Instuitional Investor - Acorn Financial Advisory Services Inc V
Fund Profile
Filing Period:
| Fund Name: | Acorn Financial Advisory Services Inc V |
| Portfolio Value | $651,750,979 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 101,678 | $62,265,640 | 9.55% | |
| 2. | Rbb Fd Inc | 1,183,447 | $59,403,139 | 9.11% | |
| 3. | IEF | 405,219 | $40,623,250 | 6.23% | |
| 4. | Vanguard Tax-Managed Fds | 665,605 | $39,883,046 | 6.12% | |
| 5. | Ishares Bitcoin Trust Etf | 563,509 | $36,628,085 | 5.62% |