Aquire Wealth Advisors, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$324.9B
Holdings
48
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 3,757,283 | $144.4B | 44.45% | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,346,026 | $42.0B | 12.94% | |
| 3 | DFAEDIMENSIONAL ETF TRUST | 1,255,794 | $32.5B | 10.01% | |
| 4 | SPTMSPDR SER TR | 303,299 | $20.6B | 6.35% | |
| 5 | AGGISHARES TR | 123,235 | $12.2B | 3.75% | |
| 6 | MUBISHARES TR | 84,667 | $8.9B | 2.75% | |
| 7 | SPDWSPDR INDEX SHS FDS | 165,456 | $6.0B | 1.85% | |
| 8 | SPIBSPDR SER TR | 175,851 | $5.8B | 1.80% | |
| 9 | SPIPSPDR SER TR | 213,563 | $5.6B | 1.73% | |
| 10 | IWVISHARES TR | 13,890 | $4.4B | 1.36% | |
| 11 | TFISPDR SER TR | 95,054 | $4.3B | 1.32% | |
| 12 | SPEMSPDR INDEX SHS FDS | 95,944 | $3.8B | 1.16% | |
| 13 | TFLOISHARES TR | 66,385 | $3.4B | 1.04% | |
| 14 | SPABSPDR SER TR | 127,647 | $3.3B | 1.00% | |
| 15 | SHMSPDR SER TR | 65,495 | $3.1B | 0.96% | |
| 16 | VTIVANGUARD INDEX FDS | 8,181 | $2.2B | 0.69% | |
| 17 | VEAVANGUARD TAX-MANAGED FDS | 41,354 | $2.1B | 0.65% | |
| 18 | VNQVANGUARD INDEX FDS | 22,959 | $2.1B | 0.64% | |
| 19 | DFACDIMENSIONAL ETF TRUST | 57,169 | $1.9B | 0.58% | |
| 20 | DFAXDIMENSIONAL ETF TRUST | 69,894 | $1.8B | 0.56% | |
| 21 | BSVVANGUARD BD INDEX FDS | 23,309 | $1.8B | 0.56% | |
| 22 | AAPLAPPLE INC | 4,692 | $1.0B | 0.32% | |
| 23 | ITMVANECK ETF TRUST | 19,211 | $874.3M | 0.27% | |
| 24 | NVDANVIDIA CORPORATION | 7,532 | $816.3M | 0.25% | |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 17,479 | $791.1M | 0.24% | |
| 26 | STIPISHARES TR | 6,579 | $680.7M | 0.21% | |
| 27 | LQDHISHARES U S ETF TR | 7,121 | $657.1M | 0.20% | |
| 28 | AMZNAMAZON COM INC | 3,436 | $653.7M | 0.20% | |
| 29 | VOOVANGUARD INDEX FDS | 1,196 | $614.7M | 0.19% | |
| 30 | SCHBSCHWAB STRATEGIC TR | 25,261 | $543.9M | 0.17% | |
| 31 | LLYELI LILLY & CO | 585 | $483.2M | 0.15% | |
| 32 | RWOSPDR INDEX SHS FDS | 10,772 | $470.1M | 0.14% | |
| 33 | TSLATESLA INC | 1,749 | $453.3M | 0.14% | |
| 34 | AOAISHARES TR | 5,756 | $440.3M | 0.14% | |
| 35 | GQ9SPDR GOLD TR | 1,510 | $435.1M | 0.13% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 640 | $340.9M | 0.10% | |
| 37 | GOOGLALPHABET INC | 2,181 | $337.4M | 0.10% | |
| 38 | SPYSPDR S&P 500 ETF TR | 535 | $299.3M | 0.09% | |
| 39 | VGTVANGUARD WORLD FD | 538 | $292.0M | 0.09% | |
| 40 | NFLXNETFLIX INC | 311 | $290.0M | 0.09% | |
| 41 | VOVANGUARD INDEX FDS | 1,108 | $286.6M | 0.09% | |
| 42 | AORISHARES TR | 4,825 | $277.8M | 0.09% | |
| 43 | MSFTMICROSOFT CORP | 726 | $272.8M | 0.08% | |
| 44 | METAMETA PLATFORMS INC | 467 | $269.2M | 0.08% | |
| 45 | LQDISHARES TR | 2,291 | $249.0M | 0.08% | |
| 46 | MDYSPDR S&P MIDCAP 400 ETF TR | 449 | $239.5M | 0.07% | |
| 47 | CVXCHEVRON CORP NEW | 1,302 | $217.8M | 0.07% | |
| 48 | SBIWESTERN ASSET INTER MUNI FD | 19,660 | $153.3M | 0.05% |