Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Aquire Wealth Advisors, LLCInvestment ActivityAquire Wealth Advisors, LLC has $318.55 million in total holdings as of September 30, 2024.Aquire Wealth Advisors, LLC owns shares of 46 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 3.32% of the portfolio was purchased this quarter.About 2.01% of the portfolio was sold this quarter.This quarter, Aquire Wealth Advisors, LLC has purchased 43 new stocks and bought additional shares in 22 stocks.Aquire Wealth Advisors, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Core Equity Market ETF $138,725,599Dimensional International Core Equity Market ETF $38,203,284Dimensional Emerging Core Equity Market ETF $30,965,154SPDR Portfolio S&P 1500 Composite Stock Market ETF $22,711,406iShares Core U.S. Aggregate Bond ETF $11,564,577 Largest New Holdings this Quarter Eli Lilly and Company $518,275 HoldingSPDR S&P 500 ETF Trust $289,749 HoldingMeta Platforms $238,718 HoldingVanguard Information Technology ETF $204,109 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 125,737 shares (about $4.99M)Dimensional Emerging Core Equity Market ETF 64,933 shares (about $1.78M)Dimensional International Core Equity Market ETF 47,555 shares (about $1.51M)iShares Core U.S. Aggregate Bond ETF 5,180 shares (about $524.58K)Eli Lilly and Company 585 shares (about $518.28K) Largest Sales this Quarter iShares Treasury Floating Rate Bond ETF 88,791 shares (about $4.49M)SPDR Nuveen Barclays Municipal Bond ETF 11,051 shares (about $517.52K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 5,330 shares (about $373.42K)iShares Russell 3000 ETF 504 shares (about $164.67K)SPDR Portfolio Developed World ex-US ETF 3,792 shares (about $142.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAquire Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$138,725,599$4,990,503 ▲3.7%3,495,22743.5%ETFDFAIDimensional International Core Equity Market ETF$38,203,284$1,511,298 ▲4.1%1,202,11712.0%ETFDFAEDimensional Emerging Core Equity Market ETF$30,965,154$1,779,815 ▲6.1%1,129,7029.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$22,711,406$373,421 ▼-1.6%324,1707.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,564,577$524,581 ▲4.8%114,1953.6%FinanceMUBiShares National Muni Bond ETF$8,519,998$1,086 ▼0.0%78,4312.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,613,445$142,428 ▼-2.1%176,0762.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$5,670,423$98,906 ▲1.8%168,2111.8%ETFSPIPSPDR Portfolio TIPS ETF$5,343,309$97,341 ▲1.9%203,3221.7%ETFIWViShares Russell 3000 ETF$4,738,892$164,672 ▼-3.4%14,5041.5%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$4,312,622$85,208 ▼-1.9%89,5851.4%FinanceTFISPDR Nuveen Barclays Municipal Bond ETF$4,277,031$517,518 ▼-10.8%91,3311.3%FinanceSPEMSPDR Portfolio Emerging Markets ETF$4,206,094$88,340 ▼-2.1%101,8911.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$3,630,958$99,907 ▼-2.7%138,9041.1%ETFBSVVanguard Short-Term Bond ETF$3,304,587$393 ▼0.0%41,9951.0%ETFVNQVanguard Real Estate ETF$2,401,447$44,424 ▼-1.8%24,6500.8%ETFVTIVanguard Total Stock Market ETF$2,341,838$67,961 ▲3.0%8,2700.7%ETFVEAVanguard FTSE Developed Markets ETF$2,286,007$45,839 ▼-2.0%43,2870.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,960,325$38,473 ▲2.0%57,1690.6%ETFITMVanEck Intermediate Muni ETF$1,922,603$3,615 ▼-0.2%40,9500.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,857,424$11,236 ▲0.6%68,7680.6%ETFAAPLApple$1,318,979$21,905 ▲1.7%5,6600.4%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$1,222,831$12,462 ▲1.0%12,0690.4%ETFLQDHiShares Interest Rate Hedged Corporate Bond ETF$1,217,785$35,081 ▲3.0%13,0870.4%ETFVWOVanguard FTSE Emerging Markets ETF$872,361$5,455 ▲0.6%18,2310.3%ETFAMZNAmazon.com$724,637$62,607 ▲9.5%3,8890.2%Retail/WholesaleNVDANVIDIA$649,947$22,102 ▲3.5%5,3520.2%Computer and TechnologyVOOVanguard S&P 500 ETF$634,266$2,638 ▲0.4%1,2020.2%ETFSCHBSchwab US Broad Market ETF$597,4160.0%8,9810.2%ETFTSLATesla$581,342$41,599 ▼-6.7%2,2220.2%Auto/Tires/TrucksRWOSPDR Dow Jones Global Real Estate ETF$568,649$89,689 ▼-13.6%11,9640.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$520,370$4,492,821 ▼-89.6%10,2840.2%ETFLLYEli Lilly and Company$518,275$518,275 ▲New Holding5850.2%MedicalAOAiShares Core Aggressive Allocation ETF$417,986$16,492 ▲4.1%5,2970.1%ETFGLDSPDR Gold Shares$364,590$972 ▼-0.3%1,5000.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$344,250$2,147 ▲0.6%3,0470.1%FinanceGOOGLAlphabet$331,053$3,151 ▲1.0%1,9960.1%Computer and TechnologyMSFTMicrosoft$308,453$10,339 ▲3.5%7160.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$289,749$289,749 ▲New Holding5050.1%FinanceAORiShares Core Growth Allocation ETF$262,019$10,308 ▲4.1%4,4230.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$252,9290.0%4440.1%ETFMETAMeta Platforms$238,718$238,718 ▲New Holding4170.1%Computer and TechnologyRBB FD INC$206,859$1,899 ▲0.9%7,9500.1%SGI ENHANCED CORVGTVanguard Information Technology ETF$204,109$204,109 ▲New Holding3480.1%ETFMUIBlackRock Municipal Income Fund$187,0770.0%14,8710.1%Financial ServicesSBIWestern Asset Intermediate Muni Fund$161,2120.0%19,6600.1%Financial ServicesCVXChevron$0$203,659 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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