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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 :
7 |
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Unchanged Positions |
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Page 1 of 1 |
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 |
|
DFAC |
Dimensional U S Core Equity... |
21 |
- |
$31.62 |
$1,672,000 |
57,199 |
0.64% |
173,000 |
0 |
0.006 |
N/A |
|
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LQDH |
Ishares Interest Rate Hedge... |
23 |
- |
$0.00 |
$1,173,000 |
12,604 |
0.45% |
6,000 |
0 |
0.022 |
N/A |
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AAPL |
Apple Inc |
25 |
- |
$183.05 |
$1,063,000 |
5,521 |
0.4% |
118,000 |
0 |
0 |
Personal Computers |
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AMZN |
Amazon.com Inc |
29 |
- |
$187.48 |
$537,000 |
3,531 |
0.2% |
88,000 |
0 |
0 |
Internet Software & S... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
36 |
- |
$547.09 |
$225,000 |
444 |
0.09% |
22,000 |
0 |
0.001 |
Closed - End Fund - E... |
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MUI |
Blackrock Muni Intermediate... |
39 |
- |
$11.50 |
$173,000 |
14,871 |
0.07% |
22,000 |
0 |
0.039 |
Closed - End Fund - Debt |
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SBI |
Western Asset Intermediate ... |
40 |
- |
$7.82 |
$151,000 |
19,660 |
0.06% |
10,000 |
0 |
0.14 |
Closed - End Fund - Debt |
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