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CIK: 0002031291
Total reported value
$415.3M
$415.3M
68 檔
35.1%
In Q3 2025, Squire Investment Management Company, LLC's U.S. equity holdings reached a combined market value of $415.3M, distributed across 68 disclosed stock positions.
In Q3 2025, Squire Investment Management Company, LLC displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, BSVO, ITOT) accounted for 35.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
VOO
市值: $787.5K
Top Position Liquidated / Trimmed
AVUS
前期市值: $517.6K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 12.94% | +0.02% | +3.73% | |
| 2 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 10.82% | +0.02% | +5.25% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.51% | +0.39% | +4.99% | |
| 4 | DFAT | Dimensional US Target Value | ETF-Other | 8.11% | -0.25% | +0.95% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 6.14% | -0.46% | +2.87% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.34% | -0.41% | +3.77% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 4.61% | +0.16% | +5.39% | |
| 8 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.26% | -0.12% | +5.85% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.17% | -0.06% | +2.05% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.54% | -0.33% | +8.75% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.31% | +0.01% | +5.02% | |
| 12 | DISV | Dimensional International Sm | ETF-Other | 2.49% | -0.22% | +5.56% | |
| 13 | DFSD | Dimensional Short Duration | ETF-Other | 1.92% | -0.18% | +16.01% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.39% | -0.11% | +8.09% | |
| 15 | NBHC | National Bank Hold-cl A | Stock-Other | 1.35% | -0.02% | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.31% | -0.02% | +8.15% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.22% | +0.03% | +9.75% | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.00% | -0.04% | +13.76% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.95% | +0.01% | +13.78% | |
| 20 | DFIC | Dimensional International Co | ETF-Other | 0.91% | -0.03% | +15.74% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.85% | -0.05% | -0.99% | |
| 22 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.84% | -0.04% | +24.11% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.80% | -0.04% | +1.22% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.04% | +16.07% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | -0.08% | +23.26% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.01% | -3.69% | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.55% | -0.07% | +29.67% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.11% | +19.12% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.52% | -0.01% | +2.00% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.49% | +0.05% | — | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.47% | — | — | |
| 32 | IVLU | Ishares Msci International V | ETF-Other | 0.42% | -0.03% | -0.47% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.40% | -0.03% | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.39% | -0.01% | +9.52% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.39% | -0.05% | -0.00% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.35% | — | — | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.35% | +0.01% | +9.38% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.35% | +0.02% | +7.80% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.34% | -0.01% | +12.88% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.33% | +0.03% | +16.47% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | -0.04% | +8.97% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.33% | — | -0.02% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.30% | +0.01% | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.27% | -0.01% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.01% | — | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.24% | +0.03% | +2.19% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.03% | — | |
| 49 | DFIS | Dimensional International Sm | ETF-Other | 0.23% | -0.01% | -1.11% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.22% | +0.01% | — |
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 68 disclosed positions in Q3 2025.
During Q3 2025, Squire Investment Management Company, LLC's top holdings by market value included DFAC (12.9%)、BSVO (10.8%)、ITOT (9.5%). The largest single position, DFAC, represented 12.9% of total portfolio value.
In Q3 2025, Squire Investment Management Company, LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 9 holdings, and fully liquidating 1 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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