Acorn Financial Advisory Services Inc Buys Vanguard S&P 500 ETF, Vanguard FTSE Developed ...
Investment company Acorn Financial Advisory Services Inc (Current Portfolio) buys Vanguard S&P 500 ETF, Vanguard FTSE Developed Markets ETF, Vanguard Mid-Cap ETF, Vanguard Growth ETF, Vanguard Small Cap ETF, sells Apple Inc, Block Inc, Coinbase Global Inc, Cloudera Inc, iShares iBoxx USD High Yield Corporate Bond ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Acorn Financial Advisory Services Inc . As of 2021Q4, Acorn Financial Advisory Services Inc owns 216 stocks with a total value of $500 million. These are the details of the buys and sells.
New Purchases: MNDT, CVX, UNH, FDX, EFG, FALN, IJT, IWS, PHYS,
Added Positions: VOO, VEA, VO, VUG, VB, SOFI, SOFI, ISTB, SPTS, AVUS, SCZ, SPLG, CRNC, CDLX, REZ, FVD, GOOGL, QQQ, TSLA, VTV, AMZN, STIP, BIV, SPEM, TRIP, FPE, INFN, SPLK, UAA, DOCU, BSV, BIDU, LQDH, EXAS, JNJ, DGRO, VXUS, BIL, SCHC, NEE, OPEN, MCD, VCSH, TREE, IAGG, SCHV, SCHF, SCHE, SCHA, PTBD, QCLN, EMHY, CCL, ENB, IBM, VTI, MELI, VBR, VBK, APPN, DKNG, AGZ, ARKK, DVY, FTGC, VNQ, VRIG, TIP, SUSB, ABT, XLP, COLL, BRK.B, CCI, EMR, NUVA, ORCL, SO, TGT, UPS, WMT, IQV, QTEC, SHOP, NTNX, DLS, DON, GOVT, IUSB, IVV, JPHY, LEMB,
Reduced Positions: AAPL, SQ, COIN, PLTR, PANW, NSC, BOOT, MSFT, PZZA, FB, LOW, AMD, XOM, PSTG, NUAN, IGSB, NVDA, XLK, BAC, DLTR, IVE, T, DFUS, IWV, EFV, RPD, GE, MSTR, QLYS, DFIV, SPSM, GSLC, SPDW, CSCO, ZION, SLYV, SCHH, IXN, DFE, IWM, IWF, ESGE, OZK, D, DVA, KO, BABA, HD, C, PII, SHEN, VZ, WGO, NOW, ANF, SPIB, GWX, AKAM, CTXS, RSP, DUK, GS, IJR, ESGU, MRK, NKE, PEP, PFE, PG, WDAY,
Sold Out: CLDR, HYG, INTC, PYPL, MDT, KD,
For the details of ACORN FINANCIAL ADVISORY SERVICES INC 's stock buys and sells,
go to https://www.gurufocus.com/guru/acorn+financial+advisory+services+inc+/current-portfolio/portfolio
These are the top 5 holdings of ACORN FINANCIAL ADVISORY SERVICES INC
Vanguard S&P 500 ETF (VOO) - 137,734 shares, 12.03% of the total portfolio. Shares added by 773.45%
Vanguard FTSE Developed Markets ETF (VEA) - 912,783 shares, 9.33% of the total portfolio. Shares added by 350.81%
Vanguard Mid-Cap ETF (VO) - 146,789 shares, 7.49% of the total portfolio. Shares added by 538.16%
Vanguard Growth ETF (VUG) - 108,637 shares, 6.98% of the total portfolio. Shares added by 330.55%
Vanguard Small Cap ETF (VB) - 131,869 shares, 5.97% of the total portfolio. Shares added by 409.52%
New Purchase: Mandiant Inc (MNDT)
Acorn Financial Advisory Services Inc initiated holding in Mandiant Inc. The purchase prices were between $16.09 and $19.11, with an estimated average price of $17.55. The stock is now traded at around $15.090000. The impact to a portfolio due to this purchase was 0.33%. The holding were 94,332 shares as of 2021-12-31.
New Purchase: UnitedHealth Group Inc (UNH)
Acorn Financial Advisory Services Inc initiated holding in UnitedHealth Group Inc. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $472.570000. The impact to a portfolio due to this purchase was 0.05%. The holding were 450 shares as of 2021-12-31.
New Purchase: Chevron Corp (CVX)
Acorn Financial Advisory Services Inc initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $131.330000. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,170 shares as of 2021-12-31.
New Purchase: BTC iShares MSCI EAFE Growth ETF (EFG)
Acorn Financial Advisory Services Inc initiated holding in BTC iShares MSCI EAFE Growth ETF. The purchase prices were between $104.29 and $112.61, with an estimated average price of $108.92. The stock is now traded at around $99.860000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,847 shares as of 2021-12-31.
New Purchase: IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Acorn Financial Advisory Services Inc initiated holding in IJTiShares S&P Small-Cap 600 Growth ETF. The purchase prices were between $130.31 and $143.39, with an estimated average price of $136.03. The stock is now traded at around $124.610000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,477 shares as of 2021-12-31.
New Purchase: iShares Russell Mid-Cap Value ETF (IWS)
Acorn Financial Advisory Services Inc initiated holding in iShares Russell Mid-Cap Value ETF. The purchase prices were between $113.55 and $122.39, with an estimated average price of $119.06. The stock is now traded at around $117.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,639 shares as of 2021-12-31.
Added: Vanguard S&P 500 ETF (VOO)
Acorn Financial Advisory Services Inc added to a holding in Vanguard S&P 500 ETF by 773.45%. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $413.690000. The impact to a portfolio due to this purchase was 10.65%. The holding were 137,734 shares as of 2021-12-31.
Added: Vanguard FTSE Developed Markets ETF (VEA)
Acorn Financial Advisory Services Inc added to a holding in Vanguard FTSE Developed Markets ETF by 350.81%. The purchase prices were between $48.69 and $52.14, with an estimated average price of $50.68. The stock is now traded at around $49.090000. The impact to a portfolio due to this purchase was 7.26%. The holding were 912,783 shares as of 2021-12-31.
Added: Vanguard Mid-Cap ETF (VO)
Acorn Financial Advisory Services Inc added to a holding in Vanguard Mid-Cap ETF by 538.16%. The purchase prices were between $236.12 and $260.25, with an estimated average price of $250.07. The stock is now traded at around $234.690000. The impact to a portfolio due to this purchase was 6.32%. The holding were 146,789 shares as of 2021-12-31.
Added: Vanguard Growth ETF (VUG)
Acorn Financial Advisory Services Inc added to a holding in Vanguard Growth ETF by 330.55%. The purchase prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $290.690000. The impact to a portfolio due to this purchase was 5.36%. The holding were 108,637 shares as of 2021-12-31.
Added: Vanguard Small Cap ETF (VB)
Acorn Financial Advisory Services Inc added to a holding in Vanguard Small Cap ETF by 409.52%. The purchase prices were between $214.09 and $238.21, with an estimated average price of $226.3. The stock is now traded at around $208.210000. The impact to a portfolio due to this purchase was 4.8%. The holding were 131,869 shares as of 2021-12-31.
Added: SoFi Technologies Inc (SOFI)
Acorn Financial Advisory Services Inc added to a holding in SoFi Technologies Inc by 1522.18%. The purchase prices were between $14.27 and $23.29, with an estimated average price of $18.33. The stock is now traded at around $12.480000. The impact to a portfolio due to this purchase was 1.28%. The holding were 430,331 shares as of 2021-12-31.
Sold Out: Cloudera Inc (CLDR)
Acorn Financial Advisory Services Inc sold out a holding in Cloudera Inc. The sale prices were between $15.98 and $15.99, with an estimated average price of $15.99.
Sold Out: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)
Acorn Financial Advisory Services Inc sold out a holding in iShares iBoxx USD High Yield Corporate Bond ETF. The sale prices were between $84.9 and $87.25, with an estimated average price of $86.23.
Sold Out: Intel Corp (INTC)
Acorn Financial Advisory Services Inc sold out a holding in Intel Corp. The sale prices were between $47.89 and $56, with an estimated average price of $51.07.
Sold Out: PayPal Holdings Inc (PYPL)
Acorn Financial Advisory Services Inc sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.
Sold Out: Medtronic PLC (MDT)
Acorn Financial Advisory Services Inc sold out a holding in Medtronic PLC. The sale prices were between $99.53 and $127.75, with an estimated average price of $115.4.
Sold Out: Kyndryl Holdings Inc (KD)
Acorn Financial Advisory Services Inc sold out a holding in Kyndryl Holdings Inc. The sale prices were between $15.75 and $40.75, with an estimated average price of $21.45.
Here is the complete portfolio of ACORN FINANCIAL ADVISORY SERVICES INC . Also check out:
1. ACORN FINANCIAL ADVISORY SERVICES INC 's Undervalued Stocks
2. ACORN FINANCIAL ADVISORY SERVICES INC 's Top Growth Companies, and
3. ACORN FINANCIAL ADVISORY SERVICES INC 's High Yield stocks
4. Stocks that ACORN FINANCIAL ADVISORY SERVICES INC keeps buyingThis article first appeared on GuruFocus.
