Aquire Wealth Advisors

Aquire Wealth Advisors as of March 31, 2023

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 39 positions in its portfolio as reported in the March 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) 35.0 $80M 2.8M 28.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.7 $25M 907k 26.95
Spdr Ser Tr Portfoli S&p1500 (SPTM) 8.7 $20M 392k 50.43
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.1 $19M 809k 23.02
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $8.4M 85k 99.64
Ishares Tr National Mun Etf (MUB) 3.3 $7.5M 70k 107.74
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.1 $7.1M 220k 32.12
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.9 $6.6M 140k 46.82
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.2 $5.0M 154k 32.49
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 2.1 $4.8M 101k 47.55
Spdr Ser Tr Portfli Tips Etf (SPIP) 2.0 $4.7M 175k 26.67
Ishares Tr Russell 3000 Etf (IWV) 2.0 $4.6M 19k 235.41
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.9 $4.4M 130k 34.13
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.9 $4.3M 166k 25.79
Ishares Tr TRS FLT RT BD (TFLO) 1.8 $4.1M 81k 50.59
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $3.1M 41k 76.49
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $2.6M 32k 83.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.1 $2.5M 56k 45.17
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 1.1 $2.5M 54k 46.47
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $1.8M 71k 25.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 8.1k 204.10
Dimensional Etf Trust World Ex Us Core (DFAX) 0.7 $1.6M 71k 23.06
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.2M 12k 99.23
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.5 $1.1M 13k 91.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.0M 26k 40.40
Apple (AAPL) 0.4 $928k 5.6k 164.90
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $741k 18k 41.16
Tesla Motors (TSLA) 0.3 $631k 3.0k 207.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $436k 4.0k 109.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $434k 9.1k 47.85
Amazon (AMZN) 0.2 $405k 3.9k 103.29
Spdr Gold Tr Gold Shs (GLD) 0.1 $275k 1.5k 183.22
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $227k 3.6k 63.59
Alphabet Cap Stk Cl A (GOOGL) 0.1 $226k 2.2k 103.73
Chevron Corporation (CVX) 0.1 $219k 1.3k 163.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $204k 444.00 458.41
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $174k 15k 11.68
Western Asset Intm Muni Fd I (SBI) 0.1 $156k 39k 3.96
Warby Parker Cl A Com (WRBY) 0.0 $85k 16k 5.30