Portfolio (Quarterly)
Guide ↗
Acorns Advisers, LLC
· CIK 0001701879| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BX | BLACKSTONE INC | Financial Services | 2,043.0 | $235K | 0.00% | NEW | — | $115.03 | +23.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.7%
Consumer Cyclical
22.0%
Communication Services
8.0%
Consumer Defensive
5.1%
Industrials
4.7%
Healthcare
4.6%
Energy
3.8%
Financial Services
3.7%
Utilities
2.7%
Real Estate
0.9%