Acorn Creek Capital LLC Incresed Positions in Q4 2024

Acorn Creek Capital LLC

  • $195 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.28K
+ 1.9%
$378.79 - $428.11 $484K - $547K
68.5K $28.1B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.1K
+ 8.77%
$74.5 - $78.37 $1.35M - $1.42M
224K $16.7B
AAPL
Apple Inc.

Technology
553
+ 3.07%
$221.69 - $259.02 $123K - $143K
18.6K $4.65B
TSLA
Tesla, Inc.

Consumer Cyclical
203
+ 8.29%
$213.65 - $479.86 $43.4K - $97.4K
2.65K $1.07B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.96K
+ 4.88%
$63.58 - $71.15 $379K - $424K
128K $8.33B
VTV
Vanguard Value ETF

ETFs
6.57K
+ 4.49%
$168.32 - $181.87 $1.11M - $1.19M
153K $25.8B
BXSL
Blackstone Secured Lending Fund

Financial Services
6.94K
+ 38.07%
$29.25 - $33.27 $203K - $231K
25.2K $814M
Dimensional ETF Trust
23.1K
+ 3.97%
N/A
606K $18.2B
BNDX
Vanguard Total International B

ETFs
6.17K
+ 8.63%
$48.91 - $50.61 $302K - $312K
77.7K $3.81B
GLD
Spdr Gold Trust

ETFs
1.06K
+ 2.07%
$236.59 - $257.5 $250K - $272K
52K $12.6B
GOOG
Alphabet Inc.

Communication Services
63
+ 0.97%
$163.08 - $198.16 $10.3K - $12.5K
6.55K $1.25B
USFR
Wisdomtree Floating Rate Treas

ETFs
1.63K
+ 0.79%
$50.23 - $50.46 $82K - $82.4K
209K $10.5B
META
Meta Platforms, Inc.

Communication Services
125
+ 6.6%
$554.08 - $632.68 $69.3K - $79.1K
2.02K $1.18B
GOOGL
Alphabet Inc.

Communication Services
66
+ 2.01%
$161.86 - $196.66 $10.7K - $13K
3.35K $635M
NFLX
Netflix Inc

Communication Services
2
+ 0.53%
$687.65 - $936.56 $1.38K - $1.87K
377 $336M
CRM
Salesforce, Inc.

Technology
38
+ 4.29%
$270.87 - $367.87 $10.3K - $14K
923 $309M
WMT
Walmart Inc.

Consumer Defensive
162
+ 5.08%
$79.1 - $95.7 $12.8K - $15.5K
3.35K $303M
MA
Mastercard Inc

Financial Services
34
+ 6.07%
$491.3 - $536.15 $16.7K - $18.2K
594 $313M
BAC
Bank Of America Corp

Financial Services
136
+ 2.19%
$39.22 - $47.77 $5.33K - $6.5K
6.36K $279M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
4
+ 0.03%
$12.27 - $15.41 $49.1 - $61.6
13.5K $195M
HSBC
Hsbc Holdings PLC

Financial Services
18
+ 0.33%
$43.83 - $49.51 $789 - $891
5.54K $274M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
10
+ 0.1%
$62.09 - $82.32 $621 - $823
10.5K $699M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.22%
$873.59 - $994.69 $874 - $995
466 $427M
DFAI
Dimensional ETF Tr

ETFs
1.65K
+ 12.33%
$29.0 - $31.6 $47.9K - $52.2K
15.1K $440M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
48
+ 2.77%
$442.29 - $483.08 $21.2K - $23.2K
1.78K $807M
IBM
International Business Machines Corp

Technology
24
+ 2.65%
$204.9 - $238.04 $4.92K - $5.71K
931 $205M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 5.23%
$385.02 - $431.37 $17.7K - $19.8K
925 $360M
PM
Philip Morris International Inc.

Consumer Defensive
21
+ 1.2%
$118.38 - $133.06 $2.49K - $2.79K
1.78K $214M
PG
Procter & Gamble CO

Consumer Defensive
47
+ 2.17%
$161.05 - $179.7 $7.57K - $8.45K
2.22K $372M
MCD
Mcdonalds Corp

Consumer Cyclical
14
+ 1.83%
$288.47 - $316.54 $4.04K - $4.43K
778 $225M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
42
+ 0.67%
$41.17 - $43.34 $1.73K - $1.82K
6.34K $262M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.13%
$209.89 - $233.24 $420 - $466
1.59K $338M
DFSI
Dimensional ETF Tr Dimen Intl
21
+ 0.33%
N/A
6.45K $212M
UNP
Union Pacific Corp

Industrials
7
+ 0.55%
$223.15 - $249.32 $1.56K - $1.75K
1.27K $290M
MSFT
Microsoft Corp

Technology
31
+ 0.46%
$406.35 - $454.46 $12.6K - $14.1K
6.75K $2.85B
DHR
Danaher Corp

Healthcare
7
+ 0.34%
$226.16 - $274.52 $1.58K - $1.92K
2.05K $470M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.47K
+ 4.52%
$24.25 - $26.7 $181K - $199K
173K $4.24B
DFIC
Dimensional ETF Tr Dimensional

ETFs
38.9K
+ 7.37%
$25.61 - $28.0 $995K - $1.09M
566K $14.6B
IEFA
Ishares Tr

ETFs
7.85K
+ 8.02%
$70.06 - $77.43 $550K - $608K
106K $7.43B
AMD
Advanced Micro Devices Inc

Technology
7
+ 0.1%
$118.88 - $172.8 $832 - $1.21K
6.87K $830M
Activity Summary
Buys All Purchases 50 New Holdings 9 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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