$191 Million is the total value of Aquire Wealth Advisors, LLC's 276 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $45,885,000 | – | 1,390,441 | +100.0% | 24.02% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $24,989,000 | – | 427,523 | +100.0% | 13.08% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $11,083,000 | – | 303,805 | +100.0% | 5.80% | – |
| TFI | New | SPDR SER TRnuveen blmbrg mu | $9,153,000 | – | 176,937 | +100.0% | 4.79% | – |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $7,320,000 | – | 247,536 | +100.0% | 3.83% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $7,144,000 | – | 172,177 | +100.0% | 3.74% | – |
| MUB | New | ISHARES TRnational mun etf | $6,746,000 | – | 58,018 | +100.0% | 3.53% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $6,269,000 | – | 122,768 | +100.0% | 3.28% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $6,264,000 | – | 228,964 | +100.0% | 3.28% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $5,845,000 | – | 21,063 | +100.0% | 3.06% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $5,283,000 | – | 178,375 | +100.0% | 2.76% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sh | $5,279,000 | – | 107,334 | +100.0% | 2.76% | – |
| AGG | New | ISHARES TRcore us aggbd et | $5,126,000 | – | 44,931 | +100.0% | 2.68% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $4,201,000 | – | 36,213 | +100.0% | 2.20% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $4,126,000 | – | 114,147 | +100.0% | 2.16% | – |
| SPIP | New | SPDR SER TRportfli tips etf | $3,985,000 | – | 126,513 | +100.0% | 2.09% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $3,445,000 | – | 42,620 | +100.0% | 1.80% | – |
| ITM | New | VANECK ETF TRUSTintrmdt muni etf | $3,188,000 | – | 62,182 | +100.0% | 1.67% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,659,000 | – | 53,752 | +100.0% | 1.39% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $2,409,000 | – | 92,257 | +100.0% | 1.26% | – | |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $2,288,000 | – | 78,979 | +100.0% | 1.20% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,107,000 | – | 8,728 | +100.0% | 1.10% | – |
| BILL | New | BILL COM HLDGS INC | $1,347,000 | – | 5,407 | +100.0% | 0.70% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $1,298,000 | – | 12,259 | +100.0% | 0.68% | – |
| LQDH | New | ISHARES U S ETF TRint rt hdg c b | $1,293,000 | – | 13,507 | +100.0% | 0.68% | – |
| RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $912,000 | – | 16,128 | +100.0% | 0.48% | – |
| AAPL | New | APPLE INC | $822,000 | – | 4,627 | +100.0% | 0.43% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $519,000 | – | 3,917 | +100.0% | 0.27% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $501,000 | – | 4,432 | +100.0% | 0.26% | – |
| TSLA | New | TESLA INC | $498,000 | – | 471 | +100.0% | 0.26% | – |
| AMZN | New | AMAZON COM INC | $440,000 | – | 132 | +100.0% | 0.23% | – |
| New | WARBY PARKER INC | $374,000 | – | 8,028 | +100.0% | 0.20% | – | |
| GOOGL | New | ALPHABET INCcap stk cl a | $304,000 | – | 105 | +100.0% | 0.16% | – |
| GLD | New | SPDR GOLD TR | $256,000 | – | 1,500 | +100.0% | 0.13% | – |
| MFL | New | BLACKROCK MUNIHLDS INVSTM QL | $235,000 | – | 15,845 | +100.0% | 0.12% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $225,000 | – | 3,070 | +100.0% | 0.12% | – |
| RUN | New | SUNRUN INC | $220,000 | – | 6,426 | +100.0% | 0.12% | – |
| AOA | New | ISHARES TRaggres alloc etf | $202,000 | – | 2,777 | +100.0% | 0.11% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $192,000 | – | 3,468 | +100.0% | 0.10% | – |
| SBI | New | WESTERN ASSET INTER MUNI FD | $190,000 | – | 19,660 | +100.0% | 0.10% | – |
| DIS | New | DISNEY WALT CO | $182,000 | – | 1,172 | +100.0% | 0.10% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $180,000 | – | 2,229 | +100.0% | 0.09% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $176,000 | – | 4,520 | +100.0% | 0.09% | – |
| LOW | New | LOWES COS INC | $163,000 | – | 632 | +100.0% | 0.08% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $152,000 | – | 2,670 | +100.0% | 0.08% | – |
| NVDA | New | NVIDIA CORPORATION | $149,000 | – | 508 | +100.0% | 0.08% | – |
| FB | New | META PLATFORMS INCcl a | $141,000 | – | 420 | +100.0% | 0.07% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $137,000 | – | 537 | +100.0% | 0.07% | – |
| APH | New | AMPHENOL CORP NEWcl a | $133,000 | – | 1,522 | +100.0% | 0.07% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $132,000 | – | 198 | +100.0% | 0.07% | – |
| BAC | New | BK OF AMERICA CORP | $131,000 | – | 2,946 | +100.0% | 0.07% | – |
| AOM | New | ISHARES TRmodert alloc etf | $130,000 | – | 2,864 | +100.0% | 0.07% | – |
| DTF | New | DTF TAX-FREE INCOME INC | $128,000 | – | 8,955 | +100.0% | 0.07% | – |
| NFLX | New | NETFLIX INC | $123,000 | – | 204 | +100.0% | 0.06% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $121,000 | – | 1,432 | +100.0% | 0.06% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $121,000 | – | 676 | +100.0% | 0.06% | – |
| PYPL | New | PAYPAL HLDGS INC | $119,000 | – | 630 | +100.0% | 0.06% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $112,000 | – | 311 | +100.0% | 0.06% | – |
| SPGI | New | S&P GLOBAL INC | $107,000 | – | 226 | +100.0% | 0.06% | – |
| NRK | New | NUVEEN NEW YORK AMT QLT MUNI | $103,000 | – | 7,450 | +100.0% | 0.05% | – |
| INTU | New | INTUIT | $101,000 | – | 157 | +100.0% | 0.05% | – |
| BKNG | New | BOOKING HOLDINGS INC | $101,000 | – | 42 | +100.0% | 0.05% | – |
| SHW | New | SHERWIN WILLIAMS CO | $100,000 | – | 283 | +100.0% | 0.05% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $95,000 | – | 297 | +100.0% | 0.05% | – |
| TJX | New | TJX COS INC NEW | $96,000 | – | 1,261 | +100.0% | 0.05% | – |
| MSFT | New | MICROSOFT CORP | $93,000 | – | 276 | +100.0% | 0.05% | – |
| STE | New | STERIS PLC | $93,000 | – | 381 | +100.0% | 0.05% | – |
| CPRT | New | COPART INC | $91,000 | – | 600 | +100.0% | 0.05% | – |
| ADSK | New | AUTODESK INC | $90,000 | – | 320 | +100.0% | 0.05% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $89,000 | – | 150 | +100.0% | 0.05% | – |
| MTCH | New | MATCH GROUP INC NEW | $88,000 | – | 662 | +100.0% | 0.05% | – |
| SAFM | New | SANDERSON FARMS INC | $82,000 | – | 428 | +100.0% | 0.04% | – |
| FISV | New | FISERV INC | $82,000 | – | 790 | +100.0% | 0.04% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $79,000 | – | 447 | +100.0% | 0.04% | – |
| CTAS | New | CINTAS CORP | $74,000 | – | 166 | +100.0% | 0.04% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $74,000 | – | 112 | +100.0% | 0.04% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $74,000 | – | 406 | +100.0% | 0.04% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $72,000 | – | 2,422 | +100.0% | 0.04% | – |
| AOK | New | ISHARES TRconser alloc etf | $72,000 | – | 1,801 | +100.0% | 0.04% | – |
| COST | New | COSTCO WHSL CORP NEW | $71,000 | – | 125 | +100.0% | 0.04% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $71,000 | – | 154 | +100.0% | 0.04% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $66,000 | – | 264 | +100.0% | 0.04% | – |
| ESGU | New | ISHARES TResg awr msci usa | $66,000 | – | 612 | +100.0% | 0.04% | – |
| GDDY | New | GODADDY INCcl a | $65,000 | – | 767 | +100.0% | 0.03% | – |
| SBUX | New | STARBUCKS CORP | $64,000 | – | 551 | +100.0% | 0.03% | – |
| WIW | New | WESTERN AST INFL LKD OPP & I | $61,000 | – | 4,500 | +100.0% | 0.03% | – |
| IDA | New | IDACORP INC | $61,000 | – | 540 | +100.0% | 0.03% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $60,000 | – | 266 | +100.0% | 0.03% | – |
| FBHS | New | FORTUNE BRANDS HOME & SEC IN | $55,000 | – | 510 | +100.0% | 0.03% | – |
| MKL | New | MARKEL CORP | $56,000 | – | 45 | +100.0% | 0.03% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $55,000 | – | 832 | +100.0% | 0.03% | – |
| QLTA | New | ISHARES TRa rate cp bd etf | $51,000 | – | 910 | +100.0% | 0.03% | – |
| SDY | New | SPDR SER TRs&p divid etf | $51,000 | – | 397 | +100.0% | 0.03% | – |
| VFC | New | V F CORP | $49,000 | – | 675 | +100.0% | 0.03% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $47,000 | – | 596 | +100.0% | 0.02% | – |
| VOO | New | VANGUARD INDEX FDS | $46,000 | – | 105 | +100.0% | 0.02% | – |
| OKTA | New | OKTA INCcl a | $45,000 | – | 200 | +100.0% | 0.02% | – |
| SPSB | New | SPDR SER TRportfolio short | $41,000 | – | 1,322 | +100.0% | 0.02% | – |
| DAL | New | DELTA AIR LINES INC DEL | $40,000 | – | 1,011 | +100.0% | 0.02% | – |
| TFX | New | TELEFLEX INCORPORATED | $38,000 | – | 117 | +100.0% | 0.02% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $36,000 | – | 250 | +100.0% | 0.02% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $37,000 | – | 94 | +100.0% | 0.02% | – |
| OSCR | New | OSCAR HEALTH INCcl a | $34,000 | – | 4,383 | +100.0% | 0.02% | – |
| ZTS | New | ZOETIS INCcl a | $32,000 | – | 132 | +100.0% | 0.02% | – |
| NKE | New | NIKE INCcl b | $26,000 | – | 158 | +100.0% | 0.01% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $23,000 | – | 200 | +100.0% | 0.01% | – |
| GNL | New | GLOBAL NET LEASE INC | $23,000 | – | 1,513 | +100.0% | 0.01% | – |
| JD | New | JD.COM INCspon adr cl a | $23,000 | – | 325 | +100.0% | 0.01% | – |
| NSSC | New | NAPCO SEC TECHNOLOGIES INC | $22,000 | – | 447 | +100.0% | 0.01% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $19,000 | – | 529 | +100.0% | 0.01% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $19,000 | – | 144 | +100.0% | 0.01% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $19,000 | – | 41 | +100.0% | 0.01% | – |
| PBF | New | PBF ENERGY INCcl a | $19,000 | – | 1,500 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $17,000 | – | 74 | +100.0% | 0.01% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $18,000 | – | 269 | +100.0% | 0.01% | – |
| PPTA | New | PERPETUA RESOURCES CORP | $17,000 | – | 3,536 | +100.0% | 0.01% | – |
| WK | New | WORKIVA INC | $18,000 | – | 140 | +100.0% | 0.01% | – |
| MCD | New | MCDONALDS CORP | $17,000 | – | 63 | +100.0% | 0.01% | – |
| DGRO | New | ISHARES TRcore div grwth | $18,000 | – | 319 | +100.0% | 0.01% | – |
| V | New | VISA INC | $18,000 | – | 84 | +100.0% | 0.01% | – |
| HD | New | HOME DEPOT INC | $16,000 | – | 39 | +100.0% | 0.01% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $15,000 | – | 100 | +100.0% | 0.01% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $16,000 | – | 754 | +100.0% | 0.01% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $14,000 | – | 45 | +100.0% | 0.01% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $14,000 | – | 91 | +100.0% | 0.01% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $12,000 | – | 77 | +100.0% | 0.01% | – |
| HAS | New | HASBRO INC | $11,000 | – | 104 | +100.0% | 0.01% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $11,000 | – | 1,003 | +100.0% | 0.01% | – |
| ILMN | New | ILLUMINA INC | $9,000 | – | 24 | +100.0% | 0.01% | – |
| KMI | New | KINDER MORGAN INC DEL | $9,000 | – | 542 | +100.0% | 0.01% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $9,000 | – | 19 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $9,000 | – | 16 | +100.0% | 0.01% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $9,000 | – | 1,421 | +100.0% | 0.01% | – |
| XCEM | New | COLUMBIA ETF TR IIem core ex etf | $10,000 | – | 312 | +100.0% | 0.01% | – |
| CVX | New | CHEVRON CORP NEW | $7,000 | – | 59 | +100.0% | 0.00% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $7,000 | – | 458 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC | $7,000 | – | 49 | +100.0% | 0.00% | – |
| SRLN | New | SSGA ACTIVE ETF TRblackstone senr | $7,000 | – | 146 | +100.0% | 0.00% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $7,000 | – | 68 | +100.0% | 0.00% | – |
| PHB | New | INVESCO EXCH TRADED FD TR IIfndmntl hy crp | $7,000 | – | 345 | +100.0% | 0.00% | – |
| PFF | New | ISHARES TRpfd and incm sec | $5,000 | – | 129 | +100.0% | 0.00% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $5,000 | – | 34 | +100.0% | 0.00% | – |
| QCOM | New | QUALCOMM INC | $6,000 | – | 35 | +100.0% | 0.00% | – |
| New | TRAEGER INC | $5,000 | – | 429 | +100.0% | 0.00% | – | |
| New | RIVIAN AUTOMOTIVE INC | $5,000 | – | 50 | +100.0% | 0.00% | – | |
| BOND | New | PIMCO ETF TRactive bd etf | $6,000 | – | 55 | +100.0% | 0.00% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $6,000 | – | 193 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $6,000 | – | 58 | +100.0% | 0.00% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $6,000 | – | 66 | +100.0% | 0.00% | – |
| EXPE | New | EXPEDIA GROUP INC | $5,000 | – | 25 | +100.0% | 0.00% | – |
| ICF | New | ISHARES TRcohen steer reit | $5,000 | – | 72 | +100.0% | 0.00% | – |
| PSLV | New | SPROTT PHYSICAL SILVER TRtr unit | $5,000 | – | 678 | +100.0% | 0.00% | – |
| INO | New | INOVIO PHARMACEUTICALS INC | $3,000 | – | 530 | +100.0% | 0.00% | – |
| GLDG | New | GOLDMINING INC | $3,000 | – | 2,155 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC | $4,000 | – | 18 | +100.0% | 0.00% | – |
| WMT | New | WALMART INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| EGO | New | ELDORADO GOLD CORP NEW | $3,000 | – | 307 | +100.0% | 0.00% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $4,000 | – | 25 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC DEL | $4,000 | – | 23 | +100.0% | 0.00% | – |
| APA | New | APA CORPORATION | $4,000 | – | 151 | +100.0% | 0.00% | – |
| JPM | New | JPMORGAN CHASE & CO | $3,000 | – | 19 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $4,000 | – | 85 | +100.0% | 0.00% | – |
| CMDY | New | ISHARES U S ETF TRbloomberg roll | $4,000 | – | 85 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $4,000 | – | 7 | +100.0% | 0.00% | – |
| PLD | New | PROLOGIS INC. | $3,000 | – | 18 | +100.0% | 0.00% | – |
| VOOG | New | VANGUARD ADMIRAL FDS INC500 grth idx f | $3,000 | – | 11 | +100.0% | 0.00% | – |
| New | LUCID GROUP INC | $4,000 | – | 93 | +100.0% | 0.00% | – | |
| PDCO | New | PATTERSON COS INC | $3,000 | – | 118 | +100.0% | 0.00% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $4,000 | – | 10 | +100.0% | 0.00% | – |
| PEP | New | PEPSICO INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| CSCO | New | CISCO SYS INC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| GRMN | New | GARMIN LTD | $2,000 | – | 17 | +100.0% | 0.00% | – |
| ARKK | New | ARK ETF TRinnovation etf | $1,000 | – | 13 | +100.0% | 0.00% | – |
| ABBV | New | ABBVIE INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| MO | New | ALTRIA GROUP INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $2,000 | – | 27 | +100.0% | 0.00% | – |
| ASM | New | AVINO SILVER & GOLD MINES LT | $2,000 | – | 2,315 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $1,000 | – | 7 | +100.0% | 0.00% | – |
| CVS | New | CVS HEALTH CORP | $1,000 | – | 13 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $2,000 | – | 13 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $1,000 | – | 15 | +100.0% | 0.00% | – |
| CRON | New | CRONOS GROUP INC | $1,000 | – | 133 | +100.0% | 0.00% | – |
| DHI | New | D R HORTON INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| SPXL | New | DIREXION SHS ETF TRdrx s&p500bull | $2,000 | – | 14 | +100.0% | 0.00% | – |
| DKNG | New | DRAFTKINGS INC | $2,000 | – | 84 | +100.0% | 0.00% | – |
| DUK | New | DUKE ENERGY CORP NEW | $1,000 | – | 6 | +100.0% | 0.00% | – |
| EQH | New | EQUITABLE HLDGS INC | $2,000 | – | 48 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $1,000 | – | 14 | +100.0% | 0.00% | – |
| FURY | New | FURY GOLD MINES LIMITED | $1,000 | – | 1,468 | +100.0% | 0.00% | – |
| New | GENERAL ELECTRIC CO | $1,000 | – | 6 | +100.0% | 0.00% | – | |
| GM | New | GENERAL MTRS CO | $1,000 | – | 16 | +100.0% | 0.00% | – |
| GEVO | New | GEVO INC | $1,000 | – | 305 | +100.0% | 0.00% | – |
| GSV | New | GOLD STD VENTURES CORP | $1,000 | – | 2,155 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
| HON | New | HONEYWELL INTL INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| INTC | New | INTEL CORP | $2,000 | – | 36 | +100.0% | 0.00% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $2,000 | – | 11 | +100.0% | 0.00% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,000 | – | 8 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $2,000 | – | 19 | +100.0% | 0.00% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $1,000 | – | 7 | +100.0% | 0.00% | – |
| KAR | New | KAR AUCTION SVCS INC | $1,000 | – | 74 | +100.0% | 0.00% | – |
| LLY | New | LILLY ELI & CO | $2,000 | – | 6 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN CORP | $1,000 | – | 3 | +100.0% | 0.00% | – |
| MRK | New | MERCK & CO INC | $1,000 | – | 15 | +100.0% | 0.00% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $1,000 | – | 13 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $2,000 | – | 9 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| OPCH | New | OPTION CARE HEALTH INC | $2,000 | – | 62 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| PFE | New | PFIZER INC | $2,000 | – | 29 | +100.0% | 0.00% | – |
| PSX | New | PHILLIPS 66 | $2,000 | – | 23 | +100.0% | 0.00% | – |
| PG | New | PROCTER AND GAMBLE CO | $2,000 | – | 11 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $1,000 | – | 14 | +100.0% | 0.00% | – |
| O | New | REALTY INCOME CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| CRM | New | SALESFORCE COM INC | $2,000 | – | 7 | +100.0% | 0.00% | – |
| HSIC | New | HENRY SCHEIN INC | $2,000 | – | 29 | +100.0% | 0.00% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | – | 12 | +100.0% | 0.00% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $1,000 | – | 13 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | – | 25 | +100.0% | 0.00% | – |
| SHOP | New | SHOPIFY INCcl a | $1,000 | – | 1 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $2,000 | – | 55 | +100.0% | 0.00% | – |
| SAVE | New | SPIRIT AIRLS INC | $2,000 | – | 80 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $1,000 | – | 10 | +100.0% | 0.00% | – |
| TGT | New | TARGET CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC HEALTH INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| UNP | New | UNION PAC CORP | $1,000 | – | 5 | +100.0% | 0.00% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $2,000 | – | 7 | +100.0% | 0.00% | – |
| VLO | New | VALERO ENERGY CORP | $2,000 | – | 28 | +100.0% | 0.00% | – |
| VVV | New | VALVOLINE INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $2,000 | – | 33 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATLS CO | $1,000 | – | 4 | +100.0% | 0.00% | – |
| WCN | New | WASTE CONNECTIONS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $2,000 | – | 12 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCcl a | $1,000 | – | 2 | +100.0% | 0.00% | – |
| DOX | New | AMDOCS LTD | $1,000 | – | 9 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $2,000 | – | 4 | +100.0% | 0.00% | – |
| ALC | New | ALCON AG | $1,000 | – | 6 | +100.0% | 0.00% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $0 | – | 1 | +100.0% | 0.00% | – |
| RKT | New | ROCKET COS INC | $0 | – | 35 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| OGN | New | ORGANON & CO | $0 | – | 1 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $0 | – | 44 | +100.0% | 0.00% | – |
| NBIX | New | NEUROCRINE BIOSCIENCES INC | $0 | – | 3 | +100.0% | 0.00% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $0 | – | 3 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $0 | – | 4 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $0 | – | 3 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| HUBB | New | HUBBELL INC | $0 | – | 1 | +100.0% | 0.00% | – |
| AIG | New | AMERICAN INTL GROUP INC | $0 | – | 7 | +100.0% | 0.00% | – |
| EDSA | New | EDESA BIOTECH INC | $0 | – | 43 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC | $0 | – | 3 | +100.0% | 0.00% | – |
| WMG | New | WARNER MUSIC GROUP CORP | $0 | – | 7 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $0 | – | 64 | +100.0% | 0.00% | – |
| C | New | CITIGROUP INC | $0 | – | 4 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $0 | – | 1 | +100.0% | 0.00% | – |
| COG | New | COTERRA ENERGY INC | $0 | – | 18 | +100.0% | 0.00% | – |
| BIOL | New | BIOLASE INC | $0 | – | 23 | +100.0% | 0.00% | – |
| T | New | AT&T INC | $0 | – | 8 | +100.0% | 0.00% | – |
| BPTH | New | BIO-PATH HLDGS INC | $0 | – | 3 | +100.0% | 0.00% | – |
| TRV | New | TRAVELERS COMPANIES INC | $0 | – | 1 | +100.0% | 0.00% | – |
| VWOB | New | VANGUARD WHITEHALL FDSemerg mkt bd etf | $0 | – | 1 | +100.0% | 0.00% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $0 | – | 8 | +100.0% | 0.00% | – |
| AVTR | New | AVANTOR INC | $0 | – | 11 | +100.0% | 0.00% | – |
| SRC | New | SPIRIT RLTY CAP INC NEW | $0 | – | 0 | +100.0% | 0.00% | – |
| SNOW | New | SNOWFLAKE INCcl a | $0 | – | 1 | +100.0% | 0.00% | – |
| SNAP | New | SNAP INCcl a | $0 | – | 8 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $0 | – | 10 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-09
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 | 2024-01-11 |
| 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 |
| D | 2018-07-10 |
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.