Filed: 5/20/2025ACC: 0001701879-25-000002
📋 What this filing means
ACORNS ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $10.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$10.43M
Total AUM (reported)
96.73M
Total Shares
Allocation by class
S&P 500 ETF SHS$4.34M41.6%
CORE MSCI TOTAL$2.36M22.7%
CORE US AGGBD ET$1.24M11.9%
CORE S&P MCP ETF$652.6K6.3%
CORE 1 5 YR USD$528.1K5.1%
CORE S&P SCP ETF$301.9K2.9%
ESG AWR MSCI USA$292.7K2.8%
Portfolio Concentration
Top 3$7.94M76.2%
4–10$2.01M19.3%
11–25$440.8K4.2%
Rest$33.4K0.3%
Top 3 weight
76.2%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings73
Rows:
VANGUARD INDEX FDS
SOLEShares8.45M
TypeSH
Market value$4.34M
41.64%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares33.84M
TypeSH
Market value$2.36M
22.66%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.51M
TypeSH
Market value$1.24M
11.87%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.18M
TypeSH
Market value$652.6K
6.26%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.92M
TypeSH
Market value$528.1K
5.07%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.89M
TypeSH
Market value$301.9K
2.90%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.40M
TypeSH
Market value$292.7K
2.81%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.46M
TypeSH
Market value$119.0K
1.14%
Sole
0.00
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares3.67M
TypeSH
Market value$67.2K
0.64%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares538.24K
TypeSH
Market value$49.4K
0.47%
Sole
0.00
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares492.79K
TypeSH
Market value$49.4K
0.47%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares446.76K
TypeSH
Market value$49.3K
0.47%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares971.05K
TypeSH
Market value$49.2K
0.47%
Sole
0.00
Shared
0.00
None
0.00
JP MORGAN EXCHANGE TRADED FD
SOLEShares972.18K
TypeSH
Market value$49.2K
0.47%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares382.18K
TypeSH
Market value$43.9K
0.42%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.19M
TypeSH
Market value$41.6K
0.40%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.26M
TypeSH
Market value$28.9K
0.28%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares294.71K
TypeSH
Market value$27.6K
0.27%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares1.07M
TypeSH
Market value$24.6K
0.24%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares535.67K
TypeSH
Market value$20.6K
0.20%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares207.40K
TypeSH
Market value$17.2K
0.16%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares684.40K
TypeSH
Market value$17.1K
0.16%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares93.60K
TypeSH
Market value$10.1K
0.10%
Sole
0.00
Shared
0.00
None
0.00
TESLA INC
SOLEShares24.34K
TypeSH
Market value$6.3K
0.06%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares25.79K
TypeSH
Market value$5.7K
0.05%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.45M | SH | $4.34M 41.64% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 33.84M | SH | $2.36M 22.66% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 12.51M | SH | $1.24M 11.87% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 11.18M | SH | $652.6K 6.26% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 10.92M | SH | $528.1K 5.07% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 2.89M | SH | $301.9K 2.90% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.40M | SH | $292.7K 2.81% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AW MSCI EAFE | 1.46M | SH | $119.0K 1.14% | 0.00 | 0.00 | 0.00 |
PROSHARES TRSOLE | BITCOIN STRATE | 3.67M | SH | $67.2K 0.64% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | SPDR BLOOMBERG | 538.24K | SH | $49.4K 0.47% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACCES TREASURY | 492.79K | SH | $49.4K 0.47% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | SHORT TREAS BD | 446.76K | SH | $49.3K 0.47% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ULTR SH TRM BD | 971.05K | SH | $49.2K 0.47% | 0.00 | 0.00 | 0.00 |
JP MORGAN EXCHANGE TRADED FDSOLE | ULTRA SHRT INC | 972.18K | SH | $49.2K 0.47% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA ESG SLC | 382.18K | SH | $43.9K 0.42% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI EM | 1.19M | SH | $41.6K 0.40% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 1.26M | SH | $28.9K 0.28% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 294.71K | SH | $27.6K 0.27% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE USD ETF | 1.07M | SH | $24.6K 0.24% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWARE MSCI | 535.67K | SH | $20.6K 0.20% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | 1-3 YR TR BD ETF | 207.40K | SH | $17.2K 0.16% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWRE 1 5 YR | 684.40K | SH | $17.1K 0.16% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 93.60K | SH | $10.1K 0.10% | 0.00 | 0.00 | 0.00 |
TESLA INCSOLE | COM | 24.34K | SH | $6.3K 0.06% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 25.79K | SH | $5.7K 0.05% | 0.00 | 0.00 | 0.00 |
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