Sponsored

The Analysis of Squire Investment Management Company, LLC's Holdings & P&L

Currently, Squire Investment Management Company, LLC holds 76 types of securities in its portfolio with a total value $359.8M. In the most recent quarter, they have increased their positions in BSVO (+153.4K shares, valued at $3.9M), DFAC (+75.0K shares, valued at $2.9M), ITOT (+16.8K shares, valued at $2.4M); decreased their positions in DFAS (-7.0K shares, valued at $494.9K), DFIS (-6.1K shares, valued at $204.7K), AVUV (-1.4K shares, valued at $159.0K); initiated new positions in PANW (+3.1K shares, valued at $491.2K), GLW (+1.9K shares, valued at $251.8K), JNJ (+965 shares, valued at $236.0K).

1M P&L

+10.8M+2.83%

3M P&L

+1.5M+0.38%

HY P&L

+39.7M+11.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A346.7M

97.0%

2Banks - Regional4.2M

1.2%

3Consumer Electronics2.1M

0.6%

Top Industries by Stock Count

1N/A57 stocks

80.3%

2Drug Manufacturers - General2 stocks

2.8%

3Software - Infrastructure2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.1M shares7.14%2026-03-312026-04-24

BSVO EA SERIES TRUST1.7M shares9.87%2026-03-312026-04-24

ITOT ISHARES TR232.2K shares7.81%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST433.1K shares-0.04%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST397.2K shares-0.16%2026-03-312026-04-24

AVDV AMERICAN CENTY ETF TR199.4K shares5.39%2026-03-312026-04-24

DFEM DIMENSIONAL ETF TRUST480.6K shares8.03%2026-03-312026-04-24

IDEV ISHARES TR191.2K shares10.39%2026-03-312026-04-24

Sponsored

DFUV DIMENSIONAL ETF TRUST298.0K shares0.92%2026-03-312026-04-24

VGIT VANGUARD SCOTTSDALE FDS239.8K shares14.55%2026-03-312026-04-24

VTI VANGUARD INDEX FDS39.5K shares14.94%2026-03-312026-04-24

DISV DIMENSIONAL ETF TRUST245.4K shares13.57%2026-03-312026-04-24

DFSD DIMENSIONAL ETF TRUST155.3K shares14.90%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS77.9K shares4.85%2026-03-312026-04-24

VTIP VANGUARD MALVERN FDS98.6K shares9.85%2026-03-312026-04-24

NBHC NATIONAL BK HLDGS CORP107.0K shares0.00%2026-03-312026-04-24

Sponsored

DFSV DIMENSIONAL ETF TRUST114.3K shares17.29%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST55.0K shares1.27%2026-03-312026-04-24

VB VANGUARD INDEX FDS14.4K shares16.16%2026-03-312026-04-24

DFIC DIMENSIONAL ETF TRUST100.2K shares17.49%2026-03-312026-04-24

DFAR DIMENSIONAL ETF TRUST136.2K shares14.52%2026-03-312026-04-24

DFAX DIMENSIONAL ETF TRUST77.6K shares0.02%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR23.3K shares-5.82%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS30.6K shares24.50%2026-03-312026-04-24

Sponsored

AAPL APPLE INC8.2K shares-0.74%2026-03-312026-04-24

IGIB ISHARES TR39.2K shares0.79%2026-03-312026-04-24

VTV VANGUARD INDEX FDS10.0K shares8.67%2026-03-312026-04-24

IWN ISHARES TR10.2K shares14.93%2026-03-312026-04-24

SHYG ISHARES TR42.8K shares1.16%2026-03-312026-04-24

IEMG ISHARES INC21.1K shares-9.21%2026-03-312026-04-24

DFAU DIMENSIONAL ETF TRUST31.8K shares21.01%2026-03-312026-04-24

DVY ISHARES TR8.8K shares4.31%2026-03-312026-04-24

Sponsored

VWO VANGUARD INTL EQUITY INDEX F24.4K shares8.07%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR42.9K shares0.02%2026-03-312026-04-24

IVLU ISHARES TR33.1K shares-8.51%2026-03-312026-04-24

SCZ ISHARES TR15.9K shares0.00%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST31.9K shares8.70%2026-03-312026-04-24

VOE VANGUARD INDEX FDS6.6K shares6.03%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR37.8K shares0.00%2026-03-312026-04-24

IJS ISHARES TR9.8K shares0.00%2026-03-312026-04-24

Sponsored

DFAS DIMENSIONAL ETF TRUST15.9K shares-30.38%2026-03-312026-04-24

SPTM SPDR SERIES TRUST12.5K shares0.00%2026-03-312026-04-24

NVDA NVIDIA CORPORATION5.3K shares1.33%2026-03-312026-04-24

IXUS ISHARES TR10.0K shares0.00%2026-03-312026-04-24

MGK VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares10.48%2026-03-312026-04-24

VLUE ISHARES TR5.4K shares0.00%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO2.3K shares-0.65%2026-03-312026-04-24

Sponsored

VGT VANGUARD WORLD FD961 shares-0.52%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR994 shares0.51%2026-03-312026-04-24

AMZN AMAZON COM INC2.4K shares-0.66%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC3.1K sharesnew addition2026-03-312026-04-24

EFV ISHARES TR6.2K shares0.00%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR5.7K shares0.00%2026-03-312026-04-24

VOOG VANGUARD ADMIRAL FDS INC1.0K shares0.00%2026-03-312026-04-24

DFIS DIMENSIONAL ETF TRUST12.5K shares-32.71%2026-03-312026-04-24

Sponsored

DIV GLOBAL X FDS20.2K shares28.31%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.7K shares0.61%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR2.5K shares0.12%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL666 shares0.76%2026-03-312026-04-24

MSFT MICROSOFT CORP834 shares-5.12%2026-03-312026-04-24

DGRO ISHARES TR4.4K shares0.00%2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR12.0K shares0.00%2026-03-312026-04-24

DFNM DIMENSIONAL ETF TRUST6.2K shares16.37%2026-03-312026-04-24

Sponsored

DUHP DIMENSIONAL ETF TRUST7.9K shares3.00%2026-03-312026-04-24

DFGR DIMENSIONAL ETF TRUST10.7K shares0.56%2026-03-312026-04-24

ALPHABET INC ALPHABET INC959 shares35.26%2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS3.5K shares-36.90%2026-03-312026-04-24

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-24

JNJ JOHNSON & JOHNSON965 sharesnew addition2026-03-312026-04-24

NEM NEWMONT CORP2.2K shares0.42%2026-03-312026-04-24

ABBV ABBVIE INC1.0K shares-0.19%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC754 shares0.00%2026-03-312026-04-24

MMM 3M CO1.4K shares-0.21%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO2.4K shares-13.48%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR6.9K sharesnew addition2026-03-312026-04-24

DFAC

DIMENSIONAL ETF TRUST

7.14%

Shares1.1M

Event2026-03-31

Filed2026-04-24

BSVO

EA SERIES TRUST

9.87%

Shares1.7M

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

7.81%

Shares232.2K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

-0.04%

Shares433.1K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

-0.16%

Shares397.2K

Event2026-03-31

Filed2026-04-24

AVDV

AMERICAN CENTY ETF TR

5.39%

Shares199.4K

Event2026-03-31

Filed2026-04-24

DFEM

DIMENSIONAL ETF TRUST

8.03%

Shares480.6K

Event2026-03-31

Filed2026-04-24

IDEV

ISHARES TR

10.39%

Shares191.2K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

0.92%

Shares298.0K

Event2026-03-31

Filed2026-04-24

VGIT

VANGUARD SCOTTSDALE FDS

14.55%

Shares239.8K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

14.94%

Shares39.5K

Event2026-03-31

Filed2026-04-24

DISV

DIMENSIONAL ETF TRUST

13.57%

Shares245.4K

Event2026-03-31

Filed2026-04-24

DFSD

DIMENSIONAL ETF TRUST

14.90%

Shares155.3K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

4.85%

Shares77.9K

Event2026-03-31

Filed2026-04-24

VTIP

VANGUARD MALVERN FDS

9.85%

Shares98.6K

Event2026-03-31

Filed2026-04-24

NBHC

NATIONAL BK HLDGS CORP

0.00%

Shares107.0K

Event2026-03-31

Filed2026-04-24

DFSV

DIMENSIONAL ETF TRUST

17.29%

Shares114.3K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

1.27%

Shares55.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

16.16%

Shares14.4K

Event2026-03-31

Filed2026-04-24

DFIC

DIMENSIONAL ETF TRUST

17.49%

Shares100.2K

Event2026-03-31

Filed2026-04-24

DFAR

DIMENSIONAL ETF TRUST

14.52%

Shares136.2K

Event2026-03-31

Filed2026-04-24

DFAX

DIMENSIONAL ETF TRUST

0.02%

Shares77.6K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

-5.82%

Shares23.3K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

24.50%

Shares30.6K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-0.74%

Shares8.2K

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

0.79%

Shares39.2K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

8.67%

Shares10.0K

Event2026-03-31

Filed2026-04-24

IWN

ISHARES TR

14.93%

Shares10.2K

Event2026-03-31

Filed2026-04-24

SHYG

ISHARES TR

1.16%

Shares42.8K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

-9.21%

Shares21.1K

Event2026-03-31

Filed2026-04-24

DFAU

DIMENSIONAL ETF TRUST

21.01%

Shares31.8K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

4.31%

Shares8.8K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

8.07%

Shares24.4K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

0.02%

Shares42.9K

Event2026-03-31

Filed2026-04-24

IVLU

ISHARES TR

-8.51%

Shares33.1K

Event2026-03-31

Filed2026-04-24

SCZ

ISHARES TR

0.00%

Shares15.9K

Event2026-03-31

Filed2026-04-24

DFAI

DIMENSIONAL ETF TRUST

8.70%

Shares31.9K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

6.03%

Shares6.6K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares37.8K

Event2026-03-31

Filed2026-04-24

IJS

ISHARES TR

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

-30.38%

Shares15.9K

Event2026-03-31

Filed2026-04-24

SPTM

SPDR SERIES TRUST

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

1.33%

Shares5.3K

Event2026-03-31

Filed2026-04-24

IXUS

ISHARES TR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

10.48%

Shares1.4K

Event2026-03-31

Filed2026-04-24

VLUE

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-0.65%

Shares2.3K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

-0.52%

Shares961

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

0.51%

Shares994

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-0.66%

Shares2.4K

Event2026-03-31

Filed2026-04-24

PANW

PALO ALTO NETWORKS INC

New

Shares3.1K

Event2026-03-31

Filed2026-04-24

EFV

ISHARES TR

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-24

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

DFIS

DIMENSIONAL ETF TRUST

-32.71%

Shares12.5K

Event2026-03-31

Filed2026-04-24

DIV

GLOBAL X FDS

28.31%

Shares20.2K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

0.61%

Shares1.7K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

0.12%

Shares2.5K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

0.76%

Shares666

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-5.12%

Shares834

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-24

DFNM

DIMENSIONAL ETF TRUST

16.37%

Shares6.2K

Event2026-03-31

Filed2026-04-24

DUHP

DIMENSIONAL ETF TRUST

3.00%

Shares7.9K

Event2026-03-31

Filed2026-04-24

DFGR

DIMENSIONAL ETF TRUST

0.56%

Shares10.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

35.26%

Shares959

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

-36.90%

Shares3.5K

Event2026-03-31

Filed2026-04-24

GLW

CORNING INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

New

Shares965

Event2026-03-31

Filed2026-04-24

NEM

NEWMONT CORP

0.42%

Shares2.2K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-0.19%

Shares1.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.00%

Shares754

Event2026-03-31

Filed2026-04-24

MMM

3M CO

-0.21%

Shares1.4K

Event2026-03-31

Filed2026-04-24

COLGATE PALMOLIVE CO

-13.48%

Shares2.4K

Event2026-03-31

Filed2026-04-24

SCHA

SCHWAB STRATEGIC TR

New

Shares6.9K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available