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CIK: 0002031291
Total reported value
$415.3M
$415.3M
62 檔
26.1%
According to the latest 13F quarterly dataset, Squire Investment Management Company, LLC managed an equity portfolio of $415.3M at the end of Q3 2024, spanning 62 distinct U.S. exchange-listed positions.
During Q3 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 | 14.75% | +0.02% | +1.79% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 11.75% | -0.25% | +0.48% | |
| 3 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 9.40% | +0.02% | +10.14% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.27% | +0.39% | +9.51% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 6.42% | -0.46% | +6.92% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.27% | -0.06% | +6.48% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.89% | -0.41% | +11.65% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.82% | -0.12% | +5.27% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.76% | +0.16% | +24.89% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.34% | -0.33% | +27.47% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.58% | +0.01% | +3.22% | |
| 12 | NBHC | National Bank Hold-cl A | Stock-Other | 2.14% | -0.02% | — | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.70% | -0.18% | +34.84% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.69% | -0.22% | +23.18% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.49% | -0.11% | +24.47% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | -0.02% | +10.26% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.08% | -0.05% | +0.21% | |
| 18 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.07% | +0.03% | +9.50% | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.00% | -0.04% | +55.42% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | +0.01% | +8.32% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.82% | +0.01% | -0.52% | |
| 22 | IVLU | Ishares Msci International V | ETF-Other | 0.76% | -0.03% | +6.03% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.72% | -0.03% | +13.72% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.04% | -0.65% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.61% | -0.01% | +8.83% | |
| 26 | DFIC | Dimensional International Co | ETF-Other | 0.52% | -0.03% | +28.05% | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.50% | -0.01% | +17.86% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.46% | -0.08% | — | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.45% | +0.05% | +11.76% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.11% | +5.77% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.43% | — | +9.94% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.42% | -0.07% | +4.77% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.40% | — | +16.42% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.37% | +0.02% | +18.98% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.37% | +0.01% | +18.93% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.37% | -0.02% | — | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.36% | +0.01% | — | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.35% | -0.01% | — | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.34% | -0.04% | +118.46% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | +0.03% | -1.59% | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.30% | -0.01% | — | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.04% | +19.60% | |
| 43 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.29% | — | — | |
| 44 | DFIS | Dimensional International Sm | ETF-Other | 0.27% | -0.01% | +11.94% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | +114.80% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.25% | — | +1.04% | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.23% | — | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.22% | +0.03% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | -0.81% | |
| 50 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.21% | — | — |
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 62 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, BSVO) accounted for 26.1% of total reported equity market value during Q3 2024.
During Q3 2024, Squire Investment Management Company, LLC's top holdings by market value included DFAC (14.8%)、DFAT (11.8%)、BSVO (9.4%). The largest single position, DFAC, represented 14.8% of total portfolio value.
In Q3 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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