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Aquire Wealth Advisors

Latest statistics and disclosures from Aquire Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, DFAI, DFAE, SPTM, AGG, and represent 72.44% of Aquire Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAU, DFAI, UTG, DFAE, CHY, NAC, AGG, MSFT, ERC, CVX.
Started 6 new stock positions in NAC, CVX, CHY, UTG, MSFT, ERC.
Reduced shares in these 10 stocks: TFLO, SPTM, SPAB, TFI, SPDW, IWV, VNQ, ITM, SHM, SPEM.
Aquire Wealth Advisors was a net buyer of stock by $7.5M.
Aquire Wealth Advisors has $286M in assets under management (AUM), dropping by 8.80%.
Central Index Key (CIK): 0001745945

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Portfolio Holdings for Aquire Wealth Advisors

Aquire Wealth Advisors holds 46 positions in its portfolio as reported in the March 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)	41.2	$118M	+2%	3.2M	36.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	11.4	$33M	+4%	1.1M	30.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	8.8	$25M	+4%	1.0M	24.72	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	7.6	$22M		340k	64.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$9.9M	+3%	101k	97.94	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$8.1M	+2%	75k	107.60	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.3	$6.6M		185k	35.84	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.8	$5.2M		158k	32.69	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.8	$5.0M	-2%	108k	46.48	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	1.7	$4.8M		189k	25.62	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.6	$4.7M	-17%	92k	50.69	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$4.5M		15k	300.08	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.5	$4.4M		92k	47.44	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$3.9M		108k	36.19	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.3	$3.6M	-6%	144k	25.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.1	$3.2M		42k	76.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$2.2M		45k	50.17	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$2.2M	-3%	26k	86.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$2.1M	+10%	8.1k	259.91	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.7	$1.9M	-3%	41k	46.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$1.8M		57k	31.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.6	$1.7M		68k	25.44	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.4	$1.3M	NEW	47k	26.96	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.4	$1.2M		13k	94.04	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$1.2M		12k	99.43	View chart
Apple (AAPL)	0.3	$928k		5.4k	171.47	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.3	$889k	NEW	75k	11.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$781k		19k	41.77	View chart
Amazon (AMZN)	0.2	$639k		3.5k	180.38	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$604k	-2%	14k	42.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$570k	+8%	1.2k	480.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$548k		9.0k	61.05	View chart
Tesla Motors (TSLA)	0.2	$503k	-7%	2.9k	175.79	View chart
NVIDIA Corporation (NVDA)	0.2	$454k	+11%	502.00	903.56	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.1	$406k	NEW	37k	11.02	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$354k	+5%	4.8k	73.46	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$328k		3.0k	108.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$309k		1.5k	205.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$292k		1.9k	150.93	View chart
Microsoft Corporation (MSFT)	0.1	$257k	NEW	610.00	420.94	View chart
Wells Fargo Adv Multi-Sector Inco Fund (ERC)	0.1	$255k	NEW	27k	9.33	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$247k		444.00	556.40	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$224k	+3%	4.0k	55.67	View chart
Chevron Corporation (CVX)	0.1	$205k	NEW	1.3k	157.74	View chart
Blackrock Muni Intermediate Drtn Fnd (MUI)	0.1	$179k		15k	12.06	View chart
Western Asset Intm Muni Fd I (SBI)	0.1	$156k		20k	7.92	View chart

Past Filings by Aquire Wealth Advisors

SEC 13F filings are viewable for Aquire Wealth Advisors going back to 2021

Aquire Wealth Advisors 2024 Q1 filed May 13, 2024
Aquire Wealth Advisors 2023 Q4 filed Jan. 11, 2024
Aquire Wealth Advisors 2023 Q3 filed Oct. 30, 2023
Aquire Wealth Advisors 2023 Q2 filed Aug. 3, 2023
Aquire Wealth Advisors 2023 Q1 filed May 1, 2023
Aquire Wealth Advisors 2022 Q4 filed Jan. 20, 2023
Aquire Wealth Advisors 2022 Q3 filed Oct. 18, 2022
Aquire Wealth Advisors 2022 Q2 filed July 27, 2022
Aquire Wealth Advisors 2022 Q1 filed April 28, 2022
Aquire Wealth Advisors 2021 Q4 filed Feb. 9, 2022

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