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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 :
16 |
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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 |
- |
$63.82 |
$20,184,000 |
345,313 |
7.68% |
1,193,000 |
-16,490 |
0.36 |
Closed - End Fund - E... |
|
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GWL |
St Spdr S&P Wld Xus |
7 |
- |
$35.97 |
$6,404,000 |
188,303 |
2.44% |
167,000 |
-12,834 |
0.021 |
Closed - End Fund - E... |
|
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TFLO |
Ishares Treasury Floating R... |
8 |
- |
$0.00 |
$5,623,000 |
111,419 |
2.14% |
-217,000 |
-3,669 |
0.012 |
N/A |
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TFI |
Spdr Brcly Cap Muni Bond |
9 |
- |
$45.99 |
$5,217,000 |
110,999 |
1.98% |
-247,000 |
-14,028 |
0.017 |
Closed - End Fund - E... |
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SHM |
Spdr Brcly Cap Shrt Trm Mu |
12 |
- |
$47.23 |
$4,470,000 |
93,526 |
1.7% |
56,000 |
-1,957 |
0.09 |
Closed - End Fund - E... |
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IWV |
iShares Tr Russell 3000 Indx |
13 |
- |
$297.71 |
$4,198,000 |
15,334 |
1.6% |
221,000 |
-896 |
0.032 |
Closed - End Fund - E... |
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LAG |
Lagardere S.C.A |
14 |
- |
$24.83 |
$3,930,000 |
153,274 |
1.49% |
177,000 |
-918 |
0.012 |
Closed - End Fund - E... |
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VNQ |
Vanguard REIT Index VIPERs |
17 |
- |
$82.89 |
$2,363,000 |
26,742 |
0.9% |
110,000 |
-3,041 |
0.007 |
Closed - End Fund - E... |
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VEA |
Vanguard Europe Pacific ETF |
18 |
- |
$49.56 |
$2,149,000 |
44,861 |
0.82% |
35,000 |
-3,487 |
0.002 |
Closed - End Fund - F... |
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ITM |
Vaneck Vectors Amt Free Int... |
19 |
- |
$0.00 |
$1,988,000 |
42,265 |
0.76% |
100,000 |
-556 |
0.126 |
N/A |
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VTI |
Vanguard Total Stock Market... |
20 |
- |
$258.05 |
$1,739,000 |
7,330 |
0.66% |
80,000 |
-479 |
0.001 |
Closed - End Fund - E... |
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VWO |
Vanguard Emerging Markets S... |
26 |
- |
$43.46 |
$771,000 |
18,752 |
0.29% |
-97,000 |
-3,373 |
0 |
Closed - End Fund - E... |
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TSLA |
Tesla Motors Inc |
27 |
- |
$177.81 |
$768,000 |
3,090 |
0.29% |
-12,000 |
-27 |
0 |
Auto Manufacturers |
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RWO |
Spdr Index Shares Fd |
28 |
- |
$41.50 |
$634,000 |
14,508 |
0.24% |
13,000 |
-1,747 |
0.04 |
Closed - End Fund - E... |
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SCHB |
Schwab Strategic Trust |
30 |
- |
$60.61 |
$495,000 |
8,890 |
0.19% |
43,000 |
-170 |
0.005 |
Closed - End Fund - Debt |
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GLD |
streetTRACKS Gold Trust |
34 |
- |
$218.71 |
$288,000 |
1,504 |
0.11% |
25,000 |
-29 |
0 |
Closed - End Fund - E... |
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