Squire Investment Management Company, LLC Top Holdings and 13F Report (2026) About Squire Investment Management Company, LLCInvestment ActivitySquire Investment Management Company, LLC has $359.77 million in total holdings as of March 31, 2026.Squire Investment Management Company, LLC owns shares of 76 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.78% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Squire Investment Management Company, LLC has purchased 74 new stocks and bought additional shares in 42 stocks.Squire Investment Management Company, LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $43,721,545EA Bridgeway Omni Small-Cap Value ETF $43,311,887iShares Core S&P Total U.S. Stock Market ETF $33,072,415Dimensional U.S. Targeted Value ETF $27,046,982Dimensional International Value ETF $20,963,584 Largest New Holdings this Quarter 697435105 - Palo Alto Networks $491,220 Holding219350105 - Corning $251,799 Holding478160104 - Johnson & Johnson $235,992 Holding808524607 - Schwab US Small-Cap ETF $201,699 Holding Largest Purchases this Quarter EA Bridgeway Omni Small-Cap Value ETF 153,356 shares (about $3.89M)Dimensional U.S. Core Equity 2 ETF 75,004 shares (about $2.91M)iShares Core S&P Total U.S. Stock Market ETF 16,821 shares (about $2.40M)Vanguard Intermediate-Term Treasury ETF 30,453 shares (about $1.81M)Vanguard Total Stock Market ETF 5,135 shares (about $1.65M) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 6,958 shares (about $494.94K)Dimensional International Small Cap ETF 6,079 shares (about $204.68K)Avantis U.S. Small Cap Value ETF 1,439 shares (about $158.97K)Vanguard Short-Term Bond ETF 2,027 shares (about $158.96K)iShares Core MSCI Emerging Markets ETF 2,146 shares (about $149.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSquire Investment Management Company, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$43,721,545$2,914,656 ▲7.1%1,125,10412.2%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$43,311,887$3,890,641 ▲9.9%1,707,20912.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$33,072,415$2,395,817 ▲7.8%232,2019.2%ETFDFATDimensional U.S. Targeted Value ETF$27,046,982$11,990 ▼0.0%433,0987.5%ETFDFIVDimensional International Value ETF$20,963,584$32,724 ▼-0.2%397,1885.8%ETFAVDVAvantis International Small Cap Value ETF$19,909,816$1,018,873 ▲5.4%199,3775.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,606,036$1,234,955 ▲8.0%480,6384.6%ETFIDEViShares Core MSCI International Developed Markets ETF$15,975,484$1,503,507 ▲10.4%191,1634.4%ETFDFUVDimensional US Marketwide Value ETF$14,441,189$132,199 ▲0.9%298,0024.0%ETFVGITVanguard Intermediate-Term Treasury ETF$14,280,314$1,813,474 ▲14.5%239,8044.0%ETFVTIVanguard Total Stock Market ETF$12,670,648$1,647,351 ▲14.9%39,4963.5%ETFDISVDimensional International Small Cap Value ETF$9,677,456$1,156,418 ▲13.6%245,3722.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,434,070$963,966 ▲14.9%155,2652.1%ETFVEAVanguard FTSE Developed Markets ETF$4,990,679$230,880 ▲4.9%77,8821.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,923,133$441,509 ▲9.9%98,5611.4%ManufacturingNBHCNational Bank$4,189,1800.0%106,9761.2%FinanceDFSVDimensional US Small Cap Value ETF$4,004,756$590,284 ▲17.3%114,2911.1%ETFDFUSDimensional U.S. Equity ETF$3,903,454$48,928 ▲1.3%55,0481.1%ETFVBVanguard Small-Cap ETF$3,784,313$526,472 ▲16.2%14,4481.1%ETFDFICDimensional International Core Equity 2 ETF$3,560,103$529,965 ▲17.5%100,2001.0%ETFDFARDimensional US Real Estate ETF$3,220,928$408,390 ▲14.5%136,1910.9%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$2,636,564$442 ▲0.0%77,6140.7%ETFAVUVAvantis U.S. Small Cap Value ETF$2,571,631$158,966 ▼-5.8%23,2790.7%ETFBNDVanguard Total Bond Market ETF$2,252,092$443,246 ▲24.5%30,5820.6%ETFAAPLApple$2,087,395$15,481 ▼-0.7%8,2250.6%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,084,824$16,285 ▲0.8%39,1740.6%ManufacturingVTVVanguard Value ETF$1,969,481$157,158 ▲8.7%10,0380.5%ETFIWNiShares Russell 2000 Value ETF$1,924,706$250,068 ▲14.9%10,1520.5%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,812,909$20,774 ▲1.2%42,8480.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,475,169$149,686 ▼-9.2%21,1490.4%ETFDFAUDimensional US Core Equity Market ETF$1,434,951$249,153 ▲21.0%31,8030.4%ETFDVYiShares Select Dividend ETF$1,335,285$55,113 ▲4.3%8,8190.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,316,261$98,262 ▲8.1%24,3530.4%ETFSCHDSchwab US Dividend Equity ETF$1,315,563$245 ▲0.0%42,8800.4%ETFIVLUiShares MSCI Intl Value Factor ETF$1,311,860$122,016 ▼-8.5%33,0610.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,246,4050.0%15,8960.3%ETFDFAIDimensional International Core Equity Market ETF$1,241,007$99,349 ▲8.7%31,8530.3%ETFVOEVanguard Mid-Cap Value ETF$1,219,012$69,289 ▲6.0%6,6150.3%ETFSCHMSchwab U.S. Mid-Cap ETF$1,170,3190.0%37,8010.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,156,1900.0%9,7610.3%ETFDFASDimensional U.S. Small Cap ETF$1,134,410$494,935 ▼-30.4%15,9480.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$988,7240.0%12,5060.3%ETFNVDANVIDIA$932,014$12,208 ▲1.3%5,3440.3%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$865,9670.0%9,9950.2%ManufacturingMGKVanguard Mega Cap Growth ETF$854,2980.0%2,3250.2%ETFVOOVanguard S&P 500 ETF$818,759$77,692 ▲10.5%1,3700.2%ETFVLUEiShares MSCI USA Value Factor ETF$772,9450.0%5,4360.2%ETFJPMJPMorgan Chase & Co.$672,156$4,412 ▼-0.7%2,2850.2%FinanceVGTVanguard Information Technology ETF$670,272$3,487 ▼-0.5%9610.2%ETFQQQInvesco QQQ$573,791$2,886 ▲0.5%9940.2%FinanceAMZNAmazon.com$500,889$3,332 ▼-0.7%2,4050.1%Retail/WholesalePANWPalo Alto Networks$491,220$491,220 ▲New Holding3,0640.1%Computer and TechnologyEFViShares MSCI EAFE Value ETF$462,6060.0%6,2220.1%ETFAVEMAvantis Emerging Markets Equity ETF$457,5330.0%5,6780.1%ETFVOOGVanguard S&P 500 Growth ETF$423,9980.0%1,0400.1%ETFDFISDimensional International Small Cap ETF$421,111$204,680 ▼-32.7%12,5070.1%ETFDIVGlobal X SuperDividend U.S. ETF$381,780$84,237 ▲28.3%20,2000.1%ETFCVXChevron$341,743$2,069 ▲0.6%1,6520.1%EnergyXLKTechnology Select Sector SPDR Fund$329,212$399 ▲0.1%2,4770.1%ETFBRK.BBerkshire Hathaway$319,147$2,396 ▲0.8%6660.1%FinanceMSFTMicrosoft$308,823$16,663 ▼-5.1%8340.1%Computer and TechnologyDGROiShares Core Dividend Growth ETF$305,4780.0%4,3530.1%ETFSCHBSchwab US Broad Market ETF$301,2000.0%12,0000.1%ETFDFNMDimensional National Municipal Bond ETF$298,077$41,939 ▲16.4%6,2190.1%ETFDUHPDimensional US High Profitability ETF$291,580$8,492 ▲3.0%7,9320.1%ETFDFGRDimensional Global Real Estate ETF$284,087$1,568 ▲0.6%10,6880.1%ETFGOOGLAlphabet$275,770$71,890 ▲35.3%9590.1%Computer and TechnologyBSVVanguard Short-Term Bond ETF$271,807$158,959 ▼-36.9%3,4660.1%ETFGLWCorning$251,799$251,799 ▲New Holding1,8520.1%Computer and TechnologyJNJJohnson & Johnson$235,992$235,992 ▲New Holding9650.1%MedicalNEMNewmont$235,085$974 ▲0.4%2,1720.1%Basic MaterialsABBVAbbVie$224,938$435 ▼-0.2%1,0340.1%MedicalGOOGAlphabet$216,2920.0%7540.1%Computer and TechnologyMMM3M$205,204$436 ▼-0.2%1,4130.1%Multi-Sector ConglomeratesCLColgate-Palmolive$202,421$31,535 ▼-13.5%2,3750.1%Consumer StaplesSCHASchwab US Small-Cap ETF$201,699$201,699 ▲New Holding6,9360.1%ETFIBMInternational Business Machines$0$205,175 ▼-100.0%00.0%Computer and TechnologyCOOKTraeger$0$12,349 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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