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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Squire-Investment-Management-Company
Data Enrichment
52% identified33 identified31 unidentified
Holdings
64 positions • $240.0M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.2K | QoQ 0.00% (+0)YoY -4.69% (-207) | All Managers (Combined) | $252.7K | 0.1% ($252.7K/$240.0M) | ||
MICROSOFT CORP(MSFTcusip594918104) | 656 | QoQ NEW(+656) YoY NEW(+656) | All Managers (Combined) | $246.3K | 0.1% ($246.3K/$240.0M) | QoQ NEW(+$246.3K) YoY NEW(+$246.3K) |
| 1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $205.7K | 0.1% ($205.7K/$240.0M) | QoQ NEW(+$205.7K) YoY NEW(+$205.7K) | |
Traeger, Inc.(COOKcusip89269P103) | 11.4K | QoQ 0.00% (-0)YoY +4.79% (-523) | All Managers (Combined) | $19.2K | 0.0% ($19.2K/$240.0M) |