0001172661-23-000235.txt : 20230120 0001172661-23-000235.hdr.sgml : 20230120 20230120152437 ACCESSION NUMBER: 0001172661-23-000235 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aquire Wealth Advisors, LLC CENTRAL INDEX KEY: 0001745945 IRS NUMBER: 261473628 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21667 FILM NUMBER: 23540798 BUSINESS ADDRESS: STREET 1: 879 BAXTER DRIVE CITY: SOUTH JORDAN STATE: UT ZIP: 84095 BUSINESS PHONE: 800-890-8096 MAIL ADDRESS: STREET 1: 879 BAXTER DRIVE CITY: SOUTH JORDAN STATE: UT ZIP: 84095 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001745945 XXXXXXXX 12-31-2022 12-31-2022 false Aquire Wealth Advisors, LLC
879 Baxter Drive South Jordan UT 84095
13F HOLDINGS REPORT 028-21667 000149559 801-114782 N
Justin Copier Chief Compliance Officer 800-890-8096 /s/ Justin Copier South Jordan UT 01-20-2023 0 35 200972017
INFORMATION TABLE 2 infotable.xml AMAZON COM INC COM 023135106 236376 2814 SH SOLE 0 0 2814 APPLE INC COM 037833100 584165 4496 SH SOLE 0 0 4496 BLACKROCK MUNICIPAL INCOME COM 09253X102 168488 14871 SH SOLE 0 0 14871 CHEVRON CORP NEW COM 166764100 240876 1342 SH SOLE 0 0 1342 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1522843 70502 SH SOLE 0 0 70502 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1710259 70439 SH SOLE 0 0 70439 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 15319849 697943 SH SOLE 0 0 697943 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 20804709 830859 SH SOLE 0 0 830859 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 63758040 2359661 SH SOLE 0 0 2359661 ISHARES TR RUSSELL 3000 ETF 464287689 4267731 19339 SH SOLE 0 0 19339 ISHARES TR TRS FLT RT BD 46434V860 5158102 102323 SH SOLE 0 0 102323 ISHARES TR IBOXX INV CP ETF 464287242 412231 3910 SH SOLE 0 0 3910 ISHARES TR NATIONAL MUN ETF 464288414 7038606 66704 SH SOLE 0 0 66704 ISHARES TR CORE US AGGBD ET 464287226 7108397 73290 SH SOLE 0 0 73290 ISHARES TR AGGRES ALLOC ETF 464289859 202732 3393 SH SOLE 0 0 3393 ISHARES TR 0-5 YR TIPS ETF 46429B747 1162453 11989 SH SOLE 0 0 11989 ISHARES U S ETF TR INT RT HDG C B 46431W705 1133297 12524 SH SOLE 0 0 12524 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 405979 9060 SH SOLE 0 0 9060 SPDR GOLD TR GOLD SHS 78463V107 254460 1500 SH SOLE 0 0 1500 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4369079 132557 SH SOLE 0 0 132557 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6587469 221875 SH SOLE 0 0 221875 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 691987 16919 SH SOLE 0 0 16919 SPDR SER TR PORTFOLI S&P1500 78464A805 18439695 389928 SH SOLE 0 0 389928 SPDR SER TR NUVEEN BLMBRG SH 78468R739 4757054 101257 SH SOLE 0 0 101257 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4220031 167928 SH SOLE 0 0 167928 SPDR SER TR PORTFLI TIPS ETF 78464A656 3961785 153796 SH SOLE 0 0 153796 SPDR SER TR PORTFOLIO INTRMD 78464A375 4252361 133596 SH SOLE 0 0 133596 SPDR SER TR NUVEEN BLMBRG MU 78468R721 6410659 140523 SH SOLE 0 0 140523 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 4895592 53422 SH SOLE 0 0 53422 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3047033 40476 SH SOLE 0 0 40476 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1584009 8285 SH SOLE 0 0 8285 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2727156 33064 SH SOLE 0 0 33064 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1029685 26416 SH SOLE 0 0 26416 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2359610 56221 SH SOLE 0 0 56221 WESTERN ASSET INTER MUNI FD COM 958435109 149219 19660 SH SOLE 0 0 19660