News + Filings Holdings
|
|
Aquire Wealth Advisors, LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
VanEck ETF Trust
| ITM | Common | 50,640 | -2,782 | 2,332,985,000 | -2,562,607,000 | 0.93 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VNQ | ETF | 30,032 | -3,032 | 2,509,512,000 | -217,644,000 | 1.00 | |
Hist
| 06/30/2023 |
|
Kolli Sreelakshmi
| SHM | ETF | 97,854 | -3,403 | 4,604,031,000 | -153,023,000 | 1.84 | |
Hist
| 06/30/2023 |
|
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 23,765 | -2,651 | 966,749,000 | -62,936,000 | 0.39 | |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| BNDS | Common | 164,635 | -3,293 | 4,176,780,000 | -43,251,000 | 1.67 | |
Hist
| 06/30/2023 |
|
Westfield Emerging Markets Small Cap Fund LP
| TFI | ETF | 138,112 | -2,411 | 6,375,250,000 | -35,409,000 | 2.54 | |
Hist
| 06/30/2023 |
|
SPDR INDEX SHS FDS
| SPEM | Common | 126,119 | -6,438 | 4,335,964,000 | -33,115,000 | 1.73 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| STIP | Common | 11,600 | -389 | 1,132,160,000 | -30,293,000 | 0.45 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| LQD | OPTIONS | 3,594 | -316 | 388,655,000 | -23,576,000 | 0.16 | |
Hist
| 06/30/2023 |
|
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 52,773 | -3,448 | 2,437,075,000 | 77,465,000 | 0.97 | |
Hist
| 06/30/2023 |
|
VANGUARD INDEX FUNDS
| VTI | Common | 7,803 | -482 | 1,718,853,000 | 134,844,000 | 0.69 | |
Hist
| 06/30/2023 |
|
GREAT WEST LIFE ASSURANCE CO /CAN/
| GWL | Common | 213,515 | -8,360 | 6,947,772,000 | 360,303,000 | 2.77 | |
Hist
| 06/30/2023 |
|
iSHARES TRUST
| IWV | Common | 18,886 | -453 | 4,806,109,000 | 538,378,000 | 1.92 | |
Hist
| 06/30/2023 |
|
SPDR SERIES TRUST
| THRK | Common | 382,798 | -7,130 | 20,839,512,000 | 2,399,817,000 | 8.31 | |
Hist
| 06/30/2023 |
|
|
|
|