Squire Investment Management Company, LLC Portfolio Holdings by Sector
Squire Investment Management Company, LLC
- $307 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC ITOT DFAT DFIV AVDV DFEM IDEV DFUV 52 stocks |
$251 Million
92.66% of portfolio
|
  33  
|
  8  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$10.2 Million
3.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
NBHC 1 stocks |
$4.13 Million
1.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.11 Million
0.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$777,535
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$722,985
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$424,753
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$327,284
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$273,804
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$266,811
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV 1 stocks |
$232,459
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$217,154
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$215,438
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
COOK 1 stocks |
$13,949
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|