Aquire Wealth Advisors

Aquire Wealth Advisors as of June 30, 2023

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 39 positions in its portfolio as reported in the June 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) 37.4 $94M 3.0M 30.99
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.7 $27M 985k 27.32
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.4 $21M 896k 23.46
Spdr Ser Tr Portfoli S&p1500 (SPTM) 8.3 $21M 383k 54.44
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $8.8M 90k 97.95
Ishares Tr National Mun Etf (MUB) 3.1 $7.8M 73k 106.73
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.8 $6.9M 214k 32.54
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.5 $6.4M 138k 46.16
Ishares Tr TRS FLT RT BD (TFLO) 2.4 $6.1M 120k 50.67
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.0 $5.1M 157k 32.11
Ishares Tr Russell 3000 Etf (IWV) 1.9 $4.8M 19k 254.48
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.9 $4.8M 185k 25.84
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.8 $4.6M 98k 47.05
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $4.3M 126k 34.38
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.7 $4.2M 165k 25.37
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $3.1M 41k 75.57
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $2.5M 30k 83.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $2.4M 53k 46.18
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.9 $2.3M 51k 46.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 7.8k 220.28
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.6M 57k 27.15
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $1.5M 66k 23.31
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.5 $1.2M 13k 92.95
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.1M 12k 97.60
Apple (AAPL) 0.4 $1.1M 5.5k 193.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $967k 24k 40.68
Tesla Motors (TSLA) 0.3 $816k 3.1k 261.77
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $726k 18k 41.07
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $468k 9.1k 51.70
Amazon (AMZN) 0.2 $460k 3.5k 130.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $407k 1.0k 407.28
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $389k 3.6k 108.14
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $268k 4.0k 66.34
Spdr Gold Tr Gold Shs (GLD) 0.1 $267k 1.5k 178.27
Alphabet Cap Stk Cl A (GOOGL) 0.1 $229k 1.9k 119.70
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $213k 444.00 478.91
Chevron Corporation (CVX) 0.1 $211k 1.3k 157.35
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $170k 15k 11.44
Western Asset Intm Muni Fd I (SBI) 0.1 $150k 20k 7.62