AF

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

13F
ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Last update 2025-04-29 188 Stocks (6 new)
Value $553.00 Mil Turnover 8 %
Countries:
Top Holdings: XBIL(11.17%)VOO(10.22%)AGG(6.83%)VEA(6.42%)VB(5.57%)
Summary Stock Picks Current Portfolio
ACORN FINANCIAL ADVISORY SERVI... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XBIL 		US Treasury 6 Month Bill ETF
1,231,041
61,761.3
+14.11%
11.170
+1.38%
7.880
+1.00%
+1.73%
780.9
 
VOO 		Vanguard S&P 500 ETF
110,010
56,535.0
-21.84%
10.220
-2.73%
0.010
+4.92%
+2.55%
617,254.0
 
AGG 		iShares Core U.S. Aggregate Bond ETF
381,723
37,760.0
-3.07%
6.830
-0.19%
0.030
-0.23%
+2.03%
123,040.5
 
VEA 		Vanguard FTSE Developed Markets ETF
698,556
35,507.6
-6.19%
6.420
-0.36%
0.030
+8.67%
+18.24%
152,665.0
 
VB 		Vanguard Small Cap ETF
138,960
30,814.5
-9.30%
5.570
-0.56%
0.050
+2.99%
-2.68%
58,555.2
 
SPTS 		SPDR Portfolio Short Term Treasury ETF
943,704
27,593.9
-2.95%
4.990
-0.14%
0.470
+0.83%
+1.92%
5,721.0
 
VUG 		Vanguard Growth ETF
66,486
24,654.3
-33.48%
4.460
-2.26%
0.020
+8.94%
+2.95%
153,592.3
 
AVUV 		Avantis U.S. Small Cap Value ETF
264,553
23,061.1
-8.61%
4.170
-0.40%
0.160
+2.23%
-6.66%
15,454.9
 
IAU 		iShares Gold Trust
333,642
19,671.5
New Holding
3.560
+3.56%
0.040
+13.85%
+26.18%
45,978.1
 
IBIT 		ISHARES BITCOIN TR
353,073
16,527.3
+28.43%
2.990
+0.66%
0.030
+17.02%
+11.71%
69,363.4
 

ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Historical Top Holdings Breakdowns

ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IAU 		iShares Gold Trust2025-03-31New Buy
+3.56%
●
49.74 ($54.09) 58.96
$62.47
15.49%
New holding
333,642
333,642
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-2.73%
●
507.05 ($540.58) 563.67
$550.66
1.86%
Reduce -21.84%
110,010
-30,736
VUG 		Vanguard Growth ETF2025-03-31Reduce
-2.26%
●
369.1 ($404.54) 427.61
$421.99
4.31%
Reduce -33.48%
66,486
-33,464
XBIL 		US Treasury 6 Month Bill ETF2025-03-31Add
+1.38%
●
50.02 ($50.11) 50.21
$50.02
-0.18%
Add 14.11%
1,231,041
152,181
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+1.20%
●
91.45 ($91.59) 91.75
$91.50
-0.10%
Add 1144.53%
79,239
72,872
IBIT 		ISHARES BITCOIN TR2025-03-31Add
+0.66%
●
44.91 ($52.94) 60.42
$59.26
11.94%
Add 28.43%
353,073
78,151
VB 		Vanguard Small Cap ETF2025-03-31Reduce
-0.56%
●
217.89 ($238.81) 252.64
$232.89
-2.48%
Reduce -9.3%
138,960
-14,250
AAPL 		Apple Inc2025-03-31Reduce
-0.55%
●
209.68 ($231.67) 247.1
$203.92
-11.98%
Reduce -18.79%
57,205
-13,237
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Reduce
-0.40%
●
84.96 ($93.96) 100.71
$89.76
-4.47%
Reduce -8.61%
264,553
-24,915
PLTR 		Palantir Technologies Inc2025-03-31Reduce
-0.40%
●
64.98 ($87.82) 124.62
$127.72
45.43%
Reduce -66.65%
16,004
-31,990

ACORN FINANCIAL ADVISORY SERVICES INC /ADV Total Holding History ($B)

To

ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Asset Allocation

To

ACORN FINANCIAL ADVISORY SERVICES INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Hypothetical Growth since 2025-03-31

ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Holdings Heat Map

Size field:

ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Holdings Bubble Chart

ACORN FINANCIAL ADVISORY SERVICES INC /ADV News

  • 1

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