Aquire Wealth Advisors, LLC
- SEC CIK
- 0001745945
- 最新申報
- 2026/8/6
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/9 申報。只含多頭部位。
- 持股檔數
- 275
- 2021 年第 3 季沒有申報
- 總值
- $1.91 億
- 2021 年第 3 季沒有申報
Aquire Wealth Advisors, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 1,390,441 | $4,589 萬 | 24.0% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 427,523 | $2,499 萬 | 13.1% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 303,805 | $1,108 萬 | 5.8% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 176,937 | $915.3 萬 | 4.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 247,536 | $732.0 萬 | 3.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 172,177 | $714.4 萬 | 3.7% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 58,018 | $674.6 萬 | 3.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 122,768 | $626.9 萬 | 3.3% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 228,964 | $626.4 萬 | 3.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 21,063 | $584.5 萬 | 3.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 178,375 | $528.3 萬 | 2.8% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 107,334 | $527.9 萬 | 2.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 44,931 | $512.6 萬 | 2.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 36,213 | $420.1 萬 | 2.2% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 114,147 | $412.6 萬 | 2.2% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 126,513 | $398.5 萬 | 2.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 42,620 | $344.5 萬 | 1.8% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 62,182 | $318.8 萬 | 1.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 53,752 | $265.9 萬 | 1.4% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 92,257 | $240.9 萬 | 1.3% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 78,979 | $228.8 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,728 | $210.7 萬 | 1.1% | – | – | – |
| BILLBILL Holdings, Inc. | Stock | 5,407 | $134.7 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 12,259 | $129.8 萬 | 0.7% | – | – | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 13,507 | $129.3 萬 | 0.7% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 16,128 | $91.2 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 4,627 | $82.2 萬 | 0.4% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,917 | $51.9 萬 | 0.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,432 | $50.1 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 471 | $49.8 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 132 | $44.0 萬 | 0.2% | – | – | 歷史 |
| WRBYWarby Parker Inc. | CL A COM | 8,028 | $37.4 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 105 | $30.4 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,500 | $25.6 萬 | 0.1% | – | – | 歷史 |
| MFLBlackRock Muniholdings Investment Quality Fund | COM | 15,845 | $23.5 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 3,070 | $22.5 萬 | 0.1% | – | – | – |
| RUNSunrun Inc. | COM | 6,426 | $22.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 2,777 | $20.2 萬 | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,468 | $19.2 萬 | 0.1% | – | – | – |
| SBIWestern Asset Intermediate Muni Fund Inc. | COM | 19,660 | $19.0 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,172 | $18.2 萬 | 0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,229 | $18.0 萬 | 0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 4,520 | $17.6 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 632 | $16.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 2,670 | $15.2 萬 | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 508 | $14.9 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 420 | $14.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 537 | $13.7 萬 | 0.1% | – | – | – |
| APHAmphenol Corp | CL A | 1,522 | $13.3 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 198 | $13.2 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 2,946 | $13.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 2,864 | $13.0 萬 | 0.1% | – | – | – |
| DTFDTF Tax-Free Income 2028 Term Fund Inc | COM | 8,955 | $12.8 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 204 | $12.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 676 | $12.1 萬 | 0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,432 | $12.1 萬 | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 630 | $11.9 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 311 | $11.2 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 226 | $10.7 萬 | 0.1% | – | – | 歷史 |
| NRKNuveen New York Amt-Free Quality Municipal Income Fund | COM | 7,450 | $10.3 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 42 | $10.1 萬 | 0.1% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 157 | $10.1 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 283 | $10.0 萬 | 0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 1,261 | $9.60 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 297 | $9.50 萬 | <0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 276 | $9.30 萬 | <0.1% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 381 | $9.30 萬 | <0.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 600 | $9.10 萬 | <0.1% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 320 | $9.00 萬 | <0.1% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 150 | $8.90 萬 | <0.1% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 662 | $8.80 萬 | <0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 790 | $8.20 萬 | <0.1% | – | – | 歷史 |
| SAFMSanderson Farms Inc | COM | 428 | $8.20 萬 | <0.1% | – | – | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 447 | $7.90 萬 | <0.1% | – | – | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 406 | $7.40 萬 | <0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 166 | $7.40 萬 | <0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 112 | $7.40 萬 | <0.1% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 2,422 | $7.20 萬 | <0.1% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 1,801 | $7.20 萬 | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 125 | $7.10 萬 | <0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 154 | $7.10 萬 | <0.1% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 264 | $6.60 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 612 | $6.60 萬 | <0.1% | – | – | – |
| GDDYGoDaddy Inc. | CL A | 767 | $6.50 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 551 | $6.40 萬 | <0.1% | – | – | 歷史 |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 4,500 | $6.10 萬 | <0.1% | – | – | 歷史 |
| IDAIdacorp Inc | COM | 540 | $6.10 萬 | <0.1% | – | – | 歷史 |
| CPAYCorpay, Inc. | COM | 266 | $6.00 萬 | <0.1% | – | – | 歷史 |
| MKLMarkel Group Inc. | COM | 45 | $5.60 萬 | <0.1% | – | – | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 510 | $5.50 萬 | <0.1% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 832 | $5.50 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46429B291 | A RATE CP BD ETF | 910 | $5.10 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 397 | $5.10 萬 | <0.1% | – | – | – |
| VFCV F Corp | Stock | 675 | $4.90 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 596 | $4.70 萬 | <0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 105 | $4.60 萬 | <0.1% | – | – | – |
| OKTAOkta, Inc. | CL A | 200 | $4.50 萬 | <0.1% | – | – | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,322 | $4.10 萬 | <0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 1,011 | $4.00 萬 | <0.1% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 117 | $3.80 萬 | <0.1% | – | – | 歷史 |