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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 47.75% of Squire Investment Management Company's stock portfolio.
Added to shares of these 10 stocks: AVDV, VTI, BSVO, DFAR, AVUV, VGIT, DFAC, DFEM, IDEV, ITOT.
Started 4 new stock positions in DFGR, MSFT, MMM, DFAR.
Reduced shares in these 10 stocks: SCZ, USTB, VOO, BSJP, JEPI, IQLT, QQQ, DFSV, AVUS, DGRO.
Sold out of its positions in QQQ, BSJP, IQLT, JEPI, VOO, USTB.
Squire Investment Management Company was a net buyer of stock by $17M.
Squire Investment Management Company has $240M in assets under management (AUM), dropping by 5.59%.
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 64 positions in its portfolio as reported in the March 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)	13.4	$32M	+4%	974k	32.99	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	9.6	$23M		449k	51.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.3	$22M	+4%	182k	122.01	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	9.2	$22M	+9%	1.1M	19.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	6.3	$15M		384k	39.36	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	5.0	$12M	+2%	290k	41.21	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.8	$12M	+22%	166k	69.74	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.3	$10M	+12%	388k	26.46	View chart
Ishares Tr Core Msci Intl (IDEV)	4.2	$10M	+10%	146k	68.89	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.1	$9.7M	+17%	164k	59.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$7.5M	+37%	27k	274.84	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.1	$5.1M	+11%	107k	47.52	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.0	$4.7M	+4%	161k	29.12	View chart
National Bk Hldgs Corp Cl A (NBHC)	1.7	$4.1M		107k	38.27	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.6	$3.9M	+11%	77k	49.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$3.4M	+76%	39k	87.17	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.1	$2.7M	+6%	45k	60.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$2.5M		49k	50.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$2.2M	+29%	10k	221.75	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.9	$2.2M		84k	26.20	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.8	$1.9M	NEW	80k	23.77	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.8	$1.9M	+9%	67k	27.77	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.7	$1.6M		54k	30.31	View chart
Apple (AAPL)	0.6	$1.5M	+7%	6.8k	222.12	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.5M		28k	53.97	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$1.4M	+14%	24k	59.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$1.3M	+22%	24k	52.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.2M		17k	73.45	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.2M	+18%	7.2k	172.74	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.2M	+43%	8.2k	150.98	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$1.2M	+31%	29k	42.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.0M		7.7k	134.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.0M	+47%	27k	38.44	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$1.0M	-45%	16k	63.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$942k	+22%	30k	31.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$908k		33k	27.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$904k	+4%	5.6k	160.54	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.4	$847k		8.7k	97.48	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$821k		31k	26.20	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$718k		2.3k	308.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$698k		10k	69.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$696k		15k	45.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$645k		25k	25.84	View chart
JPMorgan Chase & Co. (JPM)	0.3	$602k	+10%	2.5k	245.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$555k	-9%	9.4k	58.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$524k		966.00	542.19	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$518k	-11%	5.6k	92.38	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$483k	-25%	17k	28.15	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$479k		7.0k	68.01	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$454k		5.8k	78.28	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$412k	-10%	12k	33.14	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$348k		1.0k	334.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$346k	+21%	650.00	532.58	View chart
Chevron Corporation (CVX)	0.1	$290k	+2%	1.7k	167.32	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$279k	NEW	11k	26.26	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$269k	-18%	4.4k	61.78	View chart
NVIDIA Corporation (NVDA)	0.1	$267k	+4%	2.5k	108.37	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$265k	+2%	14k	18.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$258k		12k	21.53	View chart
Colgate-Palmolive Company (CL)	0.1	$257k	+2%	2.7k	93.70	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$253k		4.2k	60.17	View chart
Microsoft Corporation (MSFT)	0.1	$246k	NEW	656.00	375.39	View chart
3M Company (MMM)	0.1	$206k	NEW	1.4k	146.83	View chart
Traeger Common Stock (COOK)	0.0	$19k		11k	1.68	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 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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