Acorn Wealth Advisors, LLC
Q1 2025 13F Holdings
- Locationgrand blanc, MI
- Num holdings
231
- Value ($000)
$240,214
- Date Filed05/01/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $18.40M | 8 % | 250,542 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $11.93M | 5 % | 426,503 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $8.44M | 4 % | 95,893 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $6.20M | 3 % | 147,389 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.99M | 3 % | 15,953 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.38M | 2 % | 27,748 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.83M | 2 % | 146,494 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $4.71M | 2 % | 22,808 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $4.32M | 2 % | 46,076 | ||
AAPL APPLE INC | COM | 037833100 | $4.27M | 2 % | 19,233 |
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