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| Name: |
Aquire Wealth Advisors LLC |
| City: |
SOUTH JORDAN |
| State: |
UT |
| Zip: |
84095 |
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data |
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Filing Period: |
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| Holdings
Found :
19 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAU |
Dfa Dimensional Us Core Equ... |
1 |
- |
$0.00 |
$118,003,000 |
3,229,409 |
41.24% |
13,437,000 |
84,558 |
3.588 |
N/A |
|
|
DFAI |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$32,538,000 |
1,076,712 |
11.37% |
3,018,000 |
46,001 |
0.832 |
N/A |
|
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DFAE |
Dfa Dimensional Emerging Co... |
3 |
- |
$0.00 |
$25,043,000 |
1,013,074 |
8.75% |
1,745,000 |
46,738 |
0.168 |
N/A |
|
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AGG |
iShares Barclays Agency Bond |
5 |
- |
$96.58 |
$9,851,000 |
100,585 |
3.44% |
168,000 |
3,022 |
0.001 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
6 |
- |
$105.76 |
$8,074,000 |
75,035 |
2.82% |
122,000 |
1,686 |
0.005 |
Closed - End Fund - E... |
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IPE |
Spdr Barclays Capital Tips Etf |
10 |
- |
$25.25 |
$4,843,000 |
189,041 |
1.69% |
26,000 |
672 |
0.084 |
Closed - End Fund - E... |
|
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BSV |
Vanguard Short-Term Bond |
16 |
- |
$76.29 |
$3,194,000 |
41,661 |
1.12% |
-5,000 |
123 |
0.008 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
19 |
- |
$261.87 |
$2,101,000 |
8,084 |
0.73% |
362,000 |
754 |
0.001 |
Closed - End Fund - E... |
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DFAX |
Dimensional Funds plc - Wor... |
22 |
- |
$26.09 |
$1,731,000 |
68,023 |
0.6% |
87,000 |
718 |
0.008 |
N/A |
|
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LQDH |
Ishares Interest Rate Hedge... |
24 |
- |
$0.00 |
$1,195,000 |
12,710 |
0.42% |
22,000 |
106 |
0.022 |
N/A |
|
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STIP |
Ishares Barclays 0-5 Year T... |
25 |
- |
$99.32 |
$1,188,000 |
11,946 |
0.42% |
17,000 |
70 |
0.001 |
N/A |
|
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AMZN |
Amazon.com Inc |
29 |
- |
$180.75 |
$639,000 |
3,542 |
0.22% |
102,000 |
11 |
0 |
Internet Software & S... |
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VOO |
Vanguard S&P 500 Etf |
31 |
- |
$486.73 |
$570,000 |
1,186 |
0.2% |
92,000 |
91 |
0 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
32 |
- |
$61.47 |
$548,000 |
8,981 |
0.19% |
53,000 |
91 |
0.005 |
Closed - End Fund - Debt |
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NVDA |
NVIDIA Corporation |
34 |
- |
$1,064.69 |
$454,000 |
502 |
0.16% |
231,000 |
52 |
0 |
Semiconductor - Speci... |
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AOA |
iShares Trust |
36 |
- |
$74.01 |
$354,000 |
4,814 |
0.12% |
39,000 |
246 |
0.027 |
Closed - End Fund - Debt |
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GOOGL |
Alphabet Inc |
39 |
- |
$174.99 |
$292,000 |
1,933 |
0.1% |
23,000 |
9 |
0 |
Search Engines & Info... |
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AOR |
iShares Core Growth Allocat... |
43 |
- |
$55.75 |
$224,000 |
4,018 |
0.08% |
17,000 |
129 |
0.014 |
Closed - End Fund - Debt |
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CVX |
Chevron Corp |
44 |
- |
$157.75 |
$205,000 |
1,302 |
0.07% |
205,000 |
1,302 |
0 |
Integrated Oil & Gas |
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