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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ACORN FINANCIAL ADVISORY SERVICES INC /ADV

Quarter ended Q4 2023 · Filed October 10, 2023 · Accession 0001018561-23-000005

Total Value
$560.3M
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363156,429$61.4M10.96%
2VANGUARD TAX-MANAGED FDS9219438581,178,567$51.5M9.19%
3VANGUARD INDEX FDS922908736135,484$36.9M6.59%
4VANGUARD INDEX FDS922908751186,934$35.3M6.30%
5RBB FD INC74933W460610,614$30.6M5.47%
6AMERICAN CENTY ETF TR025072877304,101$23.7M4.23%
7APPLE INCAAPL121,361$20.8M3.72%
8AMERICAN CENTY ETF TR025072885250,057$18.3M3.27%
9SPDR SER TR78468R101580,965$16.7M2.98%
10ISHARES TR464287226174,972$16.5M2.94%
11INVESCO QQQ TRIVZ36,105$13.0M2.32%
12SPDR SER TR78464A854203,111$10.2M1.82%
13SPDR SER TR78468R52366,768$6.6M1.18%
14VANGUARD INDEX FDS92290862930,326$6.3M1.12%
15MICROSOFT CORPMSFT18,189$5.8M1.03%
16SPDR INDEX SHS FDS78463X509140,412$4.7M0.84%
17AMAZON COM INCAMZN34,293$4.4M0.78%
18ALPHABET INCGOOG33,062$4.3M0.77%
19FIRST TR VALUE LINE DIVID IN33734H106115,299$4.3M0.77%
20SOFI TECHNOLOGIES INCSOFI481,968$3.9M0.69%
21SPDR S&P 500 ETF TRSPY8,461$3.6M0.65%
22SHOPIFY INCSHOP64,217$3.5M0.63%
23ISHARES TR46432F85975,385$3.5M0.62%
24META PLATFORMS INCMETA11,090$3.3M0.59%
25ISHARES TR46428827358,852$3.3M0.59%
26MARRIOTT INTL INC NEW57190320216,458$3.2M0.58%
27CION INVT CORP17259U204284,918$3.0M0.54%
28NVIDIA CORPORATIONNVDA6,841$3.0M0.53%
29EXXON MOBIL CORPXOM22,035$2.6M0.46%
30CARDLYTICS INCCDLX141,390$2.3M0.42%
31VANGUARD BD INDEX FDS92193781931,879$2.3M0.41%
32LOCKHEED MARTIN CORPLMT5,528$2.3M0.40%
33VANGUARD INDEX FDS92290876910,599$2.2M0.40%
34ISHARES TR46428856233,567$2.2M0.39%
35VANGUARD WHITEHALL FDS92194640621,323$2.2M0.39%
36TESLA INCTSLA8,680$2.2M0.39%
37GENERAL DYNAMICS CORPGD9,626$2.1M0.38%
38SALESFORCE INCCRM9,945$2.0M0.36%
39SPDR SER TR78464A83931,263$2.0M0.36%
40ISHARES TR4642876898,200$2.0M0.36%
41AMERICAN CENTY ETF TR02507236442,058$2.0M0.36%
42VANGUARD INDEX FDS92290874414,499$2.0M0.35%
43MICROSTRATEGY INCSTRK5,941$2.0M0.35%
44VANGUARD INDEX FDS92290861112,234$1.9M0.35%
45ISHARES TR46428765510,833$1.9M0.34%
46ARCOS DORADOS HOLDINGS INCARCO196,622$1.9M0.33%
47PALO ALTO NETWORKS INCPANW7,872$1.9M0.33%
48ISHARES TR46434V10038,465$1.8M0.33%
49RIVIAN AUTOMOTIVE INCRIVN73,394$1.8M0.32%
50SPLUNK INC84863710412,021$1.8M0.31%
51ISHARES TR46429B29137,321$1.7M0.30%
52SPDR SER TR78464A30022,991$1.7M0.30%
53VANGUARD INDEX FDS92290865211,261$1.6M0.29%
54VANGUARD INDEX FDS9229085957,282$1.6M0.28%
55SPDR SER TR78464A47453,013$1.6M0.28%
56ISHARES TR4642872003,595$1.5M0.28%
57BORGWARNER INCBWA36,233$1.5M0.26%
58DRAFTKINGS INC NEWDKNG49,613$1.5M0.26%
59VANGUARD WHITEHALL FDS92194679423,440$1.4M0.26%
60SCHWAB STRATEGIC TR80852460734,975$1.4M0.26%
61ISHARES TR4642874088,894$1.4M0.24%
62APPIAN CORPAPPN28,972$1.3M0.24%
63REGENERON PHARMACEUTICALSREGN1,600$1.3M0.24%
64AMERICAN TOWER CORP NEW03027X1007,775$1.3M0.23%
65NUTANIX INCNTNX35,177$1.2M0.22%
66SCHWAB STRATEGIC TR80852410224,524$1.2M0.22%
67SCHWAB STRATEGIC TR80852488837,761$1.2M0.21%
68UNDER ARMOUR INCUA170,820$1.2M0.21%
69MERCK & CO INCMRK11,330$1.2M0.21%
70PURE STORAGE INC74624M10232,199$1.1M0.20%
71FIRST TR EXCHANGE TRAD FD VI33739H10147,694$1.1M0.20%
72DEXCOM INCDXCM12,228$1.1M0.20%
73ISHARES TR46428887723,197$1.1M0.20%
74PAPA JOHNS INTL INC69881310216,346$1.1M0.20%
75CROWN CASTLE INCCCI12,114$1.1M0.20%
76EXACT SCIENCES CORP30063P10516,211$1.1M0.20%
77RAPID7 INCRPD24,007$1.1M0.20%
78COLLEGIUM PHARMACEUTICAL INCCOLL48,254$1.1M0.19%
79ISHARES TR46428864621,439$1.1M0.19%
80VANGUARD SCOTTSDALE FDS92206C40914,129$1.1M0.19%
81BERKSHIRE HATHAWAY INC DELBRK-A3,029$1.1M0.19%
82SCHWAB STRATEGIC TR80852480531,300$1.0M0.19%
83VANGUARD STAR FDS92190976819,670$1.0M0.19%
84VANGUARD INDEX FDS9229086375,282$1.0M0.18%
85VANGUARD BD INDEX FDS92193782713,633$1.0M0.18%
86PENN ENTERTAINMENT INCPENN43,741$1.0M0.18%
87HOME DEPOT INCHD3,267$986,5720.18%
88TRIPADVISOR INCTRIP59,004$978,2930.17%
89BOOT BARN HLDGS INCBOOT11,911$967,0540.17%
90INFINERA CORP45667G103227,815$952,2660.17%
91VANGUARD SCOTTSDALE FDS92206C66413,272$948,1510.17%
92ACCENTURE PLC IRELANDACN3,049$936,2510.17%
93ISHARES TR46429B7479,248$895,9740.16%
94SHENANDOAH TELECOMMUNICATIONSHEN43,220$890,8830.16%
95GLOBUS MED INCGMED17,859$886,6990.16%
96ASANA INCASAN48,299$884,3540.16%
97ISHARES TR46428723423,297$881,5080.16%
98BLOCK INCBSQKZ19,877$879,7040.16%
99ADVANCED MICRO DEVICES INCAMD8,401$864,1620.15%
100PALANTIR TECHNOLOGIES INCPLTR53,073$849,1680.15%
101AMERICAN CENTY ETF TR02507280214,774$842,6770.15%
102VANGUARD WORLD FDS92204A7022,025$839,9780.15%
103CERENCE INCCRNC40,686$828,7730.15%
104GENERAL ELECTRIC CO3696043017,421$819,7040.15%
105SPDR INDEX SHS FDS78463X88926,290$815,2390.15%
106AIR PRODS & CHEMS INCAIIR2,863$811,3890.14%
107ISHARES TR46434V62115,698$777,5450.14%
108SELECT SECTOR SPDR TR81369Y8034,605$754,8650.13%
109DOMINION ENERGY INCD16,973$751,9250.13%
110DOCUSIGN INCDOCU17,471$733,7820.13%
111VERIZON COMMUNICATIONS INCVZ22,353$721,5840.13%
112SPDR SER TR78464A37522,167$697,1670.12%
113PACER FDS TR69374H74126,974$694,8740.12%
114FIRST TR EXCHNG TRADED FD VI33740U30718,539$687,4260.12%
115SCHWAB STRATEGIC TR80852470626,893$641,7600.11%
116JOHNSON & JOHNSONJNJ3,973$618,5290.11%
117COCA COLA COKO10,965$613,6350.11%
118SCHWAB STRATEGIC TR8085244099,404$601,0130.11%
119TORONTO DOMINION BK ONTTORO9,750$587,5350.10%
120ISHARES TR4642872425,792$586,5590.10%
121RTX CORPORATIONRTX7,881$564,2440.10%
122PROCTER AND GAMBLE CO7427181093,783$551,6530.10%
123ISHARES TR4642871685,080$536,1750.10%
124SERVICENOW INCNOW953$532,6090.10%
125UBER TECHNOLOGIES INCUBER11,578$532,4720.10%
126ABERCROMBIE & FITCH COANF9,436$531,8810.09%
127BERKSHIRE HATHAWAY INC DELBRK-A1$531,4770.09%
128CONFLUENT INC20717M10317,747$525,4880.09%
129PHILLIPS EDISON & CO INCPECO15,437$517,7560.09%
130WALMART INCWMT3,191$510,4260.09%
131FIRST TR EXCHANGE-TRADED FD33739Q4088,586$510,1680.09%
132CAPITAL GROUP GROWTH ETF14020G10120,683$506,7330.09%
133DIMENSIONAL ETF TRUST25434V40110,854$505,2530.09%
134MCDONALDS CORPMCD1,908$498,6980.09%
135AMERICAN CENTY ETF TR0250723499,364$493,3080.09%
136YELP INCYELP11,676$485,6040.09%
137VISA INCV2,102$483,5540.09%
138DISNEY WALT CO2546871065,872$476,3000.09%
139FIRST TR EXCHANGE-TRADED FD33733E50010,969$467,5950.08%
140DAVITA INCDVA4,904$463,5510.08%
141BANK AMERICA CORP06050510416,859$461,3510.08%
142ISHARES TR46434V80315,291$460,2730.08%
143ISHARES TR46435G6729,311$454,2040.08%
144ISHARES TR4642875071,830$454,0860.08%
145VANGUARD INDEX FDS9229085535,966$450,5760.08%
146VANGUARD WORLD FD9219108161,927$437,2200.08%
147INTERNATIONAL BUSINESS MACHSINTR3,094$434,1270.08%
148ISHARES TR4642874575,315$429,9540.08%
149SCHWAB STRATEGIC TR8085247976,073$428,9580.08%
150SOUTHERN COSOMN6,619$424,8310.08%
151GOLDMAN SACHS ETF TRNVGLF4,974$418,9600.07%
152LOWES COS INC5486611072,008$417,2550.07%
153AKAMAI TECHNOLOGIES INCAKAM3,904$415,9320.07%
154AT&T INCT-PC27,764$415,5900.07%
155SELECT SECTOR SPDR TR81369Y3086,017$412,6290.07%
156QUALYS INCQLYS2,692$410,5880.07%
157ZIONS BANCORPORATION N A98970110711,564$403,4830.07%
158ARK ETF TR00214Q10410,060$398,8440.07%
159NEXTERA ENERGY INCNEE-PW6,872$393,5110.07%
160ISHARES TR46434V6138,973$392,2440.07%
161SPDR SER TR78468R85310,616$390,4730.07%
162ISHARES TR46435G24316,260$386,4550.07%
163SCHWAB STRATEGIC TR80852484721,881$381,2480.07%
164DUKE ENERGY CORP NEWDUKB4,320$379,3900.07%
165FS CREDIT OPPORTUNITIES CORPFSCO69,678$377,6540.07%
166BANK OZK LITTLE ROCK ARKOZKAP10,096$374,2640.07%
167SELECT SECTOR SPDR TR81369Y2092,891$372,0200.07%
168ALPHABET INCGOOG2,780$370,7920.07%
169ISHARES TR4642888854,300$367,4850.07%
170CITIGROUP INCC-PR8,919$366,8160.07%
171GOLDMAN SACHS GROUP INCGSCE1,125$364,1630.06%
172FIRST TR EXCHNG TRADED FD VI33740F64916,029$362,7570.06%
173INVESCO ACTIVELY MANAGED ETFIVZ14,444$360,2980.06%
174ORACLE CORPORCL-PD3,365$356,7100.06%
175CATERPILLAR INCCAT1,294$353,0180.06%
176WINNEBAGO INDS INC9746371005,867$348,8050.06%
177ABBVIE INCABBV2,332$347,4420.06%
178WORKDAY INCWDAY1,612$346,2840.06%
179FIRST TR EXCHNG TRADED FD VI33740F61510,670$343,2030.06%
180DIMENSIONAL ETF TRUST25434V7249,896$336,6610.06%
181ABBOTT LABSABLZF3,442$333,3570.06%
182FIRST TR EXCHNG TRADED FD VI33740U5059,353$329,1320.06%
183SPDR SER TR78468R6633,557$326,5670.06%
184POLARIS INCPII3,083$321,1130.06%
185ISHARES TR4642875562,609$318,5690.06%
186JPMORGAN CHASE & COVYLD2,200$318,1990.06%
187MERCADOLIBRE INCMELI249$315,1220.06%
188CISCO SYS INCCSCO5,849$314,7440.06%
189SPDR DOW JONES INDL AVERAGE78467X109929$311,1070.06%
190PEPSICO INCPEP1,835$310,8930.06%
191FIRST TR NASDAQ 100 TECH IND3373451022,131$309,6100.06%
192ISHARES TR4642873094,341$297,5000.05%
193PFIZER INCPFE8,778$292,8960.05%
194DIMENSIONAL ETF TRUST25434V6096,391$292,0040.05%
195ISHARES TR4642886792,585$285,6100.05%
196CARNIVAL CORPCUKPF20,568$282,1860.05%
197ISHARES TR4642881662,663$281,7720.05%
198INTEL CORPINTC7,907$280,7560.05%
199CHEVRON CORP NEWCVX1,659$278,5330.05%
200MASTERCARD INCORPORATEDMA703$278,2300.05%
201ISHARES TR4642878042,938$275,3180.05%
202SPDR SER TR78464A1022,010$274,8450.05%
203OCCIDENTAL PETE CORP6745991054,230$274,4420.05%
204J P MORGAN EXCHANGE TRADED F46641Q2416,188$273,6910.05%
205FIRST TR EXCHANGE TRADED FD33734X1923,599$273,2240.05%
206NIKE INCNKE2,764$264,2900.05%
207DOLLAR TREE INCDLTR2,480$263,9690.05%
208ISHARES TR46432F3391,963$258,7600.05%
209FIRST TR EXCHANGE-TRADED FD33738R6055,778$255,8820.05%
210ISHARES INC46434G8638,195$248,1440.04%
211SELECT SECTOR SPDR TR81369Y8864,216$246,9570.04%
212FIRST TR EXCHNG TRADED FD VI33740F87013,484$246,4260.04%
213ISHARES TR46435U6637,294$245,4430.04%
214VANGUARD WORLD FD9219107254,823$243,2720.04%
215EMERSON ELEC COEMR2,516$242,9310.04%
216SCHLUMBERGER LTDSLB4,159$242,4690.04%
217FS KKR CAP CORPFSK12,272$242,0300.04%
218GE HEALTHCARE TECHNOLOGIES IGEHC3,518$239,3020.04%
219ALBERTSONS COS INC01309110310,400$236,6000.04%
220SPDR INDEX SHS FDS78463X8718,116$236,4890.04%
221MONGODB INCMDB679$234,8960.04%
222UNITEDHEALTH GROUP INCUNH457$230,5370.04%
223SUPER MICRO COMPUTER INCSMCI838$229,7960.04%
224VANGUARD BD INDEX FDS9219378353,257$227,2660.04%
225NORTHROP GRUMMAN CORPNOC510$224,6400.04%
226ISHARES TR4642874653,169$217,8700.04%
227ISHARES TR464287614819$217,8460.04%
228MCKESSON CORPMCK500$217,4250.04%
229CVS HEALTH CORPCVS3,062$213,7650.04%
230ISHARES TR4642885214,600$213,6570.04%
231AMGEN INCAMGN782$210,0630.04%
232PROSHARES TR74347G44014,727$203,3790.04%
233MARRIOTT VACATIONS WORLDWIDEVAC2,017$202,9700.04%
234LENDINGTREE INC NEWTREE13,035$202,0420.04%
235IQVIA HLDGS INCIQV1,025$201,6680.04%
236UNITED PARCEL SERVICE INCUPS1,288$200,8020.04%
237FRANKLIN BSP RLTY TR INC35243J10111,273$149,2540.03%
238NEW GERMANY FD INC64446510610,462$85,4740.02%
239ZEROFOX HLDGS INC98955G10390,822$79,8500.01%
240BRIGHTSPIRE CAPITAL INCBRSP11,686$73,1560.01%