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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 :
14 |
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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 |
$104,566,000 |
3,144,851 |
39.76% |
12,570,000 |
73,206 |
3.494 |
N/A |
|
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DFAI |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$29,520,000 |
1,030,711 |
11.23% |
3,239,000 |
24,171 |
0.876 |
N/A |
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DFAE |
Dfa Dimensional Emerging Co... |
3 |
- |
$0.00 |
$23,298,000 |
966,336 |
8.86% |
2,740,000 |
55,470 |
0.161 |
N/A |
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AGG |
iShares Barclays Agency Bond |
5 |
- |
$96.24 |
$9,683,000 |
97,563 |
3.68% |
902,000 |
4,188 |
0.001 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
6 |
- |
$106.80 |
$7,952,000 |
73,349 |
3.02% |
515,000 |
824 |
0.005 |
Closed - End Fund - E... |
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ITR |
SPDR Series Trust |
10 |
- |
$32.33 |
$5,216,000 |
158,877 |
1.98% |
357,000 |
4,379 |
0.018 |
Closed - End Fund - Debt |
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IPE |
Spdr Barclays Capital Tips Etf |
11 |
- |
$25.24 |
$4,817,000 |
188,369 |
1.83% |
289,000 |
6,063 |
0.084 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
16 |
- |
$76.21 |
$3,199,000 |
41,538 |
1.22% |
99,000 |
296 |
0.008 |
Closed - End Fund - E... |
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DFAX |
Dimensional Funds plc - Wor... |
22 |
- |
$25.83 |
$1,644,000 |
67,305 |
0.63% |
139,000 |
494 |
0.007 |
N/A |
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STIP |
Ishares Barclays 0-5 Year T... |
24 |
- |
$99.08 |
$1,171,000 |
11,876 |
0.45% |
47,000 |
276 |
0.001 |
N/A |
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VOO |
Vanguard S&P 500 Etf |
31 |
- |
$478.74 |
$478,000 |
1,095 |
0.18% |
69,000 |
53 |
0 |
Closed - End Fund - E... |
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LQD |
iShares Trust Goldman Sachs |
32 |
- |
$106.31 |
$334,000 |
3,015 |
0.13% |
28,000 |
20 |
0.001 |
Closed - End Fund - E... |
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AOA |
iShares Trust |
33 |
- |
$73.21 |
$315,000 |
4,568 |
0.12% |
56,000 |
483 |
0.025 |
Closed - End Fund - Debt |
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GOOGL |
Alphabet Inc |
35 |
- |
$168.65 |
$269,000 |
1,924 |
0.1% |
19,000 |
12 |
0 |
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