$171 Million is the total value of Aquire Wealth Advisors, LLC's 34 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 7.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $26,442,000 | +1.9% | 568,898 | +21.9% | 15.43% | +11.7% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $9,698,000 | -3.0% | 336,253 | +15.2% | 5.66% | +6.3% |
| MUB | Buy | ISHARES TRnational mun etf | $6,374,000 | -2.0% | 59,930 | +1.0% | 3.72% | +7.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $6,266,000 | +22.0% | 61,620 | +28.5% | 3.66% | +33.7% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $6,158,000 | +113.4% | 32,646 | +157.6% | 3.59% | +134.0% |
| VEA | Buy | VANGUARD TAXMANAGED INTL FDvan ftse dev mkt | $5,909,000 | +7.4% | 144,821 | +26.4% | 3.45% | +17.7% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $5,648,000 | -7.2% | 162,444 | +3.1% | 3.30% | +1.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $4,789,000 | +110.7% | 114,986 | +133.4% | 2.80% | +130.8% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $4,578,000 | -17.1% | 21,058 | +0.0% | 2.67% | -9.2% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $4,157,000 | +4.8% | 127,397 | +9.7% | 2.43% | +14.9% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $3,842,000 | +0.7% | 139,600 | +10.7% | 2.24% | +10.4% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $446,000 | -7.3% | 4,049 | +1.7% | 0.26% | +1.6% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $400,000 | -16.8% | 9,060 | +0.6% | 0.23% | -9.0% |
| AMZN | Buy | AMAZON COM INC | $280,000 | -34.9% | 2,640 | +1900.0% | 0.16% | -28.8% |
| MUI | New | BLACKROCK MUNICIPAL INCOME | $177,000 | – | 14,871 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-27
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.