Aquire Wealth Advisors, LLC
54 holdingsFiling period: 2026-06-30Current AUM: $435.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional ETF Trust | 3.61M | $186.8M | $190.6M | 43.76% | +195.0K | 2026-06-30 |
| 2 | DFAI | Dimensional ETF Trust | 1.31M | $54.2M | $54.3M | 12.46% | +94.3K | 2026-06-30 |
| 3 | DFAE | Dimensional ETF Trust | 1.13M | $45.6M | $41.4M | 9.52% | +40.9K | 2026-06-30 |
| 4 | SPTM | Spdr Series Trust | 466.9K | $42.4M | $43.2M | 9.92% | -19,078 | 2026-06-30 |
| 5 | SPDW | Spdr Index Shs Fds | 260.6K | $13.1M | $12.8M | 2.95% | -12,200 | 2026-06-30 |
| 6 | AGG | iShares TR | 129.6K | $12.8M | $12.4M | 2.86% | -13,515 | 2026-06-30 |
| 7 | MUB | iShares TR | 93.9K | $10.1M | $9.7M | 2.24% | -10,031 | 2026-06-30 |
| 8 | SPEM | Spdr Index Shs Fds | 193.6K | $10.0M | $9.6M | 2.19% | -8,645 | 2026-06-30 |
| 9 | TFLO | iShares TR | 177.6K | $9.0M | $9.0M | 2.07% | +65.8K | 2026-06-30 |
| 10 | SPIB | Spdr Series Trust | 165.9K | $5.5M | $5.4M | 1.24% | -20,298 | 2026-06-30 |
| 11 | IWV | iShares TR | 12.8K | $5.5M | $5.6M | 1.28% | -564 | 2026-06-30 |
| 12 | SPIP | Spdr Series Trust | 206.8K | $5.3M | $5.1M | 1.18% | -21,348 | 2026-06-30 |
| 13 | TFI | Spdr Series Trust | 60.1K | $2.8M | $2.6M | 0.61% | -13,998 | 2026-06-30 |
| 14 | VEA | Vanguard Tax-Managed Fds | 36.2K | $2.6M | $2.5M | 0.58% | -2,161 | 2026-06-30 |
| 15 | DFAC | Dimensional ETF Trust | 57.2K | $2.5M | $2.6M | 0.59% | -- | 2026-06-30 |
| 16 | VTI | Vanguard Index Fds | 6.5K | $2.4M | $2.5M | 0.56% | -39 | 2026-06-30 |
| 17 | SPAB | Spdr Series Trust | 89.6K | $2.3M | $2.2M | 0.51% | -12,989 | 2026-06-30 |
| 18 | NVDA | NVIDIA Corporation | 9.1K | $1.8M | $2.0M | 0.45% | +50 | 2026-06-30 |
| 19 | VONG | Vanguard Scottsdale Fds | 14.0K | $1.8M | $1.7M | 0.40% | -- | 2026-06-30 |
| 20 | VNQ | Vanguard Index Fds | 16.7K | $1.6M | $1.6M | 0.36% | +122 | 2026-06-30 |
| 21 | AAPL | Apple Inc | 4.8K | $1.4M | $1.7M | 0.38% | +127 | 2026-06-30 |
| 22 | DFAX | Dimensional ETF Trust | 35.8K | $1.3M | $1.3M | 0.30% | +6 | 2026-06-30 |
| 23 | SHM | Spdr Series Trust | 26.8K | $1.3M | $1.3M | 0.29% | -1,629 | 2026-06-30 |
| 24 | VOO | Vanguard Index Fds | 1.4K | $957K | $980K | 0.23% | -177 | 2026-06-30 |
| 25 | GOOGL | Alphabet Inc | 2.6K | $926K | $821K | 0.19% | +271 | 2026-06-30 |
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