Squire Investment Management Company, LLC
Orem UT · SEC CIK 0002031291
$3.60亿2026Q1 申报市值
76持仓数
69.3%前十大占比 · 第一大 12.2%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSVO 加仓+$389.06万
DIMENSIONAL ETF 加仓+$291.47万
ITOT 加仓+$239.58万
VGIT 加仓+$181.35万
VTI 加仓+$164.74万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$49.49万
IBM 清仓-$20.52万
DFIS 减仓-$20.47万
AVUV 减仓-$15.90万
BSV 减仓-$15.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,372.15万 | 12.15% | 1,125,104 | 75,004 | 7.1% | $291.47万 | 加仓 |
| BSVO | EA SERIES TRUST | $4,331.19万 | 12.04% | 1,707,209 | 153,356 | 9.9% | $389.06万 | 加仓 |
| ITOT | ISHARES TR | $3,307.24万 | 9.19% | 232,201 | 16,821 | 7.8% | $239.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,704.70万 | 7.52% | 433,098 | -192 | -0.0% | -$1.20万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,096.36万 | 5.83% | 397,188 | -620 | -0.2% | -$3.27万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,990.98万 | 5.53% | 199,377 | 10,203 | 5.4% | $101.89万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,660.60万 | 4.62% | 480,638 | 35,744 | 8.0% | $123.50万 | 加仓 |
| IDEV | ISHARES TR | $1,597.55万 | 4.44% | 191,163 | 17,991 | 10.4% | $150.35万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,444.12万 | 4.01% | 298,002 | 2,728 | 0.9% | $13.22万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,428.03万 | 3.97% | 239,804 | 30,453 | 14.5% | $181.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,267.06万 | 3.52% | 39,496 | 5,135 | 14.9% | $164.74万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $967.75万 | 2.69% | 245,372 | 29,321 | 13.6% | $115.64万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $743.41万 | 2.07% | 155,265 | 20,133 | 14.9% | $96.40万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $499.07万 | 1.39% | 77,882 | 3,603 | 4.9% | $23.09万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $492.31万 | 1.37% | 98,561 | 8,839 | 9.9% | $44.15万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $418.92万 | 1.16% | 106,976 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $400.48万 | 1.11% | 114,291 | 16,846 | 17.3% | $59.03万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $390.35万 | 1.08% | 55,048 | 690 | 1.3% | $4.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $378.43万 | 1.05% | 14,448 | 2,010 | 16.2% | $52.65万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $356.01万 | 0.99% | 100,200 | 14,916 | 17.5% | $53.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $322.09万 | 0.90% | 136,191 | 17,268 | 14.5% | $40.84万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $263.66万 | 0.73% | 77,614 | 13 | 0.0% | $442 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $257.16万 | 0.71% | 23,279 | -1,439 | -5.8% | -$15.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $225.21万 | 0.63% | 30,582 | 6,019 | 24.5% | $44.32万 | 加仓 |
| AAPL | APPLE INC | $208.74万 | 0.58% | 8,225 | -61 | -0.7% | -$1.55万 | 减仓 |
| IGIB | ISHARES TR | $208.48万 | 0.58% | 39,174 | 306 | 0.8% | $1.63万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $196.95万 | 0.55% | 10,038 | 801 | 8.7% | $15.72万 | 加仓 |
| IWN | ISHARES TR | $192.47万 | 0.53% | 10,152 | 1,319 | 14.9% | $25.01万 | 加仓 |
| SHYG | ISHARES TR | $181.29万 | 0.50% | 42,848 | 491 | 1.2% | $2.08万 | 加仓 |
| IEMG | ISHARES INC | $147.52万 | 0.41% | 21,149 | -2,146 | -9.2% | -$14.97万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $143.50万 | 0.40% | 31,803 | 5,522 | 21.0% | $24.92万 | 加仓 |
| DVY | ISHARES TR | $133.53万 | 0.37% | 8,819 | 364 | 4.3% | $5.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $131.63万 | 0.37% | 24,353 | 1,818 | 8.1% | $9.83万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $131.56万 | 0.37% | 42,880 | 8 | 0.0% | $245 | 加仓 |
| IVLU | ISHARES TR | $131.19万 | 0.36% | 33,061 | -3,075 | -8.5% | -$12.20万 | 减仓 |
| SCZ | ISHARES TR | $124.64万 | 0.35% | 15,896 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $124.10万 | 0.34% | 31,853 | 2,550 | 8.7% | $9.93万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $121.90万 | 0.34% | 6,615 | 376 | 6.0% | $6.93万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $117.03万 | 0.33% | 37,801 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $115.62万 | 0.32% | 9,761 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $113.44万 | 0.32% | 15,948 | -6,958 | -30.4% | -$49.49万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $98.87万 | 0.27% | 12,506 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $93.20万 | 0.26% | 5,344 | 70 | 1.3% | $1.22万 | 加仓 |
| IXUS | ISHARES TR | $86.60万 | 0.24% | 9,995 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $85.43万 | 0.24% | 2,325 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $81.88万 | 0.23% | 1,370 | 130 | 10.5% | $7.77万 | 加仓 |
| VLUE | ISHARES TR | $77.29万 | 0.21% | 5,436 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $67.22万 | 0.19% | 2,285 | -15 | -0.7% | -$4,412 | 减仓 |
| VGT | VANGUARD WORLD FD | $67.03万 | 0.19% | 961 | -5 | -0.5% | -$3,487 | 减仓 |
| QQQ | INVESCO QQQ TR | $57.38万 | 0.16% | 994 | 5 | 0.5% | $2,886 | 加仓 |
| AMZN | AMAZON COM INC | $50.09万 | 0.14% | 2,405 | -16 | -0.7% | -$3,332 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $49.12万 | 0.14% | 3,064 | 3,064 | — | $49.12万 | 新建仓 |
| EFV | ISHARES TR | $46.26万 | 0.13% | 6,222 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $45.75万 | 0.13% | 5,678 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $42.40万 | 0.12% | 1,040 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $42.11万 | 0.12% | 12,507 | -6,079 | -32.7% | -$20.47万 | 减仓 |
| DIV | GLOBAL X FDS | $38.18万 | 0.11% | 20,200 | 4,457 | 28.3% | $8.42万 | 加仓 |
| CVX | CHEVRON CORPORATION | $34.17万 | 0.09% | 1,652 | 10 | 0.6% | $2,069 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $32.92万 | 0.09% | 2,477 | 3 | 0.1% | $399 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.91万 | 0.09% | 666 | 5 | 0.8% | $2,396 | 加仓 |
| MSFT | MICROSOFT CORP | $30.88万 | 0.09% | 834 | -45 | -5.1% | -$1.67万 | 减仓 |
| DGRO | ISHARES TR | $30.55万 | 0.08% | 4,353 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $30.12万 | 0.08% | 12,000 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $29.81万 | 0.08% | 6,219 | 875 | 16.4% | $4.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.16万 | 0.08% | 7,932 | 231 | 3.0% | $8,492 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $28.41万 | 0.08% | 10,688 | 59 | 0.6% | $1,568 | 加仓 |
| GOOGL | ALPHABET INC | $27.58万 | 0.08% | 959 | 250 | 35.3% | $7.19万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $27.18万 | 0.08% | 3,466 | -2,027 | -36.9% | -$15.90万 | 减仓 |
| GLW | CORNING INC | $25.18万 | 0.07% | 1,852 | 1,852 | — | $25.18万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $23.60万 | 0.07% | 965 | 965 | — | $23.60万 | 新建仓 |
| NEM | NEWMONT CORP | $23.51万 | 0.07% | 2,172 | 9 | 0.4% | $974 | 加仓 |
| ABBV | ABBVIE INC | $22.49万 | 0.06% | 1,034 | -2 | -0.2% | -$435 | 减仓 |
| GOOG | ALPHABET INC | $21.63万 | 0.06% | 754 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $20.52万 | 0.06% | 1,413 | -3 | -0.2% | -$436 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $20.24万 | 0.06% | 2,375 | -370 | -13.5% | -$3.15万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $20.17万 | 0.06% | 6,936 | 6,936 | — | $20.17万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -693 | -100.0% | -$20.52万 | 清仓 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -11,434 | -100.0% | -$1.23万 | 清仓 |