Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 1, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 39
- +4 vs. Q4 2022
- Portfolio value
- $228.5M
- +$27.5M (+13.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WRBYWarby Parker Inc. | CL A COM | 16,056 | $85.1K | <0.1% | +16,056 | New | History |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 39,320 | $155.6K | 0.1% | +19,660+100.0% | Added | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $173.7K | 0.1% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $203.5K | 0.1% | +444 | New | History |
| CVXChevron Corp | Stock | 1,342 | $219.0K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,178 | $225.9K | 0.1% | +2,178 | New | History |
| iShares Tr464289859 | CORE 80 20 ETF | 3,567 | $226.8K | 0.1% | +174+5.1% | Added | – |
| GLDSPDR Gold Trust | ETF | 1,500 | $274.8K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 3,925 | $405.4K | 0.2% | +1,111+39.5% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $433.5K | 0.2% | 00.0% | Unchanged | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,974 | $435.6K | 0.2% | +64+1.6% | Added | – |
| TSLATesla, Inc. | Stock | 3,041 | $630.9K | 0.3% | +3,041 | New | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 17,998 | $740.8K | 0.3% | +1,079+6.4% | Added | – |
| AAPLApple Inc. | Stock | 5,630 | $928.4K | 0.4% | +1,134+25.2% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 25,750 | $1.04M | 0.5% | −666−2.5% | Reduced | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,524 | $1.15M | 0.5% | 00.0% | Unchanged | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,001 | $1.19M | 0.5% | +12+0.1% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 70,816 | $1.63M | 0.7% | +314+0.4% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,097 | $1.65M | 0.7% | −188−2.3% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 70,450 | $1.80M | 0.8% | +110.0% | Added | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 53,581 | $2.49M | 1.1% | +159+0.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 55,897 | $2.52M | 1.1% | −324−0.6% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 31,553 | $2.62M | 1.1% | −1,511−4.6% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,657 | $3.11M | 1.4% | +181+0.4% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 81,157 | $4.11M | 1.8% | −21,166−20.7% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 165,976 | $4.28M | 1.9% | −1,952−1.2% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 130,117 | $4.44M | 1.9% | −2,440−1.8% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 19,333 | $4.55M | 2.0% | −60.0% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 175,067 | $4.67M | 2.0% | +21,271+13.8% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 100,888 | $4.80M | 2.1% | −369−0.4% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 153,794 | $5.00M | 2.2% | +20,198+15.1% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 139,917 | $6.55M | 2.9% | −606−0.4% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 220,068 | $7.07M | 3.1% | −1,807−0.8% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 69,809 | $7.52M | 3.3% | +3,105+4.7% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 84,496 | $8.42M | 3.7% | +11,206+15.3% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 808,899 | $18.6M | 8.1% | +110,956+15.9% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 392,058 | $19.8M | 8.7% | +2,130+0.5% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 907,316 | $24.5M | 10.7% | +76,457+9.2% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 2,777,791 | $79.9M | 35.0% | +418,130+17.7% | Added | – |