Aquire Wealth Advisors

Aquire Wealth Advisors as of March 31, 2022

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 37 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 25.4 $48M 1.5M 31.52
Spdr Ser Tr Portfoli S&p1500 (SPTM) 13.8 $26M 467k 55.58
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.8 $11M 388k 28.15
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.3 $10M 292k 34.28
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.0 $9.3M 356k 26.24
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 4.5 $8.5M 178k 47.88
Ishares Tr National Mun Etf (MUB) 3.5 $6.5M 59k 109.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.2 $6.1M 158k 38.64
Ishares Tr Russell 3000 Etf (IWV) 2.9 $5.5M 21k 262.36
Vanguard Taxmanaged Intl Ftse Dev Mkt Etf (VEA) 2.9 $5.5M 115k 48.03
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $5.1M 48k 107.11
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.7 $5.1M 107k 47.33
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.6 $5.0M 178k 27.79
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.1 $4.0M 116k 34.15
Vanguard Index Fds Real Estate Etf (VNQ) 2.1 $3.9M 36k 108.37
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.0 $3.8M 126k 30.26
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $3.3M 43k 77.90
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 1.6 $3.0M 63k 47.32
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $2.9M 13k 227.67
Dimensional Etf Trust World Ex Us Core (DFAX) 1.2 $2.3M 94k 24.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $2.3M 49k 46.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $2.2M 80k 27.58
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.3M 12k 104.90
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.7 $1.3M 14k 93.51
Bill Com Holdings Ord (BILL) 0.7 $1.2M 5.4k 226.74
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.5 $934k 17k 54.02
Apple (AAPL) 0.4 $796k 4.6k 174.60
Tesla Motors (TSLA) 0.3 $508k 471.00 1078.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $481k 4.0k 120.85
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $481k 9.0k 53.39
Amazon (AMZN) 0.2 $430k 132.00 3257.58
Warby Parker Cl A Com (WRBY) 0.1 $271k 8.0k 33.76
Spdr Gold Tr Gold Shs (GLD) 0.1 $271k 1.5k 180.67
Select Sector Spdr Tr Energy (XLE) 0.1 $265k 3.5k 76.41
Alphabet Cap Stk Cl A (GOOGL) 0.1 $245k 88.00 2784.09
BlackRock MuniHolding Insured Investm 0.1 $194k 16k 12.24
Western Asset Intm Muni Fd I (SBI) 0.1 $169k 20k 8.60