13F HOLDINGS REPORT
Aquire Wealth Advisors, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001172661-25-000757
Total Value
$322.9M
Positions
50
Other Managers
0
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 3,616,414 | $146.4M | 45.35% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,299,227 | $37.9M | 11.75% |
| 3 | DIMENSIONAL ETF TRUST | 25434V302 | 1,191,617 | $30.2M | 9.36% |
| 4 | SPDR SER TR | 78464A805 | 308,440 | $22.0M | 6.82% |
| 5 | ISHARES TR | 464287226 | 124,729 | $12.1M | 3.74% |
| 6 | ISHARES TR | 464288414 | 83,437 | $8.9M | 2.75% |
| 7 | SPDR SER TR | 78464A375 | 178,128 | $5.8M | 1.81% |
| 8 | SPDR INDEX SHS FDS | 78463X889 | 169,019 | $5.8M | 1.79% |
| 9 | SPDR SER TR | 78464A656 | 215,418 | $5.5M | 1.69% |
| 10 | ISHARES TR | 464287689 | 13,871 | $4.6M | 1.44% |
| 11 | SPDR SER TR | 78468R721 | 95,706 | $4.4M | 1.35% |
| 12 | SPDR SER TR | 78468R739 | 84,592 | $4.0M | 1.24% |
| 13 | SPDR INDEX SHS FDS | 78463X509 | 97,754 | $3.8M | 1.16% |
| 14 | SPDR SER TR | 78464A649 | 133,142 | $3.3M | 1.03% |
| 15 | VANGUARD BD INDEX FDS | 921937827 | 38,781 | $3.0M | 0.93% |
| 16 | VANGUARD INDEX FDS | 922908769 | 8,127 | $2.4M | 0.73% |
| 17 | VANGUARD INDEX FDS | 922908553 | 23,184 | $2.1M | 0.64% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 41,434 | $2.0M | 0.61% |
| 19 | DIMENSIONAL ETF TRUST | 25434V708 | 57,169 | $2.0M | 0.61% |
| 20 | DIMENSIONAL ETF TRUST | 25434V880 | 69,501 | $1.7M | 0.54% |
| 21 | APPLE INC | AAPL | 5,720 | $1.4M | 0.44% |
| 22 | VANECK ETF TRUST | 92189H201 | 24,907 | $1.1M | 0.36% |
| 23 | ISHARES TR | 46429B747 | 10,993 | $1.1M | 0.34% |
| 24 | ISHARES U S ETF TR | 46431W705 | 11,917 | $1.1M | 0.34% |
| 25 | TESLA INC | TSLA | 2,224 | $898,140 | 0.28% |
| 26 | VANGUARD INTL EQUITY INDEX F | 922042858 | 18,034 | $794,248 | 0.25% |
| 27 | AMAZON COM INC | AMZN | 3,538 | $776,202 | 0.24% |
| 28 | NVIDIA CORPORATION | NVDA | 5,460 | $733,226 | 0.23% |
| 29 | VANGUARD INDEX FDS | 922908363 | 1,195 | $643,892 | 0.20% |
| 30 | SCHWAB STRATEGIC TR | 808524102 | 25,261 | $573,425 | 0.18% |
| 31 | ISHARES TR | 46434V860 | 9,324 | $470,582 | 0.15% |
| 32 | SPDR INDEX SHS FDS | 78463X749 | 10,737 | $460,510 | 0.14% |
| 33 | ELI LILLY & CO | LLY | 585 | $451,620 | 0.14% |
| 34 | ISHARES TR | 464289859 | 5,564 | $426,258 | 0.13% |
| 35 | ALPHABET INC | GOOG | 2,106 | $398,781 | 0.12% |
| 36 | SPDR GOLD TR | GLD | 1,571 | $380,386 | 0.12% |
| 37 | SPDR S&P 500 ETF TR | SPY | 534 | $312,967 | 0.10% |
| 38 | MICROSOFT CORP | MSFT | 708 | $298,603 | 0.09% |
| 39 | ISHARES TR | 464289867 | 4,671 | $267,742 | 0.08% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 589 | $266,982 | 0.08% |
| 41 | SPDR S&P MIDCAP 400 ETF TR | MDY | 444 | $252,894 | 0.08% |
| 42 | META PLATFORMS INC | META | 417 | $244,171 | 0.08% |
| 43 | ISHARES TR | 464287242 | 2,281 | $243,702 | 0.08% |
| 44 | VANGUARD WORLD FD | 92204A702 | 363 | $225,896 | 0.07% |
| 45 | VANGUARD INDEX FDS | 922908629 | 792 | $209,408 | 0.06% |
| 46 | COSTCO WHSL CORP NEW | 22160K105 | 223 | $204,328 | 0.06% |
| 47 | AMPHENOL CORP NEW | 032095101 | 2,938 | $204,044 | 0.06% |
| 48 | NETFLIX INC | NFLX | 228 | $203,221 | 0.06% |
| 49 | BLACKROCK MUNICIPAL INCOME | BLK | 14,871 | $180,237 | 0.06% |
| 50 | WESTERN ASSET INTER MUNI FD | 958435109 | 19,660 | $152,168 | 0.05% |