Loading…
CIK 0002031291 • 6 13F filings • May 8, 2025 – Jul 28, 2026
Import this data to Google Sheets with:
=jivedata("squire-investment-management-company-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $227K | 0.1%Prev: 0.1% | 1,416 SH | Increased+17 SH |
| ABBVIE INC | COM | $237K | 0.1%Prev: 0.1% | 1,036 SH | Increased+32 SH |
| ALPHABET INC | CAP STK CL A | $222K | 0.1% | 709 SH | New |
| ALPHABET INC | CAP STK CL C | $237K | 0.1% | 754 SH | New |
| AMAZON COM INC | COM | $559K | 0.2%Prev: 0.1% | 2,421 SH | Increased+1,174 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $437K | 0.1%Prev: 0.1% | 5,678 SH | Decreased-160 SH |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | $17.8M | 5.4%Prev: 5.3% | 189,174 SH | Increased+4,877 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.5M | 0.8%Prev: 0.8% | 24,718 SH | Increased+6 SH |
| APPLE INC | COM | $2.3M | 0.7%Prev: 0.7% | 8,286 SH | Increased-18 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $332K | 0.1%Prev: 0.1% | 661 SH | Increased+10 SH |
| CHEVRON CORP NEW | COM | $250K | 0.1%Prev: 0.1% | 1,642 SH | Decreased-76 SH |
| COLGATE PALMOLIVE CO | COM | $217K | 0.1%Prev: 0.1% | 2,745 SH | Increased+50 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $14.7M | 4.5%Prev: 4.6% | 444,894 SH | Increased+3,741 SH |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $281K | 0.1%Prev: 0.1% | 10,629 SH | Decreased-1,019 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $19.9M | 6.0%Prev: 6.1% | 397,808 SH | Increased-11,211 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $1.1M | 0.3%Prev: 0.3% | 29,303 SH | Increased+382 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $2.9M | 0.9%Prev: 0.9% | 85,284 SH | Increased+39 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $612K | 0.2%Prev: 0.2% | 18,586 SH | Decreased-3,496 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $8.2M | 2.5%Prev: 2.5% | 216,051 SH | Increased+2,130 SH |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $257K | 0.1% | 5,344 SH | New |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $6.5M | 2.0%Prev: 1.9% | 135,132 SH | Increased+12,984 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.2M | 0.4%Prev: 0.4% | 26,281 SH | Increased+121 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $41.6M | 12.6%Prev: 12.9% | 1,050,100 SH | Increased+20,516 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $4.0M | 1.2%Prev: 1.2% | 54,358 SH | Increased+2,494 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $293K | 0.1%Prev: 0.1% | 7,701 SH | Increased+1,506 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $13.8M | 4.2%Prev: 4.2% | 295,274 SH | Increased+8,719 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $2.7M | 0.8%Prev: 0.8% | 118,923 SH | Increased+10,394 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $1.6M | 0.5%Prev: 0.5% | 22,906 SH | Increased-345 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $3.2M | 1.0%Prev: 1.0% | 97,445 SH | Increased+605 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $25.8M | 7.8%Prev: 8.1% | 433,290 SH | Increased+5,342 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $2.5M | 0.8%Prev: 0.9% | 77,601 SH | Decreased-6,026 SH |
| EA SERIES TRUST | EA BRIDGEWAY OMN | $36.2M | 11.0%Prev: 10.8% | 1,553,853 SH | Increased+87,358 SH |
| GLOBAL X FDS | GLOBX SUPDV US | $273K | 0.1%Prev: 0.1% | 15,743 SH | Increased+819 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $205K | 0.1% | 693 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $608K | 0.2% | 989 SH | New |
| ISHARES INC | CORE MSCI EMKT | $1.6M | 0.5%Prev: 0.6% | 23,295 SH | Decreased-3,035 SH |
| ISHARES TR | 0-5YR HI YL CP | $1.8M | 0.5%Prev: 0.5% | 42,357 SH | Increased+7,658 SH |
| ISHARES TR | CORE DIV GRWTH | $302K | 0.1%Prev: 0.1% | 4,353 SH | Increased |
| ISHARES TR | CORE MSCI INTL | $14.3M | 4.3%Prev: 4.3% | 173,172 SH | Increased+10,151 SH |
| ISHARES TR | CORE MSCI TOTAL | $846K | 0.3%Prev: 0.3% | 9,995 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $32.0M | 9.7%Prev: 9.5% | 215,380 SH | Increased+14,829 SH |
| ISHARES TR | EAFE SML CP ETF | $1.2M | 0.4%Prev: 0.4% | 15,896 SH | Increased |
| ISHARES TR | EAFE VALUE ETF | $444K | 0.1%Prev: 0.2% | 6,222 SH | Decreased-622 SH |
| ISHARES TR | ISHS 5-10YR INVT | $2.1M | 0.6%Prev: 0.5% | 38,868 SH | Increased+7,787 SH |
| ISHARES TR | MSCI INTL VLU FT | $1.4M | 0.4%Prev: 0.4% | 36,136 SH | Increased-220 SH |
| ISHARES TR | MSCI USA VALUE | $743K | 0.2%Prev: 0.2% | 5,436 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $1.6M | 0.5%Prev: 0.5% | 8,833 SH | Increased+617 SH |
| ISHARES TR | SELECT DIVID ETF | $1.2M | 0.4%Prev: 0.4% | 8,455 SH | Decreased |
| ISHARES TR | SP SMCP600VL ETF | $1.1M | 0.3%Prev: 0.4% | 9,761 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $741K | 0.2%Prev: 0.3% | 2,300 SH | Decreased-165 SH |
| MICROSOFT CORP | COM | $425K | 0.1%Prev: 0.1% | 879 SH | Increased+59 SH |
| NATIONAL BK HLDGS CORP | CL A | $4.1M | 1.2%Prev: 1.3% | 106,976 SH | Decreased |
| NEWMONT CORP | COM | $216K | 0.1% | 2,163 SH | New |
| NVIDIA CORPORATION | COM | $984K | 0.3%Prev: 0.2% | 5,274 SH | Increased+1,399 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $315K | 0.1%Prev: 0.1% | 12,000 SH | Increased-2 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.2M | 0.4%Prev: 0.3% | 42,872 SH | Increased+5,432 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.1M | 0.3%Prev: 0.4% | 37,801 SH | Increased+1,525 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $356K | 0.1% | 2,474 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $1.0M | 0.3% | 12,506 SH | New |
| TRAEGER INC | COMMON STOCK | $12K | 0.0%Prev: 0.0% | 11,434 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $462K | 0.1%Prev: 0.2% | 1,040 SH | Decreased-136 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $433K | 0.1%Prev: 0.1% | 5,493 SH | Decreased-295 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.8M | 0.6%Prev: 0.6% | 24,563 SH | Increased+237 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $1.1M | 0.3%Prev: 0.3% | 6,239 SH | Increased+172 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $777K | 0.2%Prev: 0.3% | 1,240 SH | Decreased-46 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.2M | 1.0%Prev: 0.9% | 12,438 SH | Increased+1,005 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.5M | 3.5%Prev: 3.3% | 34,361 SH | Increased+3,370 SH |
| VANGUARD INDEX FDS | VALUE ETF | $1.8M | 0.5%Prev: 0.5% | 9,237 SH | Increased+664 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.2M | 0.4%Prev: 0.3% | 22,535 SH | Increased+3,610 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $4.4M | 1.3%Prev: 1.4% | 89,722 SH | Increased+5,339 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $12.5M | 3.8%Prev: 3.5% | 209,351 SH | Increased+28,487 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.6M | 1.4%Prev: 1.3% | 74,279 SH | Increased+7,307 SH |
| VANGUARD WORLD FD | INF TECH ETF | $728K | 0.2%Prev: 0.2% | 966 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $960K | 0.3%Prev: 0.3% | 2,325 SH | Increased |
| 13F-HR |
| 0001725547-26-000255 |
| $415.3M |
| View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003446 | $271.4M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000162 | $359.8M | View |
| May 8, 2025 | Q1 2025 | 13F-HR | 0001725547-25-002047 | $240.0M | View |