Acorn Creek Capital LLC Incresed Positions in Q1 2025

Acorn Creek Capital LLC

  • $200 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
65.5K
+ 29.23%
$73.78 - $76.59 $4.83M - $5.02M
290K $22.2B
GLD
Spdr Gold Trust

ETFs
1.96K
+ 3.77%
$243.19 - $288.14 $476K - $564K
54K $15.5B
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.7K
+ 3.66%
$25.54 - $28.79 $529K - $597K
587K $16.3B
BNDX
Vanguard Total International B

ETFs
17.5K
+ 22.53%
$48.33 - $49.5 $846K - $866K
95.2K $4.65B
Dimensional ETF Trust
14K
+ 2.31%
N/A
620K $18.9B
IEFA
Ishares Tr

ETFs
2.04K
+ 1.93%
$69.57 - $78.65 $142K - $161K
108K $8.15B
USFR
Wisdomtree Floating Rate Treas

ETFs
11.1K
+ 5.32%
$50.29 - $50.5 $558K - $560K
220K $11.1B
DFAS
Dimensional ETF Tr U S Small C

ETFs
17K
+ 13.25%
$58.81 - $68.2 $997K - $1.16M
145K $8.66B
DFIS
Dimensional ETF Tr Dimensional

ETFs
652
+ 0.38%
$23.92 - $26.89 $15.6K - $17.5K
173K $4.48B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
41
+ 2.3%
$442.66 - $534.52 $18.1K - $21.9K
1.82K $970M
ARCC
Ares Capital Corp

Financial Services
3.19K
+ 26.12%
$21.28 - $23.81 $67.9K - $76K
15.4K $341M
ORCC
Owl Rock Capital Corp

Financial Services
5.42K
+ 25.21%
N/A
26.9K $395M
NVS
Novartis Ag

Healthcare
143
+ 4.25%
$97.14 - $115.57 $13.9K - $16.5K
3.51K $391M
TMUS
T Mobile Us, Inc.

Communication Services
27
+ 2.5%
$211.3 - $272.83 $5.71K - $7.37K
1.11K $295M
HSBC
Hsbc Holdings PLC

Financial Services
67
+ 1.21%
$48.68 - $61.58 $3.26K - $4.13K
5.61K $322M
XOM
Exxon Mobil Corp

Energy
43
+ 1.25%
$105.44 - $118.93 $4.53K - $5.11K
3.49K $415M
IBM
International Business Machines Corp

Technology
57
+ 6.12%
$217.4 - $264.74 $12.4K - $15.1K
988 $246M
Linde PLC
20
+ 4.07%
N/A
511 $238M
MA
Mastercard Inc

Financial Services
28
+ 4.71%
$504.67 - $576.31 $14.1K - $16.1K
622 $341M
NFLX
Netflix Inc

Communication Services
11
+ 2.92%
$828.4 - $1058.6 $9.11K - $11.6K
388 $362M
AON
Aon PLC

Financial Services
6
+ 1.03%
$348.44 - $409.32 $2.09K - $2.46K
591 $236M
DFSI
Dimensional ETF Tr Dimen Intl
139
+ 2.16%
N/A
6.59K $230M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.64%
$890.62 - $1076.86 $2.67K - $3.23K
469 $444M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
100
+ 0.74%
$14.13 - $16.72 $1.41K - $1.67K
13.6K $210M
ADP
Automatic Data Processing Inc

Industrials
9
+ 1.23%
$286.85 - $318.64 $2.58K - $2.87K
743 $227M
BXSL
Blackstone Secured Lending Fund

Financial Services
195
+ 0.77%
$31.3 - $34.5 $6.1K - $6.73K
25.4K $821M
WMT
Walmart Inc.

Consumer Defensive
122
+ 3.64%
$84.5 - $105.05 $10.3K - $12.8K
3.48K $305M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
40
+ 0.38%
$48.65 - $66.04 $1.95K - $2.64K
10.5K $560M
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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