279 is the total number of securities Aquire Wealth Advisors, LLC has owned. The longest Aquire Wealth Advisors, LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DFAU | DIMENSIONAL ETF TRUST | 8 | 8 | 21.96% | 29.72% | 38.36% | Q4 2021 | Q3 2023 | 8 |
| SPTM | SPDR SER TR | 8 | 8 | 7.92% | 11.34% | 15.43% | Q4 2021 | Q3 2023 | 8 |
| DFAI | DIMENSIONAL ETF TRUST | 8 | 8 | 3.83% | 7.99% | 10.96% | Q4 2021 | Q3 2023 | 8 |
| DFAE | DIMENSIONAL ETF TRUST | 8 | 8 | 3.28% | 6.18% | 8.57% | Q4 2021 | Q3 2023 | 8 |
| SPDW | SPDR INDEX SHS FDS | 8 | 8 | 2.60% | 4.15% | 5.80% | Q4 2021 | Q3 2023 | 8 |
| TFI | SPDR SER TR | 8 | 8 | 2.28% | 3.54% | 4.79% | Q4 2021 | Q3 2023 | 8 |
| MUB | ISHARES TR | 8 | 8 | 3.10% | 3.43% | 3.72% | Q4 2021 | Q3 2023 | 8 |
| AGG | ISHARES TR | 8 | 8 | 2.68% | 3.39% | 3.68% | Q4 2021 | Q3 2023 | 8 |
| SPEM | SPDR INDEX SHS FDS | 8 | 8 | 1.69% | 2.60% | 3.74% | Q4 2021 | Q3 2023 | 8 |
| SHM | SPDR SER TR | 8 | 8 | 1.84% | 2.39% | 2.80% | Q4 2021 | Q3 2023 | 8 |
| IWV | ISHARES TR | 8 | 8 | 1.66% | 2.35% | 3.06% | Q4 2021 | Q3 2023 | 8 |
| SPAB | SPDR SER TR | 8 | 8 | 1.56% | 2.22% | 2.76% | Q4 2021 | Q3 2023 | 8 |
| SPIB | SPDR SER TR | 8 | 8 | 2.02% | 2.17% | 2.43% | Q4 2021 | Q3 2023 | 8 |
| VEA | VANGUARD TAXMANAGED IN... | 8 | 8 | 0.88% | 2.05% | 3.45% | Q4 2021 | Q3 2023 | 8 |
| SPIP | SPDR SER TR | 8 | 8 | 1.89% | 2.03% | 2.24% | Q4 2021 | Q3 2023 | 8 |
| BSV | VANGUARD BD INDEX FDS | 8 | 8 | 1.23% | 1.56% | 1.80% | Q4 2021 | Q3 2023 | 8 |
| VTI | VANGUARD INDEX FDS | 8 | 8 | 0.69% | 1.55% | 3.59% | Q4 2021 | Q3 2023 | 8 |
| VNQ | VANGUARD INDEX FDS | 8 | 8 | 0.94% | 1.51% | 2.20% | Q4 2021 | Q3 2023 | 8 |
| ITM | VANECK ETF TRUST | 8 | 8 | 0.79% | 1.42% | 2.44% | Q4 2021 | Q3 2023 | 8 |
| VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.36% | 1.19% | 2.80% | Q4 2021 | Q3 2023 | 8 |
| DFAC | DIMENSIONAL ETF TRUST | 8 | 8 | 0.62% | 0.90% | 1.20% | Q4 2021 | Q3 2023 | 8 |
| DIMENSIONAL ETF TRUST | 8 | 8 | 0.62% | 0.89% | 1.26% | Q4 2021 | Q3 2023 | 8 | |
| STIP | ISHARES TR | 8 | 8 | 0.45% | 0.59% | 0.70% | Q4 2021 | Q3 2023 | 8 |
| LQDH | ISHARES U S ETF TR | 8 | 8 | 0.47% | 0.58% | 0.68% | Q4 2021 | Q3 2023 | 8 |
| AAPL | APPLE INC | 8 | 8 | 0.29% | 0.39% | 0.43% | Q4 2021 | Q3 2023 | 8 |
| RWO | SPDR INDEX SHS FDS | 8 | 8 | 0.26% | 0.37% | 0.50% | Q4 2021 | Q3 2023 | 8 |
| SCHB | SCHWAB STRATEGIC TR | 8 | 8 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
| LQD | ISHARES TR | 8 | 8 | 0.13% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
| AMZN | AMAZON COM INC | 8 | 8 | 0.12% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
| GLD | SPDR GOLD TR | 8 | 8 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
| SBI | WESTERN ASSET INTER MU... | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
| TSLA | TESLA INC | 4 | 3 | 0.18% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 7 |
| MUI | BLACKROCK MUNICIPAL IN... | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
| TFLO | ISHARES TR | 5 | 5 | 1.73% | 2.19% | 2.57% | Q3 2022 | Q3 2023 | 5 |
| GOOGL | ALPHABET INC | 3 | 2 | 0.09% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 5 |
| AOA | ISHARES TR | 4 | 1 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 5 |
| CVX | CHEVRON CORP NEW | 4 | 1 | 0.00% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 5 |
| XLE | SELECT SECTOR SPDR TR | 3 | 3 | 0.10% | 0.13% | 0.14% | Q4 2021 | Q2 2022 | 3 |
| WARBY PARKER INC | 2 | 1 | 0.04% | 0.13% | 0.20% | Q4 2021 | Q1 2023 | 3 | |
| VOO | VANGUARD INDEX FDS | 2 | 1 | 0.02% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 3 |
| MDY | SPDR S&P MIDCAP 400 ET... | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
| BILL | BILL COM HLDGS INC | 2 | 2 | 0.65% | 0.68% | 0.70% | Q4 2021 | Q1 2022 | 2 |
| MFL | BLACKROCK MUNIHLDS INV... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
| SCHV | SCHWAB STRATEGIC TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
| RUN | SUNRUN INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
| DIS | DISNEY WALT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
| SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
| SCHF | SCHWAB STRATEGIC TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
| LOW | LOWES COS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
| AOR | ISHARES TR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
| FB | META PLATFORMS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| VO | VANGUARD INDEX FDS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| APH | AMPHENOL CORP NEW | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| BAC | BK OF AMERICA CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| TMO | THERMO FISHER SCIENTIF... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| AOM | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| DTF | DTF TAX-FREE INCOME INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
| NFLX | NETFLIX INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
| VBR | VANGUARD INDEX FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
| BND | VANGUARD BD INDEX FDS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
| PYPL | PAYPAL HLDGS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
| SPGI | S&P GLOBAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
| NRK | NUVEEN NEW YORK AMT QL... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| INTU | INTUIT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| SHW | SHERWIN WILLIAMS CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| VUG | VANGUARD INDEX FDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| TJX | TJX COS INC NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| STE | STERIS PLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| MSFT | MICROSOFT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| CPRT | COPART INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| ADSK | AUTODESK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| ZBRA | ZEBRA TECHNOLOGIES COR... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| MTCH | MATCH GROUP INC NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
| SAFM | SANDERSON FARMS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| FISV | FISERV INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| TTWO | TAKE-TWO INTERACTIVE S... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| CTAS | CINTAS CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| BR | BROADRIDGE FINL SOLUTI... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| AOK | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| VGT | VANGUARD WORLD FDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| ESGU | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| STZ | CONSTELLATION BRANDS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
| GDDY | GODADDY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| SBUX | STARBUCKS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| IDA | IDACORP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| WIW | WESTERN AST INFL LKD O... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| FLT | FLEETCOR TECHNOLOGIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| FBHS | FORTUNE BRANDS HOME & ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| MKL | MARKEL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| QLTA | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| SDY | SPDR SER TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| VFC | V F CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
| ESGD | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| OKTA | OKTA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| DAL | DELTA AIR LINES INC DEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| SPSB | SPDR SER TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| TFX | TELEFLEX INCORPORATED | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| QQQ | INVESCO QQQ TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| OSCR | OSCAR HEALTH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| ZTS | ZOETIS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
| NKE | NIKE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| NSSC | NAPCO SEC TECHNOLOGIES... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| JD | JD.COM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| GNL | GLOBAL NET LEASE INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| AKAM | AKAMAI TECHNOLOGIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| PBF | PBF ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| GSIE | GOLDMAN SACHS ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| SPY | SPDR S&P 500 ETF TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| VB | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| QCLN | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| WK | WORKIVA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| V | VISA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| DGRO | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| MCD | MCDONALDS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| PPTA | PERPETUA RESOURCES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| ICLN | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| HD | HOME DEPOT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| VTV | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| VOE | VANGUARD INDEX FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| IWF | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| HAS | HASBRO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| HLT | HILTON WORLDWIDE HLDGS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| MJ | ETF MANAGERS TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| XCEM | COLUMBIA ETF TR II | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| KMI | KINDER MORGAN INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| SIRI | SIRIUS XM HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| IVV | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| ILMN | ILLUMINA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| LDUR | PIMCO ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SRLN | SSGA ACTIVE ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PHYS | SPROTT PHYSICAL GOLD TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PHB | INVESCO EXCH TRADED FD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| DLTR | DOLLAR TREE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ICVT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ICF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| BL | BLACKLINE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| EXPE | EXPEDIA GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| TRAEGER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
| PSLV | SPROTT PHYSICAL SILVER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VPU | VANGUARD WORLD FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| BOND | PIMCO ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| QCOM | QUALCOMM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| RIVIAN AUTOMOTIVE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
| PFF | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| CSCO | CISCO SYS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| APA | APA CORPORATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PDCO | PATTERSON COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| INO | INOVIO PHARMACEUTICALS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| DIA | SPDR DOW JONES INDL AV... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PEP | PEPSICO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| MAR | MARRIOTT INTL INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| LUCID GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
| PLD | PROLOGIS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| CAT | CATERPILLAR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| GLDG | GOLDMINING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VOOG | VANGUARD ADMIRAL FDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| CMDY | ISHARES U S ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| AMAT | APPLIED MATLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| WM | WASTE MGMT INC DEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| EGO | ELDORADO GOLD CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| UAL | UNITED AIRLS HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| WMT | WALMART INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| GRMN | GARMIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ARKK | ARK ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ABBV | ABBVIE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| MO | ALTRIA GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| AZN | ASTRAZENECA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ASM | AVINO SILVER & GOLD MI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| BA | BOEING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| CVS | CVS HEALTH CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| COF | CAPITAL ONE FINL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| KMX | CARMAX INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| CMCSA | COMCAST CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| CRON | CRONOS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| DHI | D R HORTON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SPXL | DIREXION SHS ETF TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| DKNG | DRAFTKINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| EQH | EQUITABLE HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| FE | FIRSTENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| FURY | FURY GOLD MINES LIMITED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| GENERAL ELECTRIC CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
| GM | GENERAL MTRS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| GEVO | GEVO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| GSV | GOLD STD VENTURES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| HCA | HCA HEALTHCARE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| HON | HONEYWELL INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| INTC | INTEL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ITOT | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| TIP | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| IWS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| IJH | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| IWM | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| IJR | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| EMB | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| KAR | KAR AUCTION SVCS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| LLY | LILLY ELI & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| LMT | LOCKHEED MARTIN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| MRK | MERCK & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| MDLZ | MONDELEZ INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| MSI | MOTOROLA SOLUTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ORLY | OREILLY AUTOMOTIVE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| OPCH | OPTION CARE HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| OTIS | OTIS WORLDWIDE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PTON | PELOTON INTERACTIVE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PFE | PFIZER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PSX | PHILLIPS 66 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PG | PROCTER AND GAMBLE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| PGR | PROGRESSIVE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| O | REALTY INCOME CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| CRM | SALESFORCE COM INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| HSIC | HENRY SCHEIN INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SCHZ | SCHWAB STRATEGIC TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SHOP | SHOPIFY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| LUV | SOUTHWEST AIRLS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SAVE | SPIRIT AIRLS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SYY | SYSCO CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| TGT | TARGET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| TDOC | TELADOC HEALTH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| TXN | TEXAS INSTRS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| UNP | UNION PAC CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VLO | VALERO ENERGY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VVV | VALVOLINE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| BNDX | VANGUARD CHARLOTTE FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VMC | VULCAN MATLS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| WCN | WASTE CONNECTIONS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| W | WAYFAIR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| WDAY | WORKDAY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| DOX | AMDOCS LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ALC | ALCON AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| RKT | ROCKET COS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ORION OFFICE REIT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 | |
| OGN | ORGANON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| NOK | NOKIA CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| NBIX | NEUROCRINE BIOSCIENCES... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| IEMG | ISHARES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| IWN | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VTRS | VIATRIS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| HUBB | HUBBELL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| AIG | AMERICAN INTL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| EDSA | EDESA BIOTECH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| XRAY | DENTSPLY SIRONA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| WMG | WARNER MUSIC GROUP CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ZNGA | ZYNGA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| C | CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| ABNB | AIRBNB INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| COG | COTERRA ENERGY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| BIOL | BIOLASE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| T | AT&T INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| BPTH | BIO-PATH HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VWOB | VANGUARD WHITEHALL FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| VTIP | VANGUARD MALVERN FDS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| AVTR | AVANTOR INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SRC | SPIRIT RLTY CAP INC NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SNOW | SNOWFLAKE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SNAP | SNAP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| SLB | SCHLUMBERGER LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Download | |||||||||
The securities at the top of the list , including DIMENSIONAL ETF TRUST, SPDR SER TR, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of Aquire Wealth Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Aquire Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Aquire Wealth Advisors, LLC owns currently or has owned in the past.