ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q4 2024 13F Holdings
- Locationreston, VA
- Num holdings
205
- Value ($000)
$606,581
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001018561
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $75.84 M | 13 % | 140,746 | ||
XBIL RBB FD INC | US TRSRY 6 MNTH | 74933W460 | $53.98 M | 9 % | 1,078,860 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $41.02 M | 7 % | 99,950 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $38.16 M | 6 % | 393,796 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $36.81 M | 6 % | 153,210 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.61 M | 6 % | 744,679 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $28.21 M | 5 % | 972,346 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $27.94 M | 5 % | 289,468 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $18.20 M | 3 % | 187,718 | ||
AAPL APPLE INC | COM | 037833100 | $17.64 M | 3 % | 70,442 |
Rows Per Page
10
- 10
- 50
- 100