$172 Million is the total value of Aquire Wealth Advisors, LLC's 34 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $41,095,000 | +9.2% | 1,634,010 | +14.8% | 23.86% | +8.6% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $11,582,000 | +40.6% | 536,968 | +57.3% | 6.72% | +39.8% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $7,826,000 | +15.7% | 389,544 | +33.3% | 4.54% | +15.0% |
| MUB | Buy | ISHARES TRnational mun etf | $6,383,000 | +0.1% | 62,228 | +3.8% | 3.71% | -0.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $6,253,000 | -0.2% | 64,909 | +5.3% | 3.63% | -0.7% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $5,084,000 | -10.0% | 163,803 | +0.8% | 2.95% | -10.5% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $3,995,000 | -3.9% | 127,556 | +0.1% | 2.32% | -4.4% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $3,607,000 | -6.1% | 142,232 | +1.9% | 2.09% | -6.6% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,006,000 | -2.1% | 40,175 | +0.5% | 1.74% | -2.7% |
| TFLO | New | ISHARES TRtrs flt rt bd | $2,985,000 | – | 59,116 | +100.0% | 1.73% | – |
| Buy | DIMENSIONAL ETF TRUSTworld ex us core | $1,551,000 | -10.8% | 82,103 | +1.2% | 0.90% | -11.3% | |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,147,000 | -4.7% | 11,933 | +0.5% | 0.67% | -5.3% |
| LQDH | Buy | ISHARES U S ETF TRint rt hdg c b | $1,111,000 | -1.4% | 12,524 | +0.3% | 0.64% | -2.0% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $630,000 | -10.9% | 16,277 | +1.7% | 0.37% | -11.4% |
| TSLA | Buy | TESLA INC | $375,000 | +18.3% | 1,413 | +200.0% | 0.22% | +17.8% |
| AMZN | Buy | AMAZON COM INC | $310,000 | +10.7% | 2,747 | +4.1% | 0.18% | +10.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
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.