Acorns Advisers portfolio

What changed this quarter

100 positions with a change (2 new, 90 added to, 7 trimmed, 1 sold); also, 1 entered through an IPO. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• iShares Core U.s. Aggregate ETF+8.6%more sharesIncreased
  9.9% → 9.4%
• iShares Core International Stock ETF+2.3%more sharesIncreased
  23.5% → 23.2%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Vanguard S&P 500 ETFVOO43.5%
• iShares Core International Stock ETFIXUS23.2%
• iShares Core U.s. Aggregate ETFAGG9.4%
• iShares Core S&P Midcap ETFIJH7.1%
• iShares Core 1-5 Year USD BO ETFISTB4.0%
• iShares Core S&P Small-cap E ETFIJR3.6%
• iShares ESG Aware Msci USA ETFESGU2.8%
• iShares Trust iShares ESG AW ETFESGD1.1%
• ProShares Bitcoin ETF-usd ETFBITO0.5%
• iShares ESG Optimized Msci U ETFSUSA0.5%
• IsharesESGE0.4%
• Goldman Sachs Access Treasur ETFGBIL0.4%
• iShares 0-1 Year Treasury BO ETFSHV0.4%
• iShares Ultra Short Duration ETFICSH0.4%
• J P Morgan Exchange Traded FundJPST0.4%
• State Street SPDR BB 1-3m T-bill ETFBIL0.4%
• iShares ESG Aware Msci USA S ETFESML0.2%
• NVIDIANVDA0.2%
• iShares US Treasury Bond ETFGOVT0.2%
• iShares MBS ETFMBB0.2%
• iShares ESG Aware USD Corpor ETFSUSC0.2%
• iShares 1-3 Year Treasury BO ETFSHY0.1%
• iShares ESG Aware 1-5 Year U ETFSUSB0.1%
• TeslaTSLA0.1%
• AppleAAPL0.1%
• Amazon.comAMZN0.1%
• Advanced Micro DevicesAMD0.1%
• AlphabetGOOG · GOOGLunder 0.1%
• State Street Technology Select Sector ETFXLKunder 0.1%
• MicrosoftMSFTunder 0.1%
• Meta PlatformsMETAunder 0.1%
• IntelINTCunder 0.1%
• BroadcomAVGOunder 0.1%
• Eli LillyLLYunder 0.1%
• Berkshire HathawayBRK/Bunder 0.1%
• GE VernovaGEVunder 0.1%
• J P Morgan Exchange Traded FundJEPIunder 0.1%
• Costco WholesaleCOSTunder 0.1%
• Exxon MobilXOMunder 0.1%
• ChevronCVXunder 0.1%
• CaterpillarCATunder 0.1%
• WalmartWMTunder 0.1%
• State Street Energy Select Sector ETFXLEunder 0.1%
• NetflixNFLXunder 0.1%
• GE AerospaceGEunder 0.1%
• Coca-ColaKOunder 0.1%
• OracleORCLunder 0.1%
• Lockheed MartinLMTunder 0.1%
• UnitedHealth GroupUNHunder 0.1%
• State Street Financial Select Sector ETFXLFunder 0.1%
• JPMorgan ChaseJPMunder 0.1%
• Home DepotHDunder 0.1%
• BlackRockBLKunder 0.1%
• State Street Health Care Select Sector ETFXLVunder 0.1%
• Applied MaterialsAMATunder 0.1%
• International Business MachinesIBMunder 0.1%
• St SR UTL SL SE SPDR ETF-usd ETFXLUunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• McDONALD’SMCDunder 0.1%
• State Street Industrial Select Sector ETFXLIunder 0.1%
• StarbucksSBUXunder 0.1%
• BoeingBAunder 0.1%
• PrologisPLDunder 0.1%
• Walt DisneyDISunder 0.1%
• VisaVunder 0.1%
• NikeNKEunder 0.1%
• American ExpressAXPunder 0.1%
• Duke EnergyDUKunder 0.1%
• Space Exploration TechnologiesSPCXunder 0.1%
• RTXRTXunder 0.1%
• ARK Genomic Revolution ETFARKGunder 0.1%
• Cisco SystemsCSCOunder 0.1%
• American TowerAMTunder 0.1%
• DeereDEunder 0.1%
• Nextera EnergyNEEunder 0.1%
• United Parcel ServiceUPSunder 0.1%
• PfizerPFEunder 0.1%
• State Street Comm Select Sector SPDR ETFXLCunder 0.1%
• AbbVieABBVunder 0.1%
• QualcommQCOMunder 0.1%
• S&P GlobalSPGIunder 0.1%
• SouthernSOunder 0.1%
• Goldman Sachs GroupGSunder 0.1%
• State Street SPDR S&P Retail ETFXRTunder 0.1%
• Select Sector Spdr TrXLPunder 0.1%
• State Street Materials Select Sector ETFXLBunder 0.1%
• ConocoPhillipsCOPunder 0.1%
• Procter & GamblePGunder 0.1%
• SalesforceCRMunder 0.1%
• MerckMRKunder 0.1%
• Altria GroupMOunder 0.1%
• CVS HealthCVSunder 0.1%
• ServiceNowNOWunder 0.1%
• Booking HoldingsBKNGunder 0.1%
• Charles SchwabSCHWunder 0.1%
• Texas InstrumentsTXNunder 0.1%
• Intuitive SurgicalISRGunder 0.1%
• Lowe'sLOWunder 0.1%
• Verizon CommunicationsVZunder 0.1%