0001606587-22-000787.txt : 20220428
0001606587-22-000787.hdr.sgml : 20220428
20220428121348
ACCESSION NUMBER: 0001606587-22-000787
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220428
DATE AS OF CHANGE: 20220428
EFFECTIVENESS DATE: 20220428
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: 22864137
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
13F-HR
LIVE
false
true
false
0001745945
XXXXXXXX
03-31-2022
03-31-2022
false
Aquire Wealth Advisors, LLC
879 BAXTER DRIVE
SOUTH JORDAN
UT
84095
13F HOLDINGS REPORT
028-21667
N
Justin Copier
Chief Compliance Officer
800-890-8096
Justin Copier
South Jordan
UT
04-28-2022
0
37
187766
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
245
88
SH
SOLE
None
0
0
88
AMAZON COM INC
COM
023135106
430
132
SH
SOLE
None
0
0
132
APPLE INC
COM
037833100
796
4559
SH
SOLE
None
0
0
4559
BILL COM HLDGS INC
COM
090043100
1226
5407
SH
SOLE
None
0
0
5407
BLACKROCK MUNIHLDS INVSTM QL
COM
09254P108
194
15845
SH
SOLE
None
0
0
15845
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
47750
1514919
SH
SOLE
None
0
0
1514919
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
10911
387605
SH
SOLE
None
0
0
387605
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
9343
356043
SH
SOLE
None
0
0
356043
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
2201
79815
SH
SOLE
None
0
0
79815
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
2346
94024
SH
SOLE
None
0
0
94024
ISHARES TR
CORE US AGGBD ET
464287226
5135
47942
SH
SOLE
None
0
0
47942
ISHARES TR
IBOXX INV CP ETF
464287242
481
3980
SH
SOLE
None
0
0
3980
ISHARES TR
RUSSELL 3000 ETF
464287689
5524
21055
SH
SOLE
None
0
0
21055
ISHARES TR
NATIONAL MUN ETF
464288414
6507
59353
SH
SOLE
None
0
0
59353
ISHARES TR
0-5 YR TIPS ETF
46429B747
1286
12259
SH
SOLE
None
0
0
12259
ISHARES U S ETF TR
INT RT HDG C B
46431W705
1263
13507
SH
SOLE
None
0
0
13507
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
481
9010
SH
SOLE
None
0
0
9010
SELECT SECTOR SPDR TR
ENERGY
81369Y506
265
3468
SH
SOLE
None
0
0
3468
SPDR GOLD TR
GOLD SHS
78463V107
271
1500
SH
SOLE
None
0
0
1500
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
6086
157508
SH
SOLE
None
0
0
157508
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
934
17291
SH
SOLE
None
0
0
17291
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
10003
291817
SH
SOLE
None
0
0
291817
SPDR SER TR
PORTFOLIO INTRMD
78464A375
3965
116114
SH
SOLE
None
0
0
116114
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
4954
178281
SH
SOLE
None
0
0
178281
SPDR SER TR
PORTFLI TIPS ETF
78464A656
3815
126064
SH
SOLE
None
0
0
126064
SPDR SER TR
PORTFOLI S&P1500
78464A805
25949
466875
SH
SOLE
None
0
0
466875
SPDR SER TR
NUVEEN BLMBRG MU
78468R721
8534
178227
SH
SOLE
None
0
0
178227
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
5081
107344
SH
SOLE
None
0
0
107344
TESLA INC
COM
88160R101
508
471
SH
SOLE
None
0
0
471
VANECK ETF TRUST
INTRMDT MUNI ETF
92189H201
2991
63208
SH
SOLE
None
0
0
63208
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
3325
42685
SH
SOLE
None
0
0
42685
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3867
35682
SH
SOLE
None
0
0
35682
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2885
12672
SH
SOLE
None
0
0
12672
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2273
49272
SH
SOLE
None
0
0
49272
VANGUARD TAXMANAGED INTL FD
FTSE DEV MKT ETF
921943858
5501
114529
SH
SOLE
None
0
0
114529
WARBY PARKER INC
CL A COM
93403J106
271
8028
SH
SOLE
None
0
0
8028
WESTERN ASSET INTER MUNI FD
COM
958435109
169
19660
SH
SOLE
None
0
0
19660