Aquire Wealth Advisors

Aquire Wealth Advisors as of March 31, 2025

Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 44.5 $144M 3.8M 38.44
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 12.9 $42M 1.3M 31.23
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 10.0 $33M 1.3M 25.89
Spdr Ser Tr Portfoli S&p1500 (SPTM) 6.3 $21M 303k 68.01
Ishares Tr Core Us Aggbd Et (AGG) 3.8 $12M 123k 98.92
Ishares Tr National Mun Etf (MUB) 2.7 $8.9M 85k 105.44
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $6.0M 166k 36.41
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.8 $5.8M 176k 33.24
Spdr Ser Tr Portfli Tips Etf (SPIP) 1.7 $5.6M 214k 26.38
Ishares Tr Russell 3000 Etf (IWV) 1.4 $4.4M 14k 317.64
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.3 $4.3M 95k 45.07
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $3.8M 96k 39.37
Ishares Tr TRS FLT RT BD (TFLO) 1.0 $3.4M 66k 50.66
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.0 $3.3M 128k 25.54
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 1.0 $3.1M 66k 47.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $2.2M 8.2k 274.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $2.1M 41k 50.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $2.1M 23k 90.54
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $1.9M 57k 32.99
Dimensional Etf Trust World Ex Us Core (DFAX) 0.6 $1.8M 70k 26.20
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.8M 23k 78.28
Apple (AAPL) 0.3 $1.0M 4.7k 222.15
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $874k 19k 45.51
NVIDIA Corporation (NVDA) 0.3 $816k 7.5k 108.38
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $791k 18k 45.26
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $681k 6.6k 103.47
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.2 $657k 7.1k 92.27
Amazon (AMZN) 0.2 $654k 3.4k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $615k 1.2k 513.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $544k 25k 21.53
Eli Lilly & Co. (LLY) 0.1 $483k 585.00 825.91
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $470k 11k 43.64
Tesla Motors (TSLA) 0.1 $453k 1.7k 259.16
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $440k 5.8k 76.50
Spdr Gold Tr Gold Shs (GLD) 0.1 $435k 1.5k 288.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $341k 640.00 532.58
Alphabet Cap Stk Cl A (GOOGL) 0.1 $337k 2.2k 154.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $299k 535.00 559.39
Vanguard World Inf Tech Etf (VGT) 0.1 $292k 538.00 542.69
Netflix (NFLX) 0.1 $290k 311.00 932.53
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $287k 1.1k 258.67
Ishares Tr Core 60/40 Balan (AOR) 0.1 $278k 4.8k 57.57
Microsoft Corporation (MSFT) 0.1 $273k 726.00 375.76
Meta Platforms Cl A (META) 0.1 $269k 467.00 576.39
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $249k 2.3k 108.69
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $240k 449.00 533.48
Chevron Corporation (CVX) 0.1 $218k 1.3k 167.29
Western Asset Intm Muni Fd I (SBI) 0.0 $153k 20k 7.80