Aquire Wealth Advisors

Aquire Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 34 positions in its portfolio as reported in the September 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) 23.9 $41M 1.6M 25.15
Spdr Ser Tr Portfoli S&p1500 (SPTM) 14.3 $25M 560k 44.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 6.7 $12M 537k 21.57
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.7 $8.1M 312k 25.80
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.5 $7.8M 390k 20.09
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 3.8 $6.6M 150k 43.99
Ishares Tr National Mun Etf (MUB) 3.7 $6.4M 62k 102.57
Ishares Tr Core Us Aggbd Et (AGG) 3.6 $6.3M 65k 96.33
Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $5.6M 31k 179.48
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.0 $5.1M 164k 31.04
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.7 $4.6M 101k 46.09
Vanguard Taxmanaged Fds Van Ftse Dev Mkt (VEA) 2.6 $4.5M 124k 36.36
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.5 $4.3M 172k 24.95
Ishares Tr Russell 3000 Etf (IWV) 2.4 $4.2M 20k 207.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.4 $4.1M 113k 36.49
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.3 $4.0M 128k 31.32
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.1 $3.6M 142k 25.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.7 $3.0M 40k 74.82
Ishares Tr TRS FLT RT BD (TFLO) 1.7 $3.0M 59k 50.49
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $2.7M 34k 80.17
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 1.4 $2.4M 55k 43.54
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.6M 71k 22.24
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $1.6M 82k 18.89
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.1M 12k 96.12
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.6 $1.1M 13k 88.71
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.4 $630k 16k 38.70
Apple (AAPL) 0.4 $626k 4.5k 138.22
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $396k 3.9k 102.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $380k 9.1k 41.94
Tesla Motors (TSLA) 0.2 $375k 1.4k 265.39
Amazon (AMZN) 0.2 $310k 2.7k 112.85
Spdr Gold Tr Gold Shs (GLD) 0.1 $232k 1.5k 154.67
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $161k 15k 10.83
Western Asset Intm Muni Fd I (SBI) 0.1 $145k 20k 7.38