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Squire Investment Management Company, LLC 13F holdings

Filed 2026-07-28 · Squire Investment Management Company, LLC · 89 positions · $415.3M

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TickerCompanySharesValue% of portfolio
DFACDIMENSIONAL ETF TRUST1.1M$50.5M12.2%
BSVOEA SERIES TRUST1.7M$50.1M12.1%
ITOTISHARES TR242.3K$39.8M9.6%
DFATDIMENSIONAL ETF TRUST432.1K$30.2M7.3%
DFIVDIMENSIONAL ETF TRUST412.6K$22.3M5.4%
AVDVAMERICAN CENTY ETF TR206.3K$21.3M5.1%
DFEMDIMENSIONAL ETF TRUST488.6K$19.9M4.8%
IDEVISHARES TR201.4K$17.9M4.3%
DFUVDIMENSIONAL ETF TRUST297.9K$16.4M3.9%
VGITVANGUARD SCOTTSDALE FDS256.3K$15.1M3.6%
VTIVANGUARD INDEX FDS39.7K$14.7M3.5%
DISVDIMENSIONAL ETF TRUST255.3K$10.2M2.5%
DFSDDIMENSIONAL ETF TRUST164.5K$7.9M1.9%
VEAVANGUARD TAX-MANAGED FDS79.7K$5.7M1.4%
VTIPVANGUARD MALVERN FDS103.8K$5.2M1.3%
NBHCNATIONAL BK HLDGS CORP107.0K$4.8M1.1%
DFUSDIMENSIONAL ETF TRUST56.3K$4.6M1.1%
DFSVDIMENSIONAL ETF TRUST115.0K$4.5M1.1%
VBVANGUARD INDEX FDS14.5K$4.4M1.1%
DFICDIMENSIONAL ETF TRUST106.9K$4.0M1.0%
DFARDIMENSIONAL ETF TRUST136.9K$3.6M0.9%
DFAXDIMENSIONAL ETF TRUST77.2K$2.8M0.7%
AVUVAMERICAN CENTY ETF TR22.3K$2.8M0.7%
VTVVANGUARD INDEX FDS12.7K$2.8M0.7%
AAPLAPPLE INC8.9K$2.6M0.6%
BNDVANGUARD BD INDEX FDS30.9K$2.3M0.5%
SHYGISHARES TR53.4K$2.3M0.5%
IWNISHARES TR10.2K$2.3M0.5%
DFEVDIMENSIONAL ETF TRUST52.4K$2.2M0.5%
IGIBISHARES TR39.7K$2.1M0.5%
ACWIISHARES INC20.8K$1.7M0.4%
VWOVANGUARD INTL EQUITY INDEX F28.2K$1.7M0.4%
VOEVANGUARD INDEX FDS7.7K$1.5M0.4%
DVYISHARES TR9.7K$1.5M0.4%
DFAUDIMENSIONAL ETF TRUST28.4K$1.5M0.4%
SCHMSCHWAB STRATEGIC TR38.5K$1.4M0.3%
IVLUISHARES TR33.1K$1.4M0.3%
DFAIDIMENSIONAL ETF TRUST33.0K$1.4M0.3%
SCHDSCHWAB STRATEGIC TR42.9K$1.4M0.3%
SCZISHARES TR16.3K$1.3M0.3%
IJSISHARES TR9.8K$1.3M0.3%
DFASDIMENSIONAL ETF TRUST15.7K$1.3M0.3%
NVDANVIDIA CORPORATION6.1K$1.2M0.3%
SPTMSPDR SERIES TRUST12.5K$1.1M0.3%
PANWPALO ALTO NETWORKS INC3.1K$1.0M0.3%
MGKVANGUARD WORLD FD11.6K$1.0M0.2%
IXUSISHARES TR10.0K$953,9230.2%
VLUEISHARES TR4.6K$922,3230.2%
VGTVANGUARD WORLD FD7.7K$918,4710.2%
VOOVANGUARD INDEX FDS1.3K$871,2410.2%
DFSUDIMENSIONAL ETF TRUST18.3K$851,6970.2%
JPMJPMORGAN CHASE & CO2.3K$757,1140.2%
QQQINVESCO QQQ TR991$729,8080.2%
VUGVANGUARD INDEX FDS7.7K$665,6900.2%
AMZNAMAZON COM INC2.7K$639,2280.2%
AVEMAMERICAN CENTY ETF TR5.7K$547,8700.1%
VOOGVANGUARD ADMIRAL FDS INC6.2K$515,5490.1%
MSFTMICROSOFT CORP1.3K$476,8650.1%
EFVISHARES TR6.2K$476,2940.1%
DFSIDIMENSIONAL ETF TRUST9.9K$448,1590.1%
Top Fund Holdings
13F
Top Fund Holdings

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