Squire Investment Management Company, LLC Portfolio Holdings by Sector
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFAT ITOT DFIV DFUV DFEM AVDV IDEV 55 stocks |
$189 Million
93.32% of portfolio
|
  41  
|
  6  
|
  3  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5.75 Million
2.83% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
NBHC 1 stocks |
$4.6 Million
2.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.6 Million
0.79% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$531,677
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$316,880
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$243,772
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$243,002
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$242,063
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
COOK 1 stocks |
$27,327
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|