Aquire Wealth Advisors, LLC
CIK 1745945 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- DFAU39.76%
- DFAI11.23%
- DFAE8.86%
- SPTM7.67%
- AGG3.68%
- MUB3.02%
- SPDW2.44%
- TFLO2.14%
- TFI1.98%
- SPIB1.98%
Share classes counted separately82.76%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $104.57M | 39.76% | 3.14M shares | — | ↗▾ | |
| 02 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $29.52M | 11.23% | 1.03M shares | — | ↗▾ | |
| 03 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $23.30M | 8.86% | 966.34K shares | — | ↗▾ | |
| 04 | SPTMSS SPDR P S&P 1500 COMP ETFPORTFOLI S&P1500 View history and evidence | $20.18M | 7.67% | 345.31K shares | — | ↗▾ | |
| 05 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $9.68M | 3.68% | 97.56K shares | — | ↗▾ | |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $7.95M | 3.02% | 73.35K shares | — | ↗▾ | |
| 07 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $6.40M | 2.44% | 188.30K shares | — | ↗▾ | |
| 08 | TFLOISHARES TREASURY FLOATING RATRS FLT RT BD View history and evidence | $5.62M | 2.14% | 111.42K shares | — | ↗▾ | |
| 09 | TFISS SPDR N ICE MUNI BOND ETFNUVEEN BLMBRG MU View history and evidence | $5.22M | 1.98% | 111.00K shares | — | ↗▾ | |
| 10 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $5.22M | 1.98% | 158.88K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CVX CHEVRON CORP | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1745945 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 11, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 262978625
}Research all 40 reported holdings.
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