Titelia

Holdings of Squire Investment Management Company, LLC

67 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 75 % of the equity sleeve

Sector breakdown

  • Funds 2.2 %
  • Technology 1.4 %
  • Financials 0.4 %
  • Consumer discretionary 0.2 %
  • Communication 0.2 %
  • Health care 0.2 %
  • Materials 0.1 %
  • Industrials 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 95.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US67282.5M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 1,125,10443.7M $
2iShares Core S&P Total U.S. Stock Market ETF 232,20133.1M $
3Dimensional U S Targeted Value ETF 433,09827M $
4Dimensional International Value ETF 397,18821M $
5Avantis International Small Cap Value ETF 199,37719.9M $
6iShares Core MSCI International Developed Markets ETF 191,16316M $
7DFA Dimensional US Marketwide Value ETF 298,00214.4M $
8Vanguard Scottsdale Funds 239,80414.3M $
9Vanguard Total Stock Market ETF 39,49612.7M $
10Dimensional International Smal 245,3729.7M $
11Vanguard FTSE Developed Markets ETF 77,8825M $
12Vanguard Malvern Funds 98,5614.9M $
13National Bank Holdings Corp 106,9764.2M $
14Dimensional ETF Trust 55,0483.9M $
15Vanguard Small-Cap ETF 14,4483.8M $
16Dimensional International Core 100,2003.6M $
17Dimensional ETF Trust 136,1913.2M $
18American Century ETF Trust 23,2792.6M $
19Vanguard Total Bond Market ETF 30,5822.3M $
20Apple Inc 8,2252.1M $
21iShares 5-10 Year Investment Grade Corporate Bond ETF 39,1742.1M $
22Vanguard Value ETF 10,0382M $
23iShares Russell 2000 Value ETF 10,1521.9M $
24iShares 0-5 Year High Yield Corporate Bond ETF 42,8481.8M $
25iShares Core MSCI Emerging Markets ETF 21,1491.5M $
26iShares Select Dividend ETF 8,8191.3M $
27Vanguard International Equity Index Funds 24,3531.3M $
28Schwab US Dividend Equity ETF 42,8801.3M $
29iShares MSCI International Value Factor ETF 33,0611.3M $
30iShares MSCI EAFE Small-Cap ETF 15,8961.2M $
31Dimensional ETF Trust 31,8531.2M $
32Vanguard Index Funds 6,6151.2M $
33iShares Trust 9,7611.2M $
34Dimensional U S Small Cap ETF 15,9481.1M $
35State Street SPDR Portfolio S& 12,506988.7K $
36NVIDIA Corp 5,344932K $
37iShares Core MSCI Total International Stock ETF 9,995866K $
38Vanguard Mega Cap Growth ETF 2,325854.3K $
39Vanguard S&P 500 ETF 1,370818.8K $
40iShares MSCI USA Value Factor ETF 5,436772.9K $
41JPMorgan Chase & Co 2,285672.2K $
42Vanguard Information Technology ETF 961670.3K $
43Invesco QQQ Trust Series 1 994573.8K $
44Amazon.com Inc 2,405500.9K $
45Palo Alto Networks Inc 3,064491.2K $
46iShares Trust 6,222462.6K $
47Avantis Emerging Markets Equity ETF 5,678457.5K $
48Vanguard S&P 500 Growth ETF 1,040424K $
49Dimensional International Smal 12,507421.1K $
50Chevron Corp 1,652341.7K $
51SELECT SECTOR SPDR TRUST (THE) 2,477329.2K $
52Berkshire Hathaway Inc 666319.1K $
53Microsoft Corp 834308.8K $
54iShares Core Dividend Growth ETF 4,353305.5K $
55Schwab US Broad Market ETF 12,000301.2K $
56DFA Dimensional National Municipal Bond ETF 6,219298.1K $
57Dimensional ETF Trust 7,932291.6K $
58Alphabet Inc 959275.8K $
59Vanguard Short-term Bond Etf 3,466271.8K $
60Corning Inc 1,852251.8K $
61Johnson & Johnson 965236K $
62Newmont Corp 2,172235.1K $
63AbbVie Inc 1,034224.9K $
64Alphabet Inc 754216.3K $
653M Co 1,413205.2K $
66Colgate-Palmolive Co 2,375202.4K $
67Schwab U.S. Small-Cap ETF 6,936201.7K $