Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 11, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 40
- +1 vs. Q3 2023
- Portfolio value
- $263.0M
- +$23.2M (+9.7%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $151.4K | 0.1% | 00.0% | Unchanged | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $173.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,889 | $206.9K | 0.1% | +3,889 | New | – |
| NVDANVIDIA Corp | Stock | 450 | $222.8K | 0.1% | +450 | New | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $225.3K | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,924 | $268.8K | 0.1% | +12+0.6% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,504 | $287.5K | 0.1% | −29−1.9% | Reduced | History |
| iShares Tr464289859 | CORE 80 20 ETF | 4,568 | $315.4K | 0.1% | +483+11.8% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,015 | $333.6K | 0.1% | +20+0.7% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,095 | $478.3K | 0.2% | +53+5.1% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,890 | $494.9K | 0.2% | −170−1.9% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 3,531 | $536.5K | 0.2% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 14,508 | $634.1K | 0.2% | −1,747−10.7% | Reduced | – |
| TSLATesla, Inc. | Stock | 3,090 | $767.8K | 0.3% | −27−0.9% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,752 | $770.7K | 0.3% | −3,373−15.2% | Reduced | – |
| AAPLApple Inc. | Stock | 5,521 | $1.06M | 0.4% | 00.0% | Unchanged | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,876 | $1.17M | 0.4% | +276+2.4% | Added | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,604 | $1.17M | 0.4% | 00.0% | Unchanged | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 67,305 | $1.64M | 0.6% | +494+0.7% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,199 | $1.67M | 0.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,330 | $1.74M | 0.7% | −479−6.1% | Reduced | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 42,265 | $1.99M | 0.8% | −556−1.3% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 44,861 | $2.15M | 0.8% | −3,487−7.2% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 26,742 | $2.36M | 0.9% | −3,041−10.2% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,538 | $3.20M | 1.2% | +296+0.7% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 109,420 | $3.87M | 1.5% | −11,402−9.4% | Reduced | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 153,274 | $3.93M | 1.5% | −918−0.6% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,334 | $4.20M | 1.6% | −896−5.5% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 93,526 | $4.47M | 1.7% | −1,957−2.0% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 188,369 | $4.82M | 1.8% | +6,063+3.3% | Added | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 158,877 | $5.22M | 2.0% | +4,379+2.8% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 110,999 | $5.22M | 2.0% | −14,028−11.2% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 111,419 | $5.62M | 2.1% | −3,669−3.2% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 188,303 | $6.40M | 2.4% | −12,834−6.4% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 73,349 | $7.95M | 3.0% | +824+1.1% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 97,563 | $9.68M | 3.7% | +4,188+4.5% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 345,313 | $20.2M | 7.7% | −16,490−4.6% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 966,336 | $23.3M | 8.9% | +55,470+6.1% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,030,711 | $29.5M | 11.2% | +24,171+2.4% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,144,851 | $104.6M | 39.8% | +73,206+2.4% | Added | – |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.