Portfolio (Quarterly)
Guide ↗
Acorns Advisers, LLC
· CIK 0001701879| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SUSC | ISHARES TR | — | 1,028,616.0 | $23.8M | 0.18% | +8K | +0.8% | $23.14 | -0.1% |
| 22 | SHY | ISHARES TR | — | 201,237.0 | $16.6M | 0.12% | — | — | $82.57 | -0.7% |
| 23 | SUSB | ISHARES TR | — | 660,178.0 | $16.5M | 0.12% | — | — | $25.06 | -0.5% |
| 24 | TSLA | TESLA INC | Consumer Cyclical | 33,833.0 | $12.6M | 0.09% | +4K | +11.7% | $371.74 | +7.7% |
| 25 | AAPL | APPLE INC | Technology | 40,524.0 | $10.3M | 0.08% | +4K | +10.6% | $253.80 | +17.4% |
| 26 | AMZN | AMAZON COM INC | Consumer Cyclical | 44,897.0 | $9.4M | 0.07% | +7K | +18.3% | $208.28 | +17.3% |
| 27 | MSFT | MICROSOFT CORP | Technology | 14,543.0 | $5.4M | 0.04% | +3K | +27.1% | $370.14 | +2.5% |
| 28 | XLK | SELECT SECTOR SPDR TR | — | 36,868.0 | $4.9M | 0.04% | +5K | +13.9% | $132.91 | +44.0% |
| 29 | META | META PLATFORMS INC | Communication Services | 6,243.0 | $3.6M | 0.03% | +1K | +25.4% | $572.16 | +0.9% |
| 30 | AMD | ADVANCED MICRO DEVICES INC | Technology | 16,077.0 | $3.3M | 0.02% | +1K | +8.9% | $203.46 | +164.1% |
| 31 | GOOG | ALPHABET INC | Communication Services | 9,999.0 | $2.9M | 0.02% | +1K | +13.2% | $286.83 | +28.1% |
| 32 | GOOGL | ALPHABET INC | Communication Services | 9,379.0 | $2.7M | 0.02% | +2K | +27.8% | $287.56 | +28.0% |
| 33 | — | BERKSHIRE HATHAWAY INC DEL | — | 5,309.0 | $2.5M | 0.02% | +380.0 | +7.7% | $479.19 | — |
| 34 | AVGO | BROADCOM INC | Technology | 7,550.0 | $2.3M | 0.02% | +1K | +22.7% | $309.54 | +32.9% |
| 35 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 2,189.0 | $2.2M | 0.02% | +115.0 | +5.5% | $996.35 | -4.5% |
| 36 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 37,522.0 | $2.1M | 0.02% | +5K | +15.2% | $56.69 | -1.0% |
| 37 | LLY | ELI LILLY & CO | Healthcare | 2,296.0 | $2.1M | 0.02% | +317.0 | +16.0% | $919.86 | +19.4% |
| 38 | XOM | EXXON MOBIL CORP | Energy | 12,283.0 | $2.1M | 0.01% | +1K | +13.1% | $169.67 | -17.0% |
| 39 | CVX | CHEVRON CORPORATION | Energy | 9,053.0 | $1.9M | 0.01% | +3K | +49.6% | $206.89 | -16.1% |
| 40 | GEV | GE VERNOVA INC | Utilities | 2,030.0 | $1.8M | 0.01% | +74.0 | +3.8% | $872.91 | +27.1% |
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
43.6%
Consumer Cyclical
21.4%
Communication Services
10.2%
Consumer Defensive
4.9%
Industrials
4.6%
Healthcare
4.4%
Energy
3.7%
Financial Services
3.6%
Utilities
2.6%
Real Estate
0.9%