Squire Investment Management Company, LLC Portfolio Holdings by Sector
Squire Investment Management Company, LLC
- $271 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC ITOT DFAT DFIV AVDV DFEM DFUV IDEV 51 stocks |
$223 Million
92.74% of portfolio
|
  23  
|
  14  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8.97 Million
3.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
NBHC 1 stocks |
$4.02 Million
1.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.47 Million
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$714,628
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$599,071
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$382,011
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$319,151
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$247,521
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$243,084
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$238,920
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$212,409
0.09% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
COOK 1 stocks |
$19,552
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|