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:

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.4K

Value:$305.0K

% of Portfolio:2.9% ($305.0K/$10.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:547

Value:$286.0K

% of Portfolio:2.7% ($286.0K/$10.4M)

AT&T INC.

T|00206R102

Shares:9.9K

Value:$281.0K

% of Portfolio:2.7% ($281.0K/$10.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$281.0K

% of Portfolio:2.7% ($281.0K/$10.4M)

Prologis, Inc.

PLD|74340W103

Shares:2.5K

Value:$275.0K

% of Portfolio:2.6% ($275.0K/$10.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.6K

Value:$263.0K

% of Portfolio:2.5% ($263.0K/$10.4M)

S&P Global Inc.

SPGI|78409V104

Shares:492

Value:$250.0K

% of Portfolio:2.4% ($250.0K/$10.4M)

PFIZER INC

PFE|717081103

Shares:9.4K

Value:$239.0K

% of Portfolio:2.3% ($239.0K/$10.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:876

Value:$236.0K

% of Portfolio:2.3% ($236.0K/$10.4M)

Salesforce, Inc.

CRM|79466L302

Shares:869

Value:$233.0K

% of Portfolio:2.2% ($233.0K/$10.4M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.1K

Value:$230.0K

% of Portfolio:2.2% ($230.0K/$10.4M)

81369Y886

Shares:2.8K

Value:$220.0K

% of Portfolio:2.1% ($220.0K/$10.4M)

Duke Energy CORP

DUK|26441C204

Shares:1.8K

Value:$218.0K

% of Portfolio:2.1% ($218.0K/$10.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.4K	QoQ +25.98% (+289) YoY NEW(+1.4K)	All Managers (Combined)	$305.0K	2.9% ($305.0K/$10.4M)	QoQ +49.50% (+$0) YoY NEW(+$0)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	547	QoQ +16.88% (+79) YoY NEW(+547)	All Managers (Combined)	$286.0K	2.7% ($286.0K/$10.4M)	QoQ +20.67% (+$0) YoY NEW(+$0)
AT&T INC.(Tcusip00206R102)	9.9K	QoQ +4.23% (+404) YoY NEW(+9.9K)	All Managers (Combined)	$281.0K	2.7% ($281.0K/$10.4M)	QoQ +29.49% (+$0) YoY NEW(+$0)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ +24.42% (+222) YoY NEW(+1.1K)	All Managers (Combined)	$281.0K	2.7% ($281.0K/$10.4M)	QoQ +40.50% (+$0) YoY NEW(+$0)
Prologis, Inc.(PLDcusip74340W103)	2.5K	QoQ +24.13% (+479) YoY NEW(+2.5K)	All Managers (Combined)	$275.0K	2.6% ($275.0K/$10.4M)	QoQ +30.95% (+$0) YoY NEW(+$0)
JOHNSON & JOHNSON(JNJcusip478160104)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$263.0K	2.5% ($263.0K/$10.4M)	QoQ NEW(+$0) YoY NEW(+$0)
S&P Global Inc.(SPGIcusip78409V104)	492	QoQ +19.41% (+80) YoY NEW(+492)	All Managers (Combined)	$250.0K	2.4% ($250.0K/$10.4M)	QoQ +21.95% (+$0) YoY NEW(+$0)
PFIZER INC(PFEcusip717081103)	9.4K	QoQ +10.47% (+893) YoY NEW(+9.4K)	All Managers (Combined)	$239.0K	2.3% ($239.0K/$10.4M)	QoQ +5.75% (+$0) YoY NEW(+$0)
AMERICAN EXPRESS CO(AXPcusip025816109)	876	QoQ +15.41% (+117) YoY NEW(+876)	All Managers (Combined)	$236.0K	2.3% ($236.0K/$10.4M)	QoQ +4.88% (+$0) YoY NEW(+$0)
Salesforce, Inc.(CRMcusip79466L302)	869	QoQ +27.79% (+189) YoY NEW(+869)	All Managers (Combined)	$233.0K	2.2% ($233.0K/$10.4M)	QoQ +2.64% (+$0) YoY NEW(+$0)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.1K	QoQ +28.11% (+458) YoY NEW(+2.1K)	All Managers (Combined)	$230.0K	2.2% ($230.0K/$10.4M)	QoQ +12.19% (+$0) YoY NEW(+$0)
(cusip81369Y886)✕	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$220.0K	2.1% ($220.0K/$10.4M)	QoQ NEW(+$0) YoY NEW(+$0)
Duke Energy CORP(DUKcusip26441C204)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$218.0K	2.1% ($218.0K/$10.4M)	QoQ NEW(+$0) YoY NEW(+$0)