13F HOLDINGS REPORT
Aquire Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001172661-25-001630
Total Value
$324.9M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V104 | 3,757,283 | $144.4M | 44.45% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,346,026 | $42.0M | 12.94% |
| 3 | DIMENSIONAL ETF TRUST | 25434V302 | 1,255,794 | $32.5M | 10.01% |
| 4 | SPDR SER TR | 78464A805 | 303,299 | $20.6M | 6.35% |
| 5 | ISHARES TR | 464287226 | 123,235 | $12.2M | 3.75% |
| 6 | ISHARES TR | 464288414 | 84,667 | $8.9M | 2.75% |
| 7 | SPDR INDEX SHS FDS | 78463X889 | 165,456 | $6.0M | 1.85% |
| 8 | SPDR SER TR | 78464A375 | 175,851 | $5.8M | 1.80% |
| 9 | SPDR SER TR | 78464A656 | 213,563 | $5.6M | 1.73% |
| 10 | ISHARES TR | 464287689 | 13,890 | $4.4M | 1.36% |
| 11 | SPDR SER TR | 78468R721 | 95,054 | $4.3M | 1.32% |
| 12 | SPDR INDEX SHS FDS | 78463X509 | 95,944 | $3.8M | 1.16% |
| 13 | ISHARES TR | 46434V860 | 66,385 | $3.4M | 1.04% |
| 14 | SPDR SER TR | 78464A649 | 127,647 | $3.3M | 1.00% |
| 15 | SPDR SER TR | 78468R739 | 65,495 | $3.1M | 0.96% |
| 16 | VANGUARD INDEX FDS | 922908769 | 8,181 | $2.2M | 0.69% |
| 17 | VANGUARD TAX-MANAGED FDS | 921943858 | 41,354 | $2.1M | 0.65% |
| 18 | VANGUARD INDEX FDS | 922908553 | 22,959 | $2.1M | 0.64% |
| 19 | DIMENSIONAL ETF TRUST | 25434V708 | 57,169 | $1.9M | 0.58% |
| 20 | DIMENSIONAL ETF TRUST | 25434V880 | 69,894 | $1.8M | 0.56% |
| 21 | VANGUARD BD INDEX FDS | 921937827 | 23,309 | $1.8M | 0.56% |
| 22 | APPLE INC | AAPL | 4,692 | $1.0M | 0.32% |
| 23 | VANECK ETF TRUST | 92189H201 | 19,211 | $874,293 | 0.27% |
| 24 | NVIDIA CORPORATION | NVDA | 7,532 | $816,320 | 0.25% |
| 25 | VANGUARD INTL EQUITY INDEX F | 922042858 | 17,479 | $791,132 | 0.24% |
| 26 | ISHARES TR | 46429B747 | 6,579 | $680,729 | 0.21% |
| 27 | ISHARES U S ETF TR | 46431W705 | 7,121 | $657,055 | 0.20% |
| 28 | AMAZON COM INC | AMZN | 3,436 | $653,733 | 0.20% |
| 29 | VANGUARD INDEX FDS | 922908363 | 1,196 | $614,654 | 0.19% |
| 30 | SCHWAB STRATEGIC TR | 808524102 | 25,261 | $543,869 | 0.17% |
| 31 | ELI LILLY & CO | LLY | 585 | $483,157 | 0.15% |
| 32 | SPDR INDEX SHS FDS | 78463X749 | 10,772 | $470,090 | 0.14% |
| 33 | TESLA INC | TSLA | 1,749 | $453,271 | 0.14% |
| 34 | ISHARES TR | 464289859 | 5,756 | $440,334 | 0.14% |
| 35 | SPDR GOLD TR | GLD | 1,510 | $435,091 | 0.13% |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 640 | $340,851 | 0.10% |
| 37 | ALPHABET INC | GOOG | 2,181 | $337,390 | 0.10% |
| 38 | SPDR S&P 500 ETF TR | SPY | 535 | $299,274 | 0.09% |
| 39 | VANGUARD WORLD FD | 92204A702 | 538 | $291,968 | 0.09% |
| 40 | NETFLIX INC | NFLX | 311 | $290,017 | 0.09% |
| 41 | VANGUARD INDEX FDS | 922908629 | 1,108 | $286,611 | 0.09% |
| 42 | ISHARES TR | 464289867 | 4,825 | $277,775 | 0.09% |
| 43 | MICROSOFT CORP | MSFT | 726 | $272,802 | 0.08% |
| 44 | META PLATFORMS INC | META | 467 | $269,176 | 0.08% |
| 45 | ISHARES TR | 464287242 | 2,291 | $249,009 | 0.08% |
| 46 | SPDR S&P MIDCAP 400 ETF TR | MDY | 449 | $239,533 | 0.07% |
| 47 | CHEVRON CORP NEW | CVX | 1,302 | $217,812 | 0.07% |
| 48 | WESTERN ASSET INTER MUNI FD | 958435109 | 19,660 | $153,348 | 0.05% |