0001172661-23-001772.txt : 20230501 0001172661-23-001772.hdr.sgml : 20230501 20230501154323 ACCESSION NUMBER: 0001172661-23-001772 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230501 DATE AS OF CHANGE: 20230501 EFFECTIVENESS DATE: 20230501 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: 23873260 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 03-31-2023 03-31-2023 false Aquire Wealth Advisors, LLC

879 Baxter Drive South Jordan UT 84095

13F HOLDINGS REPORT 028-21667 000149559 801-114782 N Justin Copier 800-890-8096 /s/ Justin Copier South Jordan UT 05-01-2023 0 39 228506208 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 225924 2178 SH SOLE 0 0 2178 AMAZON COM INC COM 023135106 405413 3925 SH SOLE 0 0 3925 APPLE INC COM 037833100 928401 5630 SH SOLE 0 0 5630 BLACKROCK MUNICIPAL INCOME COM 09253X102 173693 14871 SH SOLE 0 0 14871 CHEVRON CORP NEW COM 166764100 218961 1342 SH SOLE 0 0 1342 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1795066 70450 SH SOLE 0 0 70450 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 24452166 907316 SH SOLE 0 0 907316 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1633017 70816 SH SOLE 0 0 70816 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 79917047 2777791 SH SOLE 0 0 2777791 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 18620855 808899 SH SOLE 0 0 808899 ISHARES TR 0-5 YR TIPS ETF 46429B747 1190859 12001 SH SOLE 0 0 12001 ISHARES TR AGGRES ALLOC ETF 464289859 226826 3567 SH SOLE 0 0 3567 ISHARES TR NATIONAL MUN ETF 464288414 7521222 69809 SH SOLE 0 0 69809 ISHARES TR IBOXX INV CP ETF 464287242 435590 3974 SH SOLE 0 0 3974 ISHARES TR RUSSELL 3000 ETF 464287689 4551182 19333 SH SOLE 0 0 19333 ISHARES TR CORE US AGGBD ET 464287226 8419181 84496 SH SOLE 0 0 84496 ISHARES TR TRS FLT RT BD 46434V860 4105733 81157 SH SOLE 0 0 81157 ISHARES U S ETF TR INT RT HDG C B 46431W705 1147618 12524 SH SOLE 0 0 12524 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 433521 9060 SH SOLE 0 0 9060 SPDR GOLD TR GOLD SHS 78463V107 274830 1500 SH SOLE 0 0 1500 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 740798 17998 SH SOLE 0 0 17998 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 7068584 220068 SH SOLE 0 0 220068 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4440893 130117 SH SOLE 0 0 130117 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 203534 444 SH SOLE 0 0 444 SPDR SER TR PORTFOLI S&P1500 78464A805 19771485 392058 SH SOLE 0 0 392058 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4280521 165976 SH SOLE 0 0 165976 SPDR SER TR NUVEEN BLMBRG MU 78468R721 6550914 139917 SH SOLE 0 0 139917 SPDR SER TR NUVEEN BLMBRG SH 78468R739 4797224 100888 SH SOLE 0 0 100888 SPDR SER TR PORTFLI TIPS ETF 78464A656 4669037 175067 SH SOLE 0 0 175067 SPDR SER TR PORTFOLIO INTRMD 78464A375 4996767 153794 SH SOLE 0 0 153794 TESLA INC COM 88160R101 630886 3041 SH SOLE 0 0 3041 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 2489909 53581 SH SOLE 0 0 53581 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3109854 40657 SH SOLE 0 0 40657 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1652602 8097 SH SOLE 0 0 8097 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2620199 31553 SH SOLE 0 0 31553 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1040289 25750 SH SOLE 0 0 25750 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2524885 55897 SH SOLE 0 0 55897 WARBY PARKER INC CL A COM 93403J106 85125 16056 SH SOLE 0 0 16056 WESTERN ASSET INTER MUNI FD COM 958435109 155597 39320 SH SOLE 0 0 39320