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Home > Institutional Investor > Acorn Wealth Advisors, Llc > Profile

Instuitional Investor - Acorn Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Acorn Wealth Advisors, Llc
Portfolio Value $240,214,033
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 250,542 $18,402,346 7.66%
2.
Schwab Strategic Trust
 FNDF 426,503 $11,925,030 4.96%
3.
Vaneck Etf Trust
 95,893 $8,438,611 3.51%
4.
Dimensional Etf Trust
 147,389 $6,199,165 2.58%
5.
Microsoft Corp
 MSFT 15,953 $5,988,667 2.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)