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Squire Investment Management Company, LLC

Q3 2026 13F filing

Updated 2 days ago

98 disclosed positions worth $427.7M

Portfolio value
$427.7M
Total holdings
98
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03

Full holdings

Every line item disclosed in Q3 2026

?
1.N/A

DIMENSIONAL ETF TRUST

Value
$50.7M
Shares
1.14M
% Port
11.85%
?
2.N/A

EA SERIES TRUST

Value
$49.2M
Shares
1.76M
% Port
11.51%
E

ISHARES TR

Value
$42.9M
Shares
258.2K
% Port
10.04%
A
4.AMD

DIMENSIONAL ETF TRUST

Value
$28.6M
Shares
431.0K
% Port
6.70%
?
5.N/A

AMERICAN CENTY ETF TR

Value
$24.2M
Shares
221.3K
% Port
5.66%
M

DIMENSIONAL ETF TRUST

Value
$22.8M
Shares
407.5K
% Port
5.32%
S

DIMENSIONAL ETF TRUST

Value
$20.5M
Shares
515.1K
% Port
4.78%
E

ISHARES TR

Value
$19.3M
Shares
215.7K
% Port
4.51%
V

VANGUARD SCOTTSDALE FDS

Value
$16.4M
Shares
289.2K
% Port
3.83%
?
10.N/A

DIMENSIONAL ETF TRUST

Value
$16.1M
Shares
292.3K
% Port
3.76%
V
11.VGES

VANGUARD INDEX FDS

Value
$15.1M
Shares
40.3K
% Port
3.52%
?
12.N/A

DIMENSIONAL ETF TRUST

Value
$11M
Shares
253.3K
% Port
2.56%
R
13.RBBN

DIMENSIONAL ETF TRUST

Value
$8.8M
Shares
188.8K
% Port
2.05%
V
14.VGES

VANGUARD MALVERN FDS

Value
$5.7M
Shares
115.0K
% Port
1.32%
V
15.VGES

VANGUARD TAX-MANAGED FDS

Value
$5.6M
Shares
79.1K
% Port
1.31%
R
16.RBLX

DIMENSIONAL ETF TRUST

Value
$4.9M
Shares
59.5K
% Port
1.16%
?
17.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$4.7M
Shares
124.7K
% Port
1.09%
N
18.NBHC

NATIONAL BK HLDGS CORP

Value
$4.2M
Shares
107.0K
% Port
0.98%
H

DIMENSIONAL ETF TRUST

Value
$4.2M
Shares
111.1K
% Port
0.98%
V
20.VGES

VANGUARD INDEX FDS

Value
$4.1M
Shares
14.5K
% Port
0.97%
?
21.N/A

DFA INVT DIMENSIONS GROUP IN

Value
$3.3M
Shares
138.6K
% Port
0.78%
C
22.COST

DIMENSIONAL ETF TRUST

Value
$3M
Shares
71.5K
% Port
0.71%
D
23.DIOD

DIMENSIONAL ETF TRUST

Value
$2.8M
Shares
76.8K
% Port
0.66%
V
24.VGES

VANGUARD BD INDEX FDS

Value
$2.7M
Shares
39.1K
% Port
0.64%
A
25.AAPL

APPLE INC

Value
$2.6M
Shares
7.8K
% Port
0.60%
M
26.MDT

AMERICAN CENTY ETF TR

Value
$2.5M
Shares
21.1K
% Port
0.58%
V
27.VGES

VANGUARD INDEX FDS

Value
$2.3M
Shares
10.9K
% Port
0.55%
E
28.ETHA

ISHARES TR

Value
$2.2M
Shares
54.0K
% Port
0.52%
E
29.ETHA

ISHARES TR

Value
$2.1M
Shares
10.2K
% Port
0.50%
E
30.ETHA

ISHARES TR

Value
$2.1M
Shares
42.1K
% Port
0.50%
E
31.ETHA

ISHARES INC

Value
$1.7M
Shares
21.0K
% Port
0.40%
C
32.CRDO

DIMENSIONAL ETF TRUST

Value
$1.6M
Shares
38.9K
% Port
0.38%
N
33.NVDA

NVIDIA CORPORATION

Value
$1.6M
Shares
7.0K
% Port
0.38%
V
34.VGES

VANGUARD INTL EQUITY INDEX F

Value
$1.5M
Shares
25.9K
% Port
0.36%
?
35.N/A

DIMENSIONAL ETF TRUST

Value
$1.5M
Shares
28.4K
% Port
0.35%
E
36.ETHA

ISHARES TR

Value
$1.5M
Shares
9.7K
% Port
0.34%
V
37.VGES

VANGUARD INDEX FDS

Value
$1.4M
Shares
7.3K
% Port
0.33%
E
38.ETHA

ISHARES TR

Value
$1.4M
Shares
33.1K
% Port
0.33%
J
39.JNJ

ISHARES TR

Value
$1.4M
Shares
16.7K
% Port
0.33%
S

SCHWAB STRATEGIC TR

Value
$1.4M
Shares
42.9K
% Port
0.33%
S

SCHWAB STRATEGIC TR

Value
$1.3M
Shares
38.5K
% Port
0.31%
E
42.ETHA

ISHARES TR

Value
$1.3M
Shares
9.8K
% Port
0.29%
P
43.PANW

PALO ALTO NETWORKS INC

Value
$1.2M
Shares
3.1K
% Port
0.28%
R
44.ROL

DIMENSIONAL ETF TRUST

Value
$1.2M
Shares
15.0K
% Port
0.27%
S

SPDR SERIES TRUST

Value
$1.2M
Shares
12.5K
% Port
0.27%
V
46.VGES

VANGUARD WORLD FD

Value
$1.1M
Shares
11.6K
% Port
0.25%
V
47.VGES

VANGUARD WORLD FD

Value
$966K
Shares
7.7K
% Port
0.23%
E
48.ETHA

ISHARES TR

Value
$914K
Shares
4.6K
% Port
0.21%
V
49.VGES

VANGUARD INDEX FDS

Value
$877K
Shares
1.3K
% Port
0.21%
?
50.N/A

DIMENSIONAL ETF TRUST

Value
$862K
Shares
18.3K
% Port
0.20%