Aquire Wealth Advisors

Aquire Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 35 positions in its portfolio as reported in the December 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) 31.7 $64M 2.4M 27.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.4 $21M 831k 25.04
Spdr Ser Tr Portfoli S&p1500 (SPTM) 9.2 $18M 390k 47.29
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 7.6 $15M 698k 21.95
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $7.1M 73k 96.99
Ishares Tr National Mun Etf (MUB) 3.5 $7.0M 67k 105.52
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $6.6M 222k 29.69
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 3.2 $6.4M 141k 45.62
Ishares Tr TRS FLT RT BD (TFLO) 2.6 $5.2M 102k 50.41
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 2.4 $4.9M 53k 91.64
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.4 $4.8M 101k 46.98
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.2 $4.4M 133k 32.96
Ishares Tr Russell 3000 Etf (IWV) 2.1 $4.3M 19k 220.68
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.1 $4.3M 134k 31.83
Spdr Ser Tr Portfolio Agrgte (SPAB) 2.1 $4.2M 168k 25.13
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.0 $4.0M 154k 25.76
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $3.0M 41k 75.28
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $2.7M 33k 82.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $2.4M 56k 41.97
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $1.7M 70k 24.28
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.6M 8.3k 191.19
Dimensional Etf Trust World Ex Us Core (DFAX) 0.8 $1.5M 71k 21.60
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $1.2M 12k 96.96
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.6 $1.1M 13k 90.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.0M 26k 38.98
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $692k 17k 40.90
Apple (AAPL) 0.3 $584k 4.5k 129.93
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $412k 3.9k 105.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $406k 9.1k 44.81
Spdr Gold Tr Gold Shs (GLD) 0.1 $255k 1.5k 169.64
Chevron Corporation (CVX) 0.1 $241k 1.3k 179.49
Amazon (AMZN) 0.1 $236k 2.8k 84.00
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $203k 3.4k 59.75
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $169k 15k 11.33
Western Asset Intm Muni Fd I (SBI) 0.1 $149k 20k 7.59