Aquire Wealth Advisors, LLC - Q3 2023 holdings

$240 Million is the total value of Aquire Wealth Advisors, LLC's 39 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

 Value Shares↓ Weighting
DFAU BuyDIMENSIONAL ETF TRUSTus core eqt mkt$91,995,756
-1.9%
3,071,645
+1.5%
38.36%
+2.6%
DFAI BuyDIMENSIONAL ETF TRUSTintl core eqt mk$26,280,759
-2.3%
1,006,540
+2.2%
10.96%
+2.1%
DFAE BuyDIMENSIONAL ETF TRUSTemgr cre eqt mng$20,558,246
-2.2%
910,866
+1.7%
8.57%
+2.3%
SPTM SellSPDR SER TRportfoli s&p1500$18,991,029
-8.9%
361,803
-5.5%
7.92%
-4.8%
AGG BuyISHARES TRcore us aggbd et$8,780,985
-0.7%
93,375
+3.4%
3.66%
+3.8%
MUB SellISHARES TRnational mun etf$7,436,714
-4.8%
72,525
-0.9%
3.10%
-0.5%
SPDW SellSPDR INDEX SHS FDSportfolio devlpd$6,237,252
-10.2%
201,137
-5.8%
2.60%
-6.2%
TFLO SellISHARES TRtrs flt rt bd$5,839,584
-4.3%
115,088
-4.4%
2.44%0.0%
TFI SellSPDR SER TRnuveen blmbrg mu$5,463,680
-14.3%
125,027
-9.5%
2.28%
-10.5%
SPIB SellSPDR SER TRportfolio intrmd$4,858,962
-3.8%
154,498
-1.8%
2.03%
+0.5%
SPIP SellSPDR SER TRportfli tips etf$4,528,486
-5.0%
182,306
-1.2%
1.89%
-0.8%
SHM SellSPDR SER TRnuveen blmbrg sh$4,414,179
-4.1%
95,483
-2.4%
1.84%
+0.2%
SPEM SellSPDR INDEX SHS FDSportfolio emg mk$4,055,988
-6.5%
120,822
-4.2%
1.69%
-2.3%
IWV SellISHARES TRrussell 3000 etf$3,977,324
-17.2%
16,230
-14.1%
1.66%
-13.5%
SPAB SellSPDR SER TRportfolio agrgte$3,753,024
-10.1%
154,192
-6.3%
1.56%
-6.1%
BSV BuyVANGUARD BD INDEX FDSshort trm bond$3,100,161
+0.7%
41,242
+1.2%
1.29%
+5.2%
VNQ SellVANGUARD INDEX FDSreal estate etf$2,253,417
-10.2%
29,783
-0.8%
0.94%
-6.1%
VEA SellVANGUARD TAX-MANAGED FDSvan ftse dev mkt$2,113,791
-13.3%
48,348
-8.4%
0.88%
-9.4%
ITM SellVANECK ETF TRUSTintrmdt muni etf$1,888,406
-19.1%
42,821
-15.4%
0.79%
-15.4%
VTI BuyVANGUARD INDEX FDStotal stk mkt$1,658,747
-3.5%
7,809
+0.1%
0.69%
+0.9%
BuyDIMENSIONAL ETF TRUSTworld ex us core$1,504,584
-2.8%
66,811
+0.6%
0.63%
+1.5%
DFAC  DIMENSIONAL ETF TRUSTus core equity 2$1,498,614
-3.5%
57,1990.0%0.62%
+0.8%
LQDH  ISHARES U S ETF TRint rt hdg c b$1,166,500
-0.4%
12,6040.0%0.49%
+4.1%
STIP  ISHARES TR0-5 yr tips etf$1,124,272
-0.7%
11,6000.0%0.47%
+3.8%
AAPL BuyAPPLE INC$945,271
-11.5%
5,521
+0.3%
0.39%
-7.5%
VWO SellVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$867,539
-10.3%
22,125
-6.9%
0.36%
-6.2%
TSLA  TESLA INC$779,936
-4.4%
3,1170.0%0.32%
-0.3%
RWO SellSPDR INDEX SHS FDSdj glb rl es etf$620,941
-14.5%
16,255
-8.1%
0.26%
-10.7%
SCHB  SCHWAB STRATEGIC TRus brd mkt etf$451,641
-3.6%
9,0600.0%0.19%
+0.5%
AMZN  AMAZON COM INC$448,861
-2.5%
3,5310.0%0.19%
+1.6%
VOO BuyVANGUARD INDEX FDS$409,193
+0.5%
1,042
+4.2%
0.17%
+4.9%
LQD SellISHARES TRiboxx inv cp etf$305,550
-21.4%
2,995
-16.7%
0.13%
-18.1%
GLD BuySPDR GOLD TR$262,833
-1.7%
1,533
+2.2%
0.11%
+2.8%
AOA BuyISHARES TRaggres alloc etf$259,357
-3.3%
4,085
+1.1%
0.11%
+0.9%
GOOGL  ALPHABET INCcap stk cl a$250,204
+9.3%
1,9120.0%0.10%
+14.3%
CVX SellCHEVRON CORP NEW$219,543
+4.0%
1,302
-3.0%
0.09%
+9.5%
MDY  SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$202,748
-4.7%
4440.0%0.08%0.0%
MUI  BLACKROCK MUNICIPAL INCOME$150,941
-11.3%
14,8710.0%0.06%
-7.4%
SBI  WESTERN ASSET INTER MUNI FD$140,766
-6.0%
19,6600.0%0.06%
-1.7%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-30
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DIMENSIONAL ETF TRUST8Q3 202338.4%
SPDR SER TR8Q3 202315.4%
DIMENSIONAL ETF TRUST8Q3 202311.0%
DIMENSIONAL ETF TRUST8Q3 20238.6%
SPDR INDEX SHS FDS8Q3 20235.8%
SPDR SER TR8Q3 20234.8%
ISHARES TR8Q3 20233.7%
ISHARES TR8Q3 20233.7%
SPDR INDEX SHS FDS8Q3 20233.7%
SPDR SER TR8Q3 20232.8%

View Aquire Wealth Advisors, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-11
13F-HR2023-10-30
13F-HR2023-08-03
13F-HR2023-05-01
13F-HR2023-01-20
13F-HR2022-10-18
13F-HR2022-07-27
13F-HR2022-04-28
13F-HR2022-02-09
D2018-07-10

View Aquire Wealth Advisors, LLC's complete filings history.

Export Aquire Wealth Advisors, LLC's holdings