Investor

Aquire Wealth Advisors, LLC

Portfolio Total Value

$323,103,000.00

Number of Stocks

51

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
DFAU $146,428,000.0 45.35%
Added 3.47%
3,616,414 $40.49 $47.14
Added 16.42%
$33.56 $42.42
DFAI $37,937,000.0 11.75%
Added 8.08%
1,299,227 $29.2 $39.98
Added 36.92%
$27.96 $32.11
DFAE $30,231,000.0 9.36%
Added 5.48%
1,191,617 $25.37 $35.2
Added 38.75%
$23.14 $28.2
SPTM $22,031,000.0 6.82%
Reduced 4.85%
308,440 $71.43 $82.83
Added 15.96%
$59.17 $74.44
AGG $12,086,000.0 3.74%
Added 9.22%
124,729 $96.9 $100.24
Added 3.45%
$94.85 $102.04
MUB $8,890,000.0 2.75%
Added 6.38%
83,437 $106.55 $107.75
Added 1.13%
$105.0 $108.81
SPIB $5,835,000.0 1.81%
Added 5.9%
178,128 $32.76 $33.88
Added 3.42%
$31.98 $33.86
SPDW $5,768,000.0 1.79%
Reduced 4.01%
169,019 $34.13 $47.89
Added 40.32%
$33.11 $38.0
SPIP $5,452,000.0 1.69%
Added 5.95%
215,418 $25.31 $26.24
Added 3.67%
$24.94 $26.44
IWV $4,636,000.0 1.44%
Reduced 4.36%
13,871 $334.25 $387.57
Added 15.95%
$276.42 $349.54
TFI $4,366,000.0 1.35%
Added 4.79%
95,706 $45.62 $45.99
Added 0.81%
$44.97 $47.09
SHM $4,008,000.0 1.24%
Reduced 5.57%
84,592 $47.39 $48.19
Added 1.69%
$46.76 $48.2
SPEM $3,750,000.0 1.16%
Reduced 4.06%
97,754 $38.37 $47.72
Added 24.37%
$33.94 $42.88
SPAB $3,327,000.0 1.03%
Reduced 4.15%
133,142 $24.99 $25.85
Added 3.44%
$24.49 $26.35
BSV $2,996,000.0 0.93%
Reduced 7.65%
38,781 $77.27 $78.7
Added 1.85%
$75.72 $79.02
VTI $2,355,000.0 0.73%
Reduced 1.73%
8,127 $289.83 $336.0
Added 15.93%
$239.86 $302.95
VNQ $2,065,000.0 0.64%
Reduced 5.95%
23,184 $89.08 $94.58
Added 6.17%
$78.27 $99.58
DFAC $1,977,000.0 0.61%
No Change
57,169 $34.59 $40.42
Added 16.85%
$29.24 $36.66
VEA $1,981,000.0 0.61%
Reduced 4.28%
41,434 $47.82 $65.79
Added 37.58%
$46.72 $53.4
DFAX $1,727,000.0 0.54%
Added 1.07%
69,501 $24.86 $34.73
Added 39.7%
$23.68 $27.33
AAPL $1,432,000.0 0.44%
Added 1.06%
5,720 $250.43 $262.52
Added 4.83%
$164.08 $260.1
ITM $1,148,000.0 0.36%
Reduced 39.18%
24,907 $46.1 $47.42
Added 2.86%
$45.28 $47.01
LQDH $1,105,000.0 0.34%
Reduced 8.94%
11,917 $92.74 $92.57
Reduced 0.18%
$90.46 $94.37
STIP $1,105,000.0 0.34%
Reduced 8.92%
10,993 $100.6 $103.26
Added 2.64%
$98.36 $101.52
TSLA $898,000.0 0.28%
Added 0.09%
2,224 $403.84 $405.94
Added 0.52%
$138.8 $488.54
VWO $794,000.0 0.25%
Reduced 1.08%
18,034 $44.04 $54.85
Added 24.55%
$39.43 $49.57
AMZN $776,000.0 0.24%
Reduced 9.03%
3,538 $219.39 $216.82
Reduced 1.17%
$151.61 $235.44
NVDA $733,000.0 0.23%
Added 2.02%
5,460 $134.29 $183.34
Added 36.53%
$59.94 $153.13
VOO $643,000.0 0.2%
Reduced 0.58%
1,195 $538.82 $630.18
Added 16.96%
$443.75 $559.96
SCHB $573,000.0 0.18%
Added 181.27%
25,261 $22.7 $26.29
Added 15.81%
$18.75 $64.77
TFLO $470,000.0 0.15%
Reduced 9.33%
9,324 $50.47 $50.51
Added 0.08%
$50.36 $50.71
RWO $460,000.0 0.14%
Reduced 10.26%
10,737 $42.89 $48.8
Added 13.78%
$39.4 $48.6
LLY $451,000.0 0.14%
No Change
585 $772.0 $1,003.57
Added 30.0%
$624.68 $972.53
AOA $426,000.0 0.13%
Added 5.04%
5,564 $76.61 $91.04
Added 18.84%
$69.0 $80.2
GOOGL $398,000.0 0.12%
Added 5.51%
2,106 $189.35 $303.13
Added 60.09%
$130.67 $202.29
GLD $380,000.0 0.12%
Added 4.73%
1,571 $242.13 $466.13
Added 92.51%
$183.78 $257.71
SPY $312,000.0 0.1%
Added 5.74%
534 $586.08 $685.13
Added 16.9%
$482.86 $609.07
MSFT $298,000.0 0.09%
Reduced 1.12%
708 $421.76 $410.68
Reduced 2.63%
$385.58 $468.35
LQD $243,000.0 0.08%
Reduced 25.14%
2,281 $106.84 $110.97
Added 3.87%
$104.14 $114.07
BRK.B $266,000.0 0.08%
No Change
589 $453.28 $nan
Reduced nan%
$nan $nan
AOR $267,000.0 0.08%
Added 5.61%
4,671 $57.32 $66.52
Added 16.05%
$52.97 $59.77
MDY $252,000.0 0.08%
No Change
444 $569.58 $637.98
Added 12.01%
$495.53 $624.13
FB $244,000.0 0.08%
No Change
417 $585.54 $42.6
Reduced 92.72%
$0.0 $0.0
VGT $225,000.0 0.07%
Added 4.31%
363 $622.3 $733.13
Added 17.81%
$478.25 $648.66
APH $204,000.0 0.06%
No Change
2,938 $69.45 $136.24
Added 96.17%
$49.38 $75.78
$206,000.0 0.06%
No Change
7,950 $26.02 $nan
Reduced nan%
$nan $nan
COST $204,000.0 0.06%
No Change
223 $916.27 $1,006.74
Added 9.87%
$675.96 $1,008.25
MUI $180,000.0 0.06%
No Change
14,871 $12.12 $0.0
Reduced 100.0%
$0.0 $0.0
NFLX $203,000.0 0.06%
No Change
228 $891.32 $99.17
Reduced 88.87%
$537.07 $941.75
VO $209,000.0 0.06%
No Change
792 $264.4 $303.08
Added 14.63%
$228.17 $285.6
SBI $152,000.0 0.05%
No Change
19,660 $7.74 $7.96
Added 2.84%
$7.6 $8.29