Squire Investment Management Company, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Squire Investment Management Company, LLC held in its portfolio 74 assets valued at $330,474,132 (i.e. $330.47M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($41.57M), EA SERIES TRUST ($36.21M), and ISHARES TR ($32.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Squire Investment Management Company, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 1050100 | 41573470 | US CORE EQUITY 2 |
| EA SERIES TRUST | 1553853 | 36204770 | EA BRIDGEWAY OMN |
| ISHARES TR | 215380 | 32024915 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 433290 | 25798091 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 397808 | 19850595 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 189174 | 17776657 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 444894 | 14717106 | EMERGING MKTS CO |
| ISHARES TR | 173172 | 14283219 | CORE MSCI INTL |
| DIMENSIONAL ETF TRUST | 295274 | 13756834 | US MKTWIDE VALUE |
| VANGUARD SCOTTSDALE FDS | 209351 | 12546407 | INTER TERM TREAS |
| VANGUARD INDEX FDS | 34361 | 11520336 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 216051 | 8209942 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 135132 | 6479561 | SHORT DURATION F |
| VANGUARD TAX-MANAGED FDS | 74279 | 4640232 | VAN FTSE DEV MKT |
| VANGUARD MALVERN FDS | 89722 | 4437661 | STRM INFPROIDX |
| NATIONAL BK HLDGS CORP | 106976 | 4066158 | CL A |
| DIMENSIONAL ETF TRUST | 54358 | 4031733 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 12438 | 3208294 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 97445 | 3204950 | US SMALL CAP VAL |
| DIMENSIONAL ETF TRUST | 85284 | 2938882 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 118923 | 2723475 | US REAL ESTATE E |
| DIMENSIONAL ETF TRUST | 77601 | 2539896 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 24718 | 2520742 | US SML CP VALU |
| APPLE INC | 8286 | 2252671 | COM |
| ISHARES TR | 38868 | 2094197 | ISHS 5-10YR INVT |
| VANGUARD BD INDEX FDS | 24563 | 1819406 | TOTAL BND MRKT |
| ISHARES TR | 42357 | 1815858 | 0-5YR HI YL CP |
| VANGUARD INDEX FDS | 9237 | 1764161 | VALUE ETF |
| ISHARES TR | 8833 | 1600540 | RUS 2000 VAL ETF |
| DIMENSIONAL ETF TRUST | 22906 | 1595888 | US SMALL CAP ETF |
| ISHARES INC | 23295 | 1565916 | CORE MSCI EMKT |
| ISHARES TR | 36136 | 1374975 | MSCI INTL VLU FT |
| ISHARES TR | 15896 | 1232417 | EAFE SML CP ETF |
| DIMENSIONAL ETF TRUST | 26281 | 1229951 | US CORE EQT MKT |
| VANGUARD INTL EQUITY INDEX F | 22535 | 1211463 | FTSE EMR MKT ETF |
| ISHARES TR | 8455 | 1193339 | SELECT DIVID ETF |
| SCHWAB STRATEGIC TR | 42872 | 1175979 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 37801 | 1136676 | US MID-CAP ETF |
| DIMENSIONAL ETF TRUST | 29303 | 1116740 | INTL CORE EQT MK |
| ISHARES TR | 9761 | 1110021 | SP SMCP600VL ETF |
| VANGUARD INDEX FDS | 6239 | 1106611 | MCAP VL IDXVIP |
| SPDR SERIES TRUST | 12506 | 1031745 | STATE STREET SPD |
| NVIDIA CORPORATION | 5274 | 983623 | COM |
| VANGUARD WORLD FD | 2325 | 959690 | MEGA GRWTH IND |
| ISHARES TR | 9995 | 845977 | CORE MSCI TOTAL |
| VANGUARD INDEX FDS | 1240 | 777419 | S&P 500 ETF SHS |
| ISHARES TR | 5436 | 743264 | MSCI USA VALUE |
| JPMORGAN CHASE & CO. | 2300 | 741106 | COM |
| VANGUARD WORLD FD | 966 | 727895 | INF TECH ETF |
| DIMENSIONAL ETF TRUST | 18586 | 612223 | INTL SMALL CAP E |
| INVESCO QQQ TR | 989 | 607602 | UNIT SER 1 |
| AMAZON COM INC | 2421 | 558815 | COM |
| VANGUARD ADMIRAL FDS INC | 1040 | 462374 | 500 GRTH IDX F |
| ISHARES TR | 6222 | 444313 | EAFE VALUE ETF |
| AMERICAN CENTY ETF TR | 5678 | 437320 | AVANTIS EMGMKT |
| VANGUARD BD INDEX FDS | 5493 | 432916 | SHORT TRM BOND |
| MICROSOFT CORP | 879 | 425180 | COM |
| SELECT SECTOR SPDR TR | 2474 | 356199 | STATE STREET TEC |
| BERKSHIRE HATHAWAY INC DEL | 661 | 332252 | CL B NEW |
| SCHWAB STRATEGIC TR | 12000 | 314760 | US BRD MKT ETF |
| ISHARES TR | 4353 | 302170 | CORE DIV GRWTH |
| DIMENSIONAL ETF TRUST | 7701 | 292869 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 10629 | 280818 | GLOBAL REAL EST |
| GLOBAL X FDS | 15743 | 272669 | GLOBX SUPDV US |
| DIMENSIONAL ETF TRUST | 5344 | 257420 | NATL MUN BD ETF |
| CHEVRON CORP NEW | 1642 | 250296 | COM |
| ABBVIE INC | 1036 | 236830 | COM |
| ALPHABET INC | 754 | 236605 | CAP STK CL C |
| 3M CO | 1416 | 226748 | COM |
| ALPHABET INC | 709 | 221917 | CAP STK CL A |
| COLGATE PALMOLIVE CO | 2745 | 216910 | COM |
| NEWMONT CORP | 2163 | 215948 | COM |
| INTERNATIONAL BUSINESS MACHS | 693 | 205175 | COM |
| TRAEGER INC | 11434 | 12349 | COMMON STOCK |
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