Holders — by stockHoldings — by fund
Squire Investment Management Company, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002031291
$415.3M
disclosed book value
89
positions
12.2%
largest position share
Positions, as of 2026-06-30
top 89 of 89 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1.1M | $50.5M | 12.2% |
| 2 | BSVOEA SERIES TRUST | 1.7M | $50.1M | 12.1% |
| 3 | ITOTISHARES TR | 242,293 | $39.8M | 9.6% |
| 4 | DFATDIMENSIONAL ETF TRUST | 432,120 | $30.2M | 7.3% |
| 5 | DFIVDIMENSIONAL ETF TRUST | 412,587 | $22.3M | 5.4% |
| 6 | AVDVAMERICAN CENTY ETF TR | 206,275 | $21.3M | 5.1% |
| 7 | DFEMDIMENSIONAL ETF TRUST | 488,613 | $19.9M | 4.8% |
| 8 | IDEVISHARES TR | 201,400 | $17.9M | 4.3% |
| 9 | DFUVDIMENSIONAL ETF TRUST | 297,896 | $16.4M | 3.9% |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 256,311 | $15.1M | 3.6% |
| 11 | VTIVANGUARD INDEX FDS | 39,664 | $14.7M | 3.5% |
| 12 | DISVDIMENSIONAL ETF TRUST | 255,262 | $10.2M | 2.5% |
| 13 | DFSDDIMENSIONAL ETF TRUST | 164,537 | $7.9M | 1.9% |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 79,699 | $5.7M | 1.4% |
| 15 | VTIPVANGUARD MALVERN FDS | 103,823 | $5.2M | 1.3% |
| 16 | NBHCNATIONAL BK HLDGS CORP | 106,976 | $4.8M | 1.1% |
| 17 | DFUSDIMENSIONAL ETF TRUST | 56,304 | $4.6M | 1.1% |
| 18 | DFSVDIMENSIONAL ETF TRUST | 114,951 | $4.5M | 1.1% |
| 19 | VBVANGUARD INDEX FDS | 14,491 | $4.4M | 1.1% |
| 20 | DFICDIMENSIONAL ETF TRUST | 106,859 | $4.0M | 1% |
| 21 | DFARDIMENSIONAL ETF TRUST | 136,916 | $3.6M | 0.9% |
| 22 | DFAXDIMENSIONAL ETF TRUST | 77,218 | $2.8M | 0.7% |
| 23 | AVUVAMERICAN CENTY ETF TR | 22,285 | $2.8M | 0.7% |
| 24 | VTVVANGUARD INDEX FDS | 12,674 | $2.8M | 0.7% |
| 25 | AAPLAPPLE INC | 8,882 | $2.6M | 0.6% |
| 26 | BNDVANGUARD BD INDEX FDS | 30,892 | $2.3M | 0.5% |
| 27 | SHYGISHARES TR | 53,422 | $2.3M | 0.5% |
| 28 | IWNISHARES TR | 10,189 | $2.3M | 0.5% |
| 29 | DFEVDIMENSIONAL ETF TRUST | 52,422 | $2.2M | 0.5% |
| 30 | IGIBISHARES TR | 39,657 | $2.1M | 0.5% |
| 31 | IEMGISHARES INC | 20,841 | $1.7M | 0.4% |
| 32 | VWOVANGUARD INTL EQUITY INDEX F | 28,176 | $1.7M | 0.4% |
| 33 | VOEVANGUARD INDEX FDS | 7,668 | $1.5M | 0.4% |
| 34 | DVYISHARES TR | 9,666 | $1.5M | 0.4% |
| 35 | DFAUDIMENSIONAL ETF TRUST | 28,448 | $1.5M | 0.4% |
| 36 | SCHMSCHWAB STRATEGIC TR | 38,541 | $1.4M | 0.3% |
| 37 | IVLUISHARES TR | 33,061 | $1.4M | 0.3% |
| 38 | DFAIDIMENSIONAL ETF TRUST | 33,006 | $1.4M | 0.3% |
| 39 | SCHDSCHWAB STRATEGIC TR | 42,885 | $1.4M | 0.3% |
| 40 | SCZISHARES TR | 16,336 | $1.3M | 0.3% |
| 41 | IJSISHARES TR | 9,761 | $1.3M | 0.3% |
| 42 | DFASDIMENSIONAL ETF TRUST | 15,748 | $1.3M | 0.3% |
| 43 | NVDANVIDIA CORPORATION | 6,115 | $1.2M | 0.3% |
| 44 | SPTMSPDR SERIES TRUST | 12,506 | $1.1M | 0.3% |
| 45 | PANWPALO ALTO NETWORKS INC | 3,064 | $1.0M | 0.3% |
| 46 | MGKVANGUARD WORLD FD | 11,625 | $1.0M | 0.2% |
| 47 | IXUSISHARES TR | 9,995 | $953,923 | 0.2% |
| 48 | VLUEISHARES TR | 4,616 | $922,323 | 0.2% |
| 49 | VGTVANGUARD WORLD FD | 7,685 | $918,471 | 0.2% |
| 50 | VOOVANGUARD INDEX FDS | 1,269 | $871,241 | 0.2% |
| 51 | DFSUDIMENSIONAL ETF TRUST | 18,265 | $851,697 | 0.2% |
| 52 | JPMJPMORGAN CHASE & CO | 2,313 | $757,114 | 0.2% |
| 53 | QQQINVESCO QQQ TR | 991 | $729,808 | 0.2% |
| 54 | VUGVANGUARD INDEX FDS | 7,728 | $665,690 | 0.2% |
| 55 | AMZNAMAZON COM INC | 2,682 | $639,228 | 0.2% |
| 56 | AVEMAMERICAN CENTY ETF TR | 5,678 | $547,870 | 0.1% |
| 57 | VOOGVANGUARD ADMIRAL FDS INC | 6,240 | $515,549 | 0.1% |
| 58 | MSFTMICROSOFT CORP | 1,278 | $476,865 | 0.1% |
| 59 | EFVISHARES TR | 6,222 | $476,294 | 0.1% |
| 60 | DFSIDIMENSIONAL ETF TRUST | 9,937 | $448,159 | 0.1% |
| 61 | DFISDIMENSIONAL ETF TRUST | 12,701 | $444,916 | 0.1% |
| 62 | GLWCORNING INC | 1,697 | $433,551 | 0.1% |
| 63 | DIVGLOBAL X FDS | 20,200 | $384,810 | 0.1% |
| 64 | XLKSELECT SECTOR SPDR TR | 2,019 | $384,591 | 0.1% |
| 65 | DFNMDIMENSIONAL ETF TRUST | 7,949 | $384,215 | 0.1% |
| 66 | ZIONZIONS BANCORPORATION NATL AS | 5,157 | $356,813 | 0.1% |
| 67 | BRK/BBERKSHIRE HATHAWAY INC DEL | 699 | $349,773 | 0.1% |
| 68 | DFLVDIMENSIONAL ETF TRUST | 8,790 | $347,557 | 0.1% |
| 69 | SCHBSCHWAB STRATEGIC TR | 12,000 | $347,520 | 0.1% |
| 70 | DFGRDIMENSIONAL ETF TRUST | 11,894 | $344,569 | 0.1% |
| 71 | DUHPDIMENSIONAL ETF TRUST | 7,932 | $331,002 | 0.1% |
| 72 | DGROISHARES TR | 4,353 | $329,897 | 0.1% |
| 73 | BSVVANGUARD BD INDEX FDS | 4,129 | $321,691 | 0.1% |
| 74 | GOOGLALPHABET INC | 851 | $304,122 | 0.1% |
| 75 | CVXCHEVRON CORPORATION | 1,739 | $288,293 | 0.1% |
| 76 | GOOGALPHABET INC | 794 | $280,544 | 0.1% |
| 77 | ABBVABBVIE INC | 1,057 | $266,089 | 0.1% |
| 78 | SCHASCHWAB STRATEGIC TR | 7,250 | $261,943 | 0.1% |
| 79 | BIVVANGUARD BD INDEX FDS | 3,373 | $258,709 | 0.1% |
| 80 | VIGIVANGUARD WHITEHALL FDS | 2,709 | $252,966 | 0.1% |
| 81 | JNJJOHNSON & JOHNSON | 989 | $251,253 | 0.1% |
| 82 | UMCUNITED MICROELECTRONICS CORP | 8,759 | $238,332 | 0.1% |
| 83 | MMM3M CO | 1,472 | $238,254 | 0.1% |
| 84 | SCHFSCHWAB STRATEGIC TR | 8,416 | $233,123 | 0.1% |
| 85 | CLCOLGATE PALMOLIVE CO | 2,398 | $219,849 | 0.1% |
| 86 | SECTNORTHERN LTS FD TR IV | 2,905 | $209,334 | 0.1% |
| 87 | NEMNEWMONT CORP | 2,214 | $206,749 | 0% |
| 88 | DFAEDIMENSIONAL ETF TRUST | 5,096 | $204,910 | 0% |
| 89 | ETENERGY TRANSFER L P | 10,111 | $193,330 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.