Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, BSVO, ITOT, DFIV, and represent 51.59% of Squire Investment Management Company's stock portfolio.
Added to shares of these 10 stocks: NBHC, BSVO, ITOT, DFEM, VGIT, DFSD, DFIV, AVDV, AVUV, DFUV.
Started 7 new stock positions in DUHP, NBHC, BSJP, USTB, CVX, DFAI, AVUS.
Reduced shares in these 8 stocks: CL, NVDA, VWO, AAPL, IEMG, JPM, AVEM, DFAU.
Squire Investment Management Company was a net buyer of stock by $22M.
Squire Investment Management Company has $210M in assets under management (AUM), dropping by 19.25%.
Central Index Key (CIK): 0002031291

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 62 positions in its portfolio as reported in the September 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)	14.7	$31M		905k	34.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	11.7	$25M		444k	55.63	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	9.4	$20M	+10%	895k	22.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.3	$20M	+9%	155k	125.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.4	$14M	+6%	354k	38.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.3	$11M	+6%	266k	41.69	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.9	$8.2M	+11%	116k	70.67	View chart
Ishares Tr Core Msci Intl (IDEV)	3.8	$8.0M	+5%	114k	70.83	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.8	$7.9M	+24%	281k	28.15	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.3	$7.0M	+27%	116k	60.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$5.4M	+3%	19k	283.16	View chart
National Bk Hldgs Corp Cl A (NBHC)	2.1	$4.5M	NEW	107k	42.10	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.7	$3.6M	+34%	75k	47.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.7	$3.5M	+23%	122k	29.06	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.5	$3.1M	+24%	64k	49.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$2.3M	+10%	44k	52.81	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.1	$2.3M		84k	27.01	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.1	$2.3M	+9%	36k	62.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$2.1M	+55%	22k	95.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$1.7M	+8%	7.3k	237.21	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.7M		30k	57.41	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.8	$1.6M	+6%	54k	29.53	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$1.5M	+13%	22k	67.70	View chart
Apple (AAPL)	0.7	$1.4M		5.9k	233.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$1.3M	+8%	20k	64.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$1.1M	+28%	39k	28.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$1.0M	+17%	7.7k	135.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$964k		13k	75.11	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$949k	+11%	22k	43.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$948k	+5%	5.4k	174.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.4	$899k	+9%	5.4k	166.82	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$878k	+4%	16k	53.72	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$837k	+16%	7.8k	107.66	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$776k	+18%	4.6k	167.67	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$772k	+18%	9.3k	83.09	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$772k		13k	57.53	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$749k		2.3k	321.95	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$726k		10k	72.63	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$712k	+118%	23k	30.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$629k		13k	47.85	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$624k	NEW	20k	31.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$621k	+19%	7.3k	84.53	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$602k	NEW	6.3k	95.15	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$564k	+11%	21k	26.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$536k	+114%	1.0k	527.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$533k		6.8k	78.70	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$494k		7.0k	70.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$472k		805.00	586.52	View chart
JPMorgan Chase & Co. (JPM)	0.2	$441k		2.1k	210.86	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$431k	NEW	8.5k	50.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$359k		1.0k	345.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$345k		8.7k	39.69	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$297k		5.0k	59.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$284k		4.4k	64.60	View chart
Colgate-Palmolive Company (CL)	0.1	$277k	-67%	2.7k	103.81	View chart
NVIDIA Corporation (NVDA)	0.1	$276k	-3%	2.3k	121.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	0.1	$270k	NEW	12k	23.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$266k		4.0k	66.52	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$257k		14k	18.69	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$245k	NEW	7.2k	34.07	View chart
Chevron Corporation (CVX)	0.1	$208k	NEW	1.4k	147.28	View chart
Traeger Common Stock (COOK)	0.0	$40k		11k	3.68	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z