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  Name: ACORN FINANCIAL ADVISORY SERVICES INC /ADV
  City: Reston
  State: VA
  Zip: 20191
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $529,446,000
  Total Value Change : $-41,313,000
  Securities Held Change : -36
   
All Securities Held : 206
  New Positions : 18
  Closed Positions : 54
  Increased Positions : 42
  Unchanged Positions : 15
  Decreased Positions : 131

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Holdings Found : 18     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 18 New $37.15 $4,138,000 102,253 0.78% 4,138,000 102,253 1.136    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 83 New $0.00 $714,000 11,306 0.13% 714,000 11,306 0.002    N/A
   (FTEC)1 Year Chart         FTEC Fidelity Msci Information T... 107 New $158.83 $507,000 3,252 0.1% 507,000 3,252 0.007    N/A
   (TBIL)1 Year Chart         TBIL Us Treasury 3 Month Bill Etf 118 New $0.00 $446,000 8,905 0.08% 446,000 8,905 0.01    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 130 New $107.00 $381,000 3,539 0.07% 381,000 3,539 0    Closed - End Fund - E...
   (XLY)1 Year Chart         XLY SPDR cnsmr discr sel sect 148 New $177.79 $325,000 1,768 0.06% 325,000 1,768 0    Closed - End Fund - E...
   (XLI)1 Year Chart         XLI SPDR Industrial Sector 160 New $125.19 $296,000 2,352 0.06% 296,000 2,352 0    Closed - End Fund - E...
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 164 New $199.17 $284,000 1,070 0.05% 284,000 1,070 0.001    N/A
   (FNCL)1 Year Chart         FNCL Fidelity MSCI Financials INDEX 171 New $59.40 $268,000 4,509 0.05% 268,000 4,509 0.022    N/A
   (PHIN)1 Year Chart         PHIN Phinia Inc. 174 New $44.41 $262,000 6,809 0.05% 262,000 6,809 0.014    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 186 New $290.40 $228,000 793 0.04% 228,000 793 0    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 185 New $771.12 $228,000 293 0.04% 228,000 293 0.001    Drug Manufacturers - ...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 190 New $183.63 $224,000 1,227 0.04% 224,000 1,227 0    Closed - End Fund - Debt
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 194 New $275.32 $219,000 833 0.04% 219,000 833 0    Independent Oil & Gas
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 198 New $44.57 $207,000 4,947 0.04% 207,000 4,947 0    Closed - End Fund - E...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 197 New $3,735.01 $207,000 57 0.04% 207,000 57 0    Internet Software & S...
   (VLO)1 Year Chart         VLO Valero Energy Corp 199 New $158.50 $207,000 1,210 0.04% 207,000 1,210 0    Oil & Gas Refining, P...
   (DNA)1 Year Chart         DNA Ginkgo Bioworks Holdings, Inc 202 New $0.84 $117,000 100,896 0.02% 117,000 100,896 0.008    N/A
      18 Records Found
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