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Acorn Financial Advisory Services Inc Buys Apple Inc, Avantis U.S. Equity ETF, Coinbase Global Inc, Sells Microsoft Corp, Vanguard Total International Bond ETF, Vanguard FTSE All-World ex-US ETF

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Nov 17, 2021
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Investment company Acorn Financial Advisory Services Inc (Current Portfolio) buys Apple Inc, Avantis U.S. Equity ETF, Coinbase Global Inc, iShares Core 1-5 Year USD Bond ETF, Dimensional International Value ETF, sells Microsoft Corp, Vanguard Total International Bond ETF, Vanguard FTSE All-World ex-US ETF, Vanguard S&P 500 ETF, Vanguard Russell 2000 Index Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Acorn Financial Advisory Services Inc . As of 2021Q3, Acorn Financial Advisory Services Inc owns 213 stocks with a total value of $323 million. These are the details of the buys and sells.

For the details of ACORN FINANCIAL ADVISORY SERVICES INC 's stock buys and sells, go to https://www.gurufocus.com/guru/acorn+financial+advisory+services+inc+/current-portfolio/portfolio

These are the top 5 holdings of ACORN FINANCIAL ADVISORY SERVICES INC
  1. Apple Inc (AAPL) - 211,982 shares, 9.28% of the total portfolio. Shares added by 86.53%
  2. SPDR Portfolio Short Term Treasury ETF (SPTS) - 590,156 shares, 5.59% of the total portfolio. Shares added by 0.24%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 32,011 shares, 3.55% of the total portfolio. Shares reduced by 4.33%
  4. Avantis U.S. Equity ETF (AVUS) - 152,592 shares, 3.48% of the total portfolio. New Position
  5. Square Inc (SQ) - 46,299 shares, 3.44% of the total portfolio. Shares added by 3.65%
New Purchase: Avantis U.S. Equity ETF (AVUS)

Acorn Financial Advisory Services Inc initiated holding in Avantis U.S. Equity ETF. The purchase prices were between $71.84 and $76.95, with an estimated average price of $75.05. The stock is now traded at around $80.630000. The impact to a portfolio due to this purchase was 3.48%. The holding were 152,592 shares as of 2021-09-30.

New Purchase: Coinbase Global Inc (COIN)

Acorn Financial Advisory Services Inc initiated holding in Coinbase Global Inc. The purchase prices were between $220.61 and $280.47, with an estimated average price of $246.56. The stock is now traded at around $342.120000. The impact to a portfolio due to this purchase was 1.48%. The holding were 21,070 shares as of 2021-09-30.

New Purchase: Dimensional International Value ETF (DFIV)

Acorn Financial Advisory Services Inc initiated holding in Dimensional International Value ETF. The purchase prices were between $32.07 and $33.47, with an estimated average price of $32.96. The stock is now traded at around $33.790000. The impact to a portfolio due to this purchase was 0.35%. The holding were 34,789 shares as of 2021-09-30.

New Purchase: Dimensional U.S. Equity ETF (DFUS)

Acorn Financial Advisory Services Inc initiated holding in Dimensional U.S. Equity ETF. The purchase prices were between $46.35 and $49.56, with an estimated average price of $48.27. The stock is now traded at around $51.550000. The impact to a portfolio due to this purchase was 0.33%. The holding were 22,714 shares as of 2021-09-30.

New Purchase: Pacer Trendpilot US Bond ETF (PTBD)

Acorn Financial Advisory Services Inc initiated holding in Pacer Trendpilot US Bond ETF. The purchase prices were between $27.07 and $27.66, with an estimated average price of $27.45. The stock is now traded at around $26.950000. The impact to a portfolio due to this purchase was 0.3%. The holding were 35,742 shares as of 2021-09-30.

New Purchase: First Trust NASDAQ Clean Edge Green Energy Idx Fd (QCLN)

Acorn Financial Advisory Services Inc initiated holding in First Trust NASDAQ Clean Edge Green Energy Idx Fd. The purchase prices were between $61.72 and $68.76, with an estimated average price of $65.48. The stock is now traded at around $80.960000. The impact to a portfolio due to this purchase was 0.17%. The holding were 8,840 shares as of 2021-09-30.

Added: Apple Inc (AAPL)

Acorn Financial Advisory Services Inc added to a holding in Apple Inc by 86.53%. The purchase prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $151.000000. The impact to a portfolio due to this purchase was 4.3%. The holding were 211,982 shares as of 2021-09-30.

Added: iShares Core 1-5 Year USD Bond ETF (ISTB)

Acorn Financial Advisory Services Inc added to a holding in iShares Core 1-5 Year USD Bond ETF by 75.25%. The purchase prices were between $50.91 and $51.14, with an estimated average price of $51.04. The stock is now traded at around $50.580000. The impact to a portfolio due to this purchase was 0.39%. The holding were 57,096 shares as of 2021-09-30.

Added: The Walt Disney Co (DIS)

Acorn Financial Advisory Services Inc added to a holding in The Walt Disney Co by 72.21%. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $158.830000. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,871 shares as of 2021-09-30.

Added: Cardlytics Inc (CDLX)

Acorn Financial Advisory Services Inc added to a holding in Cardlytics Inc by 33.27%. The purchase prices were between $77.81 and $132.88, with an estimated average price of $101.72. The stock is now traded at around $86.010000. The impact to a portfolio due to this purchase was 0.13%. The holding were 19,922 shares as of 2021-09-30.

Added: iShares Global Tech ETF (IXN)

Acorn Financial Advisory Services Inc added to a holding in iShares Global Tech ETF by 535.64%. The purchase prices were between $56.11 and $60.64, with an estimated average price of $58.53. The stock is now traded at around $63.020000. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,797 shares as of 2021-09-30.

Added: Exact Sciences Corp (EXAS)

Acorn Financial Advisory Services Inc added to a holding in Exact Sciences Corp by 24.39%. The purchase prices were between $90.24 and $124.05, with an estimated average price of $105.88. The stock is now traded at around $91.480000. The impact to a portfolio due to this purchase was 0.08%. The holding were 13,642 shares as of 2021-09-30.

Sold Out: Vanguard Total International Bond ETF (BNDX)

Acorn Financial Advisory Services Inc sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $56.88 and $57.94, with an estimated average price of $57.51.

Sold Out: Vanguard FTSE All-World ex-US ETF (VEU)

Acorn Financial Advisory Services Inc sold out a holding in Vanguard FTSE All-World ex-US ETF. The sale prices were between $60.96 and $64.22, with an estimated average price of $62.6.

Sold Out: Vanguard Russell 2000 Index Fund (VTWO)

Acorn Financial Advisory Services Inc sold out a holding in Vanguard Russell 2000 Index Fund. The sale prices were between $85.25 and $93.17, with an estimated average price of $89.31.

Sold Out: Vanguard FTSE All-World Ex-US Small Capital Index (VSS)

Acorn Financial Advisory Services Inc sold out a holding in Vanguard FTSE All-World Ex-US Small Capital Index . The sale prices were between $132.62 and $141.4, with an estimated average price of $137.14.

Sold Out: Vanguard FTSE Emerging Markets ETF (VWO)

Acorn Financial Advisory Services Inc sold out a holding in Vanguard FTSE Emerging Markets ETF. The sale prices were between $48.9 and $53.52, with an estimated average price of $51.26.

Sold Out: Vanguard Russell 1000 Growth Index Fund (VONG)

Acorn Financial Advisory Services Inc sold out a holding in Vanguard Russell 1000 Growth Index Fund. The sale prices were between $69.81 and $75.1, with an estimated average price of $72.62.



Here is the complete portfolio of ACORN FINANCIAL ADVISORY SERVICES INC . Also check out:

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2. ACORN FINANCIAL ADVISORY SERVICES INC 's Top Growth Companies, and
3. ACORN FINANCIAL ADVISORY SERVICES INC 's High Yield stocks
4. Stocks that ACORN FINANCIAL ADVISORY SERVICES INC keeps buying
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