Asset Manager
← All Institutions
Acorns Advisers, LLC
Market Value
$13.3B
+4.8%
Holdings
105
+6
New Purchases
6
Added To
94
Closed
0
Reduced
5
Top 10 Concentration
95.7%
Turnover
5.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IXUS | 23.27% | 23.06% | +0.21% | $3.1B |
| IJH | 6.76% | 6.73% | +0.03% | $901M |
| NVDA | 0.18% | 0.17% | +0.01% | $24M |
| IJR | 3.26% | 3.24% | +0.01% | $434M |
| AMZN | 0.07% | 0.06% | +0.01% | $9M |
| AMD | 0.02% | 0.02% | +0.01% | $3M |
| ISTB | 4.23% | 4.22% | +0.01% | $563M |
| GOOGL | 0.02% | 0.01% | +0.01% | $2M |
| XLK | 0.03% | 0.03% | +0.00% | $5M |
| GOOG | 0.02% | 0.02% | +0.00% | $3M |
| LLY | 0.02% | 0.01% | +0.00% | $2M |
| AAPL | 0.07% | 0.07% | +0.00% | $10M |
| META | 0.02% | 0.02% | +0.00% | $3M |
| GS | 0.00% | 0.00% | +0.00% | $267K |
| MSFT | 0.04% | 0.04% | +0.00% | $6M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| BITO | 0.57% | 0.71% | -0.14% | $76M |
| VOO | 43.23% | 43.33% | -0.10% | $5.8B |
| ESGU | 2.87% | 2.91% | -0.04% | $382M |
| AGG | 9.88% | 9.90% | -0.01% | $1.3B |
| JPST | 0.38% | 0.39% | -0.01% | $51M |
| GBIL | 0.38% | 0.39% | -0.01% | $51M |
| BIL | 0.39% | 0.40% | -0.01% | $51M |
| ICSH | 0.39% | 0.39% | -0.01% | $51M |
| SHV | 0.39% | 0.39% | -0.01% | $51M |
| SUSA | 0.46% | 0.47% | -0.01% | $61M |
| ESGE | 0.41% | 0.42% | -0.01% | $55M |
| TSLA | 0.10% | 0.10% | -0.00% | $14M |
| MBB | 0.20% | 0.20% | -0.00% | $26M |
| GOVT | 0.21% | 0.21% | -0.00% | $28M |
| SUSC | 0.18% | 0.18% | -0.00% | $24M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 44 | $5.9B | 44.0% |
| Large Cap | 49 | $6.5B | 49.0% |
| Mid Cap | 7 | $812M | 6.1% |
| Small Cap | 5 | $117M | 0.9% |
Portfolio Analytics
Avg Market Cap
$490.9B
Median Market Cap
$147.6B
Avg P/E
37.2
Median P/E
28.0
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
70
# ETFs / Funds
35
Top Holdings (105 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 43.23% | 9,183,205 | $5.8B | $627.13 | $250M | +187,543 | +2.1% | |
| 2 | IXUS | 23.27% | 36,623,425 | $3.1B | $84.64 | $169M | +1,128,206 | +3.2% | |
| 3 | AGG | 9.88% | 13,181,459 | $1.3B | $99.88 | $58M | +631,972 | +5.0% | |
| 4 | IJH | 6.76% | 13,652,129 | $901M | $66.00 | $45M | +536,820 | +4.1% | |
| 5 | ISTB | 4.23% | 11,554,781 | $563M | $48.75 | $26M | +562,194 | +5.1% | |
| 6 | IJR | 3.26% | 3,609,845 | $434M | $120.18 | $21M | +139,338 | +4.0% | |
| 7 | ESGU | 2.87% | 2,565,822 | $382M | $148.98 | $12M | +21,004 | +0.8% | |
| 8 | ESGD | 1.14% | 1,592,959 | $151M | $95.09 | $7M | +39,650 | +2.5% | |
| 9 | BITO | 0.57% | 6,274,599 | $76M | $12.16 | -$14M | +1,698,373 | +37.1% | |
| 10 | SUSA | 0.46% | 438,708 | $61M | $139.35 | $2M | +2,204 | +0.5% | |
| 11 | ESGE | 0.41% | 1,248,070 | $55M | $44.17 | $2M | +16,959 | +1.4% | |
| 12 | SHV | 0.39% | 467,044 | $51M | $110.15 | $1M | +13,074 | +2.9% | |
| 13 | BIL | 0.39% | 562,960 | $51M | $91.38 | $1M | +14,738 | +2.7% | |
| 14 | ICSH | 0.39% | 1,016,000 | $51M | $50.58 | $1M | +27,861 | +2.8% | |
| 15 | GBIL | 0.38% | 511,400 | $51M | $99.94 | $955K | +11,010 | +2.2% | |
| 16 | JPST | 0.38% | 1,007,576 | $51M | $50.59 | $908K | +20,675 | +2.1% | |
| 17 | ESML | 0.22% | 648,842 | $30M | $45.98 | $1M | +14,151 | +2.2% | |
| 18 | GOVT | 0.21% | 1,199,293 | $28M | $23.03 | $1M | +51,857 | +4.5% | |
| 19 | MBB | 0.20% | 276,775 | $26M | $95.22 | $989K | +10,197 | +3.8% | |
| 20 | NVDA | 0.18% | 129,199 | $24M | $186.50 | $3M | +15,441 | +13.6% | |
| 21 | SUSC | 0.18% | 1,020,943 | $24M | $23.38 | $945K | +47,720 | +4.9% | |
| 22 | SHY | 0.12% | 200,932 | $17M | $82.82 | $724K | +9,062 | +4.7% | |
| 23 | SUSB | 0.12% | 657,623 | $17M | $25.24 | $776K | +32,512 | +5.2% | |
| 24 | TSLA | 0.10% | 30,293 | $14M | $449.71 | $337K | +419 | +1.4% | |
| 25 | AAPL | 0.07% | 36,658 | $10M | $271.86 | $947K | +1,239 | +3.5% | |
| 26 | AMZN | 0.07% | 37,960 | $9M | $230.82 | $1M | +4,293 | +12.8% | |
| 27 | MSFT | 0.04% | 11,444 | $6M | $483.66 | $482K | +1,689 | +17.3% | |
| 28 | XLK | 0.03% | 32,359 | $5M | $143.98 | $824K | +18,754 | +137.8% | |
| 29 | META | 0.02% | 4,980 | $3M | $660.04 | $589K | +1,306 | +35.5% | |
| 30 | AMD | 0.02% | 14,759 | $3M | $214.17 | $913K | +863 | +6.2% | |
| 31 | GOOG | 0.02% | 8,832 | $3M | $313.75 | $727K | +438 | +5.2% | |
| 32 | BRK-B | 0.02% | 4,929 | $2M | $502.74 | $326K | +648 | +15.1% | |
| 33 | GOOGL | 0.02% | 7,340 | $2M | $312.94 | $773K | +1,073 | +17.1% | |
| 34 | AVGO | 0.02% | 6,152 | $2M | $346.07 | $326K | +686 | +12.6% | |
| 35 | LLY | 0.02% | 1,979 | $2M | $1,074.79 | $604K | -17 | -0.8% | |
| 36 | JEPI | 0.01% | 32,586 | $2M | $57.23 | $270K | +4,655 | +16.7% | |
| 37 | COST | 0.01% | 2,074 | $2M | $862.10 | $205K | +364 | +21.3% | |
| 38 | WMT | 0.01% | 12,003 | $1M | $111.39 | $273K | +1,678 | +16.2% | |
| 39 | XOM | 0.01% | 10,862 | $1M | $120.33 | $165K | +737 | +7.3% | |
| 40 | GEV | 0.01% | 1,956 | $1M | $653.37 | $188K | +184 | +10.4% | |
| 41 | NFLX | 0.01% | 12,893 | $1M | $93.77 | $188K | +12,041 | +1413.3% | |
| 42 | ORCL | 0.01% | 5,718 | $1M | $194.82 | -$10K | +1,720 | +43.0% | |
| 43 | XLE | 0.01% | 24,607 | $1M | $44.70 | $146K | +13,929 | +130.4% | |
| 44 | INTC | 0.01% | 29,613 | $1M | $36.91 | $54K | -1,351 | -4.4% | |
| 45 | GE | 0.01% | 3,368 | $1M | $307.90 | $126K | +341 | +11.3% | |
| 46 | CVX | 0.01% | 6,052 | $922K | $152.35 | $85K | +661 | +12.3% | |
| 47 | KO | 0.01% | 12,783 | $894K | $69.94 | $174K | +1,926 | +17.7% | |
| 48 | XLF | 0.01% | 15,862 | $869K | $54.79 | $127K | +2,092 | +15.2% | |
| 49 | CAT | 0.01% | 1,452 | $832K | $573.00 | $195K | +118 | +8.8% | |
| 50 | HD | 0.01% | 2,311 | $795K | $344.01 | $32K | +428 | +22.7% | |
| 51 | UNH | 0.01% | 2,352 | $776K | $329.93 | $115K | +437 | +22.8% | |
| 52 | LMT | 0.01% | 1,580 | $764K | $483.54 | $80K | +209 | +15.2% | |
| 53 | BLK | 0.01% | 708 | $758K | $1,070.62 | $75K | +122 | +20.8% | |
| 54 | JPM | 0.01% | 2,168 | $699K | $322.42 | $108K | +294 | +15.7% | |
| 55 | XLV | 0.01% | 4,386 | $679K | $154.81 | $136K | +484 | +12.4% | |
| 56 | MCD | —% | 2,042 | $624K | $305.58 | $77K | +243 | +13.5% | |
| 57 | BA | —% | 2,835 | $616K | $217.28 | $52K | +221 | +8.4% | |
| 58 | SBUX | —% | 6,596 | $555K | $84.14 | $39K | +500 | +8.2% | |
| 59 | IBM | —% | 1,853 | $549K | $296.28 | $84K | +206 | +12.5% | |
| 60 | DIS | —% | 4,808 | $547K | $113.77 | $24K | +242 | +5.3% | |
| 61 | NKE | —% | 8,155 | $520K | $63.76 | $48K | +1,385 | +20.5% | |
| 62 | PLD | —% | 4,037 | $515K | $127.57 | $89K | +319 | +8.6% | |
| 63 | XLU | —% | 11,933 | $509K | $42.65 | $104K | +7,287 | +156.8% | |
| 64 | JNJ | —% | 2,439 | $505K | $207.05 | $90K | +200 | +8.9% | |
| 65 | V | —% | 1,332 | $467K | $350.60 | $55K | +125 | +10.4% | |
| 66 | AMT | —% | 2,631 | $462K | $175.60 | $36K | +417 | +18.8% | |
| 67 | XLI | —% | 2,870 | $445K | $155.05 | $91K | +573 | +24.9% | |
| 68 | AXP | —% | 1,141 | $422K | $369.85 | $67K | +71 | +6.6% | |
| 69 | DUK | —% | 3,532 | $414K | $117.21 | $48K | +577 | +19.5% | |
| 70 | SPGI | —% | 770 | $402K | $522.08 | $58K | +64 | +9.1% | |
| 71 | XLC | —% | 3,364 | $396K | $117.72 | $62K | +541 | +19.2% | |
| 72 | PFE | —% | 15,598 | $388K | $24.87 | $19K | +1,106 | +7.6% | |
| 73 | UPS | —% | 3,864 | $383K | $99.12 | $70K | +115 | +3.1% | |
| 74 | CRM | —% | 1,322 | $350K | $264.75 | $44K | +31 | +2.4% | |
| 75 | NEE | —% | 4,218 | $339K | $80.37 | $33K | +158 | +3.9% | |
| 76 | ABBV | —% | 1,463 | $334K | $228.30 | $30K | +149 | +11.3% | |
| 77 | SO | —% | 3,811 | $332K | $87.12 | $22K | +540 | +16.5% | |
| 78 | RTX | —% | 1,807 | $331K | $183.18 | $74K | +273 | +17.8% | |
| 79 | DE | —% | 688 | $320K | $465.12 | $47K | +91 | +15.2% | |
| 80 | BKNG | —% | 59 | $316K | $5,355.93 | $51K | +10 | +20.4% | |
| 81 | ARKG | —% | 10,650 | $309K | $29.01 | $48K | +1,245 | +13.2% | |
| 82 | XRT | —% | 3,458 | $295K | $85.31 | $42K | +518 | +17.6% | |
| 83 | QCOM | —% | 1,689 | $289K | $171.11 | $35K | +165 | +10.8% | |
| 84 | T | —% | 11,475 | $285K | $24.84 | -$31K | +284 | +2.5% | |
| 85 | ISRG | —% | 491 | $278K | $566.19 | $56K | -5 | -1.0% | |
| 86 | CSCO | —% | 3,598 | $277K | $76.99 | $61K | +448 | +14.2% | |
| 87 | AMAT | —% | 1,074 | $276K | $256.98 | $49K | -36 | -3.2% | |
| 88 | XLP | —% | 3,463 | $269K | $77.68 | $50K | +664 | +23.7% | |
| 89 | GS | —% | 304 | $267K | $878.29 | — | +304 | — | NEW |
| 90 | PG | —% | 1,841 | $264K | $143.40 | $34K | +343 | +22.9% | |
| 91 | XLB | —% | 5,814 | $264K | $45.41 | $50K | +3,425 | +143.4% | |
| 92 | ADBE | —% | 748 | $262K | $350.27 | $26K | +79 | +11.8% | |
| 93 | MRK | —% | 2,439 | $257K | $105.37 | $51K | -10 | -0.4% | |
| 94 | COP | —% | 2,580 | $242K | $93.80 | $33K | +368 | +16.6% | |
| 95 | CVS | —% | 3,003 | $238K | $79.25 | $21K | +119 | +4.1% | |
| 96 | LOW | —% | 987 | $238K | $241.13 | $21K | +124 | +14.4% | |
| 97 | BAC | —% | 4,312 | $237K | $54.96 | $23K | +173 | +4.2% | |
| 98 | MMM | —% | 1,454 | $233K | $160.25 | $21K | +89 | +6.5% | |
| 99 | MO | —% | 3,902 | $225K | $57.66 | $2K | +525 | +15.6% | |
| 100 | MA | —% | 395 | $225K | $569.62 | — | +395 | — | NEW |