0001172661-24-000204.txt : 20240111 0001172661-24-000204.hdr.sgml : 20240111 20240111152638 ACCESSION NUMBER: 0001172661-24-000204 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240111 DATE AS OF CHANGE: 20240111 EFFECTIVENESS DATE: 20240111 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: 24529134 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 12-31-2023 12-31-2023 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 01-11-2024 0 40 262978625 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 268764 1924 SH SOLE 0 0 1924 AMAZON COM INC COM 023135106 536500 3531 SH SOLE 0 0 3531 APPLE INC COM 037833100 1062989 5521 SH SOLE 0 0 5521 BLACKROCK MUNICIPAL INCOME COM 09253X102 173098 14871 SH SOLE 0 0 14871 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1671927 57199 SH SOLE 0 0 57199 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1643588 67305 SH SOLE 0 0 67305 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 104566283 3144851 SH SOLE 0 0 3144851 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 29519563 1030711 SH SOLE 0 0 1030711 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 23298361 966336 SH SOLE 0 0 966336 ISHARES TR CORE US AGGBD ET 464287226 9683128 97563 SH SOLE 0 0 97563 ISHARES TR AGGRES ALLOC ETF 464289859 315420 4568 SH SOLE 0 0 4568 ISHARES TR 0-5 YR TIPS ETF 46429B747 1170855 11876 SH SOLE 0 0 11876 ISHARES TR RUSSELL 3000 ETF 464287689 4197529 15334 SH SOLE 0 0 15334 ISHARES TR GRWT ALLOCAT ETF 464289867 206856 3889 SH SOLE 0 0 3889 ISHARES TR IBOXX INV CP ETF 464287242 333640 3015 SH SOLE 0 0 3015 ISHARES TR TRS FLT RT BD 46434V860 5623302 111419 SH SOLE 0 0 111419 ISHARES TR NATIONAL MUN ETF 464288414 7951765 73349 SH SOLE 0 0 73349 ISHARES U S ETF TR INT RT HDG C B 46431W705 1173223 12604 SH SOLE 0 0 12604 NVIDIA CORPORATION COM 67066G104 222849 450 SH SOLE 0 0 450 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 494906 8890 SH SOLE 0 0 8890 SPDR GOLD TR GOLD SHS 78463V107 287520 1504 SH SOLE 0 0 1504 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 634145 14508 SH SOLE 0 0 14508 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6404178 188303 SH SOLE 0 0 188303 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3874555 109420 SH SOLE 0 0 109420 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 225277 444 SH SOLE 0 0 444 SPDR SER TR PORTFLI TIPS ETF 78464A656 4816600 188369 SH SOLE 0 0 188369 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3929935 153274 SH SOLE 0 0 153274 SPDR SER TR NUVEEN BLMBRG SH 78468R739 4469608 93526 SH SOLE 0 0 93526 SPDR SER TR PORTFOLIO INTRMD 78464A375 5215932 158877 SH SOLE 0 0 158877 SPDR SER TR NUVEEN BLMBRG MU 78468R721 5216953 110999 SH SOLE 0 0 110999 SPDR SER TR PORTFOLI S&P1500 78464A805 20183533 345313 SH SOLE 0 0 345313 TESLA INC COM 88160R101 767803 3090 SH SOLE 0 0 3090 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1987723 42265 SH SOLE 0 0 42265 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3199257 41538 SH SOLE 0 0 41538 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 478296 1095 SH SOLE 0 0 1095 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1738870 7330 SH SOLE 0 0 7330 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2362965 26742 SH SOLE 0 0 26742 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 770687 18752 SH SOLE 0 0 18752 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2148860 44861 SH SOLE 0 0 44861 WESTERN ASSET INTER MUNI FD COM 958435109 151382 19660 SH SOLE 0 0 19660