Aquire Wealth Advisors

Aquire Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 39 positions in its portfolio as reported in the September 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) 38.4 $92M 3.1M 29.95
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 11.0 $26M 1.0M 26.11
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 8.6 $21M 911k 22.57
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.9 $19M 362k 52.49
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $8.8M 93k 94.04
Ishares Tr National Mun Etf (MUB) 3.1 $7.4M 73k 102.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.6 $6.2M 201k 31.01
Ishares Tr TRS FLT RT BD (TFLO) 2.4 $5.8M 115k 50.74
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.3 $5.5M 125k 43.70
Spdr Ser Tr Portfolio Intrmd (SPIB) 2.0 $4.9M 155k 31.45
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.9 $4.5M 182k 24.84
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.8 $4.4M 96k 46.23
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $4.1M 121k 33.57
Ishares Tr Russell 3000 Etf (IWV) 1.7 $4.0M 16k 245.06
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.6 $3.8M 154k 24.34
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $3.1M 41k 75.17
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $2.3M 30k 75.66
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $2.1M 48k 43.72
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.8 $1.9M 43k 44.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.7M 7.8k 212.41
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $1.5M 67k 22.52
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.5M 57k 26.20
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.5 $1.2M 13k 92.55
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.5 $1.1M 12k 96.92
Apple (AAPL) 0.4 $945k 5.5k 171.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $868k 22k 39.21
Tesla Motors (TSLA) 0.3 $780k 3.1k 250.22
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $621k 16k 38.20
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $452k 9.1k 49.85
Amazon (AMZN) 0.2 $449k 3.5k 127.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $409k 1.0k 392.70
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $306k 3.0k 102.02
Spdr Gold Tr Gold Shs (GLD) 0.1 $263k 1.5k 171.45
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $259k 4.1k 63.49
Alphabet Cap Stk Cl A (GOOGL) 0.1 $250k 1.9k 130.86
Chevron Corporation (CVX) 0.1 $220k 1.3k 168.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $203k 444.00 456.64
Blackrock Muni Intermediate Drtn Fnd (MUI) 0.1 $151k 15k 10.15
Western Asset Intm Muni Fd I (SBI) 0.1 $141k 20k 7.16