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CIK: 0002031291
Total reported value
$415.3M
$415.3M
53 檔
21.5%
As reported in its official Q1 2024 Form 13F filing, Squire Investment Management Company, LLC's tracked investment portfolio stood at $415.3M with 53 total positions.
During Q1 2024, Squire Investment Management Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 17.05% | +0.02% | +11.14% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 15.11% | -0.25% | +1.36% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 8.78% | +0.02% | +43.87% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.16% | +0.39% | +43.84% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 7.17% | -0.46% | +15.93% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.22% | -0.06% | +24.97% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.74% | -0.12% | +29.68% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.35% | -0.41% | +35.95% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.89% | +0.01% | +11.78% | |
| 10 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.59% | +0.16% | +138.62% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.48% | -0.33% | +72.05% | |
| 12 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.38% | -0.11% | +23.47% | |
| 13 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.37% | -0.05% | -1.06% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.30% | -0.22% | +205.04% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.23% | +0.03% | +125.78% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | -0.02% | +5.89% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | +0.01% | -1.71% | |
| 18 | DFSD | Dimensional Short Duration | ETF-Other | 0.99% | -0.18% | +134.64% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.93% | +0.01% | +2.16% | |
| 20 | IVLU | Ishares Msci International V | ETF-Other | 0.91% | -0.03% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.71% | -0.01% | +9.61% | |
| 22 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.70% | -0.03% | +14.37% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | -0.04% | +21.95% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.58% | — | +4.27% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.53% | — | +14.40% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | +0.11% | +4.00% | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.51% | -0.07% | +17.57% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.51% | +0.05% | +10.30% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.49% | -0.08% | +12.22% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.48% | -0.02% | -0.46% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.46% | — | +4.51% | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.46% | -0.01% | — | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.44% | -0.01% | — | |
| 34 | DFIC | Dimensional International Co | ETF-Other | 0.43% | -0.03% | — | |
| 35 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.42% | +0.01% | — | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.42% | -0.01% | +26.23% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.32% | +0.03% | +1.78% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.31% | -0.04% | +12.53% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.31% | +0.02% | +15.19% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.31% | +0.01% | +13.78% | |
| 41 | DFIS | Dimensional International Sm | ETF-Other | 0.30% | -0.01% | — | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.28% | — | +0.01% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.27% | +0.03% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | -1.32% | |
| 45 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 46 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.17% | -0.04% | — | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.17% | — | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.03% | — | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.16% | — | — | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | — |
According to official SEC Form 13F filings, Squire Investment Management Company, LLC reported a total U.S. public equity portfolio value of $415.3M across 53 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, BSVO) accounted for 21.5% of total reported equity market value during Q1 2024.
During Q1 2024, Squire Investment Management Company, LLC's top holdings by market value included DFAC (17.1%)、DFAT (15.1%)、BSVO (8.8%). The largest single position, DFAC, represented 17.1% of total portfolio value.
In Q1 2024, Squire Investment Management Company, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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