Squire Investment Management Company

Squire Investment Management Company as of March 31, 2026

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