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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 $242,193,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 255,897 $18,401,542 7.59%
2.
Schwab Strategic Trust
 FNDF 429,381 $11,730,677 4.84%
3.
Vaneck Etf Trust
 94,558 $8,767,919 3.62%
4.
Dimensional Etf Trust
 167,098 $6,896,151 2.84%
5.
Microsoft Corp
 MSFT 16,006 $6,746,448 2.78%
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)