Squire Investment Management Company

Squire Investment Management Company as of March 31, 2025

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