Squire-Investment-Management-Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "COOK",
  null,
  "MSFT",
  null,
  null,
  "VGIT",
  "IEMG",
  null,
  "AAPL",
  null,
  "NVDA",
  "VOE",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  "IWN",
  "SCHB",
  null,
  null,
  "NBHC",
  "VGT",
  "VEA",
  "MGK",
  "VOOG",
  "BND",
  "BSV",
  "VB",
  "VTV",
  null,
  null,
  "SCHD",
  "DVY",
  null,
  "IXUS",
  "DGRO",
  "BRK-B",
  "CVX",
  "CL",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  null,
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 64
Total Value: 239962769
Accession Number: 0001725547-25-002047
Form Type: 13F-HR
CIK: squire-investment-management-company
Manager Name: Squire-Investment-Management-Company

Data Enrichment

52% identified

33 identified31 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $240.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F834

IXUS|46432F834

Shares:10.0K

Value:$697.8K

% of Portfolio:0.3% ($697.8K/$240.0M)

922042858

VWO|922042858

Shares:15.4K

Value:$695.5K

% of Portfolio:0.3% ($695.5K/$240.0M)

25434V773

Shares:25.0K

Value:$645.0K

% of Portfolio:0.3% ($645.0K/$240.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.5K

Value:$602.2K

% of Portfolio:0.3% ($602.2K/$240.0M)

464288877

Shares:9.4K

Value:$555.4K

% of Portfolio:0.2% ($555.4K/$240.0M)

92204A702

VGT|92204A702

Shares:966

Value:$523.8K

% of Portfolio:0.2% ($523.8K/$240.0M)

025072885

Shares:5.6K

Value:$517.6K

% of Portfolio:0.2% ($517.6K/$240.0M)

25434V815

Shares:17.1K

Value:$482.7K

% of Portfolio:0.2% ($482.7K/$240.0M)

78464A805

Shares:7.0K

Value:$479.3K

% of Portfolio:0.2% ($479.3K/$240.0M)

921937827

BSV|921937827

Shares:5.8K

Value:$454.4K

% of Portfolio:0.2% ($454.4K/$240.0M)

25434V831

Shares:12.4K

Value:$411.9K

% of Portfolio:0.2% ($411.9K/$240.0M)

921932505

VOOG|921932505

Shares:1.0K

Value:$347.9K

% of Portfolio:0.1% ($347.9K/$240.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:650

Value:$346.2K

% of Portfolio:0.1% ($346.2K/$240.0M)

CHEVRON CORP

CVX|166764100

Shares:1.7K

Value:$289.6K

% of Portfolio:0.1% ($289.6K/$240.0M)

25434V658

Shares:10.6K

Value:$279.1K

% of Portfolio:0.1% ($279.1K/$240.0M)

46434V621

DGRO|46434V621

Shares:4.4K

Value:$269.1K

% of Portfolio:0.1% ($269.1K/$240.0M)

NVIDIA CORP

NVDA|67066G104

Shares:2.5K

Value:$266.8K

% of Portfolio:0.1% ($266.8K/$240.0M)

37950E291

Shares:14.1K

Value:$265.4K

% of Portfolio:0.1% ($265.4K/$240.0M)

808524102

SCHB|808524102

Shares:12.0K

Value:$258.4K

% of Portfolio:0.1% ($258.4K/$240.0M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:2.7K

Value:$256.7K

% of Portfolio:0.1% ($256.7K/$240.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IXUScusip46432F834)	10.0K	QoQ 0.00% (+0) YoY -2.89% (-298)	All Managers (Combined)	$697.8K	0.3% ($697.8K/$240.0M)	QoQ +5.54% (+$36.7K) YoY -0.10% (-$732)
(VWOcusip922042858)	15.4K	QoQ 0.00% (+0) YoY +25.24% (+3.1K)	All Managers (Combined)	$695.5K	0.3% ($695.5K/$240.0M)	QoQ +2.77% (+$18.8K) YoY +35.70% (+$183.0K)
(cusip25434V773)✕	25.0K	QoQ 0.00% (-2) YoY +32.99% (+6.2K)	All Managers (Combined)	$645.0K	0.3% ($645.0K/$240.0M)	QoQ +5.22% (-$32.0K) YoY +37.13% (+$174.7K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.5K	QoQ +10.68% (+237) YoY +17.52% (+366)	All Managers (Combined)	$602.2K	0.3% ($602.2K/$240.0M)	QoQ +13.26% (+$70.5K) YoY +43.92% (+$183.8K)
(cusip464288877)✕	9.4K	QoQ -9.59% (-1.0K) YoY -32.51% (-4.5K)	All Managers (Combined)	$555.4K	0.2% ($555.4K/$240.0M)	QoQ +1.55% (-$8.5K) YoY -26.88% (-$204.3K)
(VGTcusip92204A702)	966	QoQ 0.00% (-0) YoY +20.00% (+161)	All Managers (Combined)	$523.8K	0.2% ($523.8K/$240.0M)	QoQ -12.77% (-$76.7K) YoY +24.08% (+$101.7K)
(cusip025072885)✕	5.6K	QoQ -11.41% (-722) YoY NEW(+5.6K)	All Managers (Combined)	$517.6K	0.2% ($517.6K/$240.0M)	QoQ -15.57% (-$95.5K) YoY NEW(+$517.6K)
(cusip25434V815)✕	17.1K	QoQ -25.85% (-6.0K) YoY +88.94% (+8.1K)	All Managers (Combined)	$482.7K	0.2% ($482.7K/$240.0M)	QoQ -32.18% (-$229.1K) YoY +76.70% (+$209.5K)
(cusip78464A805)✕	7.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$479.3K	0.2% ($479.3K/$240.0M)	QoQ -4.78% (-$24.1K) YoY +6.01% (+$27.2K)
(BSVcusip921937827)	5.8K	QoQ +0.20% (+12) YoY -51.87% (-6.3K)	All Managers (Combined)	$454.4K	0.2% ($454.4K/$240.0M)	QoQ +1.51% (+$6.8K) YoY -50.86% (-$470.3K)
(cusip25434V831)✕	12.4K	QoQ -10.02% (-1.4K) YoY NEW(+12.4K)	All Managers (Combined)	$411.9K	0.2% ($411.9K/$240.0M)	QoQ -11.75% (-$54.9K) YoY NEW(+$411.9K)
(VOOGcusip921932505)	1.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$347.9K	0.1% ($347.9K/$240.0M)	QoQ -8.62% (-$32.8K) YoY +9.77% (+$31.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	650	QoQ +21.72% (+116) YoY NEW(+650)	All Managers (Combined)	$346.2K	0.1% ($346.2K/$240.0M)	QoQ +43.01% (+$104.1K) YoY NEW(+$346.2K)
CHEVRON CORP(CVXcusip166764100)	1.7K	QoQ +2.85% (+48) YoY NEW(+1.7K)	All Managers (Combined)	$289.6K	0.1% ($289.6K/$240.0M)	QoQ +18.80% (+$45.9K) YoY NEW(+$289.6K)
(cusip25434V658)✕	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$279.1K	0.1% ($279.1K/$240.0M)	QoQ NEW(+$279.1K) YoY NEW(+$279.1K)
(DGROcusip46434V621)	4.4K	QoQ -18.50% (-989) YoY NEW(+4.4K)	All Managers (Combined)	$269.1K	0.1% ($269.1K/$240.0M)	QoQ -17.91% (-$58.7K) YoY NEW(+$269.1K)
NVIDIA CORP(NVDAcusip67066G104)	2.5K	QoQ +4.32% (-102) YoY +737.41% (+2.2K)	All Managers (Combined)	$266.8K	0.1% ($266.8K/$240.0M)	QoQ -15.80% (-$50.1K) YoY +0.28% (+$764)
(cusip37950E291)✕	14.1K	QoQ +2.62% (+360) YoY +2.62% (+360)	All Managers (Combined)	$265.4K	0.1% ($265.4K/$240.0M)	QoQ +7.22% (+$17.9K) YoY +11.17% (+$26.7K)
(SCHBcusip808524102)	12.0K	QoQ +0.01% (-2) YoY +200.05% (+8.0K)	All Managers (Combined)	$258.4K	0.1% ($258.4K/$240.0M)	QoQ -5.13% (-$14.0K) YoY +5.81% (+$14.2K)
COLGATE PALMOLIVE CO(CLcusip194162103)	2.7K	QoQ +2.50% (+67) YoY -66.21% (-5.4K)	All Managers (Combined)	$256.7K	0.1% ($256.7K/$240.0M)	QoQ +5.65% (+$13.7K) YoY -64.84% (-$473.6K)