Aquire Wealth Advisors

Aquire Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 45.3 $146M 3.6M 40.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 11.7 $38M 1.3M 29.20
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 9.4 $30M 1.2M 25.37
Spdr Ser Tr Portfoli S&p1500 (SPTM) 6.8 $22M 308k 71.43
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $12M 125k 96.90
Ishares Tr National Mun Etf (MUB) 2.8 $8.9M 83k 106.55
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.8 $5.8M 178k 32.76
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $5.8M 169k 34.13
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.7 $5.5M 215k 25.31
Ishares Tr Russell 3000 Etf (IWV) 1.4 $4.6M 14k 334.25
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.4 $4.4M 96k 45.62
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.2 $4.0M 85k 47.39
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $3.8M 98k 38.37
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $3.3M 133k 24.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $3.0M 39k 77.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.4M 8.1k 289.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.1M 23k 89.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.0M 41k 47.82
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $2.0M 57k 34.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $1.7M 70k 24.86
Apple (AAPL) 0.4 $1.4M 5.7k 250.43
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.4 $1.1M 25k 46.10
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $1.1M 11k 100.60
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.3 $1.1M 12k 92.74
Tesla Motors (TSLA) 0.3 $898k 2.2k 403.84
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $794k 18k 44.04
Amazon (AMZN) 0.2 $776k 3.5k 219.39
NVIDIA Corporation (NVDA) 0.2 $733k 5.5k 134.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $644k 1.2k 538.82
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $573k 25k 22.70
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $471k 9.3k 50.47
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $461k 11k 42.89
Eli Lilly & Co. (LLY) 0.1 $452k 585.00 772.00
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $426k 5.6k 76.61
Alphabet Cap Stk Cl A (GOOGL) 0.1 $399k 2.1k 189.35
Spdr Gold Tr Gold Shs (GLD) 0.1 $380k 1.6k 242.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $313k 534.00 586.08
Microsoft Corporation (MSFT) 0.1 $299k 708.00 421.76
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $268k 4.7k 57.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $267k 589.00 453.28
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $253k 444.00 569.58
Meta Platforms Cl A (META) 0.1 $244k 417.00 585.54
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $244k 2.3k 106.84
Vanguard World Inf Tech Etf (VGT) 0.1 $226k 363.00 622.30
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $209k 792.00 264.40
Costco Wholesale Corporation (COST) 0.1 $204k 223.00 916.27
Amphenol Corp Cl A (APH) 0.1 $204k 2.9k 69.45
Netflix (NFLX) 0.1 $203k 228.00 891.32
Blackrock Muni Intermediate Drtn Fnd 0.1 $180k 15k 12.12
Western Asset Intm Muni Fd I (SBI) 0.0 $152k 20k 7.74