Aquire Wealth Advisors, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$322.9B
Holdings
50
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (50 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFAUDIMENSIONAL ETF TRUST | 3,616,414 | $146.4B | 45.35% | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,299,227 | $37.9B | 11.75% | |
| 3 | DFAEDIMENSIONAL ETF TRUST | 1,191,617 | $30.2B | 9.36% | |
| 4 | SPTMSPDR SER TR | 308,440 | $22.0B | 6.82% | |
| 5 | AGGISHARES TR | 124,729 | $12.1B | 3.74% | |
| 6 | MUBISHARES TR | 83,437 | $8.9B | 2.75% | |
| 7 | SPIBSPDR SER TR | 178,128 | $5.8B | 1.81% | |
| 8 | SPDWSPDR INDEX SHS FDS | 169,019 | $5.8B | 1.79% | |
| 9 | SPIPSPDR SER TR | 215,418 | $5.5B | 1.69% | |
| 10 | IWVISHARES TR | 13,871 | $4.6B | 1.44% | |
| 11 | TFISPDR SER TR | 95,706 | $4.4B | 1.35% | |
| 12 | SHMSPDR SER TR | 84,592 | $4.0B | 1.24% | |
| 13 | SPEMSPDR INDEX SHS FDS | 97,754 | $3.8B | 1.16% | |
| 14 | SPABSPDR SER TR | 133,142 | $3.3B | 1.03% | |
| 15 | BSVVANGUARD BD INDEX FDS | 38,781 | $3.0B | 0.93% | |
| 16 | VTIVANGUARD INDEX FDS | 8,127 | $2.4B | 0.73% | |
| 17 | VNQVANGUARD INDEX FDS | 23,184 | $2.1B | 0.64% | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 41,434 | $2.0B | 0.61% | |
| 19 | DFACDIMENSIONAL ETF TRUST | 57,169 | $2.0B | 0.61% | |
| 20 | DFAXDIMENSIONAL ETF TRUST | 69,501 | $1.7B | 0.54% | |
| 21 | AAPLAPPLE INC | 5,720 | $1.4B | 0.44% | |
| 22 | ITMVANECK ETF TRUST | 24,907 | $1.1B | 0.36% | |
| 23 | STIPISHARES TR | 10,993 | $1.1B | 0.34% | |
| 24 | LQDHISHARES U S ETF TR | 11,917 | $1.1B | 0.34% | |
| 25 | TSLATESLA INC | 2,224 | $898.1M | 0.28% | |
| 26 | VWOVANGUARD INTL EQUITY INDEX F | 18,034 | $794.2M | 0.25% | |
| 27 | AMZNAMAZON COM INC | 3,538 | $776.2M | 0.24% | |
| 28 | NVDANVIDIA CORPORATION | 5,460 | $733.2M | 0.23% | |
| 29 | VOOVANGUARD INDEX FDS | 1,195 | $643.9M | 0.20% | |
| 30 | SCHBSCHWAB STRATEGIC TR | 25,261 | $573.4M | 0.18% | |
| 31 | TFLOISHARES TR | 9,324 | $470.6M | 0.15% | |
| 32 | RWOSPDR INDEX SHS FDS | 10,737 | $460.5M | 0.14% | |
| 33 | LLYELI LILLY & CO | 585 | $451.6M | 0.14% | |
| 34 | AOAISHARES TR | 5,564 | $426.3M | 0.13% | |
| 35 | GOOGLALPHABET INC | 2,106 | $398.8M | 0.12% | |
| 36 | GQ9SPDR GOLD TR | 1,571 | $380.4M | 0.12% | |
| 37 | SPYSPDR S&P 500 ETF TR | 534 | $313.0M | 0.10% | |
| 38 | MSFTMICROSOFT CORP | 708 | $298.6M | 0.09% | |
| 39 | AORISHARES TR | 4,671 | $267.7M | 0.08% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 589 | $267.0M | 0.08% | |
| 41 | MDYSPDR S&P MIDCAP 400 ETF TR | 444 | $252.9M | 0.08% | |
| 42 | METAMETA PLATFORMS INC | 417 | $244.2M | 0.08% | |
| 43 | LQDISHARES TR | 2,281 | $243.7M | 0.08% | |
| 44 | VGTVANGUARD WORLD FD | 363 | $225.9M | 0.07% | |
| 45 | VOVANGUARD INDEX FDS | 792 | $209.4M | 0.06% | |
| 46 | COSTCOSTCO WHSL CORP NEW | 223 | $204.3M | 0.06% | |
| 47 | APHAMPHENOL CORP NEW | 2,938 | $204.0M | 0.06% | |
| 48 | NFLXNETFLIX INC | 228 | $203.2M | 0.06% | |
| 49 | XMUIXBLACKROCK MUNICIPAL INCOME | 14,871 | $180.2M | 0.06% | |
| 50 | SBIWESTERN ASSET INTER MUNI FD | 19,660 | $152.2M | 0.05% |