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