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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
23
2
0
1
0
0
9
1
2
ACORN WEALTH ADVISORS LLC

Time Period2019-03-31

Total Holdings122

Total Value ($x1000)110,792
Activities
New9

Increased54

Unchanged8

Decreased51

Sold Out1

Top 10 Stock Holdingstotal 49.6%
USMV9.95

SCHD7.44

FLOT6.3

SCHM6.04

JPST5.9

 
EFAV4.36

DNKN3.28

SPLV2.72

RSP1.82

BRK.B1.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
9.95%
USA MIN VOL ETF
SCHD
7.44%
US DIVIDEND EQ
FLOT
6.3%
FLTG RATE BD ETF
SCHM
6.04%
US MID-CAP ETF
JPST
5.9%
ULTRA SHRT INC
EFAV
4.36%
EAFE MIN VOL ETF
DNKN
3.28%
COM
SPLV
2.72%
S&P500 LOW VOL
RSP
1.82%
GUG S&P500 EQ WT
BRK.B
1.79%
CL B NEW
JPM
1.73%
COM
VB
1.68%
SMALL CP ETF
FVD
1.65%
SHS
MSFT
1.36%
COM
SMDV
1.22%
RUSS 2000 DIVD
AAPL
1.15%
COM
REGL
1.15%
MDCP 400 DIVID
NOBL
1.14%
S&P 500 ARISTO
SCHB
1.08%
US BRD MKT ETF
SPY
0.96%
TR UNIT
SCHA
0.93%
US SML CAP ETF
SDY
0.91%
S&P DIVID ETF
MDY
0.89%
UTSER1 S&PDCRP
SCHF
0.88%
INTL EQTY ETF
DVY
0.82%
SELECT DIVID ETF
VCSH
0.77%
SHRT TRM CORP BD
FIW
0.76%
COM
MINT
0.76%
ENHAN SHRT MAT
CSX
0.71%
COM
EPD
0.68%
COM
SCHP
0.66%
US TIPS ETF
HD
0.64%
COM
RYH
0.63%
GUG S&P500EQWTHC
VTI
0.61%
TOTAL STK MKT
LOW
0.59%
COM
VZ
0.57%
COM
SCHG
0.57%
US LCAP GR ETF
T
0.57%
COM
VIG
0.54%
DIV APP ETF
DIS
0.52%
COM DISNEY
BA
0.51%
COM
FV
0.47%
DORSEY WRT 5 ETF
SLYV
0.47%
S&P 600 SMCP VAL
INTC
0.47%
COM
FTSM
0.46%
FIRST TR ENH NEW
MOAT
0.46%
MORNINGSTAR WIDE
EDIV
0.44%
S&P EM MKT DIV
SO
0.42%
COM
EELV
0.42%
EM MRK LOW VOL
DBEF
0.41%
XTRAK MSCI EAFE
FEM
0.4%
EMERG MKT ALPH
AOR
0.4%
GRWT ALLOCAT ETF
PFE
0.39%
COM
CMS
0.38%
COM
SKYY
0.38%
ISE CLOUD COMP
PBA
0.37%
COM
PG
0.36%
COM
XHE
0.35%
HLTH CR EQUIP
F
0.35%
COM PAR $0.01
SCHH
0.34%
US REIT ETF
MRK
0.34%
COM
IVE
0.33%
S&P 500 VAL ETF
PCY
0.33%
SOVEREIGN DEBT
IEMG
0.32%
CORE MSCI EMKT
UTX
0.31%
COM
XOM
0.31%
COM
VLUE
0.31%
MSCI USAVALFCT
XLF
0.3%
SBI INT-FINL
IHI
0.3%
U.S. MED DVC ETF
IWB
0.3%
RUS 1000 ETF
DWX
0.29%
S&P INTL ETF
BX
0.29%
COM UNIT LTD
MDYV
0.28%
S&P 400 MDCP VAL
IVV
0.28%
CORE S&P500 ETF
MO
0.28%
COM
FB
0.27%
CL A
ETG
0.27%
COM
RTN
0.27%
COM NEW
CWB
0.27%
BRC CNV SECS ETF
SCHV
0.26%
US LCAP VA ETF
APTS
0.26%
COM
SPYD
0.26%
SP500 HIGH DIV
SDOG
0.25%
SECTR DIV DOGS
HACK
0.25%
PUREFUNDS ISE CY
UNP
0.25%
COM
JNJ
0.25%
COM
VIGI
0.25%
INTL DVD ETF
CAT
0.25%
COM
NEAR
0.25%
SHT MAT BD ETF
FCVT
0.24%
SSI STRG ETF
BSV
0.24%
SHORT TRM BOND
FPX
0.24%
SHS
IFV
0.24%
DORSEY WRIGHT
MEOH
0.24%
COM
DTE
0.24%
COM
CSCO
0.24%
COM
MSB
0.24%
CTF BEN INT
IBM
0.24%
COM
GLD
0.24%
GOLD SHS
BMY
0.24%
COM
IJR
0.23%
CORE S&P SCP ETF
LMT
0.23%
COM
IYW
0.22%
U.S. TECH ETF
IYH
0.22%
US HLTHCARE ETF
BND
0.22%
TOTAL BND MRKT
VPU
0.21%
UTILITIES ETF
CHD
0.21%
COM
EFA
0.21%
MSCI EAFE ETF
BFOR
0.21%
BARRONS 400 ETF
SCHO
0.21%
SHT TM US TRES
CMCSA
0.21%
CL A
EVT
0.2%
COM
SCHC
0.2%
INTL SCEQT ETF
KO
0.2%
COM
VO
0.2%
MID CAP ETF
LDRI
0.2%
LAD 0-5Y CR BD
SCHZ
0.19%
US AGGREGATE B
AMZN
0.18%
COM
MIY
0.16%
COM
BRG
0.12%
COM CL A
GE
0.11%
COM
DPLO
0.07%
COM
DWDP
0.25%
COM