Aquire Wealth Advisors, LLC
49 holdingsFiling period: 2026-03-31Current AUM: $421.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 3.42M | $154.2M | $177.0M | 41.96% | +102.5K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.22M | $47.5M | $51.4M | 12.17% | +11.8K | 2026-03-31 |
| 3 | SPTM | SPDR SERIES TRUST | 486.0K | $38.4M | $44.1M | 10.45% | -31,397 | 2026-03-31 |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 1.09M | $37.0M | $41.0M | 9.73% | +12.1K | 2026-03-31 |
| 5 | AGG | ISHARES TR | 143.1K | $14.2M | $13.9M | 3.30% | -389 | 2026-03-31 |
| 6 | SPDW | SPDR INDEX SHS FDS | 272.8K | $12.5M | $13.7M | 3.24% | -15,438 | 2026-03-31 |
| 7 | MUB | ISHARES TR | 103.9K | $11.0M | $11.0M | 2.60% | -1,535 | 2026-03-31 |
| 8 | SPEM | SPDR INDEX SHS FDS | 202.2K | $9.5M | $10.3M | 2.44% | -12,397 | 2026-03-31 |
| 9 | SPIB | SPDR SERIES TRUST | 186.2K | $6.2M | $6.2M | 1.46% | -2,693 | 2026-03-31 |
| 10 | SPIP | SPDR SERIES TRUST | 228.1K | $5.9M | $5.8M | 1.36% | -7,017 | 2026-03-31 |
| 11 | TFLO | ISHARES TR | 111.8K | $5.7M | $5.7M | 1.34% | +41.8K | 2026-03-31 |
| 12 | IWV | ISHARES TR | 13.4K | $5.0M | $5.7M | 1.35% | -4 | 2026-03-31 |
| 13 | TFI | SPDR SERIES TRUST | 74.1K | $3.4M | $3.3M | 0.79% | -15,616 | 2026-03-31 |
| 14 | SPAB | SPDR SERIES TRUST | 102.6K | $2.6M | $2.6M | 0.61% | -6,111 | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 38.4K | $2.5M | $2.7M | 0.64% | -1,661 | 2026-03-31 |
| 16 | DFAC | DIMENSIONAL ETF TRUST | 57.2K | $2.2M | $2.5M | 0.60% | -- | 2026-03-31 |
| 17 | VTI | VANGUARD INDEX FDS | 6.6K | $2.1M | $2.4M | 0.57% | -285 | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 9.1K | $1.6M | $1.8M | 0.43% | +1.1K | 2026-03-31 |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | 14.0K | $1.5M | $1.7M | 0.40% | -- | 2026-03-31 |
| 20 | VNQ | VANGUARD INDEX FDS | 16.6K | $1.5M | $1.6M | 0.39% | -2,862 | 2026-03-31 |
| 21 | SHM | SPDR SERIES TRUST | 28.4K | $1.4M | $1.4M | 0.32% | -10,988 | 2026-03-31 |
| 22 | DFAX | DIMENSIONAL ETF TRUST | 35.8K | $1.2M | $1.3M | 0.31% | -35,579 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 4.7K | $1.2M | $1.5M | 0.34% | +755 | 2026-03-31 |
| 24 | VOO | VANGUARD INDEX FDS | 1.6K | $938K | $1.1M | 0.26% | +14 | 2026-03-31 |
| 25 | ITM | VANECK ETF TRUST | 19.3K | $896K | $886K | 0.21% | +23 | 2026-03-31 |
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