Asset Manager
← All Institutions
Acorns Advisers, LLC
Market Value
$11.7B
+11.8%
Holdings
85
+12
New Purchases
12
Added To
66
Closed
0
Reduced
7
Top 10 Concentration
95.7%
Turnover
14.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 43.12% | 41.64% | +1.49% | $5.0B |
| IXUS | 23.20% | 22.66% | +0.55% | $2.7B |
| IJH | 6.67% | 6.26% | +0.42% | $778M |
| IJR | 3.14% | 2.90% | +0.24% | $366M |
| ESGU | 2.93% | 2.81% | +0.13% | $342M |
| BITO | 0.73% | 0.64% | +0.08% | $84M |
| NVDA | 0.14% | 0.10% | +0.04% | $16M |
| SUSA | 0.46% | 0.42% | +0.04% | $54M |
| ESML | 0.22% | 0.20% | +0.02% | $26M |
| ESGD | 1.16% | 1.14% | +0.02% | $135M |
| ESGE | 0.42% | 0.40% | +0.02% | $49M |
| TSLA | 0.08% | 0.06% | +0.02% | $9M |
| AMZN | 0.06% | 0.05% | +0.01% | $6M |
| MSFT | 0.04% | 0.03% | +0.01% | $4M |
| XLK | 0.02% | 0.02% | +0.01% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AGG | 10.01% | 11.87% | -1.86% | $1.2B |
| ISTB | 4.26% | 5.07% | -0.81% | $496M |
| GOVT | 0.21% | 0.28% | -0.06% | $25M |
| MBB | 0.20% | 0.27% | -0.06% | $24M |
| SUSC | 0.18% | 0.24% | -0.05% | $22M |
| ICSH | 0.42% | 0.47% | -0.05% | $49M |
| BIL | 0.43% | 0.47% | -0.05% | $50M |
| JPST | 0.42% | 0.47% | -0.05% | $49M |
| GBIL | 0.43% | 0.47% | -0.05% | $50M |
| SHV | 0.43% | 0.47% | -0.05% | $50M |
| SUSB | 0.13% | 0.16% | -0.04% | $15M |
| SHY | 0.13% | 0.16% | -0.04% | $15M |
| BRK-B | 0.02% | 0.02% | -0.00% | $2M |
| T | 0.00% | 0.00% | -0.00% | $291K |
| KO | 0.01% | 0.01% | -0.00% | $619K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 34 | $5.1B | 43.7% |
| Large Cap | 41 | $5.7B | 49.1% |
| Mid Cap | 6 | $724M | 6.2% |
| Small Cap | 4 | $121M | 1.0% |
Portfolio Analytics
Avg Market Cap
$559.5B
Median Market Cap
$142.9B
Avg P/E
40.9
Median P/E
28.3
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
54
# ETFs / Funds
31
Top Holdings (85 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 43.12% | 8,847,296 | $5.0B | $568.03 | $684M | +399,718 | +4.7% | |
| 2 | IXUS | 23.20% | 34,979,618 | $2.7B | $77.31 | $342M | +1,138,600 | +3.4% | |
| 3 | AGG | 10.01% | 11,764,517 | $1.2B | $99.20 | -$71M | -749,255 | -6.0% | |
| 4 | IJH | 6.67% | 12,540,574 | $778M | $62.02 | $125M | +1,356,941 | +12.1% | |
| 5 | ISTB | 4.26% | 10,198,998 | $496M | $48.65 | -$32M | -723,895 | -6.6% | |
| 6 | IJR | 3.14% | 3,347,838 | $366M | $109.29 | $64M | +461,062 | +16.0% | |
| 7 | ESGU | 2.93% | 2,525,401 | $342M | $135.30 | $49M | +124,793 | +5.2% | |
| 8 | ESGD | 1.16% | 1,516,142 | $135M | $89.22 | $16M | +59,480 | +4.1% | |
| 9 | BITO | 0.73% | 3,928,302 | $84M | $21.51 | $17M | +258,155 | +7.0% | |
| 10 | SUSA | 0.46% | 426,341 | $54M | $126.75 | $10M | +44,163 | +11.6% | |
| 11 | SHV | 0.43% | 449,639 | $50M | $110.42 | $300K | +2,877 | +0.6% | |
| 12 | GBIL | 0.43% | 495,627 | $50M | $100.15 | $270K | +2,841 | +0.6% | |
| 13 | BIL | 0.43% | 540,874 | $50M | $91.73 | $241K | +2,634 | +0.5% | |
| 14 | JPST | 0.42% | 975,829 | $49M | $50.68 | $233K | +3,648 | +0.4% | |
| 15 | ICSH | 0.42% | 975,055 | $49M | $50.71 | $213K | +4,005 | +0.4% | |
| 16 | ESGE | 0.42% | 1,239,058 | $49M | $39.17 | $7M | +48,167 | +4.0% | |
| 17 | ESML | 0.22% | 623,935 | $26M | $41.33 | $5M | +88,260 | +16.5% | |
| 18 | GOVT | 0.21% | 1,084,912 | $25M | $22.98 | -$4M | -171,036 | -13.6% | |
| 19 | MBB | 0.20% | 253,551 | $24M | $93.89 | -$4M | -41,157 | -14.0% | |
| 20 | SUSC | 0.18% | 926,699 | $22M | $23.23 | -$3M | -139,854 | -13.1% | |
| 21 | NVDA | 0.14% | 103,459 | $16M | $157.99 | $6M | +9,856 | +10.5% | |
| 22 | SHY | 0.13% | 179,830 | $15M | $82.86 | -$2M | -27,571 | -13.3% | |
| 23 | SUSB | 0.13% | 588,958 | $15M | $25.17 | -$2M | -95,439 | -13.9% | |
| 24 | TSLA | 0.08% | 27,844 | $9M | $317.66 | $3M | +3,501 | +14.4% | |
| 25 | AAPL | 0.06% | 32,632 | $7M | $205.17 | $967K | +6,847 | +26.6% | |
| 26 | AMZN | 0.06% | 29,279 | $6M | $219.41 | $2M | +4,501 | +18.2% | |
| 27 | MSFT | 0.04% | 8,526 | $4M | $497.42 | $1M | +601 | +7.6% | |
| 28 | XLK | 0.02% | 10,903 | $3M | $253.23 | $853K | +1,662 | +18.0% | |
| 29 | META | 0.02% | 3,046 | $2M | $738.02 | $734K | +419 | +15.9% | |
| 30 | BRK-B | 0.02% | 3,659 | $2M | $485.65 | $162K | +627 | +20.7% | |
| 31 | AMD | 0.02% | 12,391 | $2M | $141.88 | $676K | +1,859 | +17.6% | |
| 32 | GOOG | 0.01% | 7,997 | $1M | $177.44 | $343K | +1,111 | +16.1% | |
| 33 | COST | 0.01% | 1,395 | $1M | $989.96 | $217K | +164 | +13.3% | |
| 34 | AVGO | 0.01% | 4,904 | $1M | $275.69 | $651K | +720 | +17.2% | |
| 35 | JEPI | 0.01% | 22,334 | $1M | $56.86 | $348K | +6,196 | +38.4% | |
| 36 | LLY | 0.01% | 1,605 | $1M | $779.44 | $228K | +366 | +29.5% | |
| 37 | GOOGL | 0.01% | 5,765 | $1M | $176.24 | $270K | +939 | +19.5% | |
| 38 | XOM | 0.01% | 8,935 | $963K | $107.78 | $130K | +1,929 | +27.5% | |
| 39 | WMT | 0.01% | 9,136 | $893K | $97.75 | $168K | +880 | +10.7% | |
| 40 | NFLX | 0.01% | 664 | $889K | $1,338.86 | $309K | +42 | +6.8% | |
| 41 | GEV | 0.01% | 1,582 | $837K | $529.08 | $385K | +103 | +7.0% | |
| 42 | XLE | 0.01% | 9,098 | $772K | $84.85 | $116K | +2,077 | +29.6% | |
| 43 | ORCL | 0.01% | 3,252 | $711K | $218.63 | $332K | +542 | +20.0% | |
| 44 | GE | 0.01% | 2,616 | $673K | $257.26 | $232K | +415 | +18.9% | |
| 45 | CVX | 0.01% | 4,557 | $653K | $143.30 | $111K | +1,315 | +40.6% | |
| 46 | INTC | 0.01% | 29,118 | $652K | $22.39 | $131K | +6,178 | +26.9% | |
| 47 | HD | 0.01% | 1,745 | $640K | $366.76 | $93K | +253 | +17.0% | |
| 48 | KO | 0.01% | 8,744 | $619K | $70.79 | $63K | +976 | +12.6% | |
| 49 | XLF | —% | 10,978 | $575K | $52.38 | $157K | +2,594 | +30.9% | |
| 50 | BLK | —% | 498 | $523K | $1,050.20 | $120K | +72 | +16.9% | |
| 51 | DIS | —% | 4,152 | $515K | $124.04 | $124K | +194 | +4.9% | |
| 52 | BA | —% | 2,422 | $507K | $209.33 | $150K | +329 | +15.7% | |
| 53 | LMT | —% | 1,090 | $505K | $463.30 | $114K | +214 | +24.4% | |
| 54 | NKE | —% | 6,577 | $467K | $71.01 | $159K | +1,731 | +35.7% | |
| 55 | CAT | —% | 1,195 | $464K | $388.28 | $131K | +186 | +18.4% | |
| 56 | JPM | —% | 1,592 | $462K | $290.20 | $83K | +45 | +2.9% | |
| 57 | MCD | —% | 1,571 | $459K | $292.17 | $78K | +352 | +28.9% | |
| 58 | SBUX | —% | 4,948 | $453K | $91.55 | $93K | +1,278 | +34.8% | |
| 59 | XLV | —% | 3,197 | $431K | $134.81 | $61K | +666 | +26.3% | |
| 60 | IBM | —% | 1,315 | $388K | $295.06 | $107K | +184 | +16.3% | |
| 61 | AMT | —% | 1,746 | $386K | $221.08 | $81K | +345 | +24.6% | |
| 62 | V | —% | 1,034 | $367K | $354.93 | $52K | +136 | +15.1% | |
| 63 | UNH | —% | 1,174 | $366K | $311.75 | $80K | +627 | +114.6% | |
| 64 | PLD | —% | 3,333 | $350K | $105.01 | $75K | +869 | +35.3% | |
| 65 | JNJ | —% | 2,027 | $310K | $152.94 | $47K | +441 | +27.8% | |
| 66 | AXP | —% | 966 | $308K | $318.84 | $72K | +90 | +10.3% | |
| 67 | SPGI | —% | 583 | $307K | $526.59 | $57K | +91 | +18.5% | |
| 68 | PFE | —% | 12,503 | $303K | $24.23 | $64K | +3,087 | +32.8% | |
| 69 | T | —% | 10,053 | $291K | $28.95 | $10K | +117 | +1.2% | |
| 70 | XLU | —% | 3,558 | $291K | $81.79 | $71K | +773 | +27.8% | |
| 71 | DUK | —% | 2,465 | $291K | $118.05 | $73K | +680 | +38.1% | |
| 72 | CRM | —% | 1,062 | $290K | $273.07 | $57K | +193 | +22.2% | |
| 73 | UPS | —% | 2,819 | $285K | $101.10 | $55K | +732 | +35.1% | |
| 74 | XLC | —% | 2,492 | $270K | $108.35 | — | +2,492 | — | NEW |
| 75 | XLI | —% | 1,779 | $262K | $147.27 | — | +1,779 | — | NEW |
| 76 | SO | —% | 2,685 | $247K | $91.99 | — | +2,685 | — | NEW |
| 77 | NEE | —% | 3,504 | $243K | $69.35 | — | +3,504 | — | NEW |
| 78 | DE | —% | 465 | $236K | $507.53 | — | +465 | — | NEW |
| 79 | QCOM | —% | 1,471 | $234K | $159.08 | — | +1,471 | — | NEW |
| 80 | ABBV | —% | 1,162 | $216K | $185.89 | — | +1,162 | — | NEW |
| 81 | BKNG | —% | 37 | $214K | $5,783.78 | — | +37 | — | NEW |
| 82 | ARKG | —% | 8,677 | $211K | $24.32 | — | +8,677 | — | NEW |
| 83 | ISRG | —% | 383 | $208K | $543.08 | — | +383 | — | NEW |
| 84 | NOW | —% | 202 | $208K | $1,029.70 | — | +202 | — | NEW |
| 85 | ADBE | —% | 527 | $204K | $387.10 | — | +527 | — | NEW |