Acorns Advisers, LLC
Acorns Advisers, LLC is the SEC-registered investment advisory subsidiary of Acorns, based in Irvine, California. Founded in 2012, Acorns Advisers manages portfolios for retail investors through the Acorns automated investing platform, focusing on accessible, diversified, and responsible investing solutions for individuals and families seeking to grow their wealth over time. The firm is structured to serve millions of users with a digital-first investment model and emphasizes low-cost, diversified ETF portfolios.
Investment Strategy
Acorns Advisers uses a robo-advised investment approach, managing diversified portfolios primarily composed of low-cost ETFs tracking U.S. and international stocks, ESG (Environmental, Social, Governance) screened assets, and fixed income securities. The investment philosophy centers on long-term passive growth, risk-adjusted asset allocation, and regular portfolio rebalancing, aiming to make investing approachable and responsible for everyday savers. Acorns portfolios often include broad-market index ETFs (like S&P 500, MSCI, and ESG-focused funds) for optimal diversification and lower investment costs.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 43.12% | $5.03B | 8,847,296 | $339.77 | $568.03 | +$684.2M |
I IXUS | ISHARES TR | 23.20% | $2.70B | 34,979,618 | $63.61 | $77.31 | +$341.8M |
A AGG | ISHARES TR | 10.01% | $1.17B | 11,764,517 | $107.82 | $99.20 | -$70.8M |
I IJH | ISHARES TR | 6.67% | $777.8M | 12,540,574 | $47.40 | $62.02 | +$125.2M |
I ISTB | ISHARES TR | 4.26% | $496.2M | 10,198,998 | $49.65 | $48.65 | -$31.9M |