Acorns Advisers, LLC
CIK 1701879 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $15.3M
- ポジション
- 107
- 時点
- 2026年6月30日
13F価値別で9,443件中 #8,924 位 · 94.5% トップ
ポートフォリオ価値 前期比: +14.0% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 95.70%
- 上位25銘柄のウェイト
- 99.28%
- 1%超のポジション
- 8
- 実効ポジション数
- 3.8
13Fのロングエクイティ保有のみに基づく(現金、債券、ショートは非公開)
ターオーバー Q2 2026: 0.03% 推定買付額 $384,879 · 推定売付額 $4,147
保有期間中央値: 7.0 四半期 追跡期間 Q4 2024–Q2 2026 · 99.1% はまだ保有
- 新規ポジション
- 3
- 増加
- 94
- 減少
- 10
- クローズ
- 1
このページについて
セクター別内訳
Technology
0.4%
Consumer Discretionary
0.1%
Retail
0.1%
Communication Services
0.1%
Industrials
0.1%
Healthcare
0.0%
Energy
0.0%
Consumer Staples
0.0%
Financials
0.0%
Financial Services
0.0%
Real Estate
0.0%
Utilities
0.0%
Communications
0.0%
Logistics & Transportation
0.0%
Consumer products
0.0%
Telecommunication
0.0%
その他/マッピングなし
99.0%
ポートフォリオ全体 107 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| VOO | $6,673,697 | 43.52% | 9,716,948 | $932,215 | 上昇 ×6 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $3,562,495 | 23.23% | 37,327,069 | $402,416 | 上昇 ×1 | ||
| AGG | $1,447,610 | 9.44% | 14,625,279 | $110,520 | 上昇 ×4 | ||
| IJH | $1,086,731 | 7.09% | 14,093,257 | $152,571 | 上昇 ×6 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $616,069 | 4.02% | 12,768,271 | $43,194 | 上昇 ×4 | ||
| IJR | $545,118 | 3.55% | 3,675,530 | $93,074 | 上昇 ×6 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $433,154 | 2.82% | 2,646,512 | $58,052 | 下落 ×1 | ||
| ESGD iShares ESG Aware MSCI EAFE ETF | $168,834 | 1.10% | 1,642,193 | $17,913 | 上昇 ×1 | ||
| BITO | $73,328 | 0.48% | 9,189,016 | $746 | 上昇 ×6 | ||
| SUSA | $69,645 | 0.45% | 451,365 | $10,047 | 上昇 ×6 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $64,971 | 0.42% | 1,187,994 | $9,708 | 下落 ×2 | ||
| GBIL | $54,488 | 0.36% | 544,006 | $740 | 上昇 ×6 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $54,408 | 0.35% | 493,047 | $696 | 上昇 ×6 | ||
| ICSH | $54,370 | 0.35% | 1,074,931 | $566 | 上昇 ×6 | ||
| JPST | $54,331 | 0.35% | 1,074,374 | $350 | 上昇 ×6 | ||
| BIL | $54,304 | 0.35% | 592,581 | $663 | 上昇 ×6 | ||
| ESML | $35,764 | 0.23% | 639,445 | $5,613 | 下落 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $30,814 | 0.20% | 154,002 | $5,815 | 上昇 ×6 | ||
| GOVT | $29,385 | 0.19% | 1,289,961 | $1,856 | 上昇 ×4 | ||
| MBB iShares MBS ETF | $28,008 | 0.18% | 296,322 | $1,727 | 上昇 ×4 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $25,292 | 0.16% | 1,092,474 | $1,492 | 上昇 ×4 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $17,498 | 0.11% | 213,105 | $882 | 上昇 ×4 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $17,460 | 0.11% | 698,679 | $913 | 上昇 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $15,462 | 0.10% | 36,762 | $2,885 | 上昇 ×6 | ||
| AAPL Apple Inc. - Common Stock | $12,265 | 0.08% | 42,388 | $1,980 | 上昇 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $11,450 | 0.07% | 48,042 | $2,099 | 上昇 ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $8,668 | 0.06% | 14,921 | $5,397 | 下落 ×1 | ||
| XLK XLK | $7,250 | 0.05% | 38,056 | $2,350 | 上昇 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $6,229 | 0.04% | 16,698 | $846 | 上昇 ×6 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $4,124 | 0.03% | 7,321 | $552 | 上昇 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,751 | 0.02% | 10,617 | $883 | 上昇 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,693 | 0.02% | 10,333 | $996 | 上昇 ×6 | ||
| INTC Intel Corporation - Common Stock | $3,351 | 0.02% | 24,002 | $2,126 | 下落 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $3,102 | 0.02% | 8,213 | $765 | 上昇 ×6 | ||
| LLY Eli Lilly and Company Common Stock | $3,065 | 0.02% | 2,555 | $953 | 上昇 ×2 | ||
| BRKB | $2,755 | 0.02% | 5,505 | $211 | 上昇 ×6 | ||
| GEV GE Vernova Inc. Common Stock | $2,528 | 0.02% | 2,152 | $756 | 上昇 ×6 | ||
| JEPI | $2,509 | 0.02% | 44,426 | $382 | 上昇 ×6 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,449 | 0.02% | 2,618 | $268 | 上昇 ×6 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,051 | 0.01% | 15,001 | $-33 | 上昇 ×6 | ||
| CVX Chevron Corporation Common Stock | $1,860 | 0.01% | 11,219 | $-13 | 上昇 ×6 | ||
| CAT Caterpillar, Inc. Common Stock | $1,811 | 0.01% | 1,701 | $688 | 上昇 ×6 | ||
| WMT Walmart Inc. - Common Stock | $1,713 | 0.01% | 15,128 | $97 | 上昇 ×6 | ||
| XLE XLE | $1,677 | 0.01% | 31,575 | $-11 | 上昇 ×6 | ||
| NFLX Netflix, Inc. - Common Stock | $1,498 | 0.01% | 20,987 | $-148 | 上昇 ×6 | ||
| GE GE Aerospace Common Stock | $1,484 | 0.01% | 3,970 | $430 | 上昇 ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $1,402 | 0.01% | 17,255 | $243 | 上昇 ×6 | ||
| ORCL Oracle Corporation Common Stock | $1,231 | 0.01% | 8,399 | $74 | 上昇 ×6 | ||
| LMT Lockheed Martin Corporation Common Stock | $1,163 | 0.01% | 2,282 | $66 | 上昇 ×6 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,125 | 0.01% | 2,706 | $333 | 下落 ×1 | ||
| XLF XLF | $1,095 | 0.01% | 20,421 | $167 | 上昇 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $996 | 0.01% | 3,042 | $204 | 上昇 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $980 | 0.01% | 2,780 | $144 | 上昇 ×6 | ||
| BLK BlackRock, Inc. Common Stock | $888 | 0.01% | 923 | $84 | 上昇 ×6 | ||
| XLV XLV | $865 | 0.01% | 5,450 | $136 | 上昇 ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $816 | 0.01% | 1,128 | $436 | 上昇 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $780 | 0.01% | 2,773 | $212 | 上昇 ×6 | ||
| XLU XLU | $766 | 0.00% | 16,896 | $124 | 上昇 ×5 | ||
| JNJ Johnson & Johnson Common Stock | $758 | 0.00% | 2,984 | $102 | 上昇 ×5 | ||
| MCD McDonald's Corporation Common Stock | $728 | 0.00% | 2,692 | $28 | 上昇 ×6 | ||
| XLI XLI | $717 | 0.00% | 3,872 | $173 | 上昇 ×4 | ||
| SBUX Starbucks Corporation - Common Stock | $676 | 0.00% | 6,618 | $83 | 上昇 ×6 | ||
| BA Boeing Company (The) Common Stock | $648 | 0.00% | 2,995 | $65 | 上昇 ×6 | ||
| PLD Prologis, Inc. Common Stock | $620 | 0.00% | 4,579 | $48 | 上昇 ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $601 | 0.00% | 6,240 | $49 | 上昇 ×6 | ||
| V Visa Inc. | $575 | 0.00% | 1,676 | $104 | 上昇 ×5 | ||
| NKE Nike, Inc. Common Stock | $560 | 0.00% | 13,634 | $53 | 上昇 ×6 | ||
| AXP American Express Company Common Stock | $555 | 0.00% | 1,640 | $92 | 上昇 ×6 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $537 | 0.00% | 4,246 | $23 | 上昇 ×5 | ||
| 発行者不明 (CUSIP: 84615Q103) | $535 | 0.00% | 3,131 | 上昇 ×1 | |||
| RTX RTX Corporation Common Stock | $523 | 0.00% | 2,757 | $83 | 上昇 ×3 | ||
| ARKG | $509 | 0.00% | 12,107 | $187 | 下落 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $502 | 0.00% | 4,273 | $183 | 上昇 ×3 | ||
| AMT American Tower Corporation (REIT) Common Stock | $501 | 0.00% | 3,065 | $7 | 上昇 ×6 | ||
| DE Deere & Company Common Stock | $497 | 0.00% | 784 | $104 | 上昇 ×4 | ||
| NEE NextEra Energy, Inc. Common Stock | $487 | 0.00% | 5,547 | $75 | 上昇 ×4 | ||
| UPS United Parcel Service, Inc. Common Stock | $472 | 0.00% | 4,387 | $60 | 上昇 ×6 | ||
| PFE Pfizer, Inc. Common Stock | $457 | 0.00% | 18,973 | $-8 | 上昇 ×6 | ||
| XLC XLC | $455 | 0.00% | 4,249 | $38 | 上昇 ×4 | ||
| ABBV AbbVie Inc. Common Stock | $450 | 0.00% | 1,790 | $88 | 上昇 ×4 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $438 | 0.00% | 2,371 | $148 | 上昇 ×4 | ||
| SPGI S&P Global Inc. Common Stock | $422 | 0.00% | 1,035 | $12 | 上昇 ×6 | ||
| SO Southern Company (The) Common Stock | $412 | 0.00% | 4,306 | $43 | 上昇 ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $404 | 0.00% | 399 | $88 | 上昇 ×2 | ||
| XRT XRT | $402 | 0.00% | 4,579 | ||||
| XLP XLP | $389 | 0.00% | 4,686 | $52 | 上昇 ×3 | ||
| XLB XLB | $378 | 0.00% | 7,427 | $56 | 上昇 ×3 | ||
| COP ConocoPhillips Common Stock | $372 | 0.00% | 3,576 | $-8 | 上昇 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $345 | 0.00% | 2,352 | $45 | 上昇 ×3 | ||
| CRM Salesforce, Inc. Common Stock | $342 | 0.00% | 2,183 | $18 | 上昇 ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $325 | 0.00% | 2,527 | $27 | 上昇 ×2 | ||
| MO Altria Group, Inc. | $319 | 0.00% | 4,433 | $53 | 上昇 ×3 | ||
| CVS CVS Health Corporation Common Stock | $314 | 0.00% | 3,036 | $69 | 下落 ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $311 | 0.00% | 3,130 | $93 | 上昇 ×4 | ||
| BKNG Booking Holdings Inc. - Common Stock | $298 | 0.00% | 1,672 | $16 | 上昇 ×4 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $296 | 0.00% | 3,210 | $43 | 上昇 ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $281 | 0.00% | 944 | 上昇 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $275 | 0.00% | 692 | $4 | 上昇 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $271 | 0.00% | 1,231 | $21 | 上昇 ×3 | ||
| VZ Verizon Communications Inc. Common Stock | $265 | 0.00% | 6,248 | $-24 | 上昇 ×2 | ||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく(株式分割調整なし)
| 証券 | 評価額 | % ポートフォリオの | 連続 |
|---|---|---|---|
| VOO | $6,673,697 | 43.52% | 6倍増 |
| AGG | $1,447,610 | 9.44% | 4倍増 |
| IJH | $1,086,731 | 7.09% | 6倍増 |
| ISTB | $616,069 | 4.02% | 4倍増 |
| IJR | $545,118 | 3.55% | 6倍増 |
| BITO | $73,328 | 0.48% | 6倍増 |
| SUSA | $69,645 | 0.45% | 6倍増 |
| GBIL | $54,488 | 0.36% | 6倍増 |
| SHV | $54,408 | 0.35% | 6倍増 |
| ICSH | $54,370 | 0.35% | 6倍増 |
| JPST | $54,331 | 0.35% | 6倍増 |
| BIL | $54,304 | 0.35% | 6倍増 |
| NVDA | $30,814 | 0.20% | 6倍増 |
| GOVT | $29,385 | 0.19% | 4倍増 |
| MBB | $28,008 | 0.18% | 4倍増 |
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| 発行者不明 (CUSIP: 84615Q103) | $535 | 3,131 | 0.00% |
| XRT | $402 | 4,579 | 0.00% |
| TXN | $281 | 944 | 0.00% |
上位変動銘柄(四半期比)
解消済みポジション
企業イベント(合併、上場廃止)を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの(上場廃止、M&A、インデックスのリバランス)であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| XRT | 2026年3月31日 | 3,458 | $295 | 追跡終了 |
| BX | 2026年6月30日 | 2,043 | $235 | 21.7% |