0001172661-24-003378.txt : 20240814 0001172661-24-003378.hdr.sgml : 20240814 20240814091625 ACCESSION NUMBER: 0001172661-24-003378 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aquire Wealth Advisors, LLC CENTRAL INDEX KEY: 0001745945 ORGANIZATION NAME: 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: 241204563 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 06-30-2024 06-30-2024 false Aquire Wealth Advisors, LLC

879 Baxter Drive South Jordan UT 84095

13F HOLDINGS REPORT 028-21667 000149559 801-114782 N Matthew Mulcock 833-337-7526 /s/ Matthew Mulcock South Jordan UT 08-14-2024 0 43 297704937 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 360119 1977 SH SOLE 0 0 1977 AMAZON COM INC COM 023135106 686617 3553 SH SOLE 0 0 3553 APPLE INC COM 037833100 1172266 5566 SH SOLE 0 0 5566 BLACKROCK MUNICIPAL INCOME COM 09253X102 183508 14871 SH SOLE 0 0 14871 CHEVRON CORP NEW COM 166764100 203659 1302 SH SOLE 0 0 1302 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 34255843 1154562 SH SOLE 0 0 1154562 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1737508 68352 SH SOLE 0 0 68352 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 27545568 1064769 SH SOLE 0 0 1064769 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1806955 56047 SH SOLE 0 0 56047 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 126322172 3369490 SH SOLE 0 0 3369490 ISHARES TR IBOXX INV CP ETF 464287242 324359 3028 SH SOLE 0 0 3028 ISHARES TR GRWT ALLOCAT ETF 464289867 239304 4249 SH SOLE 0 0 4249 ISHARES TR AGGRES ALLOC ETF 464289859 380481 5088 SH SOLE 0 0 5088 ISHARES TR NATIONAL MUN ETF 464288414 8357898 78441 SH SOLE 0 0 78441 ISHARES TR 0-5 YR TIPS ETF 46429B747 1188508 11946 SH SOLE 0 0 11946 ISHARES TR CORE US AGGBD ET 464287226 10582098 109015 SH SOLE 0 0 109015 ISHARES TR RUSSELL 3000 ETF 464287689 4632519 15008 SH SOLE 0 0 15008 ISHARES TR TRS FLT RT BD 46434V860 5019125 99075 SH SOLE 0 0 99075 ISHARES U S ETF TR INT RT HDG C B 46431W705 1181140 12710 SH SOLE 0 0 12710 MICROSOFT CORP COM 594918104 309107 692 SH SOLE 0 0 692 NVIDIA CORPORATION COM 67066G104 638702 5170 SH SOLE 0 0 5170 RBB FD INC SGI ENHANCED COR 74933W254 201572 7877 SH SOLE 0 0 7877 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 564635 8981 SH SOLE 0 0 8981 SPDR GOLD TR GOLD SHS 78463V107 323375 1504 SH SOLE 0 0 1504 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 575232 13851 SH SOLE 0 0 13851 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6309762 179868 SH SOLE 0 0 179868 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3918840 104031 SH SOLE 0 0 104031 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 237576 444 SH SOLE 0 0 444 SPDR SER TR PORTFOLI S&P1500 78464A805 21862312 329500 SH SOLE 0 0 329500 SPDR SER TR PORTFOLIO INTRMD 78464A375 5381426 165277 SH SOLE 0 0 165277 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3580991 142726 SH SOLE 0 0 142726 SPDR SER TR NUVEEN BLMBRG MU 78468R721 4683977 102382 SH SOLE 0 0 102382 SPDR SER TR PORTFLI TIPS ETF 78464A656 5074282 199618 SH SOLE 0 0 199618 SPDR SER TR NUVEEN BLMBRG SH 78468R739 4311042 91355 SH SOLE 0 0 91355 TESLA INC COM 88160R101 471152 2381 SH SOLE 0 0 2381 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1880678 41027 SH SOLE 0 0 41027 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3221400 42000 SH SOLE 0 0 42000 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2102916 25106 SH SOLE 0 0 25106 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 598659 1197 SH SOLE 0 0 1197 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2148163 8030 SH SOLE 0 0 8030 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 792804 18117 SH SOLE 0 0 18117 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2182159 44155 SH SOLE 0 0 44155 WESTERN ASSET INTER MUNI FD COM 958435109 154528 19660 SH SOLE 0 0 19660