Squire Investment Management Company

Squire Investment Management Company as of Dec. 31, 2023

Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 50 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 18.5 $23M 435k 52.33
Dimensional Etf Trust Us Core Equity 2 (DFAC) 18.1 $22M 762k 29.23
Ea Series Trust Ea Bridgeway Omn (BSVO) 7.8 $9.6M 455k 21.01
Dimensional Etf Trust Internatnal Val (DFIV) 7.5 $9.2M 267k 34.36
Ishares Tr Core S&p Ttl Stk (ITOT) 6.7 $8.2M 78k 105.23
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.9 $7.2M 193k 37.22
Ishares Tr Core Msci Intl (IDEV) 3.5 $4.3M 68k 63.66
Vanguard Index Fds Total Stk Mkt (VTI) 3.0 $3.7M 16k 237.23
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.0 $3.7M 60k 62.49
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $2.3M 39k 59.32
Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $2.1M 86k 24.42
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $1.8M 37k 47.49
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.4 $1.8M 37k 47.90
Ishares Core Msci Emkt (IEMG) 1.4 $1.7M 34k 50.58
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.4 $1.7M 68k 24.96
Ishares Tr Msci Intl Vlu Ft (IVLU) 1.1 $1.4M 51k 26.51
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.3M 6.3k 213.33
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $985k 17k 59.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $949k 15k 61.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $891k 12k 77.02
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $864k 9.6k 89.80
Dimensional Etf Trust Us Equity Etf (DFUS) 0.6 $786k 15k 51.83
Vanguard Index Fds Value Etf (VTV) 0.6 $739k 4.9k 149.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $736k 7.1k 103.07
Ishares Tr Eafe Value Etf (EFV) 0.6 $731k 14k 52.10
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $722k 17k 42.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $704k 9.6k 73.55
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $690k 13k 52.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $689k 4.4k 155.33
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $670k 14k 47.01
Ishares Tr Core Msci Total (IXUS) 0.5 $668k 10k 64.93
Colgate-Palmolive Company (CL) 0.5 $646k 8.1k 79.71
Dimensional Etf Trust Intl Small Cap V (DISV) 0.5 $641k 25k 25.78
Vanguard World Mega Grwth Ind (MGK) 0.5 $603k 2.3k 259.51
Ishares Tr Select Divid Etf (DVY) 0.4 $498k 4.3k 117.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $496k 12k 41.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $416k 5.5k 76.13
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $412k 7.0k 58.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $398k 5.3k 75.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $397k 2.7k 145.01
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $390k 805.00 484.00
JPMorgan Chase & Co. (JPM) 0.3 $360k 2.1k 170.10
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $282k 1.0k 270.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $255k 4.6k 54.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $249k 4.4k 56.39
Apple (AAPL) 0.2 $243k 1.3k 192.52
Global X Fds Globx Supdv Us (DIV) 0.2 $236k 14k 17.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $223k 4.0k 55.67
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $212k 6.4k 33.25
Traeger Common Stock (COOK) 0.0 $30k 11k 2.73