Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2024)

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About Aquire Wealth Advisors, LLC

Investment Activity

Aquire Wealth Advisors, LLC has $262.98 million in total holdings as of December 31, 2023.
Aquire Wealth Advisors, LLC owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 2.21% of the portfolio was purchased this quarter.
About 1.54% of the portfolio was sold this quarter.
This quarter, Aquire Wealth Advisors, LLC has purchased 39 new stocks and bought additional shares in 14 stocks.
Aquire Wealth Advisors, LLC sold shares of 17 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Dimensional US Core Equity Market ETF: $104,566,283
Dimensional International Core Equity Market ETF: $29,519,563
Dimensional Emerging Core Equity Market ETF: $23,298,361
SPDR Portfolio S&P 1500 Composite Stock Market ETF: $20,183,533
iShares Core U.S. Aggregate Bond ETF: $9,683,128

Largest New Holdings this Quarter

NVIDIA: $222,849 Holding
iShares Core Growth Allocation ETF: $206,856 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF: 73,206 shares (about $2.43M)
Dimensional Emerging Core Equity Market ETF: 55,470 shares (about $1.34M)
Dimensional International Core Equity Market ETF: 24,171 shares (about $692.26K)
iShares Core U.S. Aggregate Bond ETF: 4,188 shares (about $415.66K)
NVIDIA: 450 shares (about $222.85K)

Largest Sales this Quarter

SPDR Portfolio S&P 1500 Composite Stock Market ETF: 16,490 shares (about $963.84K)
SPDR Nuveen Barclays Municipal Bond ETF: 14,028 shares (about $659.32K)
SPDR Portfolio Developed World ex-US ETF: 12,834 shares (about $436.48K)
SPDR Portfolio Emerging Markets ETF: 11,402 shares (about $403.74K)
Vanguard Real Estate ETF: 3,041 shares (about $268.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAU Dimensional US Core Equity Market ETF	$104,566,283	$2,434,099 ▲	2.4%	3,144,851	39.8%	ETF
DFAI Dimensional International Core Equity Market ETF	$29,519,563	$692,257 ▲	2.4%	1,030,711	11.2%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$23,298,361	$1,337,382 ▲	6.1%	966,336	8.9%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$20,183,533	$963,840 ▼	-4.6%	345,313	7.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$9,683,128	$415,659 ▲	4.5%	97,563	3.7%	Finance
MUB iShares National Muni Bond ETF	$7,951,765	$89,330 ▲	1.1%	73,349	3.0%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$6,404,178	$436,484 ▼	-6.4%	188,303	2.4%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$5,623,302	$185,174 ▼	-3.2%	111,419	2.1%	ETF
TFI SPDR Nuveen Barclays Municipal Bond ETF	$5,216,953	$659,316 ▼	-11.2%	110,999	2.0%	Finance
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$5,215,932	$143,763 ▲	2.8%	158,877	2.0%	ETF
SPIP SPDR Portfolio TIPS ETF	$4,816,600	$155,031 ▲	3.3%	188,369	1.8%	ETF
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF	$4,469,608	$93,525 ▼	-2.0%	93,526	1.7%	Finance
IWV iShares Russell 3000 ETF	$4,197,529	$245,271 ▼	-5.5%	15,334	1.6%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$3,929,935	$23,537 ▼	-0.6%	153,274	1.5%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,874,555	$403,744 ▼	-9.4%	109,420	1.5%	ETF
BSV Vanguard Short-Term Bond ETF	$3,199,257	$22,798 ▲	0.7%	41,538	1.2%	ETF
VNQ Vanguard Real Estate ETF	$2,362,965	$268,708 ▼	-10.2%	26,742	0.9%	ETF
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares	$2,148,860	$167,029 ▼	-7.2%	44,861	0.8%	ETF
ITM VanEck Intermediate Muni ETF	$1,987,723	$26,149 ▼	-1.3%	42,265	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$1,738,870	$113,631 ▼	-6.1%	7,330	0.7%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$1,671,927		0.0%	57,199	0.6%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,643,588	$12,063 ▲	0.7%	67,305	0.6%	ETF
LQDH iShares Interest Rate Hedged Corporate Bond ETF	$1,173,223		0.0%	12,604	0.4%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$1,170,855	$27,211 ▲	2.4%	11,876	0.4%	ETF
AAPL Apple	$1,062,989		0.0%	5,521	0.4%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$770,687	$138,627 ▼	-15.2%	18,752	0.3%	ETF
TSLA Tesla	$767,803	$6,709 ▼	-0.9%	3,090	0.3%	Auto/Tires/Trucks
RWO SPDR Dow Jones Global Real Estate ETF	$634,145	$76,361 ▼	-10.7%	14,508	0.2%	ETF
AMZN Amazon.com	$536,500		0.0%	3,531	0.2%	Retail/Wholesale
SCHB Schwab US Broad Market ETF	$494,906	$9,464 ▼	-1.9%	8,890	0.2%	ETF
VOO Vanguard S&P 500 ETF	$478,296	$23,150 ▲	5.1%	1,095	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$333,640	$2,213 ▲	0.7%	3,015	0.1%	Finance
AOA iShares Core Aggressive Allocation ETF	$315,420	$33,351 ▲	11.8%	4,568	0.1%	ETF
GLD SPDR Gold Shares	$287,520	$5,544 ▼	-1.9%	1,504	0.1%	Finance
GOOGL Alphabet	$268,764	$1,676 ▲	0.6%	1,924	0.1%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$225,277		0.0%	444	0.1%	ETF
NVDA NVIDIA	$222,849	$222,849 ▲	New Holding	450	0.1%	Computer and Technology
AOR iShares Core Growth Allocation ETF	$206,856	$206,856 ▲	New Holding	3,889	0.1%	ETF
MUI BlackRock Municipal Income Fund	$173,098		0.0%	14,871	0.1%	Financial Services
SBI Western Asset Intermediate Muni Fund	$151,382		0.0%	19,660	0.1%	Financial Services
CVX Chevron	$0	$219,543 ▼	-100.0%	0	0.0%	Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Aquire Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Aquire Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAquire Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information