News + Filings Holdings
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Aquire Wealth Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Dimensional ETF Trust
| DFAE | Common | 895,628 | 197,685 | 21,011,433,000 | 5,691,584,000 | 8.38 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 90,281 | 16,991 | 8,843,024,000 | 1,734,627,000 | 3.53 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TFLO | Common | 120,441 | 18,118 | 6,102,729,000 | 944,627,000 | 2.43 | |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| IPE | Common | 184,571 | 30,775 | 4,769,320,000 | 807,535,000 | 1.90 | |
Hist
| 06/30/2023 |
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SPDR Barclays Intermediate Term Corporate Bond ETF
| ITR | common | 157,281 | 23,685 | 5,050,293,000 | 797,932,000 | 2.02 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 73,200 | 6,496 | 7,812,636,000 | 774,030,000 | 3.12 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 5,507 | 1,011 | 1,068,209,000 | 484,044,000 | 0.43 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 3,531 | 717 | 460,301,000 | 223,925,000 | 0.18 | |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| AOA | Common | 4,042 | 649 | 268,146,000 | 65,414,000 | 0.11 | |
Hist
| 06/30/2023 |
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ISHARES U S ETF TR
| LQDH | Common | 12,604 | 80 | 1,171,517,000 | 38,220,000 | 0.47 | |
Hist
| 06/30/2023 |
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SPDR INDEX SHARES FUNDS
| RWO | Common | 17,687 | 768 | 726,405,000 | 34,418,000 | 0.29 | |
Hist
| 06/30/2023 |
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Vanguard BD Index Fund Inc Sho
| BSV | COM | 40,744 | 268 | 3,079,024,000 | 31,991,000 | 1.23 | |
Hist
| 06/30/2023 |
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