$201 Million is the total value of Aquire Wealth Advisors, LLC's 35 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAU | Buy | DIMENSIONAL ETF TRUSTus core eqt mkt | $63,758,040 | +55.1% | 2,359,661 | +44.4% | 31.72% | +33.0% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $20,804,709 | +79.6% | 830,859 | +54.7% | 10.35% | +54.0% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $15,319,849 | +95.8% | 697,943 | +79.2% | 7.62% | +67.8% |
| AGG | Buy | ISHARES TRcore us aggbd et | $7,108,397 | +13.7% | 73,290 | +12.9% | 3.54% | -2.6% |
| MUB | Buy | ISHARES TRnational mun etf | $7,038,606 | +10.3% | 66,704 | +7.2% | 3.50% | -5.5% |
| TFLO | Buy | ISHARES TRtrs flt rt bd | $5,158,102 | +72.8% | 102,323 | +73.1% | 2.57% | +48.1% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $4,757,054 | +2.3% | 101,257 | +0.4% | 2.37% | -12.3% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $4,252,361 | +6.4% | 133,596 | +4.7% | 2.12% | -8.8% |
| SPIP | Buy | SPDR SER TRportfli tips etf | $3,961,785 | +9.8% | 153,796 | +8.1% | 1.97% | -5.9% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $3,047,033 | +1.4% | 40,476 | +0.7% | 1.52% | -13.1% |
| STIP | Buy | ISHARES TR0-5 yr tips etf | $1,162,453 | +1.3% | 11,989 | +0.5% | 0.58% | -13.2% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $691,987 | +9.8% | 16,919 | +3.9% | 0.34% | -6.0% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $412,231 | +4.1% | 3,910 | +1.2% | 0.20% | -10.9% |
| CVX | New | CHEVRON CORP NEW | $240,876 | – | 1,342 | +100.0% | 0.12% | – |
| AMZN | Buy | AMAZON COM INC | $236,376 | -23.7% | 2,814 | +2.4% | 0.12% | -34.4% |
| AOA | New | ISHARES TRaggres alloc etf | $202,732 | – | 3,393 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-20
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.