Filer Name: AQUIRE WEALTH ADVISORS, LLC
CIK: 1745945
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 50
Portfolio Value: $0.32B

Aquire Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAU US DIMENSIONAL US CORE EQUITY M 3,616,414 $146M 45.35% 3.5% -
DFAI US DIMENSIONAL INTERNATIONAL CO 1,299,227 $38M 11.75% 8.1% -
DFAE US DIMENSIONAL EMERGING CORE EQ 1,191,617 $30M 9.36% 5.5% -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 308,440 $22M 6.82% -4.9% -
AGG US ISHARES CORE U.S. AGGREGATE 124,729 $12M 3.74% 9.2% -
MUB US ISHARES NATIONAL MUNI BOND E 83,437 $9M 2.75% 6.4% -
SPIB US SPDR PORT INT CORP BOND ETF 178,128 $6M 1.81% 5.9% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 169,019 $6M 1.79% -4.0% -
SPIP US SPDR PORTFOLIO TIPS ETF 215,418 $5M 1.69% 5.9% -
IWV US ISHARES RUSSELL 3000 ETF 13,871 $5M 1.44% -4.4% -
TFI US SPDR NUVEEN BLOOMBERG MUNICI 95,706 $4M 1.35% 4.8% -
SHM US SPDR NUVEEN BLOOMBERG SHORT 84,592 $4M 1.24% -5.6% -
SPEM US SPDR PORTFOLIO EMERGING MARK 97,754 $4M 1.16% -4.1% -
SPAB US SPDR PORTFOLIO AGGREGATE BON 133,142 $3M 1.03% -4.1% -
BSV US VANGUARD SHORT-TERM BOND ETF 38,781 $3M 0.93% -7.7% -
VTI US VANGUARD TOTAL STOCK MKT ETF 8,127 $2M 0.73% -1.7% -
VNQ US VANGUARD REAL ESTATE ETF 23,184 $2M 0.64% -5.9% -
DFAC US DIMENSIONAL US CORE EQUITY 2 57,169 $2M 0.61% - -
VEA US VANGUARD FTSE DEVELOPED ETF 41,434 $2M 0.61% -4.3% -
DFAX US DIMENSIONAL WORLD EX US CORE 69,501 $2M 0.54% 1.1% -
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