Squire Investment Management Company

Squire Investment Management Company as of June 30, 2025

Portfolio Holdings for Squire Investment Management Company

Squire Investment Management Company holds 66 positions in its portfolio as reported in the June 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) 13.1 $36M 993k 35.84
Ea Series Trust Ea Bridgeway Omn (BSVO) 10.5 $28M 1.4M 20.38
Ishares Tr Core S&p Ttl Stk (ITOT) 9.5 $26M 191k 135.04
Dimensional Etf Trust Us Targeted Vlu (DFAT) 8.4 $23M 424k 53.96
Dimensional Etf Trust Internatnal Val (DFIV) 6.3 $17M 398k 42.83
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.2 $14M 178k 79.28
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.6 $12M 419k 29.68
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.4 $12M 281k 42.28
Ishares Tr Core Msci Intl (IDEV) 4.3 $12M 154k 76.04
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.7 $9.9M 166k 59.81
Vanguard Index Fds Total Stk Mkt (VTI) 3.3 $9.0M 30k 303.93
Dimensional Etf Trust Intl Small Cap V (DISV) 2.5 $6.7M 203k 32.91
Dimensional Etf Trust Short Duration F (DFSD) 1.9 $5.1M 105k 48.01
National Bk Hldgs Corp Cl A (NBHC) 1.5 $4.0M 107k 37.61
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $3.9M 78k 50.27
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $3.5M 62k 57.01
Dimensional Etf Trust Us Equity Market (DFUS) 1.2 $3.2M 47k 67.02
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $2.5M 85k 29.43
Dimensional Etf Trust World Ex Us Core (DFAX) 0.9 $2.5M 85k 29.37
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.4M 10k 236.98
Dimensional Etf Trust Intl Core Equity (DFIC) 0.8 $2.3M 74k 31.09
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $2.2M 24k 91.10
Dimensional Etf Trust Us Real Estate E (DFAR) 0.8 $2.1M 87k 23.46
Ishares Core Msci Emkt (IEMG) 0.6 $1.6M 27k 60.03
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.6 $1.5M 35k 43.14
Apple (AAPL) 0.5 $1.5M 7.2k 205.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.5M 20k 73.63
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $1.5M 23k 63.71
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.3M 8.2k 157.76
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $1.3M 24k 53.29
Vanguard Index Fds Value Etf (VTV) 0.5 $1.3M 7.2k 176.74
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.4 $1.2M 37k 32.89
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.2M 16k 72.68
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $1.1M 26k 42.36
Ishares Tr Select Divid Etf (DVY) 0.4 $1.0M 7.7k 132.81
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $971k 9.8k 99.49
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.3 $937k 13k 74.89
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $930k 33k 28.05
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $926k 5.6k 164.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $911k 34k 26.50
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $886k 26k 34.57
Vanguard World Mega Grwth Ind (MGK) 0.3 $851k 2.3k 366.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $804k 16k 49.46
Ishares Tr Core Msci Total (IXUS) 0.3 $773k 10k 77.31
JPMorgan Chase & Co. (JPM) 0.3 $715k 2.5k 289.91
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.2 $666k 22k 29.84
Vanguard World Inf Tech Etf (VGT) 0.2 $641k 966.00 663.05
Ishares Tr Msci Usa Value (VLUE) 0.2 $615k 5.4k 113.21
NVIDIA Corporation (NVDA) 0.2 $599k 3.8k 157.98
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $565k 5.6k 100.82
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $456k 5.8k 78.69
Ishares Tr Eafe Value Etf (EFV) 0.2 $435k 6.8k 63.48
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $412k 1.0k 396.54
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $410k 6.0k 68.54
Microsoft Corporation (MSFT) 0.1 $382k 768.00 497.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $319k 657.00 485.77
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $308k 12k 26.83
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $286k 12k 23.83
Ishares Tr Core Div Grwth (DGRO) 0.1 $278k 4.4k 63.94
Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $249k 7.0k 35.56
Global X Fds Globx Supdv Us (DIV) 0.1 $248k 14k 17.58
Colgate-Palmolive Company (CL) 0.1 $248k 2.7k 90.90
Amazon (AMZN) 0.1 $243k 1.1k 219.39
Chevron Corporation (CVX) 0.1 $239k 1.7k 143.15
3M Company (MMM) 0.1 $212k 1.4k 152.26
Traeger Common Stock (COOK) 0.0 $20k 11k 1.71