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| Name: |
Aquire Wealth Advisors LLC |
| City: |
SOUTH JORDAN |
| State: |
UT |
| Zip: |
84095 |
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| Achive
data |
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Filing Period: |
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| Holdings
Found :
6 |
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Unchanged Positions |
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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 |
|
DFAC |
Dimensional U S Core Equity... |
21 |
- |
$32.10 |
$1,828,000 |
57,199 |
0.64% |
156,000 |
0 |
0.006 |
N/A |
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LQD |
iShares Trust Goldman Sachs |
37 |
- |
$107.32 |
$328,000 |
3,015 |
0.11% |
-6,000 |
0 |
0.001 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
38 |
- |
$224.23 |
$309,000 |
1,504 |
0.11% |
21,000 |
0 |
0 |
Closed - End Fund - E... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
42 |
- |
$551.16 |
$247,000 |
444 |
0.09% |
22,000 |
0 |
0.001 |
Closed - End Fund - E... |
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MUI |
Blackrock Muni Intermediate... |
45 |
- |
$11.50 |
$179,000 |
14,871 |
0.06% |
6,000 |
0 |
0.039 |
Closed - End Fund - Debt |
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SBI |
Western Asset Intermediate ... |
46 |
- |
$7.84 |
$156,000 |
19,660 |
0.05% |
5,000 |
0 |
0.14 |
Closed - End Fund - Debt |
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