StockDriftsStockDriftsTop 48 Aquire Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 40.56% | 3.42M | $154.2M | +3.09%(+102.46K) | $31.72(+57.56%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.5% | 1.22M | $47.5M | +0.97%(+11.76K) | $27.28(+49.87%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 10.11% | 486.0K | $38.4M | -6.07%(-31.40K) | $62.51(+40.56%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 9.74% | 1.09M | $37.0M | +1.12%(+12.08K) | $24.31(+59.93%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.74% | 143.1K | $14.2M | -0.27%(-389) | $103.64(-4.70%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.27% | 272.8K | $12.5M | -5.36%(-15.44K) | $37.11(+32.55%) | 2026-03-31 | |
| MUB | ISHARES TR | 2.9% | 103.9K | $11.0M | -1.46%(-1.53K) | $111.51(-4.25%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 2.49% | 202.2K | $9.5M | -5.78%(-12.40K) | $41.38(+24.77%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 1.64% | 186.2K | $6.2M | -1.43%(-2.69K) | $34.74(-3.83%) | 2026-03-31 | |
| SPIP | SPDR SERIES TRUST | 1.56% | 228.1K | $5.9M | -2.98%(-7.02K) | $28.72(-9.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.41% | +42.03% |
| Top 20 Holdings Unweighted | +7.54% | +24.38% |
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