Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 38.4% |
SPDR SER TR | 8 | Q3 2023 | 15.4% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 11.0% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 8.6% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 5.8% |
SPDR SER TR | 8 | Q3 2023 | 4.8% |
ISHARES TR | 8 | Q3 2023 | 3.7% |
ISHARES TR | 8 | Q3 2023 | 3.7% |
SPDR INDEX SHS FDS | 8 | Q3 2023 | 3.7% |
SPDR SER TR | 8 | Q3 2023 | 2.8% |
View Aquire Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-13 |
13F-HR | 2024-01-11 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-01 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-18 |
13F-HR | 2022-07-27 |
13F-HR | 2022-04-28 |
13F-HR | 2022-02-09 |
View Aquire Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.