Squire Investment Management Company, LLC

CIK 0002031291 • 6 13F filings • May 8, 2025 – Jul 28, 2026

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Filer information

Filed by: Squire Investment Management Company, LLC, Partner & CCO
Address: 1329 South 800 East, Orem, UT, 84097
Phone: 801-494-6025
AUM: $330.5M

AUM over time

$415.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryFinancialsEnergyOther

Holdings by filing

Portfolio value: $359.8M76 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$205K	0.1%Prev: 0.1%	1,413 SH	Decreased+12 SH
ABBVIE INC	COM	$225K	0.1%	1,034 SH	New
ALPHABET INC	CAP STK CL A	$276K	0.1%	959 SH	New
ALPHABET INC	CAP STK CL C	$216K	0.1%	754 SH	New
AMAZON COM INC	COM	$501K	0.1%	2,405 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$458K	0.1%Prev: 0.1%	5,678 SH	Increased+1,478 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$19.9M	5.5%Prev: 4.8%	199,377 SH	Increased+33,431 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.6M	0.7%Prev: 1.4%	23,279 SH	Decreased-15,313 SH
APPLE INC	COM	$2.1M	0.6%Prev: 0.6%	8,225 SH	Increased+1,396 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$319K	0.1%Prev: 0.1%	666 SH	Decreased+16 SH
CHEVRON CORPORATION	COM	$342K	0.1%	1,652 SH	New
COLGATE PALMOLIVE CO	COM	$202K	0.1%Prev: 0.1%	2,375 SH	Decreased-365 SH
CORNING INC	COM	$252K	0.1%	1,852 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$16.6M	4.6%Prev: 4.3%	480,638 SH	Increased+92,253 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$284K	0.1%Prev: 0.1%	10,688 SH	Increased+60 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$21.0M	5.8%Prev: 6.3%	397,188 SH	Increased+12,794 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.2M	0.3%Prev: 0.4%	31,853 SH	Increased+1,681 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$3.6M	1.0%Prev: 0.8%	100,200 SH	Increased+33,412 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$421K	0.1%Prev: 0.3%	12,507 SH	Decreased-12,453 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.7M	2.7%Prev: 2.0%	245,372 SH	Increased+84,536 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$298K	0.1%	6,219 SH	New
DIMENSIONAL ETF TRUST	SHORT DURATION F	$7.4M	2.1%Prev: 2.1%	155,265 SH	Increased+48,180 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.4M	0.4%Prev: 0.4%	31,803 SH	Increased+5,333 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$43.7M	12.2%Prev: 13.4%	1,125,104 SH	Increased+151,348 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$3.9M	1.1%Prev: 1.1%	55,048 SH	Increased+10,284 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$292K	0.1%Prev: 0.2%	7,932 SH	Decreased-4,498 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$14.4M	4.0%Prev: 5.0%	298,002 SH	Increased+8,028 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$3.2M	0.9%Prev: 0.8%	136,191 SH	Increased+56,191 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.1M	0.3%Prev: 0.6%	15,948 SH	Decreased-7,651 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$4.0M	1.1%Prev: 0.2%	114,291 SH	Increased+97,144 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$27.0M	7.5%Prev: 9.6%	433,098 SH	Increased-15,706 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.6M	0.7%Prev: 0.9%	77,614 SH	Increased-6,775 SH
EA SERIES TRUST	EA BRIDGEWAY OMN	$43.3M	12.0%Prev: 9.2%	1,707,209 SH	Increased+575,312 SH
GLOBAL X FDS	GLOBX SUPDV US	$382K	0.1%Prev: 0.1%	20,200 SH	Increased+6,111 SH
INVESCO QQQ TR	UNIT SER 1	$574K	0.2%	994 SH	New
ISHARES INC	CORE MSCI EMKT	$1.5M	0.4%Prev: 0.6%	21,149 SH	Decreased-6,554 SH
ISHARES TR	0-5YR HI YL CP	$1.8M	0.5%Prev: 0.5%	42,848 SH	Increased+13,994 SH
ISHARES TR	CORE DIV GRWTH	$305K	0.1%Prev: 0.1%	4,353 SH	Increased-3 SH
ISHARES TR	CORE MSCI INTL	$16.0M	4.4%Prev: 4.2%	191,163 SH	Increased+45,206 SH
ISHARES TR	CORE MSCI TOTAL	$866K	0.2%Prev: 0.3%	9,995 SH	Increased
ISHARES TR	CORE S&P TTL STK	$33.1M	9.2%Prev: 9.3%	232,201 SH	Increased+50,210 SH
ISHARES TR	EAFE SML CP ETF	$1.2M	0.3%Prev: 0.4%	15,896 SH	Increased
ISHARES TR	EAFE VALUE ETF	$463K	0.1%Prev: 0.2%	6,222 SH	Decreased-3,201 SH
ISHARES TR	ISHS 5-10YR INVT	$2.1M	0.6%Prev: 0.5%	39,174 SH	Increased+15,204 SH
ISHARES TR	MSCI INTL VLU FT	$1.3M	0.4%Prev: 0.7%	33,061 SH	Decreased-21,051 SH
ISHARES TR	MSCI USA VALUE	$773K	0.2%	5,436 SH	New
ISHARES TR	RUS 2000 VAL ETF	$1.9M	0.5%Prev: 0.5%	10,152 SH	Increased+1,936 SH
ISHARES TR	SELECT DIVID ETF	$1.3M	0.4%Prev: 0.4%	8,819 SH	Increased+1,099 SH
ISHARES TR	SP SMCP600VL ETF	$1.2M	0.3%Prev: 0.4%	9,761 SH	Increased+1,068 SH
JOHNSON & JOHNSON	COM	$236K	0.1%	965 SH	New
JPMORGAN CHASE & CO	COM	$672K	0.2%	2,285 SH	New
MICROSOFT CORP	COM	$309K	0.1%Prev: 0.1%	834 SH	Increased+178 SH
NATIONAL BK HLDGS CORP	CL A	$4.2M	1.2%Prev: 1.7%	106,976 SH	Increased
NEWMONT CORP	COM	$235K	0.1%	2,172 SH	New
NVIDIA CORPORATION	COM	$932K	0.3%Prev: 0.1%	5,344 SH	Increased+2,882 SH
PALO ALTO NETWORKS INC	COM	$491K	0.1%	3,064 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$301K	0.1%Prev: 0.1%	12,000 SH	Increased-2 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	0.4%Prev: 0.4%	42,880 SH	Increased+10,415 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.2M	0.3%Prev: 0.3%	37,801 SH	Increased+6,453 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$202K	0.1%	6,936 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$329K	0.1%	2,477 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$989K	0.3%	12,506 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$424K	0.1%Prev: 0.1%	1,040 SH	Increased
VANGUARD BD INDEX FDS	SHORT TRM BOND	$272K	0.1%Prev: 0.2%	3,466 SH	Decreased-2,338 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.6%Prev: 0.5%	30,582 SH	Increased+13,604 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	0.3%Prev: 0.4%	6,615 SH	Increased+987 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$819K	0.2%	1,370 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$3.8M	1.1%Prev: 0.9%	14,448 SH	Increased+4,400 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$12.7M	3.5%Prev: 3.1%	39,496 SH	Increased+12,219 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	0.5%Prev: 0.5%	10,038 SH	Increased+2,841 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	0.4%Prev: 0.3%	24,353 SH	Increased+8,987 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.9M	1.4%Prev: 1.6%	98,561 SH	Increased+21,238 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$14.3M	4.0%Prev: 4.1%	239,804 SH	Increased+76,089 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.0M	1.4%Prev: 1.0%	77,882 SH	Increased+29,250 SH
VANGUARD WORLD FD	INF TECH ETF	$670K	0.2%Prev: 0.2%	961 SH	Increased-5 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$854K	0.2%Prev: 0.3%	2,325 SH	Increased

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $518K
CHEVRON CORP NEW — $290K
JPMORGAN CHASE & CO. — $602K
SPDR SER TR — $479K
TRAEGER INC — $19K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001725547-26-000038	$330.5M	View
Oct 20, 2025	Q3 2025	13F-HR	0001725547-25-004121	$307.0M	View
Jul 28, 2026	Q2 2026