The Analysis of Squire Investment Management Company, LLC's Holdings

Currently, Squire Investment Management Company, LLC holds 74 types of securities in its portfolio with a total value $330.5M. In the most recent quarter, they have increased their positions in ITOT (+14.8K shares, valued at $2.2M), BSVO (+87.4K shares, valued at $2.0M), VGIT (+28.5K shares, valued at $1.7M); decreased their positions in DFIV (-11.2K shares, valued at $559.4K), IEMG (-3.0K shares, valued at $204.0K), DFAX (-6.0K shares, valued at $197.2K); initiated new positions in N/A (+989 shares, valued at $607.6K), DFNM (+5.3K shares, valued at $257.4K), N/A (+754 shares, valued at $236.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.1M shares1.99%2025-12-312026-01-22

BSVO EA SERIES TRUST1.6M shares5.96%2025-12-312026-01-22

ITOT ISHARES TR215.4K shares7.39%2025-12-312026-01-22

DFAT DIMENSIONAL ETF TRUST433.3K shares1.25%2025-12-312026-01-22

DFIV DIMENSIONAL ETF TRUST397.8K shares-2.74%2025-12-312026-01-22

AVDV AMERICAN CENTY ETF TR189.2K shares2.65%2025-12-312026-01-22

DFEM DIMENSIONAL ETF TRUST444.9K shares0.85%2025-12-312026-01-22

IDEV ISHARES TR173.2K shares6.23%2025-12-312026-01-22

Sponsored

DFUV DIMENSIONAL ETF TRUST295.3K shares3.04%2025-12-312026-01-22

VGIT VANGUARD SCOTTSDALE FDS209.4K shares15.75%2025-12-312026-01-22

VTI VANGUARD INDEX FDS34.4K shares10.87%2025-12-312026-01-22

DISV DIMENSIONAL ETF TRUST216.1K shares1.00%2025-12-312026-01-22

DFSD DIMENSIONAL ETF TRUST135.1K shares10.63%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS74.3K shares10.91%2025-12-312026-01-22

VTIP VANGUARD MALVERN FDS89.7K shares6.33%2025-12-312026-01-22

NBHC NATIONAL BK HLDGS CORP107.0K shares0.00%2025-12-312026-01-22

Sponsored

DFUS DIMENSIONAL ETF TRUST54.4K shares4.81%2025-12-312026-01-22

VB VANGUARD INDEX FDS12.4K shares8.79%2025-12-312026-01-22

DFSV DIMENSIONAL ETF TRUST97.4K shares0.62%2025-12-312026-01-22

DFIC DIMENSIONAL ETF TRUST85.3K shares0.05%2025-12-312026-01-22

DFAR DIMENSIONAL ETF TRUST118.9K shares9.58%2025-12-312026-01-22

DFAX DIMENSIONAL ETF TRUST77.6K shares-7.21%2025-12-312026-01-22

AVUV AMERICAN CENTY ETF TR24.7K shares0.02%2025-12-312026-01-22

AAPL APPLE INC8.3K shares-0.22%2025-12-312026-01-22

Sponsored

IGIB ISHARES TR38.9K shares25.05%2025-12-312026-01-22

BND VANGUARD BD INDEX FDS24.6K shares0.97%2025-12-312026-01-22

SHYG ISHARES TR42.4K shares22.07%2025-12-312026-01-22

VTV VANGUARD INDEX FDS9.2K shares7.75%2025-12-312026-01-22

IWN ISHARES TR8.8K shares7.51%2025-12-312026-01-22

DFAS DIMENSIONAL ETF TRUST22.9K shares-1.48%2025-12-312026-01-22

IEMG ISHARES INC23.3K shares-11.53%2025-12-312026-01-22

IVLU ISHARES TR36.1K shares-0.61%2025-12-312026-01-22

Sponsored

SCZ ISHARES TR15.9K shares0.00%2025-12-312026-01-22

DFAU DIMENSIONAL ETF TRUST26.3K shares0.46%2025-12-312026-01-22

VWO VANGUARD INTL EQUITY INDEX F22.5K shares19.08%2025-12-312026-01-22

DVY ISHARES TR8.5K shares0.00%2025-12-312026-01-22

SCHD SCHWAB STRATEGIC TR42.9K shares14.51%2025-12-312026-01-22

SCHM SCHWAB STRATEGIC TR37.8K shares4.20%2025-12-312026-01-22

DFAI DIMENSIONAL ETF TRUST29.3K shares1.32%2025-12-312026-01-22

IJS ISHARES TR9.8K shares0.00%2025-12-312026-01-22

Sponsored

VOE VANGUARD INDEX FDS6.2K shares2.84%2025-12-312026-01-22

SPTM SPDR SERIES TRUST12.5K shares0.00%2025-12-312026-01-22

NVDA NVIDIA CORPORATION5.3K shares36.10%2025-12-312026-01-22

MGK VANGUARD WORLD FD2.3K shares0.00%2025-12-312026-01-22

IXUS ISHARES TR10.0K shares0.00%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares-3.58%2025-12-312026-01-22

VLUE ISHARES TR5.4K shares0.00%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.2.3K shares-6.69%2025-12-312026-01-22

Sponsored

VGT VANGUARD WORLD FD966 shares0.00%2025-12-312026-01-22

DFIS DIMENSIONAL ETF TRUST18.6K shares-15.83%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR989 sharesnew addition2025-12-312026-01-22

AMZN AMAZON COM INC2.4K shares94.15%2025-12-312026-01-22

VOOG VANGUARD ADMIRAL FDS INC1.0K shares-11.56%2025-12-312026-01-22

EFV ISHARES TR6.2K shares-9.09%2025-12-312026-01-22

AVEM AMERICAN CENTY ETF TR5.7K shares-2.74%2025-12-312026-01-22

BSV VANGUARD BD INDEX FDS5.5K shares-5.10%2025-12-312026-01-22

Sponsored

MSFT MICROSOFT CORP879 shares7.20%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR2.5K shares100.32%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL661 shares1.54%2025-12-312026-01-22

SCHB SCHWAB STRATEGIC TR12.0K shares-0.02%2025-12-312026-01-22

DGRO ISHARES TR4.4K shares0.00%2025-12-312026-01-22

DUHP DIMENSIONAL ETF TRUST7.7K shares24.31%2025-12-312026-01-22

DFGR DIMENSIONAL ETF TRUST10.6K shares-8.75%2025-12-312026-01-22

DIV GLOBAL X FDS15.7K shares5.49%2025-12-312026-01-22

Sponsored

DFNM DIMENSIONAL ETF TRUST5.3K sharesnew addition2025-12-312026-01-22

CVX CHEVRON CORP NEW1.6K shares-4.42%2025-12-312026-01-22

ABBV ABBVIE INC1.0K shares3.19%2025-12-312026-01-22

ALPHABET INC ALPHABET INC754 sharesnew addition2025-12-312026-01-22

MMM 3M CO1.4K shares1.22%2025-12-312026-01-22

ALPHABET INC ALPHABET INC709 sharesnew addition2025-12-312026-01-22

CL COLGATE PALMOLIVE CO2.7K shares1.86%2025-12-312026-01-22

NEM NEWMONT CORP2.2K sharesnew addition2025-12-312026-01-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS693 sharesnew addition2025-12-312026-01-22

COOK TRAEGER INC11.4K shares0.00%2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

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