Acorns-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "DUK",
  "HD",
  "MCD",
  "META",
  null,
  "IJH",
  null,
  null,
  "MSFT",
  "GE",
  "IJR",
  "ORCL",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "INTC",
  "PFE",
  "LMT",
  null,
  "SPGI",
  null,
  null,
  null,
  "AMT",
  "IBM",
  "SBUX",
  "UPS",
  null,
  null,
  "AMD",
  null,
  "AMZN",
  "ESGD",
  null,
  null,
  "VOO",
  "V",
  "WMT",
  null,
  "CRM",
  null,
  "IXUS",
  "GEV",
  null,
  "ESGU",
  "BRK-B",
  "BA",
  "CVX",
  "KO",
  "COST",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-20
Total Holdings: 73
Total Value: 10426624
Accession Number: 0001701879-25-000002
Form Type: 13F-HR
CIK: acorns-advisers
Manager Name: Acorns-Advisers

Data Enrichment

71% identified

52 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $10.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287457

Shares:207.4K

Value:$17.2M

% of Portfolio:164.6% ($17.2M/$10.4M)

46435G243

Shares:684.4K

Value:$17.1M

% of Portfolio:164.0% ($17.1M/$10.4M)

NVIDIA CORP

NVDA|67066G104

Shares:93.6K

Value:$10.1M

% of Portfolio:97.3% ($10.1M/$10.4M)

Tesla, Inc.

TSLA|88160R101

Shares:24.3K

Value:$6.3M

% of Portfolio:60.5% ($6.3M/$10.4M)

Apple Inc.

AAPL|037833100

Shares:25.8K

Value:$5.7M

% of Portfolio:54.9% ($5.7M/$10.4M)

AMAZON COM INC

AMZN|023135106

Shares:24.8K

Value:$4.7M

% of Portfolio:45.2% ($4.7M/$10.4M)

MICROSOFT CORP

MSFT|594918104

Shares:7.9K

Value:$3.0M

% of Portfolio:28.5% ($3.0M/$10.4M)

81369Y803

XLK|81369Y803

Shares:9.2K

Value:$1.9M

% of Portfolio:18.3% ($1.9M/$10.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.0K

Value:$1.6M

% of Portfolio:15.5% ($1.6M/$10.4M)

Meta Platforms, Inc.

META|30303M102

Shares:2.6K

Value:$1.5M

% of Portfolio:14.5% ($1.5M/$10.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.2K

Value:$1.2M

% of Portfolio:11.2% ($1.2M/$10.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:10.5K

Value:$1.1M

% of Portfolio:10.4% ($1.1M/$10.4M)

Alphabet Inc.

GOOG|02079K107

Shares:6.9K

Value:$1.1M

% of Portfolio:10.3% ($1.1M/$10.4M)

ELI LILLY & Co

LLY|532457108

Shares:1.2K

Value:$1.0M

% of Portfolio:9.8% ($1.0M/$10.4M)

46641Q332

Shares:16.1K

Value:$922.0K

% of Portfolio:8.8% ($922.0K/$10.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:7.0K

Value:$833.0K

% of Portfolio:8.0% ($833.0K/$10.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.8K

Value:$746.0K

% of Portfolio:7.2% ($746.0K/$10.4M)

Walmart Inc.

WMT|931142103

Shares:8.3K

Value:$725.0K

% of Portfolio:7.0% ($725.0K/$10.4M)

Broadcom Inc.

AVGO|11135F101

Shares:4.2K

Value:$701.0K

% of Portfolio:6.7% ($701.0K/$10.4M)

81369Y506

Shares:7.0K

Value:$656.0K

% of Portfolio:6.3% ($656.0K/$10.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287457)✕	207.4K	QoQ +0.28% (+586) YoY +17.90% (+31.5K)	All Managers (Combined)	$17.2M	164.6% ($17.2M/$10.4M)	QoQ +1.19% (+$0) YoY +19.26% (+$3)
(cusip46435G243)✕	684.4K	QoQ +0.54% (+3.7K) YoY +16.12% (+95.0K)	All Managers (Combined)	$17.1M	164.0% ($17.1M/$10.4M)	QoQ +1.71% (+$0) YoY +18.54% (+$3)
NVIDIA CORP(NVDAcusip67066G104)	93.6K	QoQ +23.78% (-18.0K) YoY +2852.77% (+90.4K)	All Managers (Combined)	$10.1M	97.3% ($10.1M/$10.4M)	QoQ -0.09% (-$0) YoY +254.22% (+$7)
Tesla, Inc.(TSLAcusip88160R101)	24.3K	QoQ +29.23% (-5.5K) YoY +132.83% (+13.9K)	All Managers (Combined)	$6.3M	60.5% ($6.3M/$10.4M)	QoQ -17.06% (-$1) YoY +243.25% (+$4)
Apple Inc.(AAPLcusip037833100)	25.8K	QoQ +18.92% (+4.1K) YoY +100.10% (+12.9K)	All Managers (Combined)	$5.7M	54.9% ($5.7M/$10.4M)	QoQ +5.50% (+$0) YoY +159.18% (+$4)
AMAZON COM INC(AMZNcusip023135106)	24.8K	QoQ +20.32% (+4.2K) YoY +151.17% (+14.9K)	All Managers (Combined)	$4.7M	45.2% ($4.7M/$10.4M)	QoQ +4.33% (+$0) YoY +164.98% (+$3)
MICROSOFT CORP(MSFTcusip594918104)	7.9K	QoQ +18.83% (+1.3K) YoY +160.51% (+4.9K)	All Managers (Combined)	$3.0M	28.5% ($3.0M/$10.4M)	QoQ +5.83% (+$0) YoY +132.42% (+$2)
(XLKcusip81369Y803)	9.2K	QoQ +55.59% (+3.3K) YoY +450.05% (+7.6K)	All Managers (Combined)	$1.9M	18.3% ($1.9M/$10.4M)	QoQ +38.16% (+$1) YoY +445.14% (+$2)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.0K	QoQ +4.98% (+144) YoY +86.35% (+1.4K)	All Managers (Combined)	$1.6M	15.5% ($1.6M/$10.4M)	QoQ +23.37% (+$0) YoY +136.11% (+$1)
Meta Platforms, Inc.(METAcusip30303M102)	2.6K	QoQ +10.89% (+258) YoY +92.17% (+1.3K)	All Managers (Combined)	$1.5M	14.5% ($1.5M/$10.4M)	QoQ +9.15% (+$0) YoY +128.01% (+$1)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.2K	QoQ +14.51% (+156) YoY +93.24% (+594)	All Managers (Combined)	$1.2M	11.2% ($1.2M/$10.4M)	QoQ +18.17% (+$0) YoY +149.25% (+$1)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	10.5K	QoQ +36.83% (+2.8K) YoY +320.60% (+8.0K)	All Managers (Combined)	$1.1M	10.4% ($1.1M/$10.4M)	QoQ +16.34% (+$0) YoY +139.38% (+$1)
Alphabet Inc.(GOOGcusip02079K107)	6.9K	QoQ +19.07% (-1.1K) YoY +103.60% (+3.5K)	All Managers (Combined)	$1.1M	10.3% ($1.1M/$10.4M)	QoQ -2.27% (-$0) YoY +108.93% (+$1)
ELI LILLY & Co(LLYcusip532457108)	1.2K	QoQ +9.45% (+107) YoY +163.05% (+768)	All Managers (Combined)	$1.0M	9.8% ($1.0M/$10.4M)	QoQ +17.04% (+$0) YoY +179.50% (+$1)
(cusip46641Q332)✕	16.1K	QoQ +24.01% (+3.1K) YoY +327.72% (+12.4K)	All Managers (Combined)	$922.0K	8.8% ($922.0K/$10.4M)	QoQ +23.09% (+$0) YoY +322.93% (+$1)
EXXON MOBIL CORP(XOMcusip30231G102)	7.0K	QoQ +29.95% (+1.6K) YoY +270.10% (+5.1K)	All Managers (Combined)	$833.0K	8.0% ($833.0K/$10.4M)	QoQ +43.62% (+$0) YoY +278.63% (+$1)
Alphabet Inc.(GOOGLcusip02079K305)	4.8K	QoQ +20.28% (-814) YoY +137.85% (+2.8K)	All Managers (Combined)	$746.0K	7.2% ($746.0K/$10.4M)	QoQ -1.71% (-$0) YoY +143.79% (+$0)
Walmart Inc.(WMTcusip931142103)	8.3K	QoQ +10.53% (+787) YoY +75.54% (+3.6K)	All Managers (Combined)	$725.0K	7.0% ($725.0K/$10.4M)	QoQ +7.40% (+$0) YoY +156.18% (+$0)
Broadcom Inc.(AVGOcusip11135F101)	4.2K	QoQ +24.30% (-818) YoY NEW(+4.2K)	All Managers (Combined)	$701.0K	6.7% ($701.0K/$10.4M)	QoQ -10.12% (-$0) YoY NEW(+$1)
(cusip81369Y506)✕	7.0K	QoQ +32.52% (+1.7K) YoY NEW(+7.0K)	All Managers (Combined)	$656.0K	6.3% ($656.0K/$10.4M)	QoQ +44.49% (+$0) YoY NEW(+$1)