Squire Investment Management Company, LLC
Orem UT · SEC CIK 0002031291
$4.15亿2026Q2 申报市值
89持仓数
68.3%前十大占比 · 第一大 12.2%
13 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFEV 新建仓+$223.67万
ITOT 加仓+$165.78万
VGIT 加仓+$97.36万
IDEV 加仓+$91.12万
DFSU 新建仓+$85.17万
2026Q2 卖出最多 按季末市值估算
DFAU 减仓-$17.34万
VLUE 减仓-$16.38万
AVUV 减仓-$12.40万
XLK 减仓-$8.72万
VOO 减仓-$6.93万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $19.33万 | 0.05% | 10,111 | 10,111 | — | $19.33万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $20.49万 | 0.05% | 5,096 | 5,096 | — | $20.49万 | 新建仓 |
| NEM | NEWMONT CORP | $20.67万 | 0.05% | 2,214 | 42 | 1.9% | $3,922 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $20.93万 | 0.05% | 2,905 | 2,905 | — | $20.93万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $21.98万 | 0.05% | 2,398 | 23 | 1.0% | $2,109 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.31万 | 0.06% | 8,416 | 8,416 | — | $23.31万 | 新建仓 |
| MMM | 3M CO | $23.83万 | 0.06% | 1,472 | 59 | 4.2% | $9,550 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $23.83万 | 0.06% | 8,759 | 8,759 | — | $23.83万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.13万 | 0.06% | 989 | 24 | 2.5% | $6,097 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.30万 | 0.06% | 2,709 | 2,709 | — | $25.30万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $25.87万 | 0.06% | 3,373 | 3,373 | — | $25.87万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $26.19万 | 0.06% | 7,250 | 314 | 4.5% | $1.13万 | 加仓 |
| ABBV | ABBVIE INC | $26.61万 | 0.06% | 1,057 | 23 | 2.2% | $5,790 | 加仓 |
| GOOG | ALPHABET INC | $28.05万 | 0.07% | 794 | 40 | 5.3% | $1.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.83万 | 0.07% | 1,739 | 87 | 5.3% | $1.44万 | 加仓 |
| GOOGL | ALPHABET INC | $30.41万 | 0.07% | 851 | -108 | -11.3% | -$3.86万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $32.17万 | 0.08% | 4,129 | 663 | 19.1% | $5.17万 | 加仓 |
| DGRO | ISHARES TR | $32.99万 | 0.08% | 4,353 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.10万 | 0.08% | 7,932 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $34.46万 | 0.08% | 11,894 | 1,206 | 11.3% | $3.49万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $34.75万 | 0.08% | 12,000 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $34.76万 | 0.08% | 8,790 | 8,790 | — | $34.76万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.98万 | 0.08% | 699 | 33 | 5.0% | $1.65万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $35.68万 | 0.09% | 5,157 | 5,157 | — | $35.68万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $38.42万 | 0.09% | 7,949 | 1,730 | 27.8% | $8.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $38.46万 | 0.09% | 2,019 | -458 | -18.5% | -$8.72万 | 减仓 |
| DIV | GLOBAL X FDS | $38.48万 | 0.09% | 20,200 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $43.36万 | 0.10% | 1,697 | -155 | -8.4% | -$3.96万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $44.49万 | 0.11% | 12,701 | 194 | 1.6% | $6,796 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $44.82万 | 0.11% | 9,937 | 9,937 | — | $44.82万 | 新建仓 |
| EFV | ISHARES TR | $47.63万 | 0.11% | 6,222 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $47.69万 | 0.11% | 1,278 | 444 | 53.2% | $16.57万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $51.55万 | 0.12% | 6,240 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $54.79万 | 0.13% | 5,678 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $63.92万 | 0.15% | 2,682 | 277 | 11.5% | $6.60万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $66.57万 | 0.16% | 7,728 | 7,728 | — | $66.57万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $72.98万 | 0.18% | 991 | -3 | -0.3% | -$2,209 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $75.71万 | 0.18% | 2,313 | 28 | 1.2% | $9,165 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $85.17万 | 0.21% | 18,265 | 18,265 | — | $85.17万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $87.12万 | 0.21% | 1,269 | -101 | -7.4% | -$6.93万 | 减仓 |
| VGT | VANGUARD WORLD FD | $91.85万 | 0.22% | 7,685 | -3 | -0.0% | -$359 | 减仓 |
| VLUE | ISHARES TR | $92.23万 | 0.22% | 4,616 | -820 | -15.1% | -$16.38万 | 减仓 |
| IXUS | ISHARES TR | $95.39万 | 0.23% | 9,995 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $102.20万 | 0.25% | 11,625 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $104.49万 | 0.25% | 3,064 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $113.54万 | 0.27% | 12,506 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $122.36万 | 0.29% | 6,115 | 771 | 14.4% | $15.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $129.67万 | 0.31% | 15,748 | -200 | -1.3% | -$1.65万 | 减仓 |
| IJS | ISHARES TR | $133.41万 | 0.32% | 9,761 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $134.40万 | 0.32% | 16,336 | 440 | 2.8% | $3.62万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $135.99万 | 0.33% | 42,885 | 5 | 0.0% | $159 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $136.15万 | 0.33% | 33,006 | 1,153 | 3.6% | $4.76万 | 加仓 |
| IVLU | ISHARES TR | $138.26万 | 0.33% | 33,061 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $142.10万 | 0.34% | 38,541 | 740 | 2.0% | $2.73万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $147.05万 | 0.35% | 28,448 | -3,355 | -10.5% | -$17.34万 | 减仓 |
| DVY | ISHARES TR | $151.08万 | 0.36% | 9,666 | 847 | 9.6% | $13.24万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $151.52万 | 0.36% | 7,668 | 1,053 | 15.9% | $20.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $168.18万 | 0.40% | 28,176 | 3,823 | 15.7% | $22.82万 | 加仓 |
| IEMG | ISHARES INC | $172.65万 | 0.42% | 20,841 | -308 | -1.5% | -$2.55万 | 减仓 |
| IGIB | ISHARES TR | $210.86万 | 0.51% | 39,657 | 483 | 1.2% | $2.57万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $223.67万 | 0.54% | 52,422 | 52,422 | — | $223.67万 | 新建仓 |
| IWN | ISHARES TR | $225.38万 | 0.54% | 10,189 | 37 | 0.4% | $8,184 | 加仓 |
| SHYG | ISHARES TR | $226.56万 | 0.55% | 53,422 | 10,574 | 24.7% | $44.84万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $226.78万 | 0.55% | 30,892 | 310 | 1.0% | $2.28万 | 加仓 |
| AAPL | APPLE INC | $257.00万 | 0.62% | 8,882 | 657 | 8.0% | $19.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $276.20万 | 0.67% | 12,674 | 2,636 | 26.3% | $57.44万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $278.03万 | 0.67% | 22,285 | -994 | -4.3% | -$12.40万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $284.47万 | 0.68% | 77,218 | -396 | -0.5% | -$1.46万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $358.17万 | 0.86% | 136,916 | 725 | 0.5% | $1.90万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $398.16万 | 0.96% | 106,859 | 6,659 | 6.6% | $24.81万 | 加仓 |
| VB | VANGUARD INDEX FDS | $439.24万 | 1.06% | 14,491 | 43 | 0.3% | $1.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $445.89万 | 1.07% | 114,951 | 660 | 0.6% | $2.56万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $461.36万 | 1.11% | 56,304 | 1,256 | 2.3% | $10.29万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $475.29万 | 1.14% | 106,976 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $521.50万 | 1.26% | 103,823 | 5,262 | 5.3% | $26.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $567.86万 | 1.37% | 79,699 | 1,817 | 2.3% | $12.95万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $785.66万 | 1.89% | 164,537 | 9,272 | 6.0% | $44.27万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,024.37万 | 2.47% | 255,262 | 9,890 | 4.0% | $39.69万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,467.72万 | 3.53% | 39,664 | 168 | 0.4% | $6.22万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,511.72万 | 3.64% | 256,311 | 16,507 | 6.9% | $97.36万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,638.73万 | 3.95% | 297,896 | -106 | -0.0% | -$5,831 | 减仓 |
| IDEV | ISHARES TR | $1,792.66万 | 4.32% | 201,400 | 10,237 | 5.4% | $91.12万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,985.72万 | 4.78% | 488,613 | 7,975 | 1.7% | $32.41万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $2,125.66万 | 5.12% | 206,275 | 6,898 | 3.5% | $71.08万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,228.79万 | 5.37% | 412,587 | 15,399 | 3.9% | $83.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,020.52万 | 7.27% | 432,120 | -978 | -0.2% | -$6.84万 | 减仓 |
| ITOT | ISHARES TR | $3,980.15万 | 9.58% | 242,293 | 10,092 | 4.3% | $165.78万 | 加仓 |
| BSVO | EA SERIES TRUST | $5,010.50万 | 12.06% | 1,716,530 | 9,321 | 0.5% | $27.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,054.59万 | 12.17% | 1,139,447 | 14,343 | 1.3% | $63.63万 | 加仓 |