Squire Investment Management Company, LLC Portfolio Holdings by Sector
Squire Investment Management Company, LLC
- $210 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFAT ITOT DFIV DFUV AVDV IDEV DFEM 52 stocks |
$176 Million
93.34% of portfolio
|
  38  
|
  4  
|
  5  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.42 Million
2.88% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
NBHC 1 stocks |
$4.5 Million
2.39% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.38 Million
0.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$440,487
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$277,173
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$275,596
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$208,407
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
COOK 1 stocks |
$40,152
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|