Squire Investment Management Company, LLC - Portfolio overview

Squire Investment Management Company, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 12.15%
2. BSVO - EA SERIES TRUST, 12.04%
3. ITOT - ISHARES TR, 9.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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