% | |
| 19 | GOVT | 0.19% | 1,289,961 | $29M | $22.78 | $2M | +88,339 | +7.3% | |
| 20 | MBB | 0.18% | 296,322 | $28M | $94.52 | $2M | +19,534 | +7.1% | |
| 21 | SUSC | 0.16% | 1,092,474 | $25M | $23.15 | $1M | +63,858 | +6.2% | |
| 22 | SHY | 0.11% | 213,105 | $17M | $82.11 | $882K | +11,868 | +5.9% | |
| 23 | SUSB | 0.11% | 698,679 | $17M | $24.99 | $913K | +38,501 | +5.8% | |
| 24 | TSLA | 0.10% | 36,762 | $15M | $420.60 | $3M | +2,929 | +8.7% | |
| 25 | AAPL | 0.08% | 42,388 | $12M | $289.35 | $2M | +1,864 | +4.6% | |
| 26 | AMZN | 0.07% | 48,042 | $11M | $238.33 | $2M | +3,145 | +7.0% | |
| 27 | AMD | 0.06% | 14,921 | $9M | $580.93 | $5M | -1,156 | -7.2% | |
| 28 | XLK | 0.05% | 38,056 | $7M | $190.51 | $2M | +1,188 | +3.2% | |
| 29 | MSFT | 0.04% | 16,698 | $6M | $373.04 | $846K | +2,155 | +14.8% | |
| 30 | META | 0.03% | 7,321 | $4M | $563.31 | $552K | +1,078 | +17.3% | |
| 31 | GOOG | 0.02% | 10,617 | $4M | $353.30 | $883K | +618 | +6.2% | |
| 32 | GOOGL | 0.02% | 10,333 | $4M | $357.40 | $996K | +954 | +10.2% | |
| 33 | INTC | 0.02% | 24,002 | $3M | $139.61 | $2M | -3,754 | -13.5% | |
| 34 | AVGO | 0.02% | 8,213 | $3M | $377.69 | $765K | +663 | +8.8% | |
| 35 | LLY | 0.02% | 2,555 | $3M | $1,199.61 | $953K | +259 | +11.3% | |
| 36 | BRK-B | 0.02% | 5,505 | $3M | $500.45 | $211K | +196 | +3.7% | |
| 37 | GEV | 0.02% | 2,152 | $3M | $1,174.72 | $756K | +122 | +6.0% | |
| 38 | JEPI | 0.02% | 44,426 | $3M | $56.48 | $382K | +6,904 | +18.4% | |
| 39 | COST | 0.02% | 2,618 | $2M | $935.45 | $268K | +429 | +19.6% | |
| 40 | XONA.DE | 0.01% | 15,001 | $2M | $136.72 | -$33K | +2,718 | +22.1% | |
| 41 | CVX | 0.01% | 11,219 | $2M | $165.79 | -$13K | +2,166 | +23.9% | |
| 42 | CAT | 0.01% | 1,701 | $2M | $1,064.67 | $688K | +116 | +7.3% | |
| 43 | WMT | 0.01% | 15,128 | $2M | $113.23 | $97K | +2,124 | +16.3% | |
| 44 | XLE | 0.01% | 31,575 | $2M | $53.11 | -$11K | +4,022 | +14.6% | |
| 45 | NFLX | 0.01% | 20,987 | $1M | $71.38 | -$148K | +3,866 | +22.6% | |
| 46 | GE | 0.01% | 3,970 | $1M | $373.80 | $430K | +255 | +6.9% | |
| 47 | KO | 0.01% | 17,255 | $1M | $81.25 | $243K | +2,015 | +13.2% | |
| 48 | ORCL | 0.01% | 8,399 | $1M | $146.57 | $74K | +537 | +6.8% | |
| 49 | LMT | 0.01% | 2,282 | $1M | $509.64 | $66K | +467 | +25.7% | |
| 50 | UNH | 0.01% | 2,706 | $1M | $415.74 | $333K | -222 | -7.6% | |
| 51 | XLF | 0.01% | 20,421 | $1M | $53.62 | $167K | +1,634 | +8.7% | |
| 52 | JPM | 0.01% | 3,042 | $996K | $327.42 | $204K | +348 | +12.9% | |
| 53 | HD | 0.01% | 2,780 | $980K | $352.52 | $144K | +238 | +9.4% | |
| 54 | BLK | 0.01% | 923 | $888K | $962.08 | $84K | +87 | +10.4% | |
| 55 | XLV | 0.01% | 5,450 | $865K | $158.72 | $136K | +475 | +9.6% | |
| 56 | AMAT | 0.01% | 1,128 | $816K | $723.40 | $436K | +16 | +1.4% | |
| 57 | IBM | 0.01% | 2,773 | $780K | $281.28 | $212K | +429 | +18.3% | |
| 58 | XLU | —% | 16,896 | $766K | $45.34 | $124K | +2,898 | +20.7% | |
| 59 | JNJ | —% | 2,984 | $758K | $254.02 | $102K | +299 | +11.1% | |
| 60 | MCD | —% | 2,692 | $728K | $270.43 | $28K | +440 | +19.5% | |
| 61 | XLI | —% | 3,872 | $717K | $185.18 | $173K | +508 | +15.1% | |
| 62 | SBUX | —% | 6,618 | $676K | $102.15 | $83K | +2 | +0.0% | |
| 63 | BA | —% | 2,995 | $648K | $216.36 | $65K | +67 | +2.3% | |
| 64 | PLD | —% | 4,579 | $620K | $135.40 | $48K | +253 | +5.8% | |
| 65 | DIS | —% | 6,240 | $601K | $96.31 | $49K | +512 | +8.9% | |
| 66 | V | —% | 1,676 | $575K | $343.08 | $104K | +117 | +7.5% | |
| 67 | NKE | —% | 13,634 | $560K | $41.07 | $53K | +4,038 | +42.1% | |
| 68 | AXP | —% | 1,640 | $555K | $338.41 | $92K | +108 | +7.0% | |
| 69 | DUK | —% | 4,246 | $537K | $126.47 | $23K | +319 | +8.1% | |
| 70 | SPCX | —% | 3,131 | $535K | $170.87 | — | +3,131 | — | NEW |
| 71 | RTX | —% | 2,757 | $523K | $189.70 | $83K | +477 | +20.9% | |
| 72 | ARKG | —% | 12,107 | $509K | $42.04 | $187K | -71 | -0.6% | |
| 73 | CSCO | —% | 4,273 | $502K | $117.48 | $183K | +164 | +4.0% | |
| 74 | AMT | —% | 3,065 | $501K | $163.46 | $7K | +205 | +7.2% | |
| 75 | DE | —% | 784 | $497K | $633.93 | $104K | +87 | +12.5% | |
| 76 | NEE | —% | 5,547 | $487K | $87.80 | $75K | +1,107 | +24.9% | |
| 77 | UPS | —% | 4,387 | $472K | $107.59 | $60K | +197 | +4.7% | |
| 78 | PFE | —% | 18,973 | $457K | $24.09 | -$8K | +2,429 | +14.7% | |
| 79 | XLC | —% | 4,249 | $455K | $107.08 | $38K | +491 | +13.1% | |
| 80 | ABBV | —% | 1,790 | $450K | $251.40 | $88K | +126 | +7.6% | |
| 81 | QCOM | —% | 2,371 | $438K | $184.73 | $148K | +120 | +5.3% | |
| 82 | SPGI | —% | 1,035 | $422K | $407.73 | $12K | +70 | +7.2% | |
| 83 | SO | —% | 4,306 | $412K | $95.68 | $43K | +488 | +12.8% | |
| 84 | GS | —% | 399 | $404K | $1,012.53 | $88K | +26 | +7.0% | |
| 85 | XRT | —% | 4,579 | $402K | $87.79 | — | +4,579 | — | NEW |
| 86 | XLP | —% | 4,686 | $389K | $83.01 | $52K | +575 | +14.0% | |
| 87 | XLB | —% | 7,427 | $378K | $50.90 | $56K | +976 | +15.1% | |
| 88 | COP | —% | 3,576 | $372K | $104.03 | -$8K | +700 | +24.3% | |
| 89 | PG | —% | 2,352 | $345K | $146.68 | $45K | +273 | +13.1% | |
| 90 | CRM | —% | 2,183 | $342K | $156.67 | $18K | +448 | +25.8% | |
| 91 | MRK | —% | 2,527 | $325K | $128.61 | $27K | +48 | +1.9% | |
| 92 | MO | —% | 4,433 | $319K | $71.96 | $53K | +406 | +10.1% | |
| 93 | CVS | —% | 3,036 | $314K | $103.43 | $69K | -373 | -10.9% | |
| 94 | NOW | —% | 3,130 | $311K | $99.36 | $93K | +1,043 | +50.0% | |
| 95 | BKNG | —% | 1,672 | $298K | $178.23 | $16K | +1,605 | +2395.5% | |
| 96 | SCHW | —% | 3,210 | $296K | $92.21 | $43K | +519 | +19.3% | |
| 97 | TXN | —% | 944 | $281K | $297.67 | — | +944 | — | NEW |
| 98 | ISRG | —% | 692 | $275K | $397.40 | $4K | +105 | +17.9% | |
| 99 | LOW | —% | 1,231 | $271K | $220.15 | $21K | +174 | +16.5% | |
| 100 | VZ | —% | 6,248 | $265K | $42.41 | -$24K | +488 | +8.5% |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| BX | — | —% |