Aquire Wealth Advisors

Aquire Wealth Advisors as of June 30, 2022

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 34 positions in its portfolio as reported in the June 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) 22.0 $38M 1.4M 26.43
Spdr Ser Tr Portfoli S&p1500 (SPTM) 15.4 $26M 569k 46.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 5.7 $9.7M 336k 28.84
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 4.8 $8.2M 341k 24.14
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 4.3 $7.3M 160k 45.86
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.9 $6.8M 292k 23.16
Ishares Tr National Mun Etf (MUB) 3.7 $6.4M 60k 106.36
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $6.3M 62k 101.69
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $6.2M 33k 188.63
Vanguard Taxmanaged Intl Van Ftse Dev Mkt (VEA) 3.4 $5.9M 145k 40.80
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.3 $5.6M 162k 34.77
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.8 $4.8M 102k 47.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $4.8M 115k 41.65
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.7 $4.6M 175k 26.35
Ishares Tr Russell 3000 Etf (IWV) 2.7 $4.6M 21k 217.40
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.4 $4.2M 127k 32.63
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.2 $3.8M 140k 27.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.8 $3.1M 40k 76.80
Vanguard Index Fds Real Estate Etf (VNQ) 1.8 $3.1M 34k 91.12
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 1.5 $2.5M 56k 45.67
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.0 $1.8M 75k 23.30
Dimensional Etf Trust World Ex Us Core (DFAX) 1.0 $1.7M 81k 21.44
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.2M 12k 101.39
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.7 $1.1M 13k 90.22
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $707k 16k 44.16
Apple (AAPL) 0.4 $621k 4.5k 136.69
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $446k 4.0k 110.15
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $400k 9.1k 44.15
Tesla Motors (TSLA) 0.2 $317k 471.00 673.04
Amazon (AMZN) 0.2 $280k 2.6k 106.06
Spdr Gold Tr Gold Shs (GLD) 0.1 $253k 1.5k 168.67
Select Sector Spdr Tr Energy (XLE) 0.1 $248k 3.5k 71.51
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $177k 15k 11.90
Western Asset Intm Muni Fd I (SBI) 0.1 $158k 20k 8.04