Squire Investment Management Company, LLC Incresed Positions in Q4 2024

Squire Investment Management Company, LLC

  • $227 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
19.3K
+ 12.44%
$124.26 - $134.12 $2.4M - $2.59M
174K $22.4B
Ea Series Trust
136K
+ 15.2%
N/A
1.03M $22.3B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27K
+ 2.98%
$33.92 - $36.6 $916K - $988K
932K $32.2B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
63.8K
+ 22.74%
$26.16 - $28.82 $1.67M - $1.84M
344K $9.02B
VGIT
Vanguard Intermediate Term Tre

ETFs
23.6K
+ 20.27%
$57.78 - $60.4 $1.36M - $1.42M
140K $8.11B
DFSD
Dimensional ETF Tr Short Durat

ETFs
21.4K
+ 28.59%
$46.75 - $47.8 $1M - $1.02M
96.4K $4.52B
AVDV
American Centy ETF Tr Avantis

ETFs
20K
+ 17.31%
$63.85 - $70.4 $1.28M - $1.41M
136K $8.84B
DISV
Dimensional ETF Tr Dimensional

ETFs
31.5K
+ 25.86%
$26.18 - $28.77 $826K - $907K
153K $4.08B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17.7K
+ 6.66%
$40.38 - $44.35 $715K - $785K
284K $11.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
19K
+ 16.74%
$64.18 - $70.42 $1.22M - $1.34M
133K $8.54B
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.88K
+ 16.21%
$61.52 - $66.5 $361K - $391K
42.1K $2.69B
DFAU
Dimensional ETF Tr

ETFs
9.29K
+ 107.03%
$39.27 - $42.38 $365K - $394K
18K $728M
VTI
Vanguard Total Stock Market Et

ETFs
685
+ 3.58%
$280.04 - $302.45 $192K - $207K
19.8K $5.75B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.5K
+ 346.84%
$26.93 - $84.95 $686K - $2.17M
32.8K $897M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.83K
+ 30.44%
$60.13 - $67.31 $411K - $460K
29.3K $1.78B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.14K
+ 32.23%
$71.75 - $75.11 $297K - $311K
17K $1.22B
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.63K
+ 92.28%
$33.62 - $35.69 $223K - $237K
13.8K $467M
AAPL
Apple Inc.

Technology
442
+ 7.45%
$221.69 - $259.02 $98K - $114K
6.37K $1.6B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.51K
+ 8.66%
$48.33 - $49.08 $266K - $271K
69.1K $3.35B
USTB
Victory Portfolios Ii Victorys

ETFs
3.81K
+ 44.93%
$50.06 - $50.85 $191K - $194K
12.3K $618M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.3K
+ 20.2%
$51.33 - $53.74 $169K - $177K
19.6K $1.01B
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.69K
+ 48.8%
$23.02 - $23.23 $131K - $132K
17.3K $400M
VGT
Vanguard Information Technolog

ETFs
161
+ 20.0%
$571.78 - $647.97 $92.1K - $104K
966 $600M
VB
Vanguard Small Cap ETF

ETFs
410
+ 5.59%
$233.76 - $261.58 $95.8K - $107K
7.74K $1.86B
IJS
Ishares S&P Smallcap 600 Value

ETFs
915
+ 11.76%
$104.59 - $118.05 $95.7K - $108K
8.69K $944M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
22.1K
+ 237.4%
$27.54 - $83.04 $607K - $1.83M
31.3K $869M
DFIV
Dimensional ETF Tr

ETFs
28.6K
+ 8.08%
$34.86 - $37.97 $998K - $1.09M
383K $13.6B
DFAI
Dimensional ETF Tr

ETFs
4.89K
+ 24.91%
$29.0 - $31.6 $142K - $155K
24.5K $717M
VOE
Vanguard Mid Cap Value Index F

ETFs
735
+ 15.89%
$160.89 - $176.18 $118K - $129K
5.36K $867M
JPM
Jpmorgan Chase & CO

Financial Services
129
+ 6.18%
$205.18 - $250.29 $26.5K - $32.3K
2.22K $532M
VTV
Vanguard Value ETF

ETFs
654
+ 12.05%
$168.32 - $181.87 $110K - $119K
6.08K $1.03B
DFAS
Dimensional ETF Tr U S Small C

ETFs
714
+ 3.59%
$63.58 - $71.15 $45.4K - $50.8K
20.6K $1.34B
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.93K
+ 18.69%
$24.25 - $26.7 $95.3K - $105K
25K $613M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.22K
+ 16.87%
$44.04 - $49.49 $97.7K - $110K
15.4K $677M
NVDA
Nvidia Corp

Technology
91
+ 4.01%
$117.0 - $148.88 $10.6K - $13.5K
2.36K $317M
IWN
Ishares Russell2000 Val ETF

ETFs
320
+ 5.94%
$162.69 - $181.35 $52.1K - $58K
5.71K $937M
CVX
Chevron Corp

Energy
268
+ 18.94%
$141.15 - $162.53 $37.8K - $43.6K
1.68K $244M
VEA
Vanguard Ftse Developed Market

ETFs
5.32K
+ 12.11%
$47.57 - $52.44 $253K - $279K
49.2K $2.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 3.84%
$521.84 - $558.82 $20.4K - $21.8K
1.06K $569M
JEPI
J P Morgan Exchange Traded Fd

ETFs
664
+ 13.32%
$57.53 - $60.83 $38.2K - $40.4K
5.65K $325M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8K
+ 200.0%
$22.01 - $66.82 $176K - $535K
12K $272M
DFSV
Dimensional ETF Tr Dimensional

ETFs
16
+ 0.07%
$30.18 - $33.87 $483 - $542
23.1K $712M
COOK
Traeger, Inc.

Consumer Cyclical
523
+ 4.79%
$2.34 - $3.58 $1.22K - $1.87K
11.4K $27.3M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.11%
$90.22 - $102.31 $271 - $307
2.67K $243M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
3
+ 0.01%
$26.65 - $29.34 $79.9 - $88
54.1K $1.47B
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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