☆Aquire Wealth Advisors, LLC
Quality Q
0.880
AUM ($M)
436
Positions
53
Turnover
0.04
Top-10 wt
89%
Herfindahl
0.223
History (qtrs)
6
Excess Return
—
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Holdings · 54 positions · portfolio value $436M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | ADD | — | 42.8% | +2.3% | 186.8 | 3,613,432 | +195,004 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | ADD | — | 12.4% | -0.1% | 54.2 | 1,314,008 | +94,252 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | ADD | — | 10.5% | +0.7% | 45.6 | 1,134,603 | +40,920 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | TRIM | — | 9.7% | -0.4% | 42.4 | 466,911 | -19,078 | 5 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | TRIM | — | 3.0% | -0.3% | 13.1 | 260,566 | -12,200 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 2.9% | -0.8% | 12.8 | 129,620 | -13,515 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 2.3% | -0.6% | 10.1 | 93,898 | -10,031 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | TRIM | — | 2.3% | -0.2% | 10.0 | 193,566 | -8,645 | 5 | — |
| ☆TFLO funds › | ISHARES TR | ADD | — | 2.1% | +0.6% | 9.0 | 177,566 | +65,756 | 5 | — |
| ☆SPIB funds › | SPDR SERIES TRUST | TRIM | — | 1.3% | -0.4% | 5.6 | 165,882 | -20,298 | 5 | — |
| ☆IWV funds › | ISHARES TR | TRIM | — | 1.3% | -0.1% | 5.5 | 12,834 | -564 | 5 | — |
| ☆SPIP funds › | SPDR SERIES TRUST | TRIM | — | 1.2% | -0.3% | 5.3 | 206,789 | -21,348 | 5 | — |
| ☆TFI funds › | SPDR SERIES TRUST | TRIM | — | 0.6% | -0.3% | 2.8 | 60,099 | -13,998 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.6% | -0.1% | 2.6 | 36,214 | -2,161 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.6% | -0.0% | 2.5 | 57,169 | +0 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | +0.0% | 2.4 | 6,545 | -39 | 5 | — |
| ☆SPAB funds › | SPDR SERIES TRUST | TRIM | — | 0.5% | -0.2% | 2.3 | 89,629 | -12,989 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.4% | +0.0% | 1.8 | 9,107 | +50 | 5 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.4% | +0.0% | 1.8 | 13,965 | +0 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | -0.0% | 1.6 | 16,722 | +122 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.3% | +0.0% | 1.4 | 4,827 | +127 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | -0.0% | 1.3 | 35,808 | +6 | 5 | — |
| ☆SHM funds › | SPDR SERIES TRUST | TRIM | — | 0.3% | -0.1% | 1.3 | 26,806 | -1,629 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.0% | 1.0 | 1,394 | -177 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 0.9 | 2,591 | +271 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.2% | +0.0% | 0.9 | 2,189 | +159 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.2% | -0.0% | 0.9 | 15,224 | -1,075 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.2% | -0.0% | 0.8 | 833 | +7 | 2 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.2% | -0.0% | 0.8 | 3,268 | -32 | 5 | — |
| ☆ITM funds › | VANECK ETF TRUST | TRIM | — | 0.2% | -0.1% | 0.7 | 15,843 | -3,471 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | +0.0% | 0.7 | 23,143 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 0.6 | 1,505 | +0 | 5 | — |
| ☆AOA funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.5 | 5,447 | +132 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.1% | +0.0% | 0.5 | 1,291 | +163 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 0.1% | +0.0% | 0.5 | 2,604 | -82 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.1% | +0.0% | 0.4 | 563 | +7 | 5 | — |
| ☆RWO funds › | SPDR INDEX SHS FDS | TRIM | — | 0.1% | -0.0% | 0.4 | 7,378 | -796 | 5 | — |
| ☆AOR funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 4,944 | +101 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 0.3 | 605 | +61 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 0.3 | 11,961 | +548 | 3 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | ADD | — | 0.1% | -0.0% | 0.3 | 446 | +2 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.1% | -0.0% | 0.3 | 597 | -1 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | NEW | — | 0.1% | +0.1% | 0.3 | 712 | +712 | 1 | — |
| ☆AHR funds › | AMERICAN HEALTHCARE REIT INC | HOLD | — | 0.1% | -0.0% | 0.3 | 5,147 | +0 | 4 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.1% | +0.0% | 0.3 | 726 | -6 | 2 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.1% | -0.0% | 0.3 | 3,539 | +93 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.2 | 974 | -151 | 4 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 1,731 | -166 | 2 | — |
| ☆VGT funds › | VANGUARD WORLD FD | NEW | — | 0.1% | +0.1% | 0.2 | 1,917 | +1,917 | 1 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 5,810 | +5,810 | 1 | — |
| ☆VO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,778 | +2,778 | 1 | — |
| ☆AOM funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 4,327 | +4,327 | 1 | — |
| ☆IJH funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 2,697 | +2,697 | 1 | — |
| ☆LQD funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,192 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 436 | 53 | 0.04 | 89% | 0.223 | 0.879 | — | in |
| 2026Q1 | 380 | 48 | 0.02 | 89% | 0.205 | 0.882 | — | in |
| 2025Q4 | 384 | 48 | 0.03 | 89% | 0.203 | 0.860 | — | in |
| 2025Q3 | 406 | 49 | 0.02 | 87% | 0.202 | 0.867 | — | in |
| 2025Q2 | 372 | 46 | 0.11 | 87% | 0.194 | 0.778 | — | entered |
| 2025Q1 | 325 | 48 | 0.00 | 87% | 0.233 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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