0001725547-25-003446.txt : 20250716 0001725547-25-003446.hdr.sgml : 20250716 20250716165653 ACCESSION NUMBER: 0001725547-25-003446 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250716 DATE AS OF CHANGE: 20250716 EFFECTIVENESS DATE: 20250716 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Squire Investment Management Company, LLC CENTRAL INDEX KEY: 0002031291 ORGANIZATION NAME: EIN: 870646348 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24254 FILM NUMBER: 251127945 BUSINESS ADDRESS: STREET 1: 1329 SOUTH 800 EAST CITY: OREM STATE: UT ZIP: 84097 BUSINESS PHONE: 801-226-7722 MAIL ADDRESS: STREET 1: 1329 SOUTH 800 EAST CITY: OREM STATE: UT ZIP: 84097 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002031291 XXXXXXXX 06-30-2025 06-30-2025 false Squire Investment Management Company, LLC

1329 South 800 East Orem UT 84097

13F HOLDINGS REPORT 028-24254 000117750 801-78495 N David Archibald 801-494-6025 David Archibald Orem UT 07-16-2025 0 66 271354163 false INFORMATION TABLE 2 Form13fInfoTable.xml EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 28395479 1393301 SH SOLE 0 0 1393301 AMAZON COM INC COM 023135106 243084 1108 SH SOLE 0 0 1108 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 409732 5978 SH SOLE 0 0 5978 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 14080698 177607 SH SOLE 0 0 177607 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2224024 24413 SH SOLE 0 0 24413 AMERICAN CENTY ETF TR US EQT ETF 025072885 564894 5603 SH SOLE 0 0 5603 APPLE INC COM 037833100 1467722 7154 SH SOLE 0 0 7154 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 319151 657 SH SOLE 0 0 657 CHEVRON CORP NEW COM 166764100 238920 1669 SH SOLE 0 0 1669 COLGATE PALMOLIVE CO COM 194162103 247521 2723 SH SOLE 0 0 2723 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 1108180 26161 SH SOLE 0 0 26161 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 885753 25622 SH SOLE 0 0 25622 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 3167231 47258 SH SOLE 0 0 47258 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1452228 22794 SH SOLE 0 0 22794 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 22874083 423908 SH SOLE 0 0 423908 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 307874 11475 SH SOLE 0 0 11475 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 35573061 992552 SH SOLE 0 0 992552 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 11872666 280810 SH SOLE 0 0 280810 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 12424266 418607 SH SOLE 0 0 418607 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 666357 22331 SH SOLE 0 0 22331 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 6669432 202657 SH SOLE 0 0 202657 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 2289805 73651 SH SOLE 0 0 73651 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 17029580 397609 SH SOLE 0 0 397609 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 2505337 85129 SH SOLE 0 0 85129 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 2051483 87446 SH SOLE 0 0 87446 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 248564 6990 SH SOLE 0 0 6990 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 5054886 105288 SH SOLE 0 0 105288 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2480779 84466 SH SOLE 0 0 84466 GLOBAL X FDS GLOBX SUPDV US 37950E291 247685 14089 SH SOLE 0 0 14089 ISHARES TR CORE S&P TTL STK 464287150 25795418 191021 SH SOLE 0 0 191021 ISHARES TR SELECT DIVID ETF 464287168 1025293 7720 SH SOLE 0 0 7720 ISHARES TR RUS 2000 VAL ETF 464287630 1296156 8216 SH SOLE 0 0 8216 ISHARES TR SP SMCP600VL ETF 464287879 971122 9761 SH SOLE 0 0 9761 ISHARES TR EAFE SML CP ETF 464288273 1155321 15896 SH SOLE 0 0 15896 ISHARES TR ISHS 5-10YR INVT 464288638 1277361 23970 SH SOLE 0 0 23970 ISHARES TR EAFE VALUE ETF 464288877 434457 6844 SH SOLE 0 0 6844 ISHARES TR MSCI USA VALUE 46432F388 615410 5436 SH SOLE 0 0 5436 ISHARES TR CORE MSCI TOTAL 46432F834 772713 9995 SH SOLE 0 0 9995 ISHARES INC CORE MSCI EMKT 46434G103 1641139 27339 SH SOLE 0 0 27339 ISHARES TR 0-5YR HI YL CP 46434V407 1496915 34699 SH SOLE 0 0 34699 ISHARES TR CORE DIV GRWTH 46434V621 278317 4353 SH SOLE 0 0 4353 ISHARES TR CORE MSCI INTL 46435G326 11711188 154014 SH SOLE 0 0 154014 ISHARES TR MSCI INTL VLU FT 46435G409 1201355 36526 SH SOLE 0 0 36526 JPMORGAN CHASE & CO. COM 46625H100 714628 2465 SH SOLE 0 0 2465 MICROSOFT CORP COM 594918104 382011 768 SH SOLE 0 0 768 NATIONAL BK HLDGS CORP CL A 633707104 4023367 106976 SH SOLE 0 0 106976 NVIDIA CORPORATION COM 67066G104 599071 3792 SH SOLE 0 0 3792 SPDR SERIES TRUST PORTFOLI S&P1500 78464A805 936799 12509 SH SOLE 0 0 12509 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 286008 12002 SH SOLE 0 0 12002 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 930306 33166 SH SOLE 0 0 33166 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 910514 34359 SH SOLE 0 0 34359 3M CO COM 88579Y101 212409 1395 SH SOLE 0 0 1395 TRAEGER INC COMMON STOCK 89269P103 19552 11434 SH SOLE 0 0 11434 VANGUARD WORLD FD MEGA GRWTH IND 921910816 851345 2325 SH SOLE 0 0 2325 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 412402 1040 SH SOLE 0 0 1040 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 456270 5798 SH SOLE 0 0 5798 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1453162 19736 SH SOLE 0 0 19736 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3530207 61923 SH SOLE 0 0 61923 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 3924279 78064 SH SOLE 0 0 78064 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 803696 16249 SH SOLE 0 0 16249 VANGUARD WORLD FD INF TECH ETF 92204A702 640503 966 SH SOLE 0 0 966 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 9947344 166316 SH SOLE 0 0 166316 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 925581 5628 SH SOLE 0 0 5628 VANGUARD INDEX FDS VALUE ETF 922908744 1271971 7197 SH SOLE 0 0 7197 VANGUARD INDEX FDS SMALL CP ETF 922908751 2381175 10048 SH SOLE 0 0 10048 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8968923 29510 SH SOLE 0 0 29510