Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- Latest filing
- Aug 6, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 46
- +6 vs. Q4 2023
- Portfolio value
- $286.1M
- +$23.1M (+8.8%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $155.7K | 0.1% | 00.0% | Unchanged | History |
| MUIBlackRock Municipal Credit Alpha Portfolio, Inc. | COM | 14,871 | $179.3K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 1,302 | $205.4K | 0.1% | +1,302 | New | History |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,018 | $223.7K | 0.1% | +129+3.3% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 444 | $247.0K | 0.1% | 00.0% | Unchanged | History |
| ERCAllspring Multi-Sector Income Fund | COM | 27,323 | $254.9K | 0.1% | +27,323 | New | History |
| MSFTMicrosoft Corp | Stock | 610 | $256.8K | 0.1% | +610 | New | History |
| GOOGLAlphabet Inc. | Stock | 1,933 | $291.7K | 0.1% | +9+0.5% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,504 | $309.4K | 0.1% | 00.0% | Unchanged | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,015 | $328.4K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,814 | $353.6K | 0.1% | +246+5.4% | Added | – |
| NACNuveen California Quality Municipal Income Fund | COM | 36,882 | $406.4K | 0.1% | +36,882 | New | History |
| NVDANVIDIA Corp | Stock | 502 | $453.6K | 0.2% | +52+11.6% | Added | History |
| TSLATesla, Inc. | Stock | 2,861 | $502.9K | 0.2% | −229−7.4% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,981 | $548.3K | 0.2% | +91+1.0% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,186 | $570.1K | 0.2% | +91+8.3% | Added | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 14,100 | $603.8K | 0.2% | −408−2.8% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 3,542 | $638.9K | 0.2% | +11+0.3% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,708 | $781.4K | 0.3% | −44−0.2% | Reduced | – |
| CHYCalamos Convertible & High Income Fund | COM SHS | 75,306 | $889.4K | 0.3% | +75,306 | New | History |
| AAPLApple Inc. | Stock | 5,413 | $928.2K | 0.3% | −108−2.0% | Reduced | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 11,946 | $1.19M | 0.4% | +70+0.6% | Added | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 12,710 | $1.20M | 0.4% | +106+0.8% | Added | – |
| UTGReaves Utility Income Fund | COM SH BEN INT | 46,915 | $1.26M | 0.4% | +46,915 | New | History |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 68,023 | $1.73M | 0.6% | +718+1.1% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 57,199 | $1.83M | 0.6% | 00.0% | Unchanged | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 40,887 | $1.90M | 0.7% | −1,378−3.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,084 | $2.10M | 0.7% | +754+10.3% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 25,912 | $2.24M | 0.8% | −830−3.1% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 44,819 | $2.25M | 0.8% | −42−0.1% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 41,661 | $3.19M | 1.1% | +123+0.3% | Added | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 143,625 | $3.63M | 1.3% | −9,649−6.3% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 107,911 | $3.91M | 1.4% | −1,509−1.4% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 92,329 | $4.38M | 1.5% | −1,197−1.3% | Reduced | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,075 | $4.52M | 1.6% | −259−1.7% | Reduced | – |
| iShares Tr46434V860 | TRS FLT RT BD | 91,842 | $4.66M | 1.6% | −19,577−17.6% | Reduced | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 189,041 | $4.84M | 1.7% | +672+0.4% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 108,052 | $5.02M | 1.8% | −2,947−2.7% | Reduced | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 158,239 | $5.17M | 1.8% | −638−0.4% | Reduced | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 185,006 | $6.63M | 2.3% | −3,297−1.8% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 75,035 | $8.07M | 2.8% | +1,686+2.3% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 100,585 | $9.85M | 3.4% | +3,022+3.1% | Added | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 340,208 | $21.8M | 7.6% | −5,105−1.5% | Reduced | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,013,074 | $25.0M | 8.8% | +46,738+4.8% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,076,712 | $32.5M | 11.4% | +46,001+4.5% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,229,409 | $118.0M | 41.2% | +84,558+2.7% | Added | – |