Asset Manager
← All Institutions
Acorns Advisers, LLC
Market Value
$12.7B
+9.1%
Holdings
99
+14
New Purchases
14
Added To
84
Closed
0
Reduced
1
Top 10 Concentration
95.7%
Turnover
14.1%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 43.33% | 43.12% | +0.21% | $5.5B |
| IJR | 3.24% | 3.14% | +0.10% | $412M |
| IJH | 6.73% | 6.67% | +0.06% | $856M |
| TSLA | 0.10% | 0.08% | +0.03% | $13M |
| NVDA | 0.17% | 0.14% | +0.03% | $21M |
| AAPL | 0.07% | 0.06% | +0.01% | $9M |
| XLK | 0.03% | 0.02% | +0.01% | $4M |
| ESGE | 0.42% | 0.42% | +0.00% | $53M |
| GOOG | 0.02% | 0.01% | +0.00% | $2M |
| ESML | 0.23% | 0.22% | +0.00% | $29M |
| MSFT | 0.04% | 0.04% | +0.00% | $5M |
| GOOGL | 0.01% | 0.01% | +0.00% | $2M |
| AMZN | 0.06% | 0.06% | +0.00% | $7M |
| ORCL | 0.01% | 0.01% | +0.00% | $1M |
| AMD | 0.02% | 0.02% | +0.00% | $2M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IXUS | 23.06% | 23.20% | -0.15% | $2.9B |
| AGG | 9.90% | 10.01% | -0.12% | $1.3B |
| ISTB | 4.22% | 4.26% | -0.03% | $537M |
| SHV | 0.39% | 0.43% | -0.03% | $50M |
| GBIL | 0.39% | 0.43% | -0.03% | $50M |
| JPST | 0.39% | 0.42% | -0.03% | $50M |
| BIL | 0.40% | 0.43% | -0.03% | $50M |
| ICSH | 0.39% | 0.42% | -0.03% | $50M |
| ESGD | 1.14% | 1.16% | -0.02% | $144M |
| ESGU | 2.91% | 2.93% | -0.02% | $371M |
| BITO | 0.71% | 0.73% | -0.02% | $90M |
| GOVT | 0.21% | 0.21% | -0.01% | $27M |
| MBB | 0.20% | 0.20% | -0.00% | $25M |
| SUSC | 0.18% | 0.18% | -0.00% | $23M |
| SUSB | 0.12% | 0.13% | -0.00% | $16M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 40 | $5.6B | 44.0% |
| Large Cap | 47 | $6.2B | 48.8% |
| Mid Cap | 7 | $779M | 6.1% |
| Small Cap | 5 | $129M | 1.0% |
Portfolio Analytics
Avg Market Cap
$507.4B
Median Market Cap
$142.9B
Avg P/E
38.6
Median P/E
28.6
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
65
# ETFs / Funds
34
Top Holdings (99 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 43.33% | 8,995,662 | $5.5B | $612.38 | $483M | +148,366 | +1.7% | |
| 2 | IXUS | 23.06% | 35,495,219 | $2.9B | $82.58 | $227M | +515,601 | +1.5% | |
| 3 | AGG | 9.90% | 12,549,487 | $1.3B | $100.25 | $91M | +784,970 | +6.7% | |
| 4 | IJH | 6.73% | 13,115,309 | $856M | $65.26 | $78M | +574,735 | +4.6% | |
| 5 | ISTB | 4.22% | 10,992,587 | $537M | $48.84 | $41M | +793,589 | +7.8% | |
| 6 | IJR | 3.24% | 3,470,507 | $412M | $118.83 | $47M | +122,669 | +3.7% | |
| 7 | ESGU | 2.91% | 2,544,818 | $371M | $145.60 | $29M | +19,417 | +0.8% | |
| 8 | ESGD | 1.14% | 1,553,309 | $144M | $92.98 | $9M | +37,167 | +2.5% | |
| 9 | BITO | 0.71% | 4,576,226 | $90M | $19.68 | $6M | +647,924 | +16.5% | |
| 10 | SUSA | 0.47% | 436,504 | $59M | $135.65 | $5M | +10,163 | +2.4% | |
| 11 | ESGE | 0.42% | 1,231,111 | $53M | $43.42 | $5M | -7,947 | -0.6% | |
| 12 | BIL | 0.40% | 548,222 | $50M | $91.75 | $685K | +7,348 | +1.4% | |
| 13 | SHV | 0.39% | 453,970 | $50M | $110.49 | $510K | +4,331 | +1.0% | |
| 14 | GBIL | 0.39% | 500,390 | $50M | $100.23 | $517K | +4,763 | +1.0% | |
| 15 | ICSH | 0.39% | 988,139 | $50M | $50.75 | $703K | +13,084 | +1.3% | |
| 16 | JPST | 0.39% | 986,901 | $50M | $50.73 | $610K | +11,072 | +1.1% | |
| 17 | ESML | 0.23% | 634,691 | $29M | $45.08 | $3M | +10,756 | +1.7% | |
| 18 | GOVT | 0.21% | 1,147,436 | $27M | $23.12 | $2M | +62,524 | +5.8% | |
| 19 | MBB | 0.20% | 266,578 | $25M | $95.15 | $2M | +13,027 | +5.1% | |
| 20 | SUSC | 0.18% | 973,223 | $23M | $23.56 | $1M | +46,524 | +5.0% | |
| 21 | NVDA | 0.17% | 113,758 | $21M | $186.58 | $5M | +10,299 | +9.9% | |
| 22 | SHY | 0.13% | 191,870 | $16M | $82.96 | $1M | +12,040 | +6.7% | |
| 23 | SUSB | 0.12% | 625,111 | $16M | $25.31 | $998K | +36,153 | +6.1% | |
| 24 | TSLA | 0.10% | 29,874 | $13M | $444.73 | $4M | +2,030 | +7.3% | |
| 25 | AAPL | 0.07% | 35,419 | $9M | $254.64 | $2M | +2,787 | +8.5% | |
| 26 | AMZN | 0.06% | 33,667 | $7M | $219.56 | $968K | +4,388 | +15.0% | |
| 27 | MSFT | 0.04% | 9,755 | $5M | $517.99 | $812K | +1,229 | +14.4% | |
| 28 | XLK | 0.03% | 13,605 | $4M | $281.88 | $1M | +2,702 | +24.8% | |
| 29 | META | 0.02% | 3,674 | $3M | $734.35 | $450K | +628 | +20.6% | |
| 30 | AMD | 0.02% | 13,896 | $2M | $161.77 | $490K | +1,505 | +12.2% | |
| 31 | BRK-B | 0.02% | 4,281 | $2M | $502.69 | $375K | +622 | +17.0% | |
| 32 | GOOG | 0.02% | 8,394 | $2M | $243.51 | $625K | +397 | +5.0% | |
| 33 | AVGO | 0.01% | 5,466 | $2M | $329.86 | $451K | +562 | +11.5% | |
| 34 | JEPI | 0.01% | 27,931 | $2M | $57.11 | $325K | +5,597 | +25.1% | |
| 35 | COST | 0.01% | 1,710 | $2M | $925.73 | $202K | +315 | +22.6% | |
| 36 | GOOGL | 0.01% | 6,267 | $2M | $243.18 | $508K | +502 | +8.7% | |
| 37 | LLY | 0.01% | 1,996 | $2M | $763.03 | $272K | +391 | +24.4% | |
| 38 | XOM | 0.01% | 10,125 | $1M | $112.79 | $179K | +1,190 | +13.3% | |
| 39 | ORCL | 0.01% | 3,998 | $1M | $281.14 | $413K | +746 | +22.9% | |
| 40 | GEV | 0.01% | 1,772 | $1M | $615.12 | $253K | +190 | +12.0% | |
| 41 | WMT | 0.01% | 10,325 | $1M | $103.05 | $171K | +1,189 | +13.0% | |
| 42 | INTC | 0.01% | 30,964 | $1M | $33.56 | $387K | +1,846 | +6.3% | |
| 43 | NFLX | 0.01% | 852 | $1M | $1,198.36 | $132K | +188 | +28.3% | |
| 44 | XLE | 0.01% | 10,678 | $954K | $89.34 | $182K | +1,580 | +17.4% | |
| 45 | GE | 0.01% | 3,027 | $911K | $300.96 | $238K | +411 | +15.7% | |
| 46 | CVX | 0.01% | 5,391 | $837K | $155.26 | $184K | +834 | +18.3% | |
| 47 | HD | 0.01% | 1,883 | $763K | $405.20 | $123K | +138 | +7.9% | |
| 48 | XLF | 0.01% | 13,770 | $742K | $53.89 | $167K | +2,792 | +25.4% | |
| 49 | KO | 0.01% | 10,857 | $720K | $66.32 | $101K | +2,113 | +24.2% | |
| 50 | LMT | 0.01% | 1,371 | $684K | $498.91 | $179K | +281 | +25.8% | |
| 51 | BLK | 0.01% | 586 | $683K | $1,165.53 | $160K | +88 | +17.7% | |
| 52 | UNH | 0.01% | 1,915 | $661K | $345.17 | $295K | +741 | +63.1% | |
| 53 | CAT | 0.01% | 1,334 | $637K | $477.51 | $173K | +139 | +11.6% | |
| 54 | JPM | —% | 1,874 | $591K | $315.37 | $129K | +282 | +17.7% | |
| 55 | BA | —% | 2,614 | $564K | $215.76 | $57K | +192 | +7.9% | |
| 56 | MCD | —% | 1,799 | $547K | $304.06 | $88K | +228 | +14.5% | |
| 57 | XLV | —% | 3,902 | $543K | $139.16 | $112K | +705 | +22.1% | |
| 58 | DIS | —% | 4,566 | $523K | $114.54 | $8K | +414 | +10.0% | |
| 59 | SBUX | —% | 6,096 | $516K | $84.65 | $63K | +1,148 | +23.2% | |
| 60 | NKE | —% | 6,770 | $472K | $69.72 | $5K | +193 | +2.9% | |
| 61 | IBM | —% | 1,647 | $465K | $282.33 | $77K | +332 | +25.2% | |
| 62 | PLD | —% | 3,718 | $426K | $114.58 | $76K | +385 | +11.6% | |
| 63 | AMT | —% | 2,214 | $426K | $192.41 | $40K | +468 | +26.8% | |
| 64 | JNJ | —% | 2,239 | $415K | $185.35 | $105K | +212 | +10.5% | |
| 65 | V | —% | 1,207 | $412K | $341.34 | $45K | +173 | +16.7% | |
| 66 | XLU | —% | 4,646 | $405K | $87.17 | $114K | +1,088 | +30.6% | |
| 67 | PFE | —% | 14,492 | $369K | $25.46 | $66K | +1,989 | +15.9% | |
| 68 | DUK | —% | 2,955 | $366K | $123.86 | $75K | +490 | +19.9% | |
| 69 | AXP | —% | 1,070 | $355K | $331.78 | $47K | +104 | +10.8% | |
| 70 | XLI | —% | 2,297 | $354K | $154.11 | $92K | +518 | +29.1% | |
| 71 | SPGI | —% | 706 | $344K | $487.25 | $37K | +123 | +21.1% | |
| 72 | XLC | —% | 2,823 | $334K | $118.31 | $64K | +331 | +13.3% | |
| 73 | T | —% | 11,191 | $316K | $28.24 | $25K | +1,138 | +11.3% | |
| 74 | UPS | —% | 3,749 | $313K | $83.49 | $28K | +930 | +33.0% | |
| 75 | SO | —% | 3,271 | $310K | $94.77 | $63K | +586 | +21.8% | |
| 76 | NEE | —% | 4,060 | $306K | $75.37 | $63K | +556 | +15.9% | |
| 77 | CRM | —% | 1,291 | $306K | $237.03 | $16K | +229 | +21.6% | |
| 78 | ABBV | —% | 1,314 | $304K | $231.35 | $88K | +152 | +13.1% | |
| 79 | DE | —% | 597 | $273K | $457.29 | $37K | +132 | +28.4% | |
| 80 | BKNG | —% | 49 | $265K | $5,408.16 | $51K | +12 | +32.4% | |
| 81 | ARKG | —% | 9,405 | $261K | $27.75 | $50K | +728 | +8.4% | |
| 82 | RTX | —% | 1,534 | $257K | $167.54 | — | +1,534 | — | NEW |
| 83 | QCOM | —% | 1,524 | $254K | $166.67 | $20K | +53 | +3.6% | |
| 84 | XRT | —% | 2,940 | $253K | $86.05 | — | +2,940 | — | NEW |
| 85 | ADBE | —% | 669 | $236K | $352.77 | $32K | +142 | +26.9% | |
| 86 | PG | —% | 1,498 | $230K | $153.54 | — | +1,498 | — | NEW |
| 87 | AMAT | —% | 1,110 | $227K | $204.50 | — | +1,110 | — | NEW |
| 88 | MO | —% | 3,377 | $223K | $66.03 | — | +3,377 | — | NEW |
| 89 | ISRG | —% | 496 | $222K | $447.58 | $14K | +113 | +29.5% | |
| 90 | XLP | —% | 2,799 | $219K | $78.24 | — | +2,799 | — | NEW |
| 91 | LOW | —% | 863 | $217K | $251.45 | — | +863 | — | NEW |
| 92 | CVS | —% | 2,884 | $217K | $75.24 | — | +2,884 | — | NEW |
| 93 | CSCO | —% | 3,150 | $216K | $68.57 | — | +3,150 | — | NEW |
| 94 | XLB | —% | 2,389 | $214K | $89.58 | — | +2,389 | — | NEW |
| 95 | BAC | —% | 4,139 | $214K | $51.70 | — | +4,139 | — | NEW |
| 96 | MMM | —% | 1,365 | $212K | $155.31 | — | +1,365 | — | NEW |
| 97 | NOW | —% | 228 | $210K | $921.05 | $2K | +26 | +12.9% | |
| 98 | COP | —% | 2,212 | $209K | $94.48 | — | +2,212 | — | NEW |
| 99 | MRK | —% | 2,449 | $206K | $84.12 | — | +2,449 | — | NEW |