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Squire Investment Management Company, LLC — 13F Holdings & Portfolio

CIK 2031291 · latest 13F-HR filed 2026-04-24

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$359.8M

Long-equity book

Holdings

76

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+4 / −2 / ↑31 / ↓18

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EA SERIES TRUST$7.1M +19.6%
  • DIMENSIONAL ETF TRUST$2.1M +5.2%
  • AMERICAN CENTY ETF TR$2.1M +12.0%
  • DIMENSIONAL ETF TRUST$1.9M +12.8%
  • VANGUARD SCOTTSDALE FDS$1.7M +13.8%
Show all 31 →

Top Trims

  • DIMENSIONAL ETF TRUST-$461.5K -28.9%
  • DIMENSIONAL ETF TRUST-$191.1K -31.2%
  • APPLE INC-$165.3K -7.3%
  • VANGUARD BD INDEX FDS-$161.1K -37.2%
  • MICROSOFT CORP-$116.4K -27.4%
Show all 18 →

New Positions

  • PALO ALTO NETWORKS INC$491.2K
  • CORNING INC$251.8K
  • JOHNSON & JOHNSON$236.0K
  • SCHWAB STRATEGIC TR$201.7K
Show all 4 →

Exited Positions

  • INTERNATIONAL BUSINESS MACHS$205.2K
  • TRAEGER INC$12.3K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $43.7M 12.15% 1,125,104 SH
2 EA SERIES TRUST BSVO 02072L532 $43.3M 12.04% 1,707,209 SH
3 ISHARES TR ITOT 464287150 $33.1M 9.19% 232,201 SH
4 DIMENSIONAL ETF TRUST DFAT 25434V609 $27.0M 7.52% 433,098 SH
5 DIMENSIONAL ETF TRUST DFIV 25434V807 $21.0M 5.83% 397,188 SH
6 AMERICAN CENTY ETF TR AVDV 025072802 $19.9M 5.53% 199,377 SH
7 DIMENSIONAL ETF TRUST DFEM 25434V732 $16.6M 4.62% 480,638 SH
8 ISHARES TR IDEV 46435G326 $16.0M 4.44% 191,163 SH
9 DIMENSIONAL ETF TRUST DFUV 25434V724 $14.4M 4.01% 298,002 SH
10 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $14.3M 3.97% 239,804 SH
11 VANGUARD INDEX FDS VTI 922908769 $12.7M 3.52% 39,496 SH
12 DIMENSIONAL ETF TRUST DISV 25434V781 $9.7M 2.69% 245,372 SH
13 DIMENSIONAL ETF TRUST DFSD 25434V864 $7.4M 2.07% 155,265 SH
14 VANGUARD TAX-MANAGED FDS VEA 921943858 $5.0M 1.39% 77,882 SH
15 VANGUARD MALVERN FDS VTIP 922020805 $4.9M 1.37% 98,561 SH
16 NATIONAL BK HLDGS CORP NBHC 633707104 $4.2M 1.16% 106,976 SH
17 DIMENSIONAL ETF TRUST DFSV 25434V815 $4.0M 1.11% 114,291 SH
18 DIMENSIONAL ETF TRUST DFUS 25434V401 $3.9M 1.08% 55,048 SH
19 VANGUARD INDEX FDS VB 922908751 $3.8M 1.05% 14,448 SH
20 DIMENSIONAL ETF TRUST DFIC 25434V799 $3.6M 0.99% 100,200 SH
21 DIMENSIONAL ETF TRUST DFAR 25434V823 $3.2M 0.90% 136,191 SH
22 DIMENSIONAL ETF TRUST DFAX 25434V880 $2.6M 0.73% 77,614 SH
23 AMERICAN CENTY ETF TR AVUV 025072877 $2.6M 0.71% 23,279 SH
24 VANGUARD BD INDEX FDS BND 921937835 $2.3M 0.63% 30,582 SH
25 APPLE INC AAPL 037833100 $2.1M 0.58% 8,225 SH
26 ISHARES TR IGIB 464288638 $2.1M 0.58% 39,174 SH
27 VANGUARD INDEX FDS VTV 922908744 $2.0M 0.55% 10,038 SH
28 ISHARES TR IWN 464287630 $1.9M 0.53% 10,152 SH
29 ISHARES TR SHYG 46434V407 $1.8M 0.50% 42,848 SH
30 ISHARES INC IEMG 46434G103 $1.5M 0.41% 21,149 SH
31 DIMENSIONAL ETF TRUST DFAU 25434V104 $1.4M 0.40% 31,803 SH
32 ISHARES TR DVY 464287168 $1.3M 0.37% 8,819 SH
33 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.3M 0.37% 24,353 SH
34 SCHWAB STRATEGIC TR SCHD 808524797 $1.3M 0.37% 42,880 SH
35 ISHARES TR IVLU 46435G409 $1.3M 0.36% 33,061 SH
36 ISHARES TR SCZ 464288273 $1.2M 0.35% 15,896 SH
37 DIMENSIONAL ETF TRUST DFAI 25434V203 $1.2M 0.34% 31,853 SH
38 VANGUARD INDEX FDS VOE 922908512 $1.2M 0.34% 6,615 SH
39 SCHWAB STRATEGIC TR SCHM 808524508 $1.2M 0.33% 37,801 SH
40 ISHARES TR IJS 464287879 $1.2M 0.32% 9,761 SH
41 DIMENSIONAL ETF TRUST DFAS 25434V500 $1.1M 0.32% 15,948 SH
42 SPDR SERIES TRUST SPTM 78464A805 $988.7K 0.27% 12,506 SH
43 NVIDIA CORPORATION NVDA 67066G104 $932.0K 0.26% 5,344 SH
44 ISHARES TR IXUS 46432F834 $866.0K 0.24% 9,995 SH
45 VANGUARD WORLD FD MGK 921910816 $854.3K 0.24% 2,325 SH
46 VANGUARD INDEX FDS VOO 922908363 $818.8K 0.23% 1,370 SH
47 ISHARES TR VLUE 46432F388 $772.9K 0.21% 5,436 SH
48 JPMORGAN CHASE & CO JPM 46625H100 $672.2K 0.19% 2,285 SH
49 VANGUARD WORLD FD VGT 92204A702 $670.3K 0.19% 961 SH
50 INVESCO QQQ TR QQQ 46090E103 $573.8K 0.16% 994 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $359.8M 76 0001725547-26-000162
2025-12-31 2026-01-22 $330.5M 74 0001725547-26-000038