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Aquire Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Aquire Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0001745945

持仓数

49

前50大市值合计

$380.6M

报告期

2026-03-31

当前持仓调仓

前 49 大持仓

标的

类型

市值

股数

占比*

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$154.2M

3,418,428

40.5%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$47.5M

1,219,756

12.5%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$38.4M

485,989

10.1%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$37.0M

1,093,683

9.7%

AGG ISHARES TR

CORE US AGGBD ET

$14.2M

143,135

3.7%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$12.5M

272,766

3.3%

MUB ISHARES TR

NATIONAL MUN ETF

$11.0M

103,929

2.9%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$9.5M

202,211

2.5%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$6.2M

186,180

1.6%

SPIP SPDR SERIES TRUST

STATE STREET SPD

$5.9M

228,137

1.6%

TFLO ISHARES TR

TRS FLT RT BD

$5.7M

111,810

1.5%

IWV ISHARES TR

RUSSELL 3000 ETF

$5.0M

13,398

1.3%

TFI SPDR SERIES TRUST

STATE STREET SPD

$3.4M

74,097

0.9%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$2.6M

102,618

0.7%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$2.5M

38,375

0.6%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$2.2M

57,169

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$2.1M

6,584

0.6%

NVDA NVIDIA CORPORATION

COM

$1.6M

9,057

0.4%

VONG VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW

$1.5M

13,965

0.4%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$1.5M

16,600

0.4%

SHM SPDR SERIES TRUST

STATE STREET SPD

$1.4M

28,435

0.4%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$1.2M

35,802

0.3%

AAPL APPLE INC

COM

$1.2M

4,700

0.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$938.8K

1,571

0.2%

ITM VANECK ETF TRUST

INTRMDT MUNI ETF

$896.7K

19,314

0.2%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$881.0K

16,299

0.2%

COST COSTCO WHOLESALE CORPORATION

COM

$823.1K

826

0.2%

TSLA TESLA INC

COM

$754.7K

2,030

0.2%

AMZN AMAZON COM INC

COM

$687.3K

3,300

0.2%

GOOGL ALPHABET INC

CAP STK CL A

$667.2K

2,320

0.2%

GLD SPDR GOLD TR

GOLD SHS

$647.6K

1,505

0.2%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$580.9K

23,143

0.2%

AOA ISHARES TR

CORE 80/20 AGGRE

$470.3K

5,315

0.1%

MSFT MICROSOFT CORP

COM

$417.7K

1,128

0.1%

RWO SPDR INDEX SHS FDS

STATE STREET SPD

$374.1K

8,174

0.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$361.8K

556

0.1%

APH AMPHENOL CORP

CL A

$339.4K

2,686

0.1%

NFLX NETFLIX INC.

COM

$331.3K

3,446

0.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT · 认购

$325.2K

500

0.1%

— EXXON MOBIL CORP

COM

$321.8K

1,897

0.1%

AOR ISHARES TR

CORE 60/40 BALAN

$311.6K

4,843

0.1%

META META PLATFORMS INC

CL A

$311.3K

544

0.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$286.6K

598

0.1%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$282.5K

11,413

0.1%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$273.8K

444

0.1%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$244.5K

1,125

0.1%

AHR AMERICAN HEALTHCARE REIT INC

COM SHS

$242.7K

5,147

0.1%

LQD ISHARES TR

IBOXX INV CP ETF

$238.9K

2,192

0.1%

GOOG ALPHABET INC

CAP STK CL C

$209.8K

732

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

80%前 6 大占比

DFAU40.5%DFAI12.5%SPTM10.1%DFAE9.7%AGG3.7%SPDW3.3%