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CIK: 0001745945
Total reported value
$436.3M
$436.3M
50 檔
57.0%
As reported in its official Q4 2024 Form 13F filing, Aquire Wealth Advisors, LLC's tracked investment portfolio stood at $436.3M with 50 total positions.
During Q4 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 | 45.35% | +2.28% | +3.47% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 11.75% | -0.07% | +8.08% | |
| 3 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 9.36% | +0.73% | +5.48% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 6.82% | -0.38% | -4.85% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.74% | -0.79% | +9.22% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.75% | -0.58% | +6.38% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.81% | -0.37% | +5.90% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.79% | -0.26% | -4.01% | |
| 9 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.69% | -0.34% | +5.95% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.44% | -0.05% | -4.36% | |
| 11 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 1.35% | -0.25% | +4.79% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.24% | -0.07% | -5.57% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.16% | -0.19% | -4.06% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.03% | -0.17% | -4.15% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.93% | — | -7.65% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | — | -1.73% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | -0.02% | -5.95% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.06% | -4.28% | |
| 19 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.61% | — | — | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.54% | -0.02% | +1.07% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.01% | +1.06% | |
| 22 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.36% | -0.07% | -39.18% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.34% | — | -8.92% | |
| 24 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-Other | 0.34% | — | -8.94% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.28% | +0.01% | +0.09% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.25% | -0.02% | -1.08% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | -9.03% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | — | +2.02% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.03% | -0.58% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | — | +181.27% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.15% | +0.57% | -9.33% | |
| 32 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.14% | -0.02% | -10.26% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.14% | — | — | |
| 34 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | — | +5.04% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.03% | +5.51% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.12% | -0.04% | +4.73% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | +5.74% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.09% | — | -1.12% | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +5.61% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | -0.01% | — | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | — | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.08% | -0.06% | EXIT | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | +0.05% | NEW | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | +0.05% | NEW | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.06% | -0.04% | — | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.06% | +0.02% | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.06% | -0.03% | — | |
| 49 | XMUIX | Blackrock Municipal Income | Stock-Other | 0.06% | — | — | |
| 50 | 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 50 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, DFAI, DFAE) accounted for 57.0% of total reported equity market value during Q4 2024.
During Q4 2024, Aquire Wealth Advisors, LLC's top holdings by market value included DFAU (45.4%)、DFAI (11.8%)、DFAE (9.4%). The largest single position, DFAU, represented 45.4% of total portfolio value.
In Q4 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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