Aquire Wealth Advisors

Aquire Wealth Advisors as of March 31, 2024

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