0001172661-23-003524.txt : 20231030 0001172661-23-003524.hdr.sgml : 20231030 20231030114110 ACCESSION NUMBER: 0001172661-23-003524 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 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: 231358492 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 09-30-2023 09-30-2023 false Aquire Wealth Advisors, LLC

879 Baxter Drive South Jordan UT 84095

13F HOLDINGS REPORT 028-21667 000149559 801-114782 N Jacob Rich 833-337-7526 /s/ Jacob Rich South Jordan UT 10-30-2023 0 39 239795784 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 250204 1912 SH SOLE 0 0 1912 AMAZON COM INC COM 023135106 448861 3531 SH SOLE 0 0 3531 APPLE INC COM 037833100 945271 5521 SH SOLE 0 0 5521 BLACKROCK MUNICIPAL INCOME COM 09253X102 150941 14871 SH SOLE 0 0 14871 CHEVRON CORP NEW COM 166764100 219543 1302 SH SOLE 0 0 1302 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 91995756 3071645 SH SOLE 0 0 3071645 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1498614 57199 SH SOLE 0 0 57199 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 20558246 910866 SH SOLE 0 0 910866 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1504584 66811 SH SOLE 0 0 66811 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 26280759 1006540 SH SOLE 0 0 1006540 ISHARES TR AGGRES ALLOC ETF 464289859 259357 4085 SH SOLE 0 0 4085 ISHARES TR 0-5 YR TIPS ETF 46429B747 1124272 11600 SH SOLE 0 0 11600 ISHARES TR NATIONAL MUN ETF 464288414 7436714 72525 SH SOLE 0 0 72525 ISHARES TR IBOXX INV CP ETF 464287242 305550 2995 SH SOLE 0 0 2995 ISHARES TR RUSSELL 3000 ETF 464287689 3977324 16230 SH SOLE 0 0 16230 ISHARES TR TRS FLT RT BD 46434V860 5839584 115088 SH SOLE 0 0 115088 ISHARES TR CORE US AGGBD ET 464287226 8780985 93375 SH SOLE 0 0 93375 ISHARES U S ETF TR INT RT HDG C B 46431W705 1166500 12604 SH SOLE 0 0 12604 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 451641 9060 SH SOLE 0 0 9060 SPDR GOLD TR GOLD SHS 78463V107 262833 1533 SH SOLE 0 0 1533 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 620941 16255 SH SOLE 0 0 16255 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6237252 201137 SH SOLE 0 0 201137 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4055988 120822 SH SOLE 0 0 120822 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 202748 444 SH SOLE 0 0 444 SPDR SER TR PORTFLI TIPS ETF 78464A656 4528486 182306 SH SOLE 0 0 182306 SPDR SER TR PORTFOLIO INTRMD 78464A375 4858962 154498 SH SOLE 0 0 154498 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3753024 154192 SH SOLE 0 0 154192 SPDR SER TR NUVEEN BLMBRG SH 78468R739 4414179 95483 SH SOLE 0 0 95483 SPDR SER TR NUVEEN BLMBRG MU 78468R721 5463680 125027 SH SOLE 0 0 125027 SPDR SER TR PORTFOLI S&P1500 78464A805 18991029 361803 SH SOLE 0 0 361803 TESLA INC COM 88160R101 779936 3117 SH SOLE 0 0 3117 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1888406 42821 SH SOLE 0 0 42821 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3100161 41242 SH SOLE 0 0 41242 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1658747 7809 SH SOLE 0 0 7809 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2253417 29783 SH SOLE 0 0 29783 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 409193 1042 SH SOLE 0 0 1042 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 867539 22125 SH SOLE 0 0 22125 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2113791 48348 SH SOLE 0 0 48348 WESTERN ASSET INTER MUNI FD COM 958435109 140766 19660 SH SOLE 0 0 19660