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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, DFAT, ITOT, BSVO, DFIV, and represent 54.94% of Squire Investment Management Company's stock portfolio.
Added to shares of these 10 stocks: ITOT, BSVO, DFEM, AVDV, VGIT, DFAC, IDEV, AAPL, DFSD, DFIV.
Started 2 new stock positions in VOO, AAPL.
Reduced shares in these 8 stocks: BSV, IEMG, IJS, DFUS, DFAX, EFV, IXUS, VTV.
Squire Investment Management Company was a net buyer of stock by $20M.
Squire Investment Management Company has $176M in assets under management (AUM), dropping by 11.12%.
Central Index Key (CIK): 0002031291

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Positions held by Squire Investment Management Company consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 55 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	16.2	$29M	+4%	889k	32.24	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	13.0	$23M		442k	51.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.5	$17M	+26%	142k	118.78	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	9.4	$17M	+24%	813k	20.37	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.8	$12M	+7%	332k	35.94	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.6	$9.8M	+3%	250k	39.27	View chart
Ishares Tr Core Msci Intl (IDEV)	4.0	$7.1M	+22%	108k	65.64	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$6.7M	+28%	104k	64.95	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.4	$6.0M	+39%	225k	26.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.0	$5.3M	+35%	91k	58.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$5.0M	+5%	19k	267.50	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.5	$2.7M	+30%	99k	26.91	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.5	$2.6M	+66%	56k	47.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$2.5M	+11%	51k	48.54	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.2	$2.1M		84k	25.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$2.0M	+2%	40k	49.42	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.1	$1.9M	-3%	33k	58.85	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$1.6M	-10%	30k	53.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.5M	+5%	6.8k	218.04	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.8	$1.4M		51k	27.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$1.3M	+19%	14k	89.72	View chart
Apple (AAPL)	0.7	$1.3M	NEW	6.0k	210.60	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$1.2M	+12%	20k	61.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$1.1M		18k	60.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$925k	+19%	13k	72.05	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$825k	+3%	20k	42.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$823k		5.1k	160.42	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$804k	+19%	31k	26.29	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$799k		16k	51.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$792k	+22%	6.6k	120.98	View chart
Colgate-Palmolive Company (CL)	0.4	$787k		8.1k	97.04	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$746k	+5%	4.9k	152.30	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$731k		2.3k	314.21	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$711k	-3%	13k	53.04	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$675k	-2%	10k	67.56	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$650k	-18%	6.7k	97.27	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$608k	+29%	7.8k	77.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$585k	+23%	3.9k	150.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$585k	+8%	13k	43.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$514k	-44%	6.7k	76.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$478k		6.1k	77.76	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$468k		7.0k	66.35	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$464k		805.00	576.59	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$463k		19k	24.63	View chart
JPMorgan Chase & Co. (JPM)	0.2	$426k		2.1k	202.26	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$347k		1.0k	333.45	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$326k	+38%	8.7k	37.49	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$304k	+16%	11k	28.78	View chart
NVIDIA Corporation (NVDA)	0.2	$291k	+700%	2.4k	123.56	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$283k	+7%	5.0k	56.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$269k		4.4k	61.09	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$252k		4.0k	62.87	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$237k		14k	17.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$237k	NEW	473.00	500.10	View chart
Traeger Common Stock (COOK)	0.0	$26k		11k	2.40	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 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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