Fund Universe

← Fund Universe

☆Squire Investment Management Company, LLC

CIK 0002031291 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.764
AUM ($M)
415
Positions
89
Turnover
0.03
Top-10 wt
68%
Herfindahl
0.060
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 89 positions · portfolio value $415M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 12.2% +0.0% 50.5 1,139,447 +14,343 5 —
☆BSVO funds › EA SERIES TRUST ADD — 12.1% +0.0% 50.1 1,716,530 +9,321 5 —
☆ITOT funds › ISHARES TR ADD — 9.6% +0.4% 39.8 242,293 +10,092 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 7.3% -0.2% 30.2 432,120 -978 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 5.4% -0.5% 22.3 412,587 +15,399 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 5.1% -0.4% 21.3 206,275 +6,898 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 4.8% +0.2% 19.9 488,613 +7,975 5 —
☆IDEV funds › ISHARES TR ADD — 4.3% -0.1% 17.9 201,400 +10,237 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 3.9% -0.1% 16.4 297,896 -106 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 3.6% -0.3% 15.1 256,311 +16,507 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 3.5% +0.0% 14.7 39,664 +168 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 2.5% -0.2% 10.2 255,262 +9,890 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 1.9% -0.2% 7.9 164,537 +9,272 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.4% -0.0% 5.7 79,699 +1,817 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 1.3% -0.1% 5.2 103,823 +5,262 5 —
☆NBHC funds › NATIONAL BK HLDGS CORP HOLD — 1.1% -0.0% 4.8 106,976 +0 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 1.1% +0.0% 4.6 56,304 +1,256 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 1.1% -0.0% 4.5 114,951 +660 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 1.1% +0.0% 4.4 14,491 +43 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 1.0% -0.0% 4.0 106,859 +6,659 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST ADD — 0.9% -0.0% 3.6 136,916 +725 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 0.7% -0.0% 2.8 77,218 -396 5 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.7% -0.0% 2.8 22,285 -994 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.7% +0.1% 2.8 12,674 +2,636 5 —
☆AAPL funds › APPLE INC ADD — 0.6% +0.0% 2.6 8,882 +657 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.5% -0.1% 2.3 30,892 +310 5 —
☆SHYG funds › ISHARES TR ADD — 0.5% +0.0% 2.3 53,422 +10,574 5 —
☆IWN funds › ISHARES TR ADD — 0.5% +0.0% 2.3 10,189 +37 5 —
☆DFEV funds › DIMENSIONAL ETF TRUST NEW — 0.5% +0.5% 2.2 52,422 +52,422 1 —
☆IGIB funds › ISHARES TR ADD — 0.5% -0.1% 2.1 39,657 +483 5 —
☆IEMG funds › ISHARES INC TRIM — 0.4% +0.0% 1.7 20,841 -308 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% +0.0% 1.7 28,176 +3,823 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 1.5 7,668 +1,053 5 —
☆DVY funds › ISHARES TR ADD — 0.4% -0.0% 1.5 9,666 +847 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 0.4% -0.0% 1.5 28,448 -3,355 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 1.4 38,541 +740 5 —
☆IVLU funds › ISHARES TR HOLD — 0.3% -0.0% 1.4 33,061 +0 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 1.4 33,006 +1,153 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 1.4 42,885 +5 5 —
☆SCZ funds › ISHARES TR ADD — 0.3% -0.0% 1.3 16,336 +440 5 —
☆IJS funds › ISHARES TR HOLD — 0.3% -0.0% 1.3 9,761 +0 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 1.3 15,748 -200 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.3% +0.0% 1.2 6,115 +771 5 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.3% -0.0% 1.1 12,506 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC HOLD — 0.3% +0.1% 1.0 3,064 +0 2 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 1.0 11,625 +9,300 5 —
☆IXUS funds › ISHARES TR HOLD — 0.2% -0.0% 1.0 9,995 +0 5 —
☆VLUE funds › ISHARES TR TRIM — 0.2% +0.0% 0.9 4,616 -820 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 0.9 7,685 +6,724 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.9 1,269 -101 4 —
☆DFSU funds › DIMENSIONAL ETF TRUST NEW — 0.2% +0.2% 0.9 18,265 +18,265 1 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% -0.0% 0.8 2,313 +28 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.2% +0.0% 0.7 991 -3 3 —
☆VUG funds › VANGUARD INDEX FDS NEW — 0.2% +0.2% 0.7 7,728 +7,728 1 —
☆AMZN funds › AMAZON COM INC ADD — 0.2% +0.0% 0.6 2,682 +277 5 —
☆AVEM funds › AMERICAN CENTY ETF TR HOLD — 0.1% +0.0% 0.5 5,678 +0 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.0% 0.5 6,240 +5,200 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% +0.0% 0.5 1,278 +444 5 —
☆EFV funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 6,222 +0 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.4 9,937 +9,937 1 —
☆DFIS funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.4 12,701 +194 5 —
☆GLW funds › CORNING INC TRIM — 0.1% +0.0% 0.4 1,697 -155 2 —
☆DIV funds › GLOBAL X FDS HOLD — 0.1% -0.0% 0.4 20,200 +0 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.1% +0.0% 0.4 2,019 -458 4 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.4 7,949 +1,730 3 —
☆ZION funds › ZIONS BANCORPORATION NATL AS NEW — 0.1% +0.1% 0.4 5,157 +5,157 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.0% 0.3 699 +33 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.3 8,790 +8,790 1 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.3 12,000 +0 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.3 11,894 +1,206 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.3 7,932 +0 5 —
☆DGRO funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 4,353 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 0.3 4,129 +663 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.1% -0.0% 0.3 851 -108 3 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.3 1,739 +87 5 —
☆GOOG funds › ALPHABET INC ADD — 0.1% +0.0% 0.3 794 +40 3 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.3 1,057 +23 4 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.3 7,250 +314 2 —
☆BIV funds › VANGUARD BD INDEX FDS NEW — 0.1% +0.1% 0.3 3,373 +3,373 1 —
☆VIGI funds › VANGUARD WHITEHALL FDS NEW — 0.1% +0.1% 0.3 2,709 +2,709 1 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.3 989 +24 2 —
☆UMC funds › UNITED MICROELECTRONICS CORP NEW — 0.1% +0.1% 0.2 8,759 +8,759 1 —
☆MMM funds › 3M CO ADD — 0.1% +0.0% 0.2 1,472 +59 5 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.2 8,416 +8,416 1 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.1% -0.0% 0.2 2,398 +23 5 —
☆SECT funds › NORTHERN LTS FD TR IV NEW — 0.1% +0.1% 0.2 2,905 +2,905 1 —
☆NEM funds › NEWMONT CORP ADD — 0.0% -0.0% 0.2 2,214 +42 3 —
☆DFAE funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.2 5,096 +5,096 1 —
☆ET funds › ENERGY TRANSFER L P NEW — 0.0% +0.0% 0.2 10,111 +10,111 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 415 89 0.03 68% 0.060 0.763 — in
2026Q1 360 76 0.03 69% 0.061 0.755 — in
2025Q4 330 74 0.02 69% 0.061 0.726 — in
2025Q3 307 68 0.02 69% 0.061 0.724 — in
2025Q2 271 66 0.05 70% 0.062 0.695 — entered
2025Q1 240 64 0.00 70% 0.062 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status