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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 46.73% of Squire Investment Management Company's stock portfolio.
Added to shares of these 10 stocks: BSVO, DFAC, ITOT, VGIT, VTI, IDEV, DFEM, DISV, AVDV, DFSD.
Started 4 new stock positions in SCHA, GLW, PANW, JNJ.
Reduced shares in these 10 stocks: DFAS, IBM, DFIS, AVUV, BSV, IEMG, IVLU, DFIV, CL, MSFT.
Sold out of its positions in IBM, Traeger.
Squire Investment Management Company was a net buyer of stock by $23M.
Squire Investment Management Company has $360M in assets under management (AUM), dropping by 8.87%.
Central Index Key (CIK): 0002031291

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Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	12.2	$44M	+7%	1.1M	38.86	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	12.0	$43M	+9%	1.7M	25.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	9.2	$33M	+7%	232k	142.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.5	$27M		433k	62.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.8	$21M		397k	52.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	5.5	$20M	+5%	199k	99.86	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	4.6	$17M	+8%	481k	34.55	View chart
Ishares Tr Core Msci Intl (IDEV)	4.4	$16M	+10%	191k	83.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	4.0	$14M		298k	48.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.0	$14M	+14%	240k	59.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.5	$13M	+14%	40k	320.81	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.7	$9.7M	+13%	245k	39.44	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.1	$7.4M	+14%	155k	47.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$5.0M	+4%	78k	64.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.4	$4.9M	+9%	99k	49.95	View chart
National Bk Hldgs Corp Cl A (NBHC)	1.2	$4.2M		107k	39.16	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$4.0M	+17%	114k	35.04	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.1	$3.9M		55k	70.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$3.8M	+16%	14k	261.93	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.0	$3.6M	+17%	100k	35.53	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.9	$3.2M	+14%	136k	23.65	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.7	$2.6M		78k	33.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$2.6M	-5%	23k	110.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.3M	+24%	31k	73.64	View chart
Apple (AAPL)	0.6	$2.1M		8.2k	253.79	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$2.1M		39k	53.22	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$2.0M	+8%	10k	196.20	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.9M	+14%	10k	189.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$1.8M		43k	42.31	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$1.5M	-9%	21k	69.75	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$1.4M	+21%	32k	45.12	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.3M	+4%	8.8k	151.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.3M	+8%	24k	54.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.3M		43k	30.68	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$1.3M	-8%	33k	39.68	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.2M		16k	78.41	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$1.2M	+8%	32k	38.96	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.2M	+6%	6.6k	184.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.2M		38k	30.96	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$1.2M		9.8k	118.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$1.1M	-30%	16k	71.13	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$989k		13k	79.06	View chart
NVIDIA Corporation (NVDA)	0.3	$932k		5.3k	174.40	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$866k		10k	86.64	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$854k		2.3k	367.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$819k	+10%	1.4k	597.63	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$773k		5.4k	142.19	View chart
JPMorgan Chase & Co. (JPM)	0.2	$672k		2.3k	294.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$670k		961.00	697.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$574k		994.00	577.25	View chart
Amazon (AMZN)	0.1	$501k		2.4k	208.27	View chart
Palo Alto Networks (PANW)	0.1	$491k	NEW	3.1k	160.32	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$463k		6.2k	74.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$458k		5.7k	80.58	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$424k		1.0k	407.69	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$421k	-32%	13k	33.67	View chart
Global X Fds Globx Supdv Us (DIV)	0.1	$382k	+28%	20k	18.90	View chart
Chevron Corporation (CVX)	0.1	$342k		1.7k	206.87	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$329k		2.5k	132.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$319k		666.00	479.20	View chart
Microsoft Corporation (MSFT)	0.1	$309k	-5%	834.00	370.29	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$306k		4.4k	70.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$301k		12k	25.10	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$298k	+16%	6.2k	47.93	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$292k	+2%	7.9k	36.76	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$284k		11k	26.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$276k	+35%	959.00	287.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$272k	-36%	3.5k	78.42	View chart
Corning Incorporated (GLW)	0.1	$252k	NEW	1.9k	135.96	View chart
Johnson & Johnson (JNJ)	0.1	$236k	NEW	965.00	244.55	View chart
Newmont Mining Corporation (NEM)	0.1	$235k		2.2k	108.23	View chart
Abbvie (ABBV)	0.1	$225k		1.0k	217.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$216k		754.00	286.86	View chart
3M Company (MMM)	0.1	$205k		1.4k	145.23	View chart
Colgate-Palmolive Company (CL)	0.1	$202k	-13%	2.4k	85.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$202k	NEW	6.9k	29.08	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 2026 Q1 filed April 24, 2026
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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