Squire Investment Management Company, LLC Portfolio Holdings by Sector
Squire Investment Management Company, LLC
- $176 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFAT ITOT DFIV DFUV IDEV AVDV DFEM 47 stocks |
$150 Million
95.08% of portfolio
|
  31  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$4.96 Million
3.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.26 Million
0.8% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$786,994
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$425,960
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$290,739
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
COOK 1 stocks |
$26,186
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|