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Squire Investment Management Company, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Squire Investment Management Company, LLC

报告期 2026-03-31 · CIK 0002031291

持仓数

76

前50大市值合计

$351.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$43.7M

1,125,104

12.4%

BSVO EA SERIES TRUST

EA BRIDGEWAY OMN

$43.3M

1,707,209

12.3%

ITOT ISHARES TR

CORE S&P TTL STK

$33.1M

232,201

9.4%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$27.0M

433,098

7.7%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$21.0M

397,188

6.0%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$19.9M

199,377

5.7%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$16.6M

480,638

4.7%

IDEV ISHARES TR

CORE MSCI INTL

$16.0M

191,163

4.5%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$14.4M

298,002

4.1%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$14.3M

239,804

4.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$12.7M

39,496

3.6%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$9.7M

245,372

2.8%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$7.4M

155,265

2.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$5.0M

77,882

1.4%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$4.9M

98,561

1.4%

NBHC NATIONAL BK HLDGS CORP

CL A

$4.2M

106,976

1.2%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$4.0M

114,291

1.1%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$3.9M

55,048

1.1%

VB VANGUARD INDEX FDS

SMALL CP ETF

$3.8M

14,448

1.1%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$3.6M

100,200

1.0%

DFAR DIMENSIONAL ETF TRUST

US REAL ESTATE E

$3.2M

136,191

0.9%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$2.6M

77,614

0.8%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$2.6M

23,279

0.7%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$2.3M

30,582

0.6%

AAPL APPLE INC

COM

$2.1M

8,225

0.6%

IGIB ISHARES TR

ISHS 5-10YR INVT

$2.1M

39,174

0.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.0M

10,038

0.6%

IWN ISHARES TR

RUS 2000 VAL ETF

$1.9M

10,152

0.5%

SHYG ISHARES TR

0-5YR HI YL CP

$1.8M

42,848

0.5%

IEMG ISHARES INC

CORE MSCI EMKT

$1.5M

21,149

0.4%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$1.4M

31,803

0.4%

DVY ISHARES TR

SELECT DIVID ETF

$1.3M

8,819

0.4%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.3M

24,353

0.4%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.3M

42,880

0.4%

IVLU ISHARES TR

MSCI INTL VLU FT

$1.3M

33,061

0.4%

SCZ ISHARES TR

EAFE SML CP ETF

$1.2M

15,896

0.4%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$1.2M

31,853

0.4%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$1.2M

6,615

0.3%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$1.2M

37,801

0.3%

IJS ISHARES TR

SP SMCP600VL ETF

$1.2M

9,761

0.3%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$1.1M

15,948

0.3%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$988.7K

12,506

0.3%

NVDA NVIDIA CORPORATION

COM

$932.0K

5,344

0.3%

IXUS ISHARES TR

CORE MSCI TOTAL

$866.0K

9,995

0.2%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$854.3K

2,325

0.2%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$818.8K

1,370

0.2%

VLUE ISHARES TR

MSCI USA VALUE

$772.9K

5,436

0.2%

JPM JPMORGAN CHASE & CO

COM

$672.2K

2,285

0.2%

VGT VANGUARD WORLD FD

INF TECH ETF

$670.3K

961

0.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$573.8K

994

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

53%前 6 大占比

DFAC12.4%BSVO12.3%ITOT9.4%DFAT7.7%DFIV6.0%AVDV5.7%