Aquire Wealth Advisors

Latest statistics and disclosures from Aquire Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAU, DFAI, DFAE, SPTM, AGG, and represent 71.20% of Aquire Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: DFAU, DFAE, DFAI, AGG, NVDA, AOR, SPIP, SPIB, MUB, AOA.
  • Started 2 new stock positions in AOR, NVDA.
  • Reduced shares in these 10 stocks: SPTM, TFI, SPDW, SPEM, VNQ, IWV, CVX, TFLO, VEA, VWO.
  • Sold out of its position in CVX.
  • Aquire Wealth Advisors was a net buyer of stock by $1.8M.
  • Aquire Wealth Advisors has $263M in assets under management (AUM), dropping by 9.67%.
  • Central Index Key (CIK): 0001745945

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Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 40 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 39.8 $105M +2% 3.1M 33.25
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 11.2 $30M +2% 1.0M 28.64
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.9 $23M +6% 966k 24.11
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.7 $20M -4% 345k 58.45
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Ishares Tr Core Us Aggbd Et (AGG) 3.7 $9.7M +4% 98k 99.25
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Ishares Tr National Mun Etf (MUB) 3.0 $8.0M 73k 108.41
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.4 $6.4M -6% 188k 34.01
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Ishares Tr TRS FLT RT BD (TFLO) 2.1 $5.6M -3% 111k 50.47
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Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.0 $5.2M -11% 111k 47.00
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Spdr Ser Tr Portfolio Intrmd (SPIB) 2.0 $5.2M +2% 159k 32.83
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Spdr Ser Tr Portfli Tips Etf (SPIP) 1.8 $4.8M +3% 188k 25.57
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.7 $4.5M -2% 94k 47.79
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Ishares Tr Russell 3000 Etf (IWV) 1.6 $4.2M -5% 15k 273.74
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.5 $3.9M 153k 25.64
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.5 $3.9M -9% 109k 35.41
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $3.2M 42k 77.02
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Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $2.4M -10% 27k 88.36
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $2.1M -7% 45k 47.90
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.8 $2.0M 42k 47.03
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M -6% 7.3k 237.23
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.7M 57k 29.23
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $1.6M 67k 24.42
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Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.4 $1.2M 13k 93.08
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $1.2M +2% 12k 98.59
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Apple (AAPL) 0.4 $1.1M 5.5k 192.54
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $771k -15% 19k 41.10
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Tesla Motors (TSLA) 0.3 $768k 3.1k 248.48
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $634k -10% 15k 43.71
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Amazon (AMZN) 0.2 $537k 3.5k 151.94
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $495k 8.9k 55.67
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $478k +5% 1.1k 436.80
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $334k 3.0k 110.66
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $315k +11% 4.6k 69.05
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Spdr Gold Tr Gold Shs (GLD) 0.1 $288k 1.5k 191.17
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $269k 1.9k 139.69
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $225k 444.00 507.38
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NVIDIA Corporation (NVDA) 0.1 $223k NEW 450.00 495.22
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Ishares Tr Grwt Allocat Etf (AOR) 0.1 $207k NEW 3.9k 53.19
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Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $173k 15k 11.64
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Western Asset Intm Muni Fd I (SBI) 0.1 $151k 20k 7.70
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Past Filings by Aquire Wealth Advisors

SEC 13F filings are viewable for Aquire Wealth Advisors going back to 2021