Squire Investment Management Company, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Billion distributed in 66 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 $32.2B, Dimensional ETF Tr U S Target with a value of $24.6B, Ishares Core S&P Total U.S. St with a value of $22.4B, Ea Series Trust with a value of $22.3B, and Dimensional ETF Tr with a value of $13.6B.

Examining the 13F form we can see an increase of $17B in the current position value, from $210B to 227B.

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 $227 Billion
ETFs: $195 Billion
Financial Services: $5.37 Billion
Technology: $1.91 Billion
Energy: $244 Million
Consumer Defensive: $243 Million
Consumer Cyclical: $27.3 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $227 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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