Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Oct 18, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 34
- 0 vs. Q2 2022
- Portfolio value
- $172.3M
- +$930.0K (+0.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $145.0K | 0.1% | 00.0% | Unchanged | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $161.0K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,500 | $232.0K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,747 | $310.0K | 0.2% | +107+4.1% | Added | History |
| TSLATesla, Inc. | Stock | 1,413 | $375.0K | 0.2% | 00.0% | UnchangedConverted for a 3-for-1 split | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $380.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,864 | $396.0K | 0.2% | −185−4.6% | Reduced | – |
| AAPLApple Inc. | Stock | 4,529 | $626.0K | 0.4% | −14−0.3% | Reduced | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,277 | $630.0K | 0.4% | +268+1.7% | Added | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,524 | $1.11M | 0.6% | +33+0.3% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,933 | $1.15M | 0.7% | +58+0.5% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 82,103 | $1.55M | 0.9% | +984+1.2% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 70,964 | $1.58M | 0.9% | −4,318−5.7% | Reduced | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 54,551 | $2.38M | 1.4% | −1,193−2.1% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,577 | $2.69M | 1.6% | −26−0.1% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 59,116 | $2.98M | 1.7% | +59,116 | New | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,175 | $3.01M | 1.7% | +187+0.5% | Added | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 142,232 | $3.61M | 2.1% | +2,632+1.9% | Added | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 127,556 | $4.00M | 2.3% | +159+0.1% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 112,889 | $4.12M | 2.4% | −2,097−1.8% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 20,324 | $4.21M | 2.4% | −734−3.5% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 172,221 | $4.30M | 2.5% | −2,753−1.6% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 124,355 | $4.52M | 2.6% | −20,466−14.1% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 100,842 | $4.65M | 2.7% | −647−0.6% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 163,803 | $5.08M | 3.0% | +1,359+0.8% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 31,134 | $5.59M | 3.2% | −1,512−4.6% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 64,909 | $6.25M | 3.6% | +3,289+5.3% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 62,228 | $6.38M | 3.7% | +2,298+3.8% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 150,035 | $6.60M | 3.8% | −9,425−5.9% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 389,544 | $7.83M | 4.5% | +97,394+33.3% | Added | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 312,213 | $8.05M | 4.7% | −24,040−7.1% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 536,968 | $11.6M | 6.7% | +195,619+57.3% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 559,747 | $24.7M | 14.3% | −9,151−1.6% | Reduced | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,634,010 | $41.1M | 23.9% | +210,429+14.8% | Added | – |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,468 | $248.0K | 0.1% | – |