Squire Investment Management 13F annual report
Squire Investment Management is an investment fund managing more than $176 billion ran by Julie Anderson. There are currently 23 companies in Mrs. Anderson’s portfolio. The largest investments include Dimensional Etf Trust and Ishares Tr, together worth $123 billion.
$176 billion Assets Under Management (AUM)
As of 25th July 2024, Squire Investment Management’s top holding is 2,495,123 shares of Dimensional Etf Trust currently worth over $91.7 billion and making up 52.0% of the portfolio value.
In addition, the fund holds 397,004 shares of Ishares Tr worth $31.7 billion.
The third-largest holding is EA Series Trust worth $16.6 billion and the next is American Centy Etf Tr worth $8.27 billion, with 122,199 shares owned.
Currently, Squire Investment Management's portfolio is worth at least $176 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Squire Investment Management
The Squire Investment Management office and employees reside in Orem, Utah. According to the last 13-F report filed with the SEC, Julie Anderson serves as the Chief Compliance Officer at Squire Investment Management.
Recent trades
In the most recent 13F filing, Squire Investment Management revealed that it had opened a new position in
Apple Inc and bought 5,968 shares worth $1.26 billion.
This means they effectively own approximately 0.1% of the company.
Apple Inc makes up
100.0%
of the fund's Consumer Discretionary sector allocation and has grown its share price by 11.9% in the past year.
The investment fund also strengthened its position in Dimensional Etf Trust by buying
189,371 additional shares.
This makes their stake in Dimensional Etf Trust total 2,495,123 shares worth $91.7 billion.
On the other hand, Julie Anderson disclosed a decreased stake in Ishares Inc by 0.1%.
This leaves the value of the investment at $1.61 billion and 30,079 shares.
One of the smallest hedge funds
The two most similar investment funds to Squire Investment Management are Fortitude Family Office and Madden Advisory Services. They manage $176 billion and $176 billion respectively.
Julie Anderson investment strategy
Squire Investment Management’s portfolio is diversified across 6 sectors.
Currently, their heaviest sector is Miscellaneous — making up 9.4% of
the total portfolio value.
The fund focuses on investments in the United States as
17.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
13% of the total holdings value.
On the other hand, small-cap stocks make up only 8.7% of the portfolio.
The average market cap of the portfolio companies is close to $492 billion.
The complete list of Squire Investment Management trades based on 13F SEC filings
These positions were updated on August 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dimensional Etf Trust |
8.21%
2,495,123
|
$91,657,758,000 | 51.98% |
| Ishares Tr |
14.70%
397,004
|
$31,727,375,000 | 17.99% |
| EA Series Trust |
24.09%
812,777
|
$16,558,133,000 | 9.39% |
| American Centy Etf Tr |
26.01%
122,199
|
$8,267,674,000 | 4.69% |
| Vanguard Scottsdale Fds |
35.91%
91,235
|
$5,312,592,000 | 3.01% |
| Vanguard Index Fds |
6.06%
34,343
|
$7,847,157,000 | 4.45% |
| Vanguard Malvern Fds |
11.80%
51,126
|
$2,481,650,000 | 1.41% |
| Vanguard Tax-managed Fds |
2.59%
39,839
|
$1,968,867,000 | 1.12% |
| Ishares Inc |
10.33%
30,079
|
$1,610,102,000 | 0.91% |
| Apple Inc |
Opened
5,968
|
$1,256,883,000 | 0.71% |
| Vanguard Bd Index Fds |
14.26%
19,545
|
$1,439,418,000 | 0.82% |
| Colgate-Palmolive Co. |
No change
8,110
|
$786,994,000 | 0.45% |
| Vanguard World Fd |
No change
3,130
|
$1,194,693,000 | 0.68% |
| Schwab Strategic Tr |
11.15%
17,956
|
$1,337,245,000 | 0.76% |
| Vanguard Intl Equity Index F |
8.90%
13,361
|
$584,684,000 | 0.33% |
| Spdr Ser Tr |
No change
7,048
|
$467,635,000 | 0.27% |
| JPMorgan Chase & Co. |
0.81%
2,106
|
$425,960,000 | 0.24% |
| Vanguard Admiral Fds Inc |
No change
1,040
|
$346,788,000 | 0.20% |
| NVIDIA Corp |
700.34%
2,353
|
$290,739,000 | 0.16% |
| J P Morgan Exchange Traded F |
7.55%
4,985
|
$282,550,000 | 0.16% |
| Global X Fds |
No change
13,729
|
$236,825,000 | 0.13% |
| Vanguard Index Fds |
Opened
473
|
$236,548,000 | 0.13% |
| Traeger Inc |
No change
10,911
|
$26,186,000 | 0.01% |
| No transactions found | |||
| Showing first 500 out of 23 holdings | |||
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