0001172661-24-002182.txt : 20240513 0001172661-24-002182.hdr.sgml : 20240513 20240513091727 ACCESSION NUMBER: 0001172661-24-002182 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 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: 24937145 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 03-31-2024 03-31-2024 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 05-13-2024 0 46 286119019 INFORMATION TABLE 2 infotable.xml ALLSPRING MULTI SECTOR INCOM COM 94987D101 254920 27323 SH SOLE 0 0 27323 ALPHABET INC CAP STK CL A 02079K305 291748 1933 SH SOLE 0 0 1933 AMAZON COM INC COM 023135106 638906 3542 SH SOLE 0 0 3542 APPLE INC COM 037833100 928167 5413 SH SOLE 0 0 5413 BLACKROCK MUNICIPAL INCOME COM 09253X102 179344 14871 SH SOLE 0 0 14871 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 889362 75306 SH SOLE 0 0 75306 CHEVRON CORP NEW COM 166764100 205377 1302 SH SOLE 0 0 1302 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 32538237 1076712 SH SOLE 0 0 1076712 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 1827508 57199 SH SOLE 0 0 57199 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1730505 68023 SH SOLE 0 0 68023 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 118002590 3229409 SH SOLE 0 0 3229409 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 25043189 1013074 SH SOLE 0 0 1013074 ISHARES TR IBOXX INV CP ETF 464287242 328394 3015 SH SOLE 0 0 3015 ISHARES TR 0-5 YR TIPS ETF 46429B747 1187791 11946 SH SOLE 0 0 11946 ISHARES TR RUSSELL 3000 ETF 464287689 4523706 15075 SH SOLE 0 0 15075 ISHARES TR NATIONAL MUN ETF 464288414 8073766 75035 SH SOLE 0 0 75035 ISHARES TR GRWT ALLOCAT ETF 464289867 223682 4018 SH SOLE 0 0 4018 ISHARES TR CORE US AGGBD ET 464287226 9851295 100585 SH SOLE 0 0 100585 ISHARES TR TRS FLT RT BD 46434V860 4655453 91842 SH SOLE 0 0 91842 ISHARES TR AGGRES ALLOC ETF 464289859 353636 4814 SH SOLE 0 0 4814 ISHARES U S ETF TR INT RT HDG C B 46431W705 1195248 12710 SH SOLE 0 0 12710 MICROSOFT CORP COM 594918104 256776 610 SH SOLE 0 0 610 NUVEEN CA QUALTY MUN INCOME COM 67066Y105 406441 36882 SH SOLE 0 0 36882 NVIDIA CORPORATION COM 67066G104 453587 502 SH SOLE 0 0 502 REAVES UTIL INCOME FD COM SH BEN INT 756158101 1264841 46915 SH SOLE 0 0 46915 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 548290 8981 SH SOLE 0 0 8981 SPDR GOLD TR GOLD SHS 78463V107 309403 1504 SH SOLE 0 0 1504 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 3905292 107911 SH SOLE 0 0 107911 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 603762 14100 SH SOLE 0 0 14100 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 6630608 185006 SH SOLE 0 0 185006 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 247042 444 SH SOLE 0 0 444 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3630832 143625 SH SOLE 0 0 143625 SPDR SER TR NUVEEN BLMBRG SH 78468R739 4380088 92329 SH SOLE 0 0 92329 SPDR SER TR NUVEEN BLMBRG MU 78468R721 5022257 108052 SH SOLE 0 0 108052 SPDR SER TR PORTFOLIO INTRMD 78464A375 5172833 158239 SH SOLE 0 0 158239 SPDR SER TR PORTFLI TIPS ETF 78464A656 4843236 189041 SH SOLE 0 0 189041 SPDR SER TR PORTFOLI S&P1500 78464A805 21824330 340208 SH SOLE 0 0 340208 TESLA INC COM 88160R101 502935 2861 SH SOLE 0 0 2861 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 1901654 40887 SH SOLE 0 0 40887 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3194149 41661 SH SOLE 0 0 41661 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 570113 1186 SH SOLE 0 0 1186 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2101088 8084 SH SOLE 0 0 8084 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2240909 25912 SH SOLE 0 0 25912 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 781434 18708 SH SOLE 0 0 18708 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 2248588 44819 SH SOLE 0 0 44819 WESTERN ASSET INTER MUNI FD COM 958435109 155707 19660 SH SOLE 0 0 19660