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CIK: 0001745945
Total reported value
$436.3M
$436.3M
46 檔
47.5%
In Q1 2024, Aquire Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $436.3M, distributed across 46 disclosed stock positions.
During Q1 2024, Aquire Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 41.24% | +2.28% | +2.69% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 11.37% | -0.07% | +4.46% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 8.75% | +0.73% | +4.84% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.63% | -0.38% | -1.48% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.44% | -0.79% | +3.10% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.82% | -0.58% | +2.30% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.32% | -0.26% | -1.75% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.81% | -0.37% | -0.40% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.76% | -0.25% | -2.65% | |
| 10 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.69% | -0.34% | +0.36% | |
| 11 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.63% | +0.57% | -17.57% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.58% | -0.05% | -1.69% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.53% | -0.07% | -1.28% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.36% | -0.19% | -1.38% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.27% | -0.17% | -6.30% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.12% | — | +0.30% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | -0.06% | -0.09% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.78% | -0.02% | -3.10% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | — | +10.29% | |
| 20 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.66% | -0.07% | -3.26% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.64% | — | — | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.60% | -0.02% | +1.07% | |
| 23 | UTG | Reaves Utility Income Fund | Stock-Other | 0.44% | — | — | |
| 24 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 0.42% | — | +0.84% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.42% | — | +0.59% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.32% | +0.01% | -1.96% | |
| 27 | XCHYX | Calamos Convert & High Inc | Stock-Other | 0.31% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.02% | -0.23% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | +0.31% | |
| 30 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.21% | -0.02% | -2.81% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.03% | +8.31% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.19% | — | +1.02% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.01% | -7.41% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | +11.56% | |
| 35 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.14% | — | — | |
| 36 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | +5.39% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.11% | -0.06% | EXIT | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | -0.04% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.03% | +0.47% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | — | |
| 41 | ERC | Allspring Multi-sector Inc | Stock-Other | 0.09% | — | — | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.09% | — | — | |
| 43 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +3.32% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.07% | — | — | |
| 45 | XMUIX | Blackrock Municipal Income | Stock-Other | 0.06% | — | — | |
| 46 | SBI | Western Asset Intermediate | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Aquire Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $436.3M across 46 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFAI, DFAE) accounted for 47.5% of total reported equity market value during Q1 2024.
During Q1 2024, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (41.2%)、DFAI (11.4%)、DFAE (8.8%). The largest single position, DFAU, represented 41.2% of total portfolio value.
In Q1 2024, Aquire Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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