0001172661-23-002724.txt : 20230803 0001172661-23-002724.hdr.sgml : 20230803 20230803103333 ACCESSION NUMBER: 0001172661-23-002724 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230803 DATE AS OF CHANGE: 20230803 EFFECTIVENESS DATE: 20230803 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: 231138512 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 06-30-2023 06-30-2023 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 08-03-2023 0 39 250631441 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 228866 1912 SH SOLE 0 0 1912 AMAZON COM INC COM 023135106 460301 3531 SH SOLE 0 0 3531 APPLE INC COM 037833100 1068209 5507 SH SOLE 0 0 5507 BLACKROCK MUNICIPAL INCOME COM 09253X102 170124 14871 SH SOLE 0 0 14871 CHEVRON CORP NEW COM 166764100 211164 1342 SH SOLE 0 0 1342 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1548064 66412 SH SOLE 0 0 66412 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 21011433 895628 SH SOLE 0 0 895628 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 26902141 984705 SH SOLE 0 0 984705 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 93762216 3025564 SH SOLE 0 0 3025564 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1552953 57199 SH SOLE 0 0 57199 ISHARES TR AGGRES ALLOC ETF 464289859 268146 4042 SH SOLE 0 0 4042 ISHARES TR CORE US AGGBD ET 464287226 8843024 90281 SH SOLE 0 0 90281 ISHARES TR TRS FLT RT BD 46434V860 6102729 120441 SH SOLE 0 0 120441 ISHARES TR RUSSELL 3000 ETF 464287689 4806109 18886 SH SOLE 0 0 18886 ISHARES TR NATIONAL MUN ETF 464288414 7812636 73200 SH SOLE 0 0 73200 ISHARES TR 0-5 YR TIPS ETF 46429B747 1132160 11600 SH SOLE 0 0 11600 ISHARES TR IBOXX INV CP ETF 464287242 388655 3594 SH SOLE 0 0 3594 ISHARES U S ETF TR INT RT HDG C B 46431W705 1171517 12604 SH SOLE 0 0 12604 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 468402 9060 SH SOLE 0 0 9060 SPDR GOLD TR GOLD SHS 78463V107 267405 1500 SH SOLE 0 0 1500 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 726405 17687 SH SOLE 0 0 17687 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6947772 213515 SH SOLE 0 0 213515 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4335964 126119 SH SOLE 0 0 126119 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 212636 444 SH SOLE 0 0 444 SPDR SER TR PORTFOLI S&P1500 78464A805 20839512 382798 SH SOLE 0 0 382798 SPDR SER TR NUVEEN BLMBRG MU 78468R721 6375250 138112 SH SOLE 0 0 138112 SPDR SER TR PORTFLI TIPS ETF 78464A656 4769320 184571 SH SOLE 0 0 184571 SPDR SER TR PORTFOLIO AGRGTE 78464A649 4176780 164635 SH SOLE 0 0 164635 SPDR SER TR PORTFOLIO INTRMD 78464A375 5050293 157281 SH SOLE 0 0 157281 SPDR SER TR NUVEEN BLMBRG SH 78468R739 4604031 97854 SH SOLE 0 0 97854 TESLA INC COM 88160R101 815937 3117 SH SOLE 0 0 3117 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 2332985 50640 SH SOLE 0 0 50640 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3079024 40744 SH SOLE 0 0 40744 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2509512 30032 SH SOLE 0 0 30032 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1718853 7803 SH SOLE 0 0 7803 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 407280 1000 SH SOLE 0 0 1000 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 966749 23765 SH SOLE 0 0 23765 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2437075 52773 SH SOLE 0 0 52773 WESTERN ASSET INTER MUNI FD COM 958435109 149809 19660 SH SOLE 0 0 19660