Squire Investment Management Company, LLC

Est. AUM

$359.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$43.7M	1125104	12.15%	SOLE
2	EA SERIES TRUST	EA BRIDGEWAY OMN	$43.3M	1707209	12.04%	SOLE
3	ISHARES TR	CORE S&P TTL STK	$33.1M	232201	9.19%	SOLE
4	DIMENSIONAL ETF TRUST	US TARGETED VLU	$27.0M	433098	7.52%	SOLE
5	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$21.0M	397188	5.83%	SOLE
6	AMERICAN CENTY ETF TR	INTL SMCP VLU	$19.9M	199377	5.53%	SOLE
7	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$16.6M	480638	4.62%	SOLE
8	ISHARES TR	CORE MSCI INTL	$16.0M	191163	4.44%	SOLE
9	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$14.4M	298002	4.01%	SOLE
10	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$14.3M	239804	3.97%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$12.7M	39496	3.52%	SOLE
12	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.7M	245372	2.69%	SOLE
13	DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.4M	155265	2.07%	SOLE
14	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.0M	77882	1.39%	SOLE
15	VANGUARD MALVERN FDS	STRM INFPROIDX	$4.9M	98561	1.37%	SOLE
16	NATIONAL BK HLDGS CORP	CL A	$4.2M	106976	1.16%	SOLE
17	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$4.0M	114291	1.11%	SOLE
18	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.9M	55048	1.08%	SOLE
19	VANGUARD INDEX FDS	SMALL CP ETF	$3.8M	14448	1.05%	SOLE
20	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.6M	100200	0.99%	SOLE
21	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$3.2M	136191	0.90%	SOLE
22	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.6M	77614	0.73%	SOLE
23	AMERICAN CENTY ETF TR	US SML CP VALU	$2.6M	23279	0.71%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	30582	0.63%	SOLE
25	APPLE INC	COM	$2.1M	8225	0.58%	SOLE
26	ISHARES TR	ISHS 5-10YR INVT	$2.1M	39174	0.58%	SOLE
27	VANGUARD INDEX FDS	VALUE ETF	$2.0M	10038	0.55%	SOLE
28	ISHARES TR	RUS 2000 VAL ETF	$1.9M	10152	0.54%	SOLE
29	ISHARES TR	0-5YR HI YL CP	$1.8M	42848	0.50%	SOLE
30	ISHARES INC	CORE MSCI EMKT	$1.5M	21149	0.41%	SOLE
31	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.4M	31803	0.40%	SOLE
32	ISHARES TR	SELECT DIVID ETF	$1.3M	8819	0.37%	SOLE
33	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	24353	0.37%	SOLE
34	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	42880	0.37%	SOLE
35	ISHARES TR	MSCI INTL VLU FT	$1.3M	33061	0.36%	SOLE
36	ISHARES TR	EAFE SML CP ETF	$1.2M	15896	0.35%	SOLE
37	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.2M	31853	0.34%	SOLE
38	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	6615	0.34%	SOLE
39	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	37801	0.33%	SOLE
40	ISHARES TR	SP SMCP600VL ETF	$1.2M	9761	0.32%	SOLE
41	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	15948	0.32%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$989K	12506	0.27%	SOLE
43	NVIDIA CORPORATION	COM	$932K	5344	0.26%	SOLE
44	ISHARES TR	CORE MSCI TOTAL	$866K	9995	0.24%	SOLE
45	VANGUARD WORLD FD	MEGA GRWTH IND	$854K	2325	0.24%	SOLE
46	VANGUARD INDEX FDS	S&P 500 ETF SHS	$819K	1370	0.23%	SOLE
47	ISHARES TR	MSCI USA VALUE	$773K	5436	0.21%	SOLE
48	JPMORGAN CHASE & CO	COM	$672K	2285	0.19%	SOLE
49	VANGUARD WORLD FD	INF TECH ETF	$670K	961	0.19%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$574K	994	0.16%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.