AW

Aquire Wealth Advisors, LLC

13F
Aquire Wealth Advisors, LLC
Last update 2024-08-14 43 Stocks (1 new)
Value $298.00 Mil Turnover 4 %
Countries:
Top Holdings: DFAU(42.43%)DFAI(11.51%)DFAE(9.25%)SPTM(7.34%)AGG(3.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
Aquire Wealth Advisors, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU 		Dimensional US Core Equity Market ETF
3,369,490
126322.170
+4.34%
42.430
+1.76%
-
+6.82%
+21.14%
6675.470
 
DFAI 		Dimensional International Core Equity Market ETF
1,154,562
34255.840
+7.23%
11.510
+0.78%
-
+0.73%
+6.22%
7140.741
 
DFAE 		Dimensional Emerging Core Equity Market ETF
1,064,769
27545.570
+5.10%
9.250
+0.45%
-
+4.09%
+10.31%
4844.777
 
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF
329,500
21862.310
-3.15%
7.340
-0.24%
-
+6.93%
+21.60%
9354.666
 
AGG 		iShares Core U.S. Aggregate Bond ETF
109,015
10582.100
+8.38%
3.550
+0.27%
-
+0.05%
-0.63%
117924.349
 
MUB 		iShares National Muni Bond ETF
78,441
8357.900
+4.54%
2.810
+0.12%
-
-0.38%
-1.30%
39270.177
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
179,868
6309.760
-2.78%
2.120
-0.06%
-
+1.15%
+5.85%
20837.679
 
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
165,277
5381.430
+4.45%
1.810
+0.08%
-
+0.56%
+0.96%
9508.312
 
SPIP 		SPDR Portfolio TIPS ETF
199,618
5074.280
+5.60%
1.700
+0.09%
-
+0.80%
+0.96%
874.293
 
TFLO 		iShares Treasury Floating Rate Bond ETF
99,075
5019.130
+7.88%
1.690
+0.12%
-
-0.09%
+0.29%
6934.040
 

Aquire Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Aquire Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAU 		Dimensional US Core Equity Market ETF2024-06-30Add
+1.76%
●
34.53 ($36.34) 37.67
$40.25
10.76%
Add 4.34%
3,369,490
140,081
DFAI 		Dimensional International Core Equity Market ETF2024-06-30Add
+0.78%
●
28.93 ($30.01) 30.91
$30.43
1.38%
Add 7.23%
1,154,562
77,850
DFAE 		Dimensional Emerging Core Equity Market ETF2024-06-30Add
+0.45%
●
24.03 ($25.35) 26.3
$26.61
4.95%
Add 5.1%
1,064,769
51,695
UTG 		Reaves Utility Income Fund2024-06-30Sold Out
-0.44%
●
25.5 ($27.24) 28.43
$32.45
19.14%
Sold Out
0
-46,915
CHY 		Calamos Convertible & High Income Fund2024-06-30Sold Out
-0.31%
●
10.86 ($11.21) 11.59
$11.95
6.60%
Sold Out
0
-75,306
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Add
+0.27%
●
95.11 ($96.53) 97.92
$98.63
2.17%
Add 8.38%
109,015
8,430
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF2024-06-30Reduce
-0.24%
●
60.69 ($64.03) 66.83
$71.03
10.93%
Reduce -3.15%
329,500
-10,708
NAC 		Nuveen California Quality Municipal Income Fund2024-06-30Sold Out
-0.14%
●
10.64 ($11.05) 11.58
$11.41
3.23%
Sold Out
0
-36,882
MUB 		iShares National Muni Bond ETF2024-06-30Add
+0.12%
●
105.37 ($106.5) 107.16
$107.00
0.47%
Add 4.54%
78,441
3,406
TFLO 		iShares Treasury Floating Rate Bond ETF2024-06-30Add
+0.12%
●
50.44 ($50.58) 50.7
$50.62
0.07%
Add 7.88%
99,075
7,233

Aquire Wealth Advisors, LLC Total Holding History ($B)

To

Aquire Wealth Advisors, LLC's Asset Allocation

To

Aquire Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aquire Wealth Advisors, LLC's Hypothetical Growth since 2024-06-30

Aquire Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aquire Wealth Advisors, LLC's Holdings Heat Map

Size field:

Aquire Wealth Advisors, LLC's Holdings Bubble Chart

Aquire Wealth Advisors, LLC News

  • 1

Discussions on Aquire Wealth Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.