Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 3, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 39
- 0 vs. Q1 2023
- Portfolio value
- $250.6M
- +$22.1M (+9.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $149.8K | 0.1% | −19,660−50.0% | Reduced | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $170.1K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,342 | $211.2K | 0.1% | 00.0% | Unchanged | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $212.6K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,912 | $228.9K | 0.1% | −266−12.2% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 1,500 | $267.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464289859 | CORE 80 20 ETF | 4,042 | $268.1K | 0.1% | +475+13.3% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,594 | $388.7K | 0.2% | −380−9.6% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,000 | $407.3K | 0.2% | +1,000 | New | – |
| AMZNAmazon Com Inc | Stock | 3,531 | $460.3K | 0.2% | −394−10.0% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,060 | $468.4K | 0.2% | 00.0% | Unchanged | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 17,687 | $726.4K | 0.3% | −311−1.7% | Reduced | – |
| TSLATesla, Inc. | Stock | 3,117 | $815.9K | 0.3% | +76+2.5% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,765 | $966.7K | 0.4% | −1,985−7.7% | Reduced | – |
| AAPLApple Inc. | Stock | 5,507 | $1.07M | 0.4% | −123−2.2% | Reduced | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,600 | $1.13M | 0.5% | −401−3.3% | Reduced | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,604 | $1.17M | 0.5% | +80+0.6% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 66,412 | $1.55M | 0.6% | −4,404−6.2% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,199 | $1.55M | 0.6% | −13,251−18.8% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,803 | $1.72M | 0.7% | −294−3.6% | Reduced | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 50,640 | $2.33M | 0.9% | −2,941−5.5% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,773 | $2.44M | 1.0% | −3,124−5.6% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 30,032 | $2.51M | 1.0% | −1,521−4.8% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 40,744 | $3.08M | 1.2% | +87+0.2% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 164,635 | $4.18M | 1.7% | −1,341−0.8% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 126,119 | $4.34M | 1.7% | −3,998−3.1% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 97,854 | $4.60M | 1.8% | −3,034−3.0% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 184,571 | $4.77M | 1.9% | +9,504+5.4% | Added | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 18,886 | $4.81M | 1.9% | −447−2.3% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 157,281 | $5.05M | 2.0% | +3,487+2.3% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 120,441 | $6.10M | 2.4% | +39,284+48.4% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 138,112 | $6.38M | 2.5% | −1,805−1.3% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 213,515 | $6.95M | 2.8% | −6,553−3.0% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 73,200 | $7.81M | 3.1% | +3,391+4.9% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 90,281 | $8.84M | 3.5% | +5,785+6.8% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 382,798 | $20.8M | 8.3% | −9,260−2.4% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 895,628 | $21.0M | 8.4% | +86,729+10.7% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 984,705 | $26.9M | 10.7% | +77,389+8.5% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,025,564 | $93.8M | 37.4% | +247,773+8.9% | Added | – |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.