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