Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 20, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 35
- +1 vs. Q3 2022
- Portfolio value
- $201.0M
- +$28.7M (+16.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $149.2K | 0.1% | 00.0% | Unchanged | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $168.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464289859 | CORE 80 20 ETF | 3,393 | $202.7K | 0.1% | +3,393 | New | – |
| AMZNAmazon Com Inc | Stock | 2,814 | $236.4K | 0.1% | +67+2.4% | Added | History |
| CVXChevron Corp | Stock | 1,342 | $240.9K | 0.1% | +1,342 | New | History |
| GLDSPDR Gold Trust | ETF | 1,500 | $254.5K | 0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $406.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,910 | $412.2K | 0.2% | +46+1.2% | Added | – |
| AAPLApple Inc. | Stock | 4,496 | $584.2K | 0.3% | −33−0.7% | Reduced | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,919 | $692.0K | 0.3% | +642+3.9% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,416 | $1.03M | 0.5% | −86,473−76.6% | Reduced | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,524 | $1.13M | 0.6% | 00.0% | Unchanged | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,989 | $1.16M | 0.6% | +56+0.5% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 70,502 | $1.52M | 0.8% | −11,601−14.1% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,285 | $1.58M | 0.8% | −22,849−73.4% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 70,439 | $1.71M | 0.9% | −525−0.7% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 56,221 | $2.36M | 1.2% | −68,134−54.8% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 33,064 | $2.73M | 1.4% | −513−1.5% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,476 | $3.05M | 1.5% | +301+0.7% | Added | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 153,796 | $3.96M | 2.0% | +11,564+8.1% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 167,928 | $4.22M | 2.1% | −4,293−2.5% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 133,596 | $4.25M | 2.1% | +6,040+4.7% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,339 | $4.27M | 2.1% | −985−4.8% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 132,557 | $4.37M | 2.2% | −31,246−19.1% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 101,257 | $4.76M | 2.4% | +415+0.4% | Added | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 53,422 | $4.90M | 2.4% | −1,129−2.1% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 102,323 | $5.16M | 2.6% | +43,207+73.1% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 140,523 | $6.41M | 3.2% | −9,512−6.3% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 221,875 | $6.59M | 3.3% | −90,338−28.9% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 66,704 | $7.04M | 3.5% | +4,476+7.2% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,290 | $7.11M | 3.5% | +8,381+12.9% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 697,943 | $15.3M | 7.6% | +308,399+79.2% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 389,928 | $18.4M | 9.2% | −169,819−30.3% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 830,859 | $20.8M | 10.4% | +293,891+54.7% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 2,359,661 | $63.8M | 31.7% | +725,651+44.4% | Added | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.