13F-HR filed by Aquire Wealth Advisors, LLC
Aquire Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-04-28, with 37 holding rows worth $187,766,000.
- Accession
- 0001606587-22-000787
- Filer
- CIK 1745945
- Filed
- 2022-04-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 37 entries on the cover page, a total value of $187,766,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $187,766,000 with VALUE read as thousands by filing date, 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 1,514,919 | $47,750,000 | thousands by filing date | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 466,875 | $25,949,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 387,605 | $10,911,000 | thousands by filing date | |
| SPDW | 78463X889 | COM | 291,817 | $10,003,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 356,043 | $9,343,000 | thousands by filing date | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 178,227 | $8,534,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 59,353 | $6,507,000 | thousands by filing date | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 157,508 | $6,086,000 | thousands by filing date | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 21,055 | $5,524,000 | thousands by filing date | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 114,529 | $5,501,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 47,942 | $5,135,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 107,344 | $5,081,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 178,281 | $4,954,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 116,114 | $3,965,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 35,682 | $3,867,000 | thousands by filing date | |
| SPDR PORTFOLIO TIPS ETF | 78464A656 | PORTFLI TIPS ETF | 126,064 | $3,815,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 42,685 | $3,325,000 | thousands by filing date | |
| VANECK ETF TRUST | 92189H201 | INTRMDT MUNI ETF | 63,208 | $2,991,000 | thousands by filing date | |
| VTI | 922908769 | COM | 12,672 | $2,885,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 94,024 | $2,346,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 49,272 | $2,273,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 79,815 | $2,201,000 | thousands by filing date | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 12,259 | $1,286,000 | thousands by filing date | |
| ISHARES U S ETF TR | 46431W705 | INT RT HDG C B | 13,507 | $1,263,000 | thousands by filing date | |
| BILL HOLDINGS INC | 090043100 | COM | 5,407 | $1,226,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 17,291 | $934,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 4,559 | $796,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 471 | $508,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 3,980 | $481,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 9,010 | $481,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 132 | $430,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,500 | $271,000 | thousands by filing date | |
| WARBY PARKER INC | 93403J106 | CL A COM | 8,028 | $271,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 3,468 | $265,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 88 | $245,000 | thousands by filing date | |
| BLACKROCK MUNIHOLDINGS INVESTM | 09254P108 | COM | 15,845 | $194,000 | thousands by filing date | |
| WESTERN ASSET INTER MUNI FD | 958435109 | COM | 19,660 | $169,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001606587-22-000787 | this filing | 2022-04-28 | acceptance time not in the bulk data set |