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Disclosery

13F-HR filed by Aquire Wealth Advisors, LLC

Aquire Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-20, with 35 holding rows worth $200,972,017.

Accession
0001172661-23-000235
Filer
CIK 1745945
Filed
2023-01-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 35 entries on the cover page, a total value of $200,972,017 stated on the cover page (in dollars after the unit check, H1), rows summing to $200,972,017 with VALUE read as dollars as filed, 13F file number 028-21667. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT2,359,661$63,758,040dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK830,859$20,804,709dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS389,928$18,439,695dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG697,943$15,319,849dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS73,290$7,108,397dollars as filed
ISHARES TR464288414NATIONAL MUN ETF66,704$7,038,606dollars as filed
SPDW78463X889COM221,875$6,587,469dollars as filed
SPDR SER TR78468R721NUVEEN BLMBRG MU140,523$6,410,659dollars as filed
iShares Treasury Floating Rate Bond ETF46434V860SHS102,323$5,158,102dollars as filed
VANECK ETF TRUST92189H201INTRMDT MUNI ETF53,422$4,895,592dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF101,257$4,757,054dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS132,557$4,369,079dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF19,339$4,267,731dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF133,596$4,252,361dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF167,928$4,220,031dollars as filed
SPDR PORTFOLIO TIPS ETF78464A656PORTFLI TIPS ETF153,796$3,961,785dollars as filed
Vanguard Short-Term Bond ETF921937827SHS40,476$3,047,033dollars as filed
Vanguard Real Estate922908553SHS33,064$2,727,156dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS56,221$2,359,610dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 270,439$1,710,259dollars as filed
VTI922908769COM8,285$1,584,009dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE70,502$1,522,843dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS11,989$1,162,453dollars as filed
ISHARES U S ETF TR46431W705INT RT HDG C B12,524$1,133,297dollars as filed
VWO922042858SHS26,416$1,029,685dollars as filed
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF16,919$691,987dollars as filed
Apple Inc037833100COM4,496$584,165dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS3,910$412,231dollars as filed
Schwab U.S. Broad Market ETF808524102SHS9,060$405,979dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,500$254,460dollars as filed
Chevron Corporation166764100COM1,342$240,876dollars as filed
Amazon.com, Inc023135106COM2,814$236,376dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS3,393$202,732dollars as filed
BLACKROCK MUNICIPAL INCOME FUN09253X102COM14,871$168,488dollars as filed
WESTERN ASSET INTER MUNI FD958435109COM19,660$149,219dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-23-000235this filing2023-01-20acceptance time not in the bulk data set