Squire Investment Management Company

Squire Investment Management Company as of March 31, 2024

Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 53 positions in its portfolio as reported in the March 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) 17.0 $27M 847k 31.95
Dimensional Etf Trust Us Targeted Vlu (DFAT) 15.1 $24M 441k 54.43
Ea Series Trust Ea Bridgeway Omn (BSVO) 8.8 $14M 655k 21.27
Ishares Tr Core S&p Ttl Stk (ITOT) 8.2 $13M 112k 115.30
Dimensional Etf Trust Internatnal Val (DFIV) 7.2 $11M 310k 36.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 6.2 $9.9M 241k 40.90
Ishares Tr Core Msci Intl (IDEV) 3.7 $5.9M 88k 67.13
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.4 $5.3M 81k 65.86
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $4.6M 18k 259.90
Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.6 $4.1M 161k 25.49
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $3.9M 67k 58.55
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $2.2M 46k 47.89
Dimensional Etf Trust World Ex Us Core (DFAX) 1.4 $2.2M 85k 25.44
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $2.1M 76k 27.19
Dimensional Etf Trust Us Equity Etf (DFUS) 1.2 $2.0M 34k 56.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.9M 39k 50.17
Ishares Core Msci Emkt (IEMG) 1.1 $1.7M 34k 51.60
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $1.6M 34k 47.04
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.5M 6.4k 228.59
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.9 $1.4M 51k 28.23
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $1.1M 18k 62.34
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.7 $1.1M 18k 63.33
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.7 $1.1M 12k 93.71
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $925k 12k 76.67
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $839k 8.2k 102.76
Vanguard Index Fds Value Etf (VTV) 0.5 $838k 5.1k 162.87
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $805k 16k 51.60
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $802k 19k 42.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $780k 11k 72.63
Ishares Tr Eafe Value Etf (EFV) 0.5 $760k 14k 54.40
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $736k 4.6k 158.81
Colgate-Palmolive Company (CL) 0.5 $730k 8.1k 90.05
Ishares Tr Core Msci Total (IXUS) 0.4 $699k 10k 67.86
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $683k 26k 26.75
Vanguard World Mega Grwth Ind (MGK) 0.4 $666k 2.3k 286.61
Ishares Tr Select Divid Etf (DVY) 0.4 $661k 5.4k 123.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $513k 12k 41.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $495k 6.1k 80.63
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $492k 3.2k 155.91
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $490k 6.0k 81.43
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $470k 19k 25.06
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $452k 7.0k 64.15
Vanguard World Inf Tech Etf (VGT) 0.3 $422k 805.00 524.34
JPMorgan Chase & Co. (JPM) 0.3 $418k 2.1k 200.30
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $317k 1.0k 304.71
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $273k 9.1k 30.10
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $268k 4.6k 57.86
NVIDIA Corporation (NVDA) 0.2 $266k 294.00 904.87
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $255k 4.4k 57.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $244k 4.0k 61.05
Global X Fds Globx Supdv Us (DIV) 0.2 $239k 14k 17.39
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $230k 6.3k 36.54
Traeger Common Stock (COOK) 0.0 $28k 11k 2.53