Acorn Financial Advisory Services Inc ETFs

Acorn Financial Advisory Services Inc

$461 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IJH Ishares Core S&P Mid Cap ETF	$0	$346,000 0.08% of portfolio	5,946	Q1 2025 Reduced 27.92%
IUSB Ishares Core Total Usd Bond Ma	$0	$330,000 0.07% of portfolio	7,181	Q1 2025 Reduced 35.67%
VRIG Invesco Actively Managed ETF F	$0	$328,000 0.07% of portfolio	13,118	Q1 2025 Reduced 10.8%
SCHD Schwab Strategic Tr Us Dividen	$0	$313,000 0.07% of portfolio	11,211	Q1 2025 Added 2.05%
BND Vanguard Bd Index Fd Inc Total	$0	$306,000 0.07% of portfolio	4,177	Q1 2025 Reduced 0.69%
VIG Vanguard Dividend Appreciation	$0	$302,000 0.07% of portfolio	1,660	Q1 2025 Reduced 5.25%
IJR Ishares Core S&P Sm Cap ETF	$0	$298,000 0.06% of portfolio	2,857	Q1 2025 Reduced 0.83%
VTV Vanguard Value ETF	$0	$292,000 0.06% of portfolio	1,691	Q1 2025 Reduced 14.9%
DFAT Dimensional ETF Tr U S Target	$0	$287,000 0.06% of portfolio	5,589	Q1 2025 Reduced 2.65%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$285,000 0.06% of portfolio	3,615	Q1 2024 Reduced 72.5%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$276,000 0.06% of portfolio	5,818	Q1 2025 Reduced 20.71%
XLU Utilities Sector Spdr	$0	$271,000 0.06% of portfolio	3,439	Q1 2025 Added 0.09%
QTEC First Trust Nasdaq 100 Technol	$0	$264,000 0.06% of portfolio	1,526	Q1 2025 Reduced 6.27%
AGZ Ishares Agency Bond ETF	$0	$262,000 0.06% of portfolio	2,401	Q1 2025 Reduced 3.54%
CGDV Capital Group Divid Value ETF	$0	$262,000 0.06% of portfolio	7,352	Q1 2025 Added 22.98%
FCOM Fidelity Covington Tr Msci Com	$0	$254,000 0.06% of portfolio	4,531	Q1 2025 Added 11.9%
IWF Ishares Russell 1000 Gr ETF	$0	$245,000 0.05% of portfolio	679	Q1 2024 Reduced 13.5%
XAR Spdr S&P Aerospace & Defense E	$0	$244,000 0.05% of portfolio	1,519	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd	$0	$242,000 0.05% of portfolio	4,245	Q1 2025 New
IVW Ishares S&P 500 Growth ETF	$0	$231,000 0.05% of portfolio	2,499	Q1 2025 Reduced 13.32%
IWB Ishares Tr Russell 1000 ETF	$0	$229,000 0.05% of portfolio	749	Q3 2024 Reduced 5.55%
IBB Ishares Biotechnology ETF	$0	$223,000 0.05% of portfolio	1,748	Q4 2024 Reduced 33.0%
XNTK Spdr Series Trust Spdr Nyse Te	$0	$223,000 0.05% of portfolio	1,163	Q1 2025 Reduced 33.77%
GBIL Goldman Sachs Access Treasury	$0	$217,000 0.05% of portfolio	2,167	Q1 2025 Added 5.6%
FSTA Fidelity Covington Tr Msci Con	$0	$215,000 0.05% of portfolio	4,219	Q1 2025 New
AGGY Wisdomtree Yield Enhanced U.S.	$0	$214,000 0.05% of portfolio	4,941	Q1 2025 Reduced 5.72%
VTWO Vanguard Russell 2000 ETF	$0	$209,000 0.05% of portfolio	2,599	Q1 2025 Reduced 38.05%
DFEB Ft Tr ETF Viii Ft Cboe Vest Us	$0	$200,000 0.04% of portfolio	4,755	Q1 2025 New

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