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: $415.3M88 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$238K	0.1%Prev: 0.1%	1,472 SH	Increased+77 SH
ABBVIE INC	COM	$266K	0.1%	1,057 SH	New
ALPHABET INC	CAP STK CL A	$304K	0.1%	851 SH	New
ALPHABET INC	CAP STK CL C	$281K	0.1%	794 SH	New
AMAZON COM INC	COM	$639K	0.2%Prev: 0.1%	2,682 SH	Increased+1,574 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$548K	0.1%Prev: 0.2%	5,678 SH	Increased-300 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$21.3M	5.1%Prev: 5.2%	206,275 SH	Increased+28,668 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$2.8M	0.7%Prev: 0.8%	22,285 SH	Increased-2,128 SH
APPLE INC	COM	$2.6M	0.6%Prev: 0.5%	8,882 SH	Increased+1,728 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$350K	0.1%Prev: 0.1%	699 SH	Increased+42 SH
CHEVRON CORPORATION	COM	$288K	0.1%	1,739 SH	New
COLGATE PALMOLIVE CO	COM	$220K	0.1%Prev: 0.1%	2,398 SH	Decreased-325 SH
CORNING INC	COM	$434K	0.1%	1,697 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$19.9M	4.8%Prev: 4.6%	488,613 SH	Increased+70,006 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$2.2M	0.5%	52,422 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$205K	0.0%	5,096 SH	New
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$345K	0.1%Prev: 0.1%	11,894 SH	Increased+419 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$448K	0.1%	9,937 SH	New
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$22.3M	5.4%Prev: 6.3%	412,587 SH	Increased+14,978 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$1.4M	0.3%Prev: 0.3%	33,006 SH	Increased+7,384 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$4.0M	1.0%Prev: 0.8%	106,859 SH	Increased+33,208 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$445K	0.1%Prev: 0.2%	12,701 SH	Decreased-9,630 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$10.2M	2.5%Prev: 2.5%	255,262 SH	Increased+52,605 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$384K	0.1%	7,949 SH	New
DIMENSIONAL ETF TRUST	SHOR DUR FIX ETF	$7.9M	1.9%	164,537 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$50.5M	12.2%	1,139,447 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.5M	0.4%Prev: 0.4%	28,448 SH	Increased+2,287 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$4.6M	1.1%	56,304 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROF ETF	$331K	0.1%	7,932 SH	New
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$348K	0.1%	8,790 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$16.4M	3.9%Prev: 4.4%	297,896 SH	Increased+17,086 SH
DIMENSIONAL ETF TRUST	US REAL ESTA ETF	$3.6M	0.9%	136,916 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$5.8M	1.4%Prev: 0.5%	130,699 SH	Increased+107,905 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$852K	0.2%	18,265 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$30.2M	7.3%Prev: 8.4%	432,120 SH	Increased+8,212 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.8M	0.7%Prev: 0.9%	77,218 SH	Increased-7,248 SH
EA SERIES TRUST	BRID OMN SMA ETF	$50.1M	12.1%	1,716,530 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$193K	0.0%	10,111 SH	New
GLOBAL X FDS	GLOBX SUPDV US	$385K	0.1%Prev: 0.1%	20,200 SH	Increased+6,111 SH
INVESCO QQQ TR	UNIT SER 1	$730K	0.2%	991 SH	New
ISHARES INC	CORE MSCI EMKT	$1.7M	0.4%Prev: 0.6%	20,841 SH	Increased-6,498 SH
ISHARES TR	0-5YR HI YL CP	$2.3M	0.5%Prev: 0.6%	53,422 SH	Increased+18,723 SH
ISHARES TR	CORE DIV GRWTH	$330K	0.1%Prev: 0.1%	4,353 SH	Increased
ISHARES TR	CORE MSCI INTL	$17.9M	4.3%Prev: 4.3%	201,400 SH	Increased+47,386 SH
ISHARES TR	CORE MSCI TOTAL	$954K	0.2%Prev: 0.3%	9,995 SH	Increased
ISHARES TR	CORE S&P TTL STK	$39.8M	9.6%Prev: 9.5%	242,293 SH	Increased+51,272 SH
ISHARES TR	EAFE SML CP ETF	$1.3M	0.3%Prev: 0.4%	16,336 SH	Increased+440 SH
ISHARES TR	EAFE VALUE ETF	$476K	0.1%Prev: 0.2%	6,222 SH	Increased-622 SH
ISHARES TR	ISHS 5-10YR INVT	$2.1M	0.5%Prev: 0.5%	39,657 SH	Increased+15,687 SH
ISHARES TR	MSCI INTL VLU FT	$1.4M	0.3%Prev: 0.4%	33,061 SH	Increased-3,465 SH
ISHARES TR	MSCI USA VALUE	$922K	0.2%Prev: 0.2%	4,616 SH	Increased-820 SH
ISHARES TR	RUS 2000 VAL ETF	$2.3M	0.5%Prev: 0.5%	10,189 SH	Increased+1,973 SH
ISHARES TR	SELECT DIVID ETF	$1.5M	0.4%Prev: 0.4%	9,666 SH	Increased+1,946 SH
ISHARES TR	SP SMCP600VL ETF	$1.3M	0.3%Prev: 0.4%	9,761 SH	Increased
JOHNSON & JOHNSON	COM	$251K	0.1%	989 SH	New
JPMORGAN CHASE & CO	COM	$757K	0.2%	2,313 SH	New
MICROSOFT CORP	COM	$477K	0.1%Prev: 0.1%	1,278 SH	Increased+510 SH
NATIONAL BK HLDGS CORP	CL A	$4.8M	1.1%Prev: 1.5%	106,976 SH	Increased
NEWMONT CORP	COM	$207K	0.0%	2,214 SH	New
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$209K	0.1%	2,905 SH	New
NVIDIA CORPORATION	COM	$1.2M	0.3%Prev: 0.2%	6,115 SH	Increased+2,323 SH
PALO ALTO NETWORKS INC	COM	$1.0M	0.3%	3,064 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$233K	0.1%	8,416 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$348K	0.1%Prev: 0.1%	12,000 SH	Increased-2 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.3%Prev: 0.3%	42,885 SH	Increased+8,526 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.4M	0.3%Prev: 0.3%	38,541 SH	Increased+5,375 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$262K	0.1%	7,250 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$385K	0.1%	2,019 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.1M	0.3%	12,506 SH	New
UNITED MICROELECTRONICS CORP	SPON ADR NEW	$238K	0.1%	8,759 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$516K	0.1%Prev: 0.2%	6,240 SH	Increased+5,200 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$259K	0.1%	3,373 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$322K	0.1%Prev: 0.2%	4,129 SH	Decreased-1,669 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.3M	0.5%Prev: 0.5%	30,892 SH	Increased+11,156 SH
VANGUARD INDEX FDS	GROWTH ETF	$666K	0.2%	7,728 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	0.4%Prev: 0.3%	7,668 SH	Increased+2,040 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$871K	0.2%	1,269 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$4.4M	1.1%Prev: 0.9%	14,491 SH	Increased+4,443 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$14.7M	3.5%Prev: 3.3%	39,664 SH	Increased+10,154 SH
VANGUARD INDEX FDS	VALUE ETF	$2.8M	0.7%Prev: 0.5%	12,674 SH	Increased+5,477 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.7M	0.4%Prev: 0.3%	28,176 SH	Increased+11,927 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$5.2M	1.3%Prev: 1.4%	103,823 SH	Increased+25,759 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$15.1M	3.6%Prev: 3.7%	256,311 SH	Increased+89,995 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	1.4%Prev: 1.3%	79,699 SH	Increased+17,776 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$253K	0.1%	2,709 SH	New
VANGUARD WORLD FD	INF TECH ETF	$918K	0.2%Prev: 0.2%	7,685 SH	Increased+6,719 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.0M	0.2%Prev: 0.3%	11,625 SH	Increased+9,300 SH
ZIONS BANCORPORATION NATL AS	COM	$357K	0.1%	5,157 SH	New

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $565K
CHEVRON CORP NEW — $239K
DIMENSIONAL ETF TRUST — $5.1M
DIMENSIONAL ETF TRUST — $35.6M
DIMENSIONAL ETF TRUST — $3.2M
DIMENSIONAL ETF TRUST — $249K
DIMENSIONAL ETF TRUST — $2.1M
DIMENSIONAL ETF TRUST — $2.5M
EA SERIES TRUST — $28.4M
JPMORGAN CHASE & CO. — $715K
SPDR SERIES TRUST — $937K
TRAEGER INC — $20K

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