Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2024)

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About Aquire Wealth Advisors, LLC

Investment Activity

Aquire Wealth Advisors, LLC has $286.12 million in total holdings as of March 31, 2024.
Aquire Wealth Advisors, LLC owns shares of 46 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 3.42% of the portfolio was purchased this quarter.
About 0.78% of the portfolio was sold this quarter.
This quarter, Aquire Wealth Advisors, LLC has purchased 40 new stocks and bought additional shares in 18 stocks.
Aquire Wealth Advisors, LLC sold shares of 16 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Dimensional US Core Equity Market ETF: $118,002,590
Dimensional International Core Equity Market ETF: $32,538,237
Dimensional Emerging Core Equity Market ETF: $25,043,189
SPDR Portfolio S&P 1500 Composite Stock Market ETF: $21,824,330
iShares Core U.S. Aggregate Bond ETF: $9,851,295

Largest New Holdings this Quarter

REAVES UTIL INCOME FD: $1,264,841 Holding
Calamos Convertible and High Income Fund: $889,362 Holding
Nuveen California Quality Municipal Income Fund: $406,441 Holding
Microsoft: $256,776 Holding
Allspring Multi-Sector Income Fund: $254,920 Holding

Largest Purchases this Quarter

Dimensional US Core Equity Market ETF: 84,558 shares (about $3.09M)
Dimensional International Core Equity Market ETF: 46,001 shares (about $1.39M)
REAVES UTIL INCOME FD: 46,915 shares (about $1.26M)
Dimensional Emerging Core Equity Market ETF: 46,738 shares (about $1.16M)
Calamos Convertible and High Income Fund: 75,306 shares (about $889.36K)

Largest Sales this Quarter

iShares Treasury Floating Rate Bond ETF: 19,577 shares (about $992.35K)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 5,105 shares (about $327.49K)
SPDR Portfolio Aggregate Bond ETF: 9,649 shares (about $243.93K)
SPDR Nuveen Barclays Municipal Bond ETF: 2,947 shares (about $136.98K)
SPDR Portfolio Developed World ex-US ETF: 3,297 shares (about $118.16K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAU Dimensional US Core Equity Market ETF	$118,002,590	$3,089,749 ▲	2.7%	3,229,409	41.2%	ETF
DFAI Dimensional International Core Equity Market ETF	$32,538,237	$1,390,150 ▲	4.5%	1,076,712	11.4%	ETF
DFAE Dimensional Emerging Core Equity Market ETF	$25,043,189	$1,155,363 ▲	4.8%	1,013,074	8.8%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$21,824,330	$327,486 ▼	-1.5%	340,208	7.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$9,851,295	$295,975 ▲	3.1%	100,585	3.4%	Finance
MUB iShares National Muni Bond ETF	$8,073,766	$181,414 ▲	2.3%	75,035	2.8%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$6,630,608	$118,164 ▼	-1.8%	185,006	2.3%	ETF
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$5,172,833	$20,856 ▼	-0.4%	158,239	1.8%	ETF
TFI SPDR Nuveen Barclays Municipal Bond ETF	$5,022,257	$136,977 ▼	-2.7%	108,052	1.8%	Finance
SPIP SPDR Portfolio TIPS ETF	$4,843,236	$17,217 ▲	0.4%	189,041	1.7%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$4,655,453	$992,354 ▼	-17.6%	91,842	1.6%	ETF
IWV iShares Russell 3000 ETF	$4,523,706	$77,721 ▼	-1.7%	15,075	1.6%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$4,380,088	$56,786 ▼	-1.3%	92,329	1.5%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$3,905,292	$54,611 ▼	-1.4%	107,911	1.4%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$3,630,832	$243,926 ▼	-6.3%	143,625	1.3%	ETF
BSV Vanguard Short-Term Bond ETF	$3,194,149	$9,430 ▲	0.3%	41,661	1.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$2,248,588	$2,107 ▼	-0.1%	44,819	0.8%	ETF
VNQ Vanguard Real Estate ETF	$2,240,909	$71,780 ▼	-3.1%	25,912	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$2,101,088	$195,970 ▲	10.3%	8,084	0.7%	ETF
ITM VanEck Intermediate Muni ETF	$1,901,654	$64,091 ▼	-3.3%	40,887	0.7%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$1,827,508		0.0%	57,199	0.6%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,730,505	$18,266 ▲	1.1%	68,023	0.6%	ETF
REAVES UTIL INCOME FD	$1,264,841	$1,264,841 ▲	New Holding	46,915	0.4%	COM SH BEN INT
LQDH iShares Interest Rate Hedged Corporate Bond ETF	$1,195,248	$9,968 ▲	0.8%	12,710	0.4%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$1,187,791	$6,960 ▲	0.6%	11,946	0.4%	ETF
AAPL Apple	$928,167	$18,519 ▼	-2.0%	5,413	0.3%	Computer and Technology
CHY Calamos Convertible and High Income Fund	$889,362	$889,362 ▲	New Holding	75,306	0.3%	Financial Services
VWO Vanguard FTSE Emerging Markets ETF	$781,434	$1,838 ▼	-0.2%	18,708	0.3%	ETF
AMZN Amazon.com	$638,906	$1,984 ▲	0.3%	3,542	0.2%	Retail/Wholesale
RWO SPDR Dow Jones Global Real Estate ETF	$603,762	$17,471 ▼	-2.8%	14,100	0.2%	ETF
VOO Vanguard S&P 500 ETF	$570,113	$43,744 ▲	8.3%	1,186	0.2%	ETF
SCHB Schwab US Broad Market ETF	$548,290	$5,556 ▲	1.0%	8,981	0.2%	ETF
TSLA Tesla	$502,935	$40,256 ▼	-7.4%	2,861	0.2%	Auto/Tires/Trucks
NVDA NVIDIA	$453,587	$46,985 ▲	11.6%	502	0.2%	Computer and Technology
NAC Nuveen California Quality Municipal Income Fund	$406,441	$406,441 ▲	New Holding	36,882	0.1%	Financial Services
AOA iShares Core Aggressive Allocation ETF	$353,636	$18,071 ▲	5.4%	4,814	0.1%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$328,394		0.0%	3,015	0.1%	Finance
GLD SPDR Gold Shares	$309,403		0.0%	1,504	0.1%	Finance
GOOGL Alphabet	$291,748	$1,358 ▲	0.5%	1,933	0.1%	Computer and Technology
MSFT Microsoft	$256,776	$256,776 ▲	New Holding	610	0.1%	Computer and Technology
ERC Allspring Multi-Sector Income Fund	$254,920	$254,920 ▲	New Holding	27,323	0.1%	Financial Services
MDY SPDR S&P MidCap 400 ETF Trust	$247,042		0.0%	444	0.1%	ETF
AOR iShares Core Growth Allocation ETF	$223,682	$7,181 ▲	3.3%	4,018	0.1%	ETF
CVX Chevron	$205,377	$205,377 ▲	New Holding	1,302	0.1%	Oils/Energy
MUI BlackRock Municipal Income Fund	$179,344		0.0%	14,871	0.1%	Financial Services
SBI Western Asset Intermediate Muni Fund	$155,707		0.0%	19,660	0.1%	Financial Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Aquire Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Aquire Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Aquire Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAquire Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information