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CIK: 0002031291
Total reported value
$415.3M
$415.3M
66 檔
27.7%
During the Q4 2024 filing period, Squire Investment Management Company, LLC (CIK: 0002031291) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $415.3M across 66 reported positions.
During Q4 2024, Squire Investment Management Company, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, ITOT) accounted for 27.7% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.18% | +0.02% | +2.98% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 10.84% | -0.25% | -0.31% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.88% | +0.39% | +12.44% | |
| 4 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 9.82% | +0.02% | +15.20% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.98% | -0.46% | +8.08% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 5.11% | -0.06% | +6.66% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.97% | +0.16% | +22.74% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.89% | -0.41% | +17.31% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.76% | -0.12% | +16.74% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.57% | -0.33% | +20.27% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.53% | +0.01% | +3.58% | |
| 12 | NBHC | National Bank Hold-cl A | Stock-Other | 2.02% | -0.02% | — | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.99% | -0.18% | +28.59% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.79% | -0.22% | +25.86% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.47% | -0.11% | +8.66% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.18% | +0.03% | +16.21% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.04% | -0.02% | +12.11% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.93% | -0.04% | -0.04% | |
| 19 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.92% | -0.05% | -0.10% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | +0.01% | +5.59% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.78% | -0.03% | +30.44% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.70% | +0.04% | +7.45% | |
| 23 | DFIC | Dimensional International Co | ETF-Other | 0.70% | -0.03% | +56.50% | |
| 24 | IVLU | Ishares Msci International V | ETF-Other | 0.65% | -0.03% | +0.01% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.01% | -7.27% | |
| 26 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | -0.01% | +3.59% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.08% | +32.23% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.11% | +12.05% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.45% | -0.01% | — | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.45% | -0.07% | +20.20% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.42% | — | +11.76% | |
| 32 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.41% | — | +5.94% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.41% | +0.05% | — | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.39% | -0.04% | +346.84% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.38% | +0.01% | +237.40% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.38% | +0.02% | +15.89% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.35% | +0.01% | — | |
| 38 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.32% | -0.05% | +107.03% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.32% | -0.01% | +24.91% | |
| 40 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.31% | -0.04% | +0.07% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | +0.03% | +16.87% | |
| 42 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.29% | -0.01% | — | |
| 43 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.27% | — | +44.93% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.27% | — | — | |
| 45 | DFIS | Dimensional International Sm | ETF-Other | 0.27% | -0.01% | +18.69% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.26% | +0.03% | +20.00% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | +3.84% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.24% | -0.02% | -22.28% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.01% | +6.18% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.22% | — | — |
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 66 disclosed positions in Q4 2024.
During Q4 2024, Squire Investment Management Company, LLC's top holdings by market value included DFAC (14.2%)、DFAT (10.8%)、ITOT (9.9%). The largest single position, DFAC, represented 14.2% of total portfolio value.
In Q4 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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