Squire Investment Management Company, LLC
Squire Investment Management Company, LLC is an SEC-registered investment advisory firm headquartered in Orem, Utah. The firm was founded in 2011 and currently employs approximately 12 professionals, all of whom are investors. Squire primarily serves individuals (both high net worth and other types), pension and profit sharing plans, charitable organizations, and business entities, providing customized investment management and financial advisory solutions.
Investment Strategy
Squire Investment Management Company focuses on diversified, long-term growth strategies for its clients, investing across asset classes including domestic and international equities, ETFs, and mutual funds. The firm pursues a disciplined portfolio management approach, with an emphasis on strategic asset allocation and regular rebalancing, aiming to provide tailored solutions that align with client risk profiles and financial goals. Client accounts are primarily managed on a discretionary basis, with a strong focus on transparent, fiduciary advice and personalized service.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 12.94% | $39.7M | 1,029,584 | $30.39 | $38.57 | +$4.1M |
B BSVO | EA SERIES TRUST | 10.82% | $33.2M | 1,466,495 | $20.91 | $22.65 | +$4.8M |
I ITOT | ISHARES TR | 9.51% | $29.2M | 200,551 | $116.43 | $145.65 | +$3.4M |
D DFAT | DIMENSIONAL ETF TRUST | 8.11% | $24.9M | 427,948 | $52.41 | $58.21 | +$2.0M |
D DFIV | DIMENSIONAL ETF TRUST | 6.14% | $18.9M | 409,019 | $35.59 | $46.12 | +$1.8M |