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CIK: 0001745945
Total reported value
$436.3M
$436.3M
43 檔
50.6%
As reported in its official Q2 2024 Form 13F filing, Aquire Wealth Advisors, LLC's tracked investment portfolio stood at $436.3M with 43 total positions.
During Q2 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 | 42.43% | +2.28% | +4.34% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 11.51% | -0.07% | +7.23% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.25% | +0.73% | +5.10% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 7.34% | -0.38% | -3.15% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.55% | -0.79% | +8.38% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.81% | -0.58% | +4.54% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.12% | -0.26% | -2.78% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.81% | -0.37% | +4.45% | |
| 9 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.70% | -0.34% | +5.60% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.69% | +0.57% | +7.88% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.57% | -0.25% | -5.25% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.56% | -0.05% | -0.44% | |
| 13 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.45% | -0.07% | -1.05% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.32% | -0.19% | -3.60% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.20% | -0.17% | -0.63% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.08% | — | +0.81% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | -0.06% | -1.48% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.72% | — | -0.67% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.71% | -0.02% | -3.11% | |
| 20 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.63% | -0.07% | +0.34% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.61% | — | -2.01% | |
| 22 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.58% | -0.02% | +0.48% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.40% | — | — | |
| 24 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 0.40% | — | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.39% | +0.01% | +2.83% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.02% | -3.16% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | — | +0.31% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | — | +929.88% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.03% | +0.93% | |
| 30 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.19% | -0.02% | -1.77% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.19% | — | — | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | +0.01% | -16.78% | |
| 33 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | — | +5.69% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.03% | +2.28% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.11% | -0.06% | EXIT | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | -0.04% | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.10% | — | +13.44% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +5.75% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.07% | — | — | |
| 41 | USDX | Sgi Enhanced Core ETF | ETF-Other | 0.07% | — | — | |
| 42 | XMUIX | Blackrock Municipal Income | Stock-Other | 0.06% | — | — | |
| 43 | 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 43 disclosed positions in Q2 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 50.6% of total reported equity market value during Q2 2024.
During Q2 2024, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (42.4%)、DFAI (11.5%)、DFAE (9.3%). The largest single position, DFAU, represented 42.4% of total portfolio value.
In Q2 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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