Squire Investment Management Company, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $31B, Dimensional ETF Tr U S Target with a value of $24.7B, Ea Series Trust with a value of $19.8B, Ishares Core S&P Total U.S. St with a value of $19.5B, and Dimensional ETF Tr with a value of $13.5B.

Examining the 13F form we can see an increase of $33.9B in the current position value, from $176B to 210B.

Squire Investment Management Company, LLC is based out at Orem, UT

Below you can find more details about Squire Investment Management Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $210 Billion
ETFs: $181 Billion
Financial Services: $4.94 Billion
Technology: $1.66 Billion
Consumer Defensive: $277 Million
Energy: $208 Million
Consumer Cyclical: $40.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $210 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Squire Investment Management Company, LLC Portfolio

Follow Squire Investment Management Company, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Squire Investment Management Company, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Squire Investment Management Company, LLC with notifications on news.