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Squire Investment Management Company

Latest statistics and disclosures from Squire Investment Management Company's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, BSVO, ITOT, DFAT, DFIV, and represent 47.04% of Squire Investment Management Company's stock portfolio.
Added to shares of these 10 stocks: ITOT, BSVO, VGIT, VTI, IDEV, DFAC, DFSD, QQQ, AVDV, VEA.
Started 6 new stock positions in GOOGL, GOOG, QQQ, NEM, DFNM, IBM.
Reduced shares in these 10 stocks: DFIV, IEMG, DFAX, DFIS, VOOG, JPM, EFV, VOO, DFGR, DFAS.
Squire Investment Management Company was a net buyer of stock by $15M.
Squire Investment Management Company has $331M in assets under management (AUM), dropping by 7.64%.
Central Index Key (CIK): 0002031291

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Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 74 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.6	$42M		1.1M	39.59	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	11.0	$36M	+5%	1.6M	23.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.7	$32M	+7%	215k	148.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.8	$26M		433k	59.54	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.0	$20M	-2%	398k	49.90	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.4	$18M	+2%	189k	93.97	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.5	$15M		445k	33.08	View chart
Ishares Tr Core Msci Intl (IDEV)	4.3	$14M	+6%	173k	82.48	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.2	$14M	+3%	295k	46.59	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.8	$13M	+15%	209k	59.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$12M	+10%	34k	335.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.5	$8.2M		216k	38.00	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.0	$6.5M	+10%	135k	47.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$4.6M	+10%	74k	62.47	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.3	$4.4M	+6%	90k	49.46	View chart
National Bk Hldgs Corp Cl A (NBHC)	1.2	$4.1M		107k	38.01	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.2	$4.0M	+4%	54k	74.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$3.2M	+8%	12k	257.94	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.0	$3.2M		97k	32.89	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.9	$2.9M		85k	34.46	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$2.7M	+9%	119k	22.90	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.8	$2.5M	-7%	78k	32.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.8	$2.5M		25k	101.98	View chart
Apple (AAPL)	0.7	$2.3M		8.3k	271.86	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$2.1M	+25%	39k	53.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.8M		25k	74.07	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$1.8M	+22%	42k	42.87	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.8M	+7%	9.2k	190.99	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.6M	+7%	8.8k	181.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.6M		23k	69.67	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.6M	-11%	23k	67.22	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$1.4M		36k	38.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.2M		16k	77.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.2M		26k	46.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.2M	+19%	23k	53.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.2M		8.5k	141.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.2M	+14%	43k	27.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.1M	+4%	38k	30.07	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.1M		29k	38.11	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.1M		9.8k	113.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.1M	+2%	6.2k	177.37	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$1.0M		13k	82.50	View chart
NVIDIA Corporation (NVDA)	0.3	$984k	+36%	5.3k	186.50	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$960k		2.3k	412.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$846k		10k	84.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$777k	-3%	1.2k	626.95	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$743k		5.4k	136.73	View chart
JPMorgan Chase & Co. (JPM)	0.2	$741k	-6%	2.3k	322.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$728k		966.00	753.51	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$612k	-15%	19k	32.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$608k	NEW	989.00	614.36	View chart
Amazon (AMZN)	0.2	$559k	+94%	2.4k	230.82	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$462k	-11%	1.0k	444.59	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$444k	-9%	6.2k	71.41	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$437k	-2%	5.7k	77.02	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$433k	-5%	5.5k	78.81	View chart
Microsoft Corporation (MSFT)	0.1	$425k	+7%	879.00	483.71	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$356k	+100%	2.5k	143.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$332k		661.00	502.65	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$315k		12k	26.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$302k		4.4k	69.42	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$293k	+24%	7.7k	38.03	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$281k	-8%	11k	26.42	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$273k	+5%	16k	17.32	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$257k	NEW	5.3k	48.17	View chart
Chevron Corporation (CVX)	0.1	$250k	-4%	1.6k	152.43	View chart
Abbvie (ABBV)	0.1	$237k	+3%	1.0k	228.60	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$237k	NEW	754.00	313.80	View chart
3M Company (MMM)	0.1	$227k		1.4k	160.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$222k	NEW	709.00	313.00	View chart
Colgate-Palmolive Company (CL)	0.1	$217k		2.7k	79.02	View chart
Newmont Mining Corporation (NEM)	0.1	$216k	NEW	2.2k	99.84	View chart
International Business Machines (IBM)	0.1	$205k	NEW	693.00	296.07	View chart
Traeger Common Stock (COOK)	0.0	$12k		11k	1.08	View chart

Past Filings by Squire Investment Management Company

SEC 13F filings are viewable for Squire Investment Management Company going back to 2024

Squire Investment Management Company 2025 Q4 filed Jan. 22, 2026
Squire Investment Management Company 2025 Q3 filed Oct. 20, 2025
Squire Investment Management Company 2025 Q2 filed July 16, 2025
Squire Investment Management Company 2025 Q1 filed May 8, 2025
Squire Investment Management Company 2024 Q4 filed Jan. 30, 2025
Squire Investment Management Company 2024 Q3 filed Nov. 6, 2024
Squire Investment Management Company 2023 Q4 filed Aug. 1, 2024
Squire Investment Management Company 2024 Q1 filed Aug. 1, 2024
Squire Investment Management Company 2024 Q2 filed Aug. 1, 2024

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