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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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| Holdings
Found :
15 |
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Menu
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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 |
|
TMW |
SPDR Dow Jones Wilshire TOT... |
4 |
- |
$64.60 |
$21,824,000 |
340,208 |
7.63% |
1,640,000 |
-5,105 |
0.354 |
Closed - End Fund - E... |
|
|
GWL |
St Spdr S&P Wld Xus |
7 |
- |
$36.39 |
$6,631,000 |
185,006 |
2.32% |
227,000 |
-3,297 |
0.021 |
Closed - End Fund - E... |
|
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ITR |
SPDR Series Trust |
8 |
- |
$32.46 |
$5,173,000 |
158,239 |
1.81% |
-43,000 |
-638 |
0.018 |
Closed - End Fund - Debt |
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TFI |
Spdr Brcly Cap Muni Bond |
9 |
- |
$45.24 |
$5,022,000 |
108,052 |
1.76% |
-195,000 |
-2,947 |
0.017 |
Closed - End Fund - E... |
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TFLO |
Ishares Treasury Floating R... |
11 |
- |
$0.00 |
$4,655,000 |
91,842 |
1.63% |
-968,000 |
-19,577 |
0.01 |
N/A |
|
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IWV |
iShares Tr Russell 3000 Indx |
12 |
- |
$300.50 |
$4,524,000 |
15,075 |
1.58% |
326,000 |
-259 |
0.031 |
Closed - End Fund - E... |
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
13 |
- |
$46.87 |
$4,380,000 |
92,329 |
1.53% |
-90,000 |
-1,197 |
0.088 |
Closed - End Fund - E... |
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LAG |
Lagardere S.C.A |
15 |
- |
$24.98 |
$3,631,000 |
143,625 |
1.27% |
-299,000 |
-9,649 |
0.011 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
17 |
- |
$49.56 |
$2,249,000 |
44,819 |
0.79% |
100,000 |
-42 |
0.002 |
Closed - End Fund - F... |
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VNQ |
Vanguard REIT Index VIPERs |
18 |
- |
$83.05 |
$2,241,000 |
25,912 |
0.78% |
-122,000 |
-830 |
0.007 |
Closed - End Fund - E... |
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ITM |
Vaneck Vectors Amt Free Int... |
20 |
- |
$0.00 |
$1,902,000 |
40,887 |
0.66% |
-86,000 |
-1,378 |
0.106 |
N/A |
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AAPL |
Apple Inc |
26 |
- |
$194.03 |
$928,000 |
5,413 |
0.32% |
-135,000 |
-108 |
0 |
Personal Computers |
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VWO |
Vanguard Emerging Markets S... |
28 |
- |
$43.51 |
$781,000 |
18,708 |
0.27% |
10,000 |
-44 |
0 |
Closed - End Fund - E... |
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RWO |
Spdr Index Shares Fd |
30 |
- |
$41.56 |
$604,000 |
14,100 |
0.21% |
-30,000 |
-408 |
0.039 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
33 |
- |
$177.81 |
$503,000 |
2,861 |
0.18% |
-265,000 |
-229 |
0 |
Auto Manufacturers |
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