Acorn Wealth Advisors, LLC Diversified Active

CIK: 0001730610 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 3, 2022

Total Value ($000): $145,331 (100.0% shares, 0.0% debt)

Holdings (173)

SCHD SCHWAB STRATEGIC TR 8.8%
Value ($000) $12,766 Shares 161,816 Est. Cost $53.39 Unrealized
USMV ISHARES TR 6.0%
Value ($000) $8,715 Shares 112,347 Est. Cost $56.80 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $4,525 Shares 14,677 Est. Cost $90.02 Unrealized +223.7%
SCHM SCHWAB STRATEGIC TR 3.0%
Value ($000) $4,310 Shares 56,820 Est. Cost $57.94 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 2.9%
Value ($000) $4,169 Shares 25,706 Est. Cost $129.04 Unrealized
MOAT VANECK VECTORS ETF TR 2.5%
Value ($000) $3,672 Shares 49,160 Est. Cost $57.91 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 2.1%
Value ($000) $3,056 Shares 60,801 Est. Cost $50.36 Unrealized
VIGI VANGUARD WHITEHALL FDS 2.1%
Value ($000) $3,022 Shares 38,229 Est. Cost $81.83 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 2.0%
Value ($000) $2,957 Shares 44,078 Est. Cost $49.94 Unrealized
AAPL APPLE INC 2.0%
Value ($000) $2,939 Shares 16,835 Est. Cost $89.92 Unrealized +83.3%
VHT VANGUARD WORLD FDS 2.0%
Value ($000) $2,905 Shares 11,420 Est. Cost $230.98 Unrealized
XLK SELECT SECTOR SPDR TR 1.9%
Value ($000) $2,770 Shares 17,428 Est. Cost $109.48 Unrealized
VTI VANGUARD INDEX FDS 1.8%
Value ($000) $2,579 Shares 11,328 Est. Cost $176.80 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.8%
Value ($000) $2,562 Shares 16,247 Est. Cost $117.57 Unrealized
VB VANGUARD INDEX FDS 1.7%
Value ($000) $2,424 Shares 11,408 Est. Cost $149.68 Unrealized
QUAL ISHARES TR 1.6%
Value ($000) $2,347 Shares 17,436 Est. Cost $103.96 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 1.3%
Value ($000) $1,947 Shares 6,355 Est. Cost $236.86 Unrealized
PAVE GLOBAL X FDS 1.2%
Value ($000) $1,719 Shares 60,775 Est. Cost $25.39 Unrealized
MINT PIMCO ETF TR 1.1%
Value ($000) $1,616 Shares 16,133 Est. Cost $101.23 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $1,615 Shares 11,850 Est. Cost $84.24 Unrealized +58.7%
SCHB SCHWAB STRATEGIC TR 1.0%
Value ($000) $1,492 Shares 27,943 Est. Cost $63.68 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $1,383 Shares 3,063 Est. Cost $281.45 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.9%
Value ($000) $1,368 Shares 16,224 Est. Cost $55.99 Unrealized
STIP ISHARES TR 0.9%
Value ($000) $1,350 Shares 12,866 Est. Cost $105.77 Unrealized
BX BLACKSTONE GROUP INC 0.9%
Value ($000) $1,272 Shares 10,018 Est. Cost $43.60 Unrealized +145.9%
EFAV ISHARES TR 0.8%
Value ($000) $1,234 Shares 17,099 Est. Cost $73.80 Unrealized
SCHF SCHWAB STRATEGIC TR 0.8%
Value ($000) $1,170 Shares 31,876 Est. Cost $35.98 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,166 Shares 3,305 Est. Cost $190.51 Unrealized +69.8%
LOW LOWES COS INC 0.8%
Value ($000) $1,132 Shares 5,598 Est. Cost $71.24 Unrealized +199.5%
CSX CSX CORP 0.8%
Value ($000) $1,126 Shares 30,075 Est. Cost $26.05 Unrealized +28.5%
VTV VANGUARD INDEX FDS 0.8%
Value ($000) $1,112 Shares 7,522 Est. Cost $147.65 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.7%
Value ($000) $1,066 Shares 21,506 Est. Cost $52.48 Unrealized
HD HOME DEPOT INC 0.7%
Value ($000) $992 Shares 3,314 Est. Cost $151.54 Unrealized +107.2%
REGL PROSHARES TR 0.7%
Value ($000) $987 Shares 13,654 Est. Cost $57.61 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $958 Shares 294 Est. Cost $112.12 Unrealized +37.8%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $839 Shares 2,316 Est. Cost $256.87 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 0.6%
Value ($000) $825 Shares 19,500 Est. Cost $31.30 Unrealized
ACWX ISHARES TR 0.5%
Value ($000) $781 Shares 14,938 Est. Cost $54.40 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.5%
Value ($000) $779 Shares 1,588 Est. Cost $359.19 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $754 Shares 15,911 Est. Cost $63.05 Unrealized
T AT&T INC 0.5%
Value ($000) $740 Shares 31,314 Est. Cost $15.56 Unrealized -4.2%
DIS DISNEY WALT CO 0.5%
Value ($000) $731 Shares 5,333 Est. Cost $102.94 Unrealized +37.2%
SKYY FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $714 Shares 7,887 Est. Cost $66.85 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $713 Shares 9,833 Est. Cost $53.77 Unrealized +9.2%
REMX VANECK VECTORS ETF TR 0.5%
Value ($000) $694 Shares 5,863 Est. Cost $88.88 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $680 Shares 14,732 Est. Cost $47.10 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $677 Shares 5,435 Est. Cost $124.35 Unrealized
GLD SPDR GOLD TR 0.5%
Value ($000) $673 Shares 3,723 Est. Cost $146.24 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.5%
Value ($000) $655 Shares 9,369 Est. Cost $81.43 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $650 Shares 4,997 Est. Cost $103.92 Unrealized +7.9%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $637 Shares 4,170 Est. Cost $76.54 Unrealized +85.7%
FSK FS KKR CAP CORP 0.4%
Value ($000) $633 Shares 27,718 Est. Cost $11.77 Unrealized +5.6%
CWB SPDR SER TR 0.4%
Value ($000) $631 Shares 8,199 Est. Cost $62.32 Unrealized
F FORD MTR CO DEL 0.4%
Value ($000) $630 Shares 37,268 Est. Cost $7.77 Unrealized +87.3%
CMS CMS ENERGY CORP 0.4%
Value ($000) $620 Shares 8,862 Est. Cost $40.09 Unrealized +43.4%
PFFD GLOBAL X FDS 0.4%
Value ($000) $617 Shares 26,264 Est. Cost $25.74 Unrealized
NOBL PROSHARES TR 0.4%
Value ($000) $612 Shares 6,444 Est. Cost $67.10 Unrealized
DFAI DIMENSIONAL ETF TRUST 0.4%
Value ($000) $610 Shares 21,679 Est. Cost $29.18 Unrealized
TSLA TESLA INC 0.4%
Value ($000) $571 Shares 530 Est. Cost $127.52 Unrealized +144.2%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $568 Shares 2,387 Est. Cost $163.48 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $542 Shares 10,478 Est. Cost $25.61 Unrealized +65.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $542 Shares 5,470 Est. Cost $54.61 Unrealized +58.9%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $536 Shares 6,858 Est. Cost $80.10 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $528 Shares 1,827 Est. Cost $173.90 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $526 Shares 10,749 Est. Cost $50.13 Unrealized
CAT CATERPILLAR INC 0.4%
Value ($000) $519 Shares 2,328 Est. Cost $116.88 Unrealized +67.2%
MEOH METHANEX CORP 0.4%
Value ($000) $518 Shares 9,500 Est. Cost $21.23 Unrealized +130.3%
PBA PEMBINA PIPELINE CORP 0.4%
Value ($000) $518 Shares 13,764 Est. Cost $22.07 Unrealized +26.7%
IWB ISHARES TR 0.4%
Value ($000) $510 Shares 2,038 Est. Cost $152.11 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $503 Shares 6,888 Est. Cost $45.87 Unrealized +23.9%
INTC INTEL CORP 0.3%
Value ($000) $498 Shares 10,054 Est. Cost $38.37 Unrealized +20.4%
SMDV PROSHARES TR 0.3%
Value ($000) $498 Shares 7,709 Est. Cost $54.77 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $484 Shares 6,090 Est. Cost $85.07 Unrealized
XLRE SELECT SECTOR SPDR TR 0.3%
Value ($000) $477 Shares 9,868 Est. Cost $51.59 Unrealized
SPIP SPDR SER TR 0.3%
Value ($000) $475 Shares 15,681 Est. Cost $31.03 Unrealized
BBHY J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $475 Shares 9,703 Est. Cost $51.54 Unrealized
SIXG ETF SER SOLUTIONS 0.3%
Value ($000) $468 Shares 12,461 Est. Cost $36.43 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $467 Shares 24,703 Est. Cost $10.20 Unrealized +39.1%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $461 Shares 9,052 Est. Cost $34.00 Unrealized +22.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $459 Shares 8,227 Est. Cost $35.18 Unrealized +42.9%
SIVR ABERDEEN STD SILVER ETF TR 0.3%
Value ($000) $451 Shares 18,892 Est. Cost $20.29 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $451 Shares 6,083 Est. Cost $81.34 Unrealized
SMH VANECK VECTORS ETF TR 0.3%
Value ($000) $449 Shares 1,664 Est. Cost $263.47 Unrealized
MRK MERCK & CO. INC 0.3%
Value ($000) $440 Shares 5,359 Est. Cost $45.21 Unrealized +54.5%
DTE DTE ENERGY CO 0.3%
Value ($000) $439 Shares 3,321 Est. Cost $84.24 Unrealized +26.9%
UNP UNION PAC CORP 0.3%
Value ($000) $438 Shares 1,603 Est. Cost $101.84 Unrealized +126.4%
BIV VANGUARD BD INDEX FDS 0.3%
Value ($000) $437 Shares 5,341 Est. Cost $91.85 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $431 Shares 6,688 Est. Cost $45.37 Unrealized +26.3%
FV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $426 Shares 8,943 Est. Cost $28.42 Unrealized
OSI ETF TR 0.3%
Value ($000) $422 Shares 12,110 Est. Cost $35.48 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $422 Shares 956 Est. Cost $262.46 Unrealized +39.1%
XOP SPDR SER TR 0.3%
Value ($000) $414 Shares 3,074 Est. Cost $99.70 Unrealized
EFA ISHARES TR 0.3%
Value ($000) $406 Shares 5,515 Est. Cost $69.85 Unrealized
MTUM ISHARES TR 0.3%
Value ($000) $404 Shares 2,399 Est. Cost $154.77 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $396 Shares 7,583 Est. Cost $33.53 Unrealized +10.7%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $389 Shares 937 Est. Cost $434.29 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $386 Shares 10,063 Est. Cost $25.01 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $386 Shares 2,179 Est. Cost $112.33 Unrealized +35.1%
SCHG SCHWAB STRATEGIC TR 0.3%
Value ($000) $384 Shares 5,137 Est. Cost $76.26 Unrealized
AOM ISHARES TR 0.3%
Value ($000) $377 Shares 8,765 Est. Cost $43.38 Unrealized
SPIB SPDR SER TR 0.3%
Value ($000) $372 Shares 10,886 Est. Cost $36.95 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $370 Shares 133 Est. Cost $103.45 Unrealized +30.3%
DOW DOW INC 0.3%
Value ($000) $370 Shares 5,803 Est. Cost $46.51 Unrealized +3.8%
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $366 Shares 11,615 Est. Cost $30.64 Unrealized
IHI ISHARES TR 0.3%
Value ($000) $365 Shares 5,985 Est. Cost $86.38 Unrealized
PREFERRED APT CMNTYS INC 0.2%
Value ($000) $360 Shares 14,444 Est. Cost $15.05 Unrealized
IJR ISHARES TR 0.2%
Value ($000) $356 Shares 3,298 Est. Cost $70.87 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $354 Shares 2,191 Est. Cost $122.46 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $347 Shares 2,140 Est. Cost $73.07 Unrealized +73.0%
OSI ETF TR 0.2%
Value ($000) $346 Shares 9,184 Est. Cost $40.36 Unrealized
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $340 Shares 4,362 Est. Cost $80.27 Unrealized
GNL GLOBAL NET LEASE INC 0.2%
Value ($000) $336 Shares 21,339 Est. Cost $17.55 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $335 Shares 6,636 Est. Cost $50.91 Unrealized
META FACEBOOK INC 0.2%
Value ($000) $329 Shares 1,479 Est. Cost $187.20 Unrealized +32.6%
CHD CHURCH & DWIGHT INC 0.2%
Value ($000) $325 Shares 3,271 Est. Cost $42.33 Unrealized +124.7%
ICVT ISHARES TR 0.2%
Value ($000) $316 Shares 3,794 Est. Cost $89.06 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $313 Shares 1,527 Est. Cost $201.01 Unrealized
PCY INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $310 Shares 13,714 Est. Cost $26.87 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $309 Shares 12,386 Est. Cost $26.61 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $305 Shares 6,286 Est. Cost $23.82 Unrealized +103.5%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $303 Shares 2,994 Est. Cost $88.03 Unrealized
DBX ETF TR 0.2%
Value ($000) $301 Shares 11,814 Est. Cost $24.50 Unrealized
BLACKROCK MUNIYLD MICH QLTY 0.2%
Value ($000) $298 Shares 23,298 Est. Cost $13.69 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $296 Shares 1,820 Est. Cost $97.48 Unrealized +25.9%
MDYV SPDR SER TR 0.2%
Value ($000) $296 Shares 4,211 Est. Cost $56.80 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $295 Shares 1,575 Est. Cost $124.36 Unrealized +38.1%
PSCH INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $292 Shares 1,817 Est. Cost $176.31 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $289 Shares 4,161 Est. Cost $69.21 Unrealized
AOK ISHARES TR 0.2%
Value ($000) $289 Shares 7,681 Est. Cost $38.96 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.2%
Value ($000) $288 Shares 5,703 Est. Cost $53.71 Unrealized
LIT GLOBAL X FDS 0.2%
Value ($000) $286 Shares 3,713 Est. Cost $82.08 Unrealized
QLTA ISHARES TR 0.2%
Value ($000) $282 Shares 5,438 Est. Cost $55.11 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $281 Shares 1,325 Est. Cost $144.87 Unrealized +32.1%
KO COCA COLA CO 0.2%
Value ($000) $279 Shares 4,497 Est. Cost $37.11 Unrealized +45.7%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $275 Shares 3,851 Est. Cost $60.28 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $274 Shares 1,790 Est. Cost $72.16 Unrealized +112.8%
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $272 Shares 5,437 Est. Cost $53.31 Unrealized
DEM WISDOMTREE TR 0.2%
Value ($000) $269 Shares 6,150 Est. Cost $43.43 Unrealized
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $265 Shares 971 Est. Cost $27.05 Unrealized -7.4%
BUFR FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $263 Shares 11,056 Est. Cost $23.79 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $262 Shares 1,684 Est. Cost $142.27 Unrealized
SPYD SPDR SER TR 0.2%
Value ($000) $261 Shares 5,931 Est. Cost $27.82 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $257 Shares 4,847 Est. Cost $49.21 Unrealized
CNP CENTERPOINT ENERGY INC 0.2%
Value ($000) $252 Shares 8,211 Est. Cost $19.34 Unrealized +31.4%
FEM FIRST TR EXCH TRD ALPHDX FD 0.2%
Value ($000) $250 Shares 9,954 Est. Cost $26.69 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $249 Shares 89 Est. Cost $118.29 Unrealized +14.1%
VUG VANGUARD INDEX FDS 0.2%
Value ($000) $248 Shares 863 Est. Cost $253.69 Unrealized
BA BOEING CO 0.2%
Value ($000) $248 Shares 1,297 Est. Cost $264.47 Unrealized -24.1%
EATON VANCE TX ADV GLBL DIV 0.2%
Value ($000) $247 Shares 12,012 Est. Cost $16.12 Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $240 Shares 3,821 Est. Cost $48.56 Unrealized +20.8%
XSD SPDR SER TR 0.2%
Value ($000) $239 Shares 1,150 Est. Cost $236.54 Unrealized
XHE SPDR SER TR 0.2%
Value ($000) $236 Shares 2,105 Est. Cost $74.62 Unrealized
ETF MANAGERS TR 0.2%
Value ($000) $235 Shares 3,994 Est. Cost $36.21 Unrealized
JMST J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $230 Shares 4,540 Est. Cost $50.99 Unrealized
AOR ISHARES TR 0.2%
Value ($000) $226 Shares 4,197 Est. Cost $53.80 Unrealized
SYK STRYKER CORPORATION 0.2%
Value ($000) $226 Shares 845 Est. Cost $215.26 Unrealized +15.3%
MSB MESABI TR 0.2%
Value ($000) $226 Shares 8,500 Est. Cost $28.00 Unrealized
QHY WISDOMTREE TR 0.2%
Value ($000) $225 Shares 4,557 Est. Cost $52.44 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $224 Shares 1,849 Est. Cost $137.95 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $223 Shares 490 Est. Cost $370.53 Unrealized +29.8%
SGOL ABERDEEN STD GOLD ETF TR 0.1%
Value ($000) $216 Shares 11,608 Est. Cost $17.62 Unrealized
AMLP ALPS ETF TR 0.1%
Value ($000) $215 Shares 5,602 Est. Cost $38.38 Unrealized
IYH ISHARES TR 0.1%
Value ($000) $215 Shares 743 Est. Cost $252.13 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $214 Shares 1,964 Est. Cost $97.55 Unrealized
IVOL KRANESHARES TR 0.1%
Value ($000) $213 Shares 8,314 Est. Cost $27.75 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $211 Shares 5,437 Est. Cost $48.79 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $207 Shares 860 Est. Cost $204.81 Unrealized 0.0%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $207 Shares 1,383 Est. Cost $150.35 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $200 Shares 1,694 Est. Cost $108.63 Unrealized +6.2%
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $150 Shares 11,384 Est. Cost $14.79 Unrealized
CREDIT SUISSE NASSAU BRANCH 0.1%
Value ($000) $82 Shares 14,970 Est. Cost $5.48 Unrealized
SRNE SORRENTO THERAPEUTICS INC 0.0%
Value ($000) $56 Shares 24,018 Est. Cost $6.21 Unrealized -49.8%
SURGALIGN HOLDINGS INC 0.0%
Value ($000) $15 Shares 49,100 Est. Cost $0.49 Unrealized