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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:
Portfolio Report
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)

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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

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

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Year Portfolio % % Excess Gain %

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