ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Q1 2025 13F Holdings
- Locationreston, VA
- Num holdings
188
- Value ($000)
$553,106
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
XBIL RBB FD INC | US TRSRY 6 MNTH | 74933W460 | $61.76M | 11 % | 1,231,041 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $56.53M | 10 % | 110,010 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $37.76M | 7 % | 381,723 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.51M | 6 % | 698,556 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $30.81M | 6 % | 138,960 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $27.59M | 5 % | 943,704 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.65M | 5 % | 66,486 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $23.06M | 4 % | 264,553 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $19.67M | 4 % | 333,642 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $16.53M | 3 % | 353,073 |
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