Acorn Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationgrand blanc, MI
- Num holdings
235
- Value ($000)
$242,193
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001730610
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $18.40 M | 8 % | 255,897 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.73 M | 5 % | 429,381 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $8.77 M | 4 % | 94,558 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.90 M | 3 % | 167,098 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.75 M | 3 % | 16,006 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.41 M | 2 % | 27,605 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $5.16 M | 2 % | 22,183 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.87 M | 2 % | 140,768 | ||
AAPL APPLE INC | COM | 037833100 | $4.76 M | 2 % | 19,009 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $4.38 M | 2 % | 49,347 |
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