Squire Investment Management Company
Orem, UTfiles as Squire Investment Management Company, LLC
$415m in 89 US stocks at the end of 30 June 2026. The top 10 are 68.3% of the money. It changed about 2.8% of the portfolio this quarter.
Value
$415m
Stocks
89
Top 10 share
68.3%
Turnover
2.8%
What changed this quarter
New
Bought for the first time this quarter.
- Dimensional ETF TrustDFEV0.5% of the fund
- Dimensional ETF TrustDFSU0.2% of the fund
- Vanguard Index FDSVUG0.2% of the fund
- Dimensional ETF TrustDFSI0.1% of the fund
- Zions Bancorporation, National AssociationZION<0.1% of the fund
- Dimensional ETF TrustDFLV<0.1% of the fund
- Vanguard BD Index FDSBIV<0.1% of the fund
- Vanguard Whitehall FDSVIGI<0.1% of the fund
- United MicroelectronicsUMC<0.1% of the fund
- Schwab Strategic TRSCHF<0.1% of the fund
- Northern LTS FD TR IVSECT<0.1% of the fund
- Dimensional ETF TrustDFAE<0.1% of the fund
- Energy Transfer L PET<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRITOT9.6% of the fund+4%
- Dimensional ETF TrustDFIV5.4% of the fund+4%
- American Centy ETF TRAVDV5.1% of the fund+3%
- Ishares TRIDEV4.3% of the fund+5%
- Vanguard Scottsdale FDSVGIT3.6% of the fund+7%
- Dimensional ETF TrustDISV2.5% of the fund+4%
- Dimensional ETF TrustDFSD1.9% of the fund+6%
- Vanguard Tax-Managed FDSVEA1.4% of the fund+2%
- Vanguard Malvern FDSVTIP1.3% of the fund+5%
- Dimensional ETF TrustDFUS1.1% of the fund+2%
- Dimensional ETF TrustDFIC1.0% of the fund+7%
- Vanguard Index FDSVTV0.7% of the fund+26%
- AppleAAPL0.6% of the fund+8%
- Ishares TRSHYG0.5% of the fund+25%
- Vanguard Intl Equity Index FVWO0.4% of the fund+16%
- Vanguard Index FDSVOE0.4% of the fund+16%
- Ishares TRDVY0.4% of the fund+10%
- Dimensional ETF TrustDFAI0.3% of the fund+4%
- Ishares TRSCZ0.3% of the fund+3%
- NvidiaNVDA0.3% of the fund+14%
- Amazon.comAMZN0.2% of the fund+12%
- MicrosoftMSFT0.1% of the fund+53%
- Dimensional ETF TrustDFNM<0.1% of the fund+28%
- Berkshire HathawayBRK-B<0.1% of the fund+5%
- Dimensional ETF TrustDFGR<0.1% of the fund+11%
Cut
Sold some of their stake.
- American Centy ETF TRAVUV0.7% of the fund-4%
- Dimensional ETF TrustDFAU0.4% of the fund-11%
- Ishares TRVLUE0.2% of the fund-15%
- Vanguard Index FDSVOO0.2% of the fund-7%
- CorningGLW0.1% of the fund-8%
- Select Sector Spdr TRXLK<0.1% of the fund-18%
- AlphabetGOOGL<0.1% of the fund-11%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Dimensional ETF TrustDFAC
- Share
- 12.2%
- Value
- $51m
- Shares
- 1,139,447
Held
- EA Series TrustBSVO
- Share
- 12.1%
- Value
- $50m
- Shares
- 1,716,530
Held
- Ishares TRITOT
- Share
- 9.6%
- Value
- $40m
- Shares
- 242,293
+4%
- Dimensional ETF TrustDFAT
- Share
- 7.3%
- Value
- $30m
- Shares
- 432,120
Held
- Dimensional ETF TrustDFIV
- Share
- 5.4%
- Value
- $22m
- Shares
- 412,587
+4%
- American Centy ETF TRAVDV
- Share
- 5.1%
- Value
- $21m
- Shares
- 206,275
+3%
- Dimensional ETF TrustDFEM
- Share
- 4.8%
- Value
- $20m
- Shares
- 488,613
Held
- Ishares TRIDEV
- Share
- 4.3%
- Value
- $18m
- Shares
- 201,400
+5%
- Dimensional ETF TrustDFUV
- Share
- 3.9%
- Value
- $16m
- Shares
- 297,896
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 3.6%
- Value
- $15m
- Shares
- 256,311
+7%
- Vanguard Index FDSVTI
- Share
- 3.5%
- Value
- $15m
- Shares
- 39,664
Held
- Dimensional ETF TrustDISV
- Share
- 2.5%
- Value
- $10m
- Shares
- 255,262
+4%
- Dimensional ETF TrustDFSD
- Share
- 1.9%
- Value
- $8m
- Shares
- 164,537
+6%
- Vanguard Tax-Managed FDSVEA
- Share
- 1.4%
- Value
- $6m
- Shares
- 79,699
+2%
- Vanguard Malvern FDSVTIP
- Share
- 1.3%
- Value
- $5m
- Shares
- 103,823
+5%
- Dimensional ETF TrustDFUS
- Share
- 1.1%
- Value
- $5m
- Shares
- 56,304
+2%
- Dimensional ETF TrustDFSV
- Share
- 1.1%
- Value
- $4m
- Shares
- 114,951
Held
- Vanguard Index FDSVB
- Share
- 1.1%
- Value
- $4m
- Shares
- 14,491
Held
- Dimensional ETF TrustDFIC
- Share
- 1.0%
- Value
- $4m
- Shares
- 106,859
+7%
- Dimensional ETF TrustDFAR
- Share
- 0.9%
- Value
- $4m
- Shares
- 136,916
Held
- Dimensional ETF TrustDFAX
- Share
- 0.7%
- Value
- $3m
- Shares
- 77,218
Held
- American Centy ETF TRAVUV
- Share
- 0.7%
- Value
- $3m
- Shares
- 22,285
-4%
- Vanguard Index FDSVTV
- Share
- 0.7%
- Value
- $3m
- Shares
- 12,674
+26%
- Vanguard BD Index FDSBND
- Share
- 0.5%
- Value
- $2m
- Shares
- 30,892
Held
- Ishares TRSHYG
- Share
- 0.5%
- Value
- $2m
- Shares
- 53,422
+25%
- Ishares TRIWN
- Share
- 0.5%
- Value
- $2m
- Shares
- 10,189
Held
- Dimensional ETF TrustDFEV
- Share
- 0.5%
- Value
- $2m
- Shares
- 52,422
New
- Ishares TRIGIB
- Share
- 0.5%
- Value
- $2m
- Shares
- 39,657
Held
- IsharesIEMG
- Share
- 0.4%
- Value
- $2m
- Shares
- 20,841
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $2m
- Shares
- 28,176
+16%
- Vanguard Index FDSVOE
- Share
- 0.4%
- Value
- $2m
- Shares
- 7,668
+16%
- Ishares TRDVY
- Share
- 0.4%
- Value
- $2m
- Shares
- 9,666
+10%
- Dimensional ETF TrustDFAU
- Share
- 0.4%
- Value
- $1m
- Shares
- 28,448
-11%
- Schwab Strategic TRSCHM
- Share
- 0.3%
- Value
- $1m
- Shares
- 38,541
Held
- Ishares TRIVLU
- Share
- 0.3%
- Value
- $1m
- Shares
- 33,061
Held
- Dimensional ETF TrustDFAI
- Share
- 0.3%
- Value
- $1m
- Shares
- 33,006
+4%
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $1m
- Shares
- 42,885
Held
- Ishares TRSCZ
- Share
- 0.3%
- Value
- $1m
- Shares
- 16,336
+3%
- Ishares TRIJS
- Share
- 0.3%
- Value
- $1m
- Shares
- 9,761
Held
- Dimensional ETF TrustDFAS
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,748
Held
- Spdr Series TrustSPTM
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,506
Held
- Vanguard World FDMGK
- Share
- 0.2%
- Value
- $1m
- Shares
- 11,625
Held
- Ishares TRIXUS
- Share
- 0.2%
- Value
- $953,923
- Shares
- 9,995
Held
- Ishares TRVLUE
- Share
- 0.2%
- Value
- $922,323
- Shares
- 4,616
-15%
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $918,471
- Shares
- 7,685
Held
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $871,241
- Shares
- 1,269
-7%
- Dimensional ETF TrustDFSU
- Share
- 0.2%
- Value
- $851,697
- Shares
- 18,265
New
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $729,808
- Shares
- 991
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $665,690
- Shares
- 7,728
New
- American Centy ETF TRAVEM
- Share
- 0.1%
- Value
- $547,870
- Shares
- 5,678
Held
- Vanguard Admiral FDSVOOG
- Share
- 0.1%
- Value
- $515,549
- Shares
- 6,240
Held
- Ishares TREFV
- Share
- 0.1%
- Value
- $476,294
- Shares
- 6,222
Held
- Dimensional ETF TrustDFSI
- Share
- 0.1%
- Value
- $448,159
- Shares
- 9,937
New
- Dimensional ETF TrustDFIS
- Share
- 0.1%
- Value
- $444,916
- Shares
- 12,701
Held
- Global X FDSDIV
- Share
- <0.1%
- Value
- $384,810
- Shares
- 20,200
Held
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $384,591
- Shares
- 2,019
-18%
- Dimensional ETF TrustDFNM
- Share
- <0.1%
- Value
- $384,215
- Shares
- 7,949
+28%
- Dimensional ETF TrustDFLV
- Share
- <0.1%
- Value
- $347,557
- Shares
- 8,790
New
- Schwab Strategic TRSCHB
- Share
- <0.1%
- Value
- $347,520
- Shares
- 12,000
Held
- Dimensional ETF TrustDFGR
- Share
- <0.1%
- Value
- $344,569
- Shares
- 11,894
+11%
- Dimensional ETF TrustDUHP
- Share
- <0.1%
- Value
- $331,002
- Shares
- 7,932
Held
- Ishares TRDGRO
- Share
- <0.1%
- Value
- $329,897
- Shares
- 4,353
Held
- Vanguard BD Index FDSBSV
- Share
- <0.1%
- Value
- $321,691
- Shares
- 4,129
+19%
- Schwab Strategic TRSCHA
- Share
- <0.1%
- Value
- $261,943
- Shares
- 7,250
+5%
- Vanguard BD Index FDSBIV
- Share
- <0.1%
- Value
- $258,709
- Shares
- 3,373
New
- Vanguard Whitehall FDSVIGI
- Share
- <0.1%
- Value
- $252,966
- Shares
- 2,709
New
- Schwab Strategic TRSCHF
- Share
- <0.1%
- Value
- $233,123
- Shares
- 8,416
New
- Northern LTS FD TR IVSECT
- Share
- <0.1%
- Value
- $209,334
- Shares
- 2,905
New
- Dimensional ETF TrustDFAE
- Share
- <0.1%
- Value
- $204,910
- Shares
- 5,096
New
- Energy Transfer L PET
- Share
- <0.1%
- Value
- $193,330
- Shares
- 10,111
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAC | 12.2% | $51m | 1,139,447 | Held |
| EA Series TrustBSVO | 12.1% | $50m | 1,716,530 | Held |
| Ishares TRITOT | 9.6% | $40m | 242,293 | +4% |
| Dimensional ETF TrustDFAT | 7.3% | $30m | 432,120 | Held |
| Dimensional ETF TrustDFIV | 5.4% | $22m | 412,587 | +4% |
| American Centy ETF TRAVDV | 5.1% | $21m | 206,275 | +3% |
| Dimensional ETF TrustDFEM | 4.8% | $20m | 488,613 | Held |
| Ishares TRIDEV | 4.3% | $18m | 201,400 | +5% |
| Dimensional ETF TrustDFUV | 3.9% | $16m | 297,896 | Held |
| Vanguard Scottsdale FDSVGIT | 3.6% | $15m | 256,311 | +7% |
| Vanguard Index FDSVTI | 3.5% | $15m | 39,664 | Held |
| Dimensional ETF TrustDISV | 2.5% | $10m | 255,262 | +4% |
| Dimensional ETF TrustDFSD | 1.9% | $8m | 164,537 | +6% |
| Vanguard Tax-Managed FDSVEA | 1.4% | $6m | 79,699 | +2% |
| Vanguard Malvern FDSVTIP | 1.3% | $5m | 103,823 | +5% |
| National Bank HoldingsNBHC | 1.1% | $5m | 106,976 | Held |
| Dimensional ETF TrustDFUS | 1.1% | $5m | 56,304 | +2% |
| Dimensional ETF TrustDFSV | 1.1% | $4m | 114,951 | Held |
| Vanguard Index FDSVB | 1.1% | $4m | 14,491 | Held |
| Dimensional ETF TrustDFIC | 1.0% | $4m | 106,859 | +7% |
| Dimensional ETF TrustDFAR | 0.9% | $4m | 136,916 | Held |
| Dimensional ETF TrustDFAX | 0.7% | $3m | 77,218 | Held |
| American Centy ETF TRAVUV | 0.7% | $3m | 22,285 | -4% |
| Vanguard Index FDSVTV | 0.7% | $3m | 12,674 | +26% |
| AppleAAPL | 0.6% | $3m | 8,882 | +8% |
| Vanguard BD Index FDSBND | 0.5% | $2m | 30,892 | Held |
| Ishares TRSHYG | 0.5% | $2m | 53,422 | +25% |
| Ishares TRIWN | 0.5% | $2m | 10,189 | Held |
| Dimensional ETF TrustDFEV | 0.5% | $2m | 52,422 | New |
| Ishares TRIGIB | 0.5% | $2m | 39,657 | Held |
| IsharesIEMG | 0.4% | $2m | 20,841 | Held |
| Vanguard Intl Equity Index FVWO | 0.4% | $2m | 28,176 | +16% |
| Vanguard Index FDSVOE | 0.4% | $2m | 7,668 | +16% |
| Ishares TRDVY | 0.4% | $2m | 9,666 | +10% |
| Dimensional ETF TrustDFAU | 0.4% | $1m | 28,448 | -11% |
| Schwab Strategic TRSCHM | 0.3% | $1m | 38,541 | Held |
| Ishares TRIVLU | 0.3% | $1m | 33,061 | Held |
| Dimensional ETF TrustDFAI | 0.3% | $1m | 33,006 | +4% |
| Schwab Strategic TRSCHD | 0.3% | $1m | 42,885 | Held |
| Ishares TRSCZ | 0.3% | $1m | 16,336 | +3% |
| Ishares TRIJS | 0.3% | $1m | 9,761 | Held |
| Dimensional ETF TrustDFAS | 0.3% | $1m | 15,748 | Held |
| NvidiaNVDA | 0.3% | $1m | 6,115 | +14% |
| Spdr Series TrustSPTM | 0.3% | $1m | 12,506 | Held |
| Palo Alto NetworksPANW | 0.3% | $1m | 3,064 | Held |
| Vanguard World FDMGK | 0.2% | $1m | 11,625 | Held |
| Ishares TRIXUS | 0.2% | $953,923 | 9,995 | Held |
| Ishares TRVLUE | 0.2% | $922,323 | 4,616 | -15% |
| Vanguard World FDVGT | 0.2% | $918,471 | 7,685 | Held |
| Vanguard Index FDSVOO | 0.2% | $871,241 | 1,269 | -7% |
| Dimensional ETF TrustDFSU | 0.2% | $851,697 | 18,265 | New |
| JPMorgan ChaseJPM | 0.2% | $757,114 | 2,313 | Held |
| Invesco QQQ TRQQQ | 0.2% | $729,808 | 991 | Held |
| Vanguard Index FDSVUG | 0.2% | $665,690 | 7,728 | New |
| Amazon.comAMZN | 0.2% | $639,228 | 2,682 | +12% |
| American Centy ETF TRAVEM | 0.1% | $547,870 | 5,678 | Held |
| Vanguard Admiral FDSVOOG | 0.1% | $515,549 | 6,240 | Held |
| MicrosoftMSFT | 0.1% | $476,865 | 1,278 | +53% |
| Ishares TREFV | 0.1% | $476,294 | 6,222 | Held |
| Dimensional ETF TrustDFSI | 0.1% | $448,159 | 9,937 | New |
| Dimensional ETF TrustDFIS | 0.1% | $444,916 | 12,701 | Held |
| CorningGLW | 0.1% | $433,551 | 1,697 | -8% |
| Global X FDSDIV | <0.1% | $384,810 | 20,200 | Held |
| Select Sector Spdr TRXLK | <0.1% | $384,591 | 2,019 | -18% |
| Dimensional ETF TrustDFNM | <0.1% | $384,215 | 7,949 | +28% |
| Zions Bancorporation, National AssociationZION | <0.1% | $356,813 | 5,157 | New |
| Berkshire HathawayBRK-B | <0.1% | $349,773 | 699 | +5% |
| Dimensional ETF TrustDFLV | <0.1% | $347,557 | 8,790 | New |
| Schwab Strategic TRSCHB | <0.1% | $347,520 | 12,000 | Held |
| Dimensional ETF TrustDFGR | <0.1% | $344,569 | 11,894 | +11% |
| Dimensional ETF TrustDUHP | <0.1% | $331,002 | 7,932 | Held |
| Ishares TRDGRO | <0.1% | $329,897 | 4,353 | Held |
| Vanguard BD Index FDSBSV | <0.1% | $321,691 | 4,129 | +19% |
| AlphabetGOOGL | <0.1% | $304,122 | 851 | -11% |
| ChevronCVX | <0.1% | $288,293 | 1,739 | +5% |
| AlphabetGOOG | <0.1% | $280,544 | 794 | +5% |
| AbbVieABBV | <0.1% | $266,089 | 1,057 | +2% |
| Schwab Strategic TRSCHA | <0.1% | $261,943 | 7,250 | +5% |
| Vanguard BD Index FDSBIV | <0.1% | $258,709 | 3,373 | New |
| Vanguard Whitehall FDSVIGI | <0.1% | $252,966 | 2,709 | New |
| Johnson & JohnsonJNJ | <0.1% | $251,253 | 989 | +2% |
| United MicroelectronicsUMC | <0.1% | $238,332 | 8,759 | New |
| 3MMMM | <0.1% | $238,254 | 1,472 | +4% |
| Schwab Strategic TRSCHF | <0.1% | $233,123 | 8,416 | New |
| Colgate-PalmoliveCL | <0.1% | $219,849 | 2,398 | Held |
| Northern LTS FD TR IVSECT | <0.1% | $209,334 | 2,905 | New |
| NewmontNEM | <0.1% | $206,749 | 2,214 | Held |
| Dimensional ETF TrustDFAE | <0.1% | $204,910 | 5,096 | New |
| Energy Transfer L PET | <0.1% | $193,330 | 10,111 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 53.0% since 30 June 2025.
Where the money is
Financial services1.5%
Technology1.4%
Retail & consumer0.2%
Media & telecom0.1%
Health care0.1%
Energy0.1%
Industrials0.1%
Everyday goods0.1%
Materials0.0%
Other96.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.