Squire Investment Management Company, LLC
CIK: 0002031291SEC EDGAR →
Portfolio Value
$330.5M
Holdings
74
As of
Q4 2025
New Positions
74
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,050,100 | $41.6M | 12.58% |
| 2 | EA SERIES TRUST | 1,553,853 | $36.2M | 10.96% |
| 3 | ISHARES TR | 215,380 | $32.0M | 9.69% |
| 4 | DIMENSIONAL ETF TRUST | 433,290 | $25.8M | 7.81% |
| 5 | DIMENSIONAL ETF TRUST | 397,808 | $19.9M | 6.01% |
| 6 | AMERICAN CENTY ETF TR | 189,174 | $17.8M | 5.38% |
| 7 | DIMENSIONAL ETF TRUST | 444,894 | $14.7M | 4.45% |
| 8 | ISHARES TR | 173,172 | $14.3M | 4.32% |
| 9 | DIMENSIONAL ETF TRUST | 295,274 | $13.8M | 4.16% |
| 10 | VANGUARD SCOTTSDALE FDS | 209,351 | $12.5M | 3.80% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (74)
$41.6M · 1.1M shares
$36.2M · 1.6M shares
$32.0M · 215K shares
$25.8M · 433K shares
$19.9M · 398K shares
$17.8M · 189K shares
$14.7M · 445K shares
$14.3M · 173K shares
$13.8M · 295K shares
$12.5M · 209K shares
$11.5M · 34K shares
$8.2M · 216K shares
$6.5M · 135K shares
$4.6M · 74K shares
$4.4M · 90K shares
$4.1M · 107K shares
$4.0M · 54K shares
$3.2M · 12K shares
$3.2M · 97K shares
$2.9M · 85K shares
$2.7M · 119K shares
$2.5M · 78K shares
$2.5M · 25K shares
$2.3M · 8K shares
$2.1M · 39K shares
$1.8M · 25K shares
$1.8M · 42K shares
$1.8M · 9K shares
$1.6M · 9K shares
$1.6M · 23K shares
$1.6M · 23K shares
$1.4M · 36K shares
$1.2M · 16K shares
$1.2M · 26K shares
$1.2M · 23K shares
$1.2M · 8K shares
$1.2M · 43K shares
$1.1M · 38K shares
$1.1M · 29K shares
$1.1M · 10K shares
$1.1M · 6K shares
$1.0M · 13K shares
$983K · 5K shares
$959K · 2K shares
$845K · 10K shares
$777K · 1K shares
$743K · 5K shares
$741K · 2K shares
$727K · 966 shares
$612K · 19K shares
$607K · 989 shares
$558K · 2K shares
$462K · 1K shares
$444K · 6K shares
$437K · 6K shares
$432K · 5K shares
$425K · 879 shares
$356K · 2K shares
$332K · 661 shares
$314K · 12K shares
$302K · 4K shares
$292K · 8K shares
$280K · 11K shares
$272K · 16K shares
$257K · 5K shares
$250K · 2K shares
$236K · 1K shares
$236K · 754 shares
$226K · 1K shares
$221K · 709 shares
$216K · 3K shares
$215K · 2K shares
$205K · 693 shares
$12K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $286.1M | 86.6% |
| Unknown | 4 | $38.3M | 11.6% |
| Technology | 4 | $3.9M | 1.2% |
| Consumer Cyclical | 2 | $570K | 0.2% |
| Communication Services | 2 | $457K | 0.1% |
| Energy | 1 | $250K | 0.1% |
| Healthcare | 1 | $236K | 0.1% |
| Industrials | 1 | $226K | 0.1% |
| Consumer Defensive | 1 | $216K | 0.1% |
| Basic Materials | 1 | $215K | 0.1% |