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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NETFLIX INC

NFLX|64110L106

Shares:622

Value:$580.0K

% of Portfolio:5.6% ($580.0K/$10.4M)

COCA COLA CO

KO|191216100

Shares:7.8K

Value:$556.0K

% of Portfolio:5.3% ($556.0K/$10.4M)

HOME DEPOT, INC.

HD|437076102

Shares:1.5K

Value:$547.0K

% of Portfolio:5.2% ($547.0K/$10.4M)

CHEVRON CORP

CVX|166764100

Shares:3.2K

Value:$542.0K

% of Portfolio:5.2% ($542.0K/$10.4M)

INTEL CORP

INTC|458140100

Shares:22.9K

Value:$521.0K

% of Portfolio:5.0% ($521.0K/$10.4M)

GE Vernova Inc.

GEV|36828A101

Shares:1.5K

Value:$452.0K

% of Portfolio:4.3% ($452.0K/$10.4M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.2K

Value:$441.0K

% of Portfolio:4.2% ($441.0K/$10.4M)

81369Y605

Shares:8.4K

Value:$418.0K

% of Portfolio:4.0% ($418.0K/$10.4M)

BlackRock, Inc.

BLK|09290D101

Shares:426

Value:$403.0K

% of Portfolio:3.9% ($403.0K/$10.4M)

Walt Disney Co

DIS|254687106

Shares:4.0K

Value:$391.0K

% of Portfolio:3.8% ($391.0K/$10.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:876

Value:$391.0K

% of Portfolio:3.8% ($391.0K/$10.4M)

MCDONALDS CORP

MCD|580135101

Shares:1.2K

Value:$381.0K

% of Portfolio:3.7% ($381.0K/$10.4M)

ORACLE CORP

ORCL|68389X105

Shares:2.7K

Value:$379.0K

% of Portfolio:3.6% ($379.0K/$10.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$379.0K

% of Portfolio:3.6% ($379.0K/$10.4M)

81369Y209

Shares:2.5K

Value:$370.0K

% of Portfolio:3.5% ($370.0K/$10.4M)

STARBUCKS CORP

SBUX|855244109

Shares:3.7K

Value:$360.0K

% of Portfolio:3.5% ($360.0K/$10.4M)

BOEING CO

BA|097023105

Shares:2.1K

Value:$357.0K

% of Portfolio:3.4% ($357.0K/$10.4M)

CATERPILLAR INC

CAT|149123101

Shares:1.0K

Value:$333.0K

% of Portfolio:3.2% ($333.0K/$10.4M)

VISA INC.

V|92826C839

Shares:898

Value:$315.0K

% of Portfolio:3.0% ($315.0K/$10.4M)

NIKE, Inc.

NKE|654106103

Shares:4.8K

Value:$308.0K

% of Portfolio:3.0% ($308.0K/$10.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NETFLIX INC(NFLXcusip64110L106)	622	QoQ +6.68% (+39) YoY +54.72% (+220)	All Managers (Combined)	$580.0K	5.6% ($580.0K/$10.4M)	QoQ +11.53% (+$0) YoY +137.70% (+$0)
COCA COLA CO(KOcusip191216100)	7.8K	QoQ +3.79% (+284) YoY +76.90% (+3.4K)	All Managers (Combined)	$556.0K	5.3% ($556.0K/$10.4M)	QoQ +19.31% (+$0) YoY +106.69% (+$0)
HOME DEPOT, INC.(HDcusip437076102)	1.5K	QoQ +27.52% (+322) YoY +181.50% (+962)	All Managers (Combined)	$547.0K	5.2% ($547.0K/$10.4M)	QoQ +20.21% (+$0) YoY +169.45% (+$0)
CHEVRON CORP(CVXcusip166764100)	3.2K	QoQ +23.03% (+607) YoY NEW(+3.2K)	All Managers (Combined)	$542.0K	5.2% ($542.0K/$10.4M)	QoQ +41.88% (+$0) YoY NEW(+$1)
INTEL CORP(INTCcusip458140100)	22.9K	QoQ +9.68% (+2.0K) YoY NEW(+22.9K)	All Managers (Combined)	$521.0K	5.0% ($521.0K/$10.4M)	QoQ +24.34% (+$0) YoY NEW(+$1)
GE Vernova Inc.(GEVcusip36828A101)	1.5K	QoQ +40.72% (+428) YoY NEW(+1.5K)	All Managers (Combined)	$452.0K	4.3% ($452.0K/$10.4M)	QoQ +30.63% (+$0) YoY NEW(+$0)
GENERAL ELECTRIC CO(GEcusip369604301)	2.2K	QoQ +5.05% (+106) YoY NEW(+2.2K)	All Managers (Combined)	$441.0K	4.2% ($441.0K/$10.4M)	QoQ +26.36% (+$0) YoY NEW(+$0)
(cusip81369Y605)✕	8.4K	QoQ +41.28% (+2.5K) YoY NEW(+8.4K)	All Managers (Combined)	$418.0K	4.0% ($418.0K/$10.4M)	QoQ +45.64% (+$0) YoY NEW(+$0)
BlackRock, Inc.(BLKcusip09290D101)	426	QoQ +12.69% (+48) YoY NEW(+426)	All Managers (Combined)	$403.0K	3.9% ($403.0K/$10.4M)	QoQ +4.13% (+$0) YoY NEW(+$0)
Walt Disney Co(DIScusip254687106)	4.0K	QoQ +3.45% (-132) YoY +43.35% (+1.2K)	All Managers (Combined)	$391.0K	3.8% ($391.0K/$10.4M)	QoQ -8.21% (-$0) YoY +15.68% (+$0)
LOCKHEED MARTIN CORP(LMTcusip539830109)	876	QoQ +24.25% (+171) YoY NEW(+876)	All Managers (Combined)	$391.0K	3.8% ($391.0K/$10.4M)	QoQ +13.99% (+$0) YoY NEW(+$0)
MCDONALDS CORP(MCDcusip580135101)	1.2K	QoQ +14.35% (+153) YoY NEW(+1.2K)	All Managers (Combined)	$381.0K	3.7% ($381.0K/$10.4M)	QoQ +23.30% (+$0) YoY NEW(+$0)
ORACLE CORP(ORCLcusip68389X105)	2.7K	QoQ +63.35% (+1.1K) YoY NEW(+2.7K)	All Managers (Combined)	$379.0K	3.6% ($379.0K/$10.4M)	QoQ +37.31% (+$0) YoY NEW(+$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ +6.91% (+100) YoY NEW(+1.5K)	All Managers (Combined)	$379.0K	3.6% ($379.0K/$10.4M)	QoQ +9.22% (+$0) YoY NEW(+$0)
(cusip81369Y209)✕	2.5K	QoQ +14.36% (+318) YoY NEW(+2.5K)	All Managers (Combined)	$370.0K	3.5% ($370.0K/$10.4M)	QoQ +21.71% (+$0) YoY NEW(+$0)
STARBUCKS CORP(SBUXcusip855244109)	3.7K	QoQ +8.57% (+290) YoY NEW(+3.7K)	All Managers (Combined)	$360.0K	3.5% ($360.0K/$10.4M)	QoQ +16.88% (+$0) YoY NEW(+$0)
BOEING CO(BAcusip097023105)	2.1K	QoQ +18.65% (+329) YoY NEW(+2.1K)	All Managers (Combined)	$357.0K	3.4% ($357.0K/$10.4M)	QoQ +14.42% (+$0) YoY NEW(+$0)
CATERPILLAR INC(CATcusip149123101)	1.0K	QoQ +26.59% (+212) YoY NEW(+1.0K)	All Managers (Combined)	$333.0K	3.2% ($333.0K/$10.4M)	QoQ +15.22% (+$0) YoY NEW(+$0)
VISA INC.(Vcusip92826C839)	898	QoQ -2.28% (-21) YoY NEW(+898)	All Managers (Combined)	$315.0K	3.0% ($315.0K/$10.4M)	QoQ +8.62% (-$0) YoY NEW(+$0)
NIKE, Inc.(NKEcusip654106103)	4.8K	QoQ +39.37% (+1.4K) YoY NEW(+4.8K)	All Managers (Combined)	$308.0K	3.0% ($308.0K/$10.4M)	QoQ +17.11% (+$0) YoY NEW(+$0)