# EDGAR Filing Document

**Accession Number:** 0002031291
**File Stem:** 0001725547-25-004121
**Filing Date:** 2025-10
**Character Count:** 10818
**Document Hash:** 2da247500508e02b8891f92131544e41
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725547-25-004121.hdr.sgml**: 20251020

**ACCESSION NUMBER**: 0001725547-25-004121

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251020

**DATE AS OF CHANGE**: 20251020

**EFFECTIVENESS DATE**: 20251020

**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:** 251402628

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Squire Investment Management Company LLC<br>**Address:** 1329 South 800 East<br>Orem, UT 84097

**Form 13F File Number:** 028-24254

**CRD Number (if applicable):** 000117750

**SEC File Number (if applicable):** 801-78495

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David Archibald<br>**Title:** Partner  CCO<br>**Phone:** 801-494-6025

**Signature, Place, and Date of Signing:**

/s/ David Archibald  Orem, UT  10-20-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $307003952

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 232459 | 1004 | SH |  | SOLE |  | 0 | 0 | 1004 |
| EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 |  | 33218023 | 1466495 | SH |  | SOLE |  | 0 | 0 | 1466495 |
| AMAZON COM INC | COM | 023135106 |  | 273804 | 1247 | SH |  | SOLE |  | 0 | 0 | 1247 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 438492 | 5838 | SH |  | SOLE |  | 0 | 0 | 5838 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 16407979 | 184297 | SH |  | SOLE |  | 0 | 0 | 184297 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2459585 | 24712 | SH |  | SOLE |  | 0 | 0 | 24712 |
| APPLE INC | COM | 037833100 |  | 2114339 | 8304 | SH |  | SOLE |  | 0 | 0 | 8304 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 327284 | 651 | SH |  | SOLE |  | 0 | 0 | 651 |
| CHEVRON CORP NEW | COM | 166764100 |  | 266811 | 1718 | SH |  | SOLE |  | 0 | 0 | 1718 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 215438 | 2695 | SH |  | SOLE |  | 0 | 0 | 2695 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 1197082 | 26160 | SH |  | SOLE |  | 0 | 0 | 26160 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 1051291 | 28921 | SH |  | SOLE |  | 0 | 0 | 28921 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 3757028 | 51864 | SH |  | SOLE |  | 0 | 0 | 51864 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 1591789 | 23251 | SH |  | SOLE |  | 0 | 0 | 23251 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 24910851 | 427948 | SH |  | SOLE |  | 0 | 0 | 427948 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 318107 | 11648 | SH |  | SOLE |  | 0 | 0 | 11648 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 39711073 | 1029584 | SH |  | SOLE |  | 0 | 0 | 1029584 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 12806153 | 286555 | SH |  | SOLE |  | 0 | 0 | 286555 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 14147762 | 441153 | SH |  | SOLE |  | 0 | 0 | 441153 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 |  | 698454 | 22082 | SH |  | SOLE |  | 0 | 0 | 22082 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 |  | 7634857 | 213921 | SH |  | SOLE |  | 0 | 0 | 213921 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 2795179 | 85245 | SH |  | SOLE |  | 0 | 0 | 85245 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 18863950 | 409019 | SH |  | SOLE |  | 0 | 0 | 409019 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 3083374 | 96840 | SH |  | SOLE |  | 0 | 0 | 96840 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 2588417 | 108529 | SH |  | SOLE |  | 0 | 0 | 108529 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 233985 | 6195 | SH |  | SOLE |  | 0 | 0 | 6195 |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 |  | 5886334 | 122148 | SH |  | SOLE |  | 0 | 0 | 122148 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 2624205 | 83627 | SH |  | SOLE |  | 0 | 0 | 83627 |
| GLOBAL X FDS | GLOBX SUPDV US | 37950E291 |  | 264006 | 14924 | SH |  | SOLE |  | 0 | 0 | 14924 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 29210305 | 200551 | SH |  | SOLE |  | 0 | 0 | 200551 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1201456 | 8455 | SH |  | SOLE |  | 0 | 0 | 8455 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1452671 | 8216 | SH |  | SOLE |  | 0 | 0 | 8216 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 1079469 | 9761 | SH |  | SOLE |  | 0 | 0 | 9761 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 1219541 | 15896 | SH |  | SOLE |  | 0 | 0 | 15896 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 1681171 | 31081 | SH |  | SOLE |  | 0 | 0 | 31081 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 464229 | 6844 | SH |  | SOLE |  | 0 | 0 | 6844 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 679772 | 5436 | SH |  | SOLE |  | 0 | 0 | 5436 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 825387 | 9995 | SH |  | SOLE |  | 0 | 0 | 9995 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1735654 | 26330 | SH |  | SOLE |  | 0 | 0 | 26330 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 1502467 | 34699 | SH |  | SOLE |  | 0 | 0 | 34699 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 296337 | 4353 | SH |  | SOLE |  | 0 | 0 | 4353 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 13069392 | 163021 | SH |  | SOLE |  | 0 | 0 | 163021 |
| ISHARES TR | MSCI INTL VLU FT | 46435G409 |  | 1289927 | 36356 | SH |  | SOLE |  | 0 | 0 | 36356 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 777535 | 2465 | SH |  | SOLE |  | 0 | 0 | 2465 |
| MICROSOFT CORP | COM | 594918104 |  | 424753 | 820 | SH |  | SOLE |  | 0 | 0 | 820 |
| NATIONAL BK HLDGS CORP | CL A | 633707104 |  | 4133553 | 106976 | SH |  | SOLE |  | 0 | 0 | 106976 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 722985 | 3875 | SH |  | SOLE |  | 0 | 0 | 3875 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 1008609 | 12506 | SH |  | SOLE |  | 0 | 0 | 12506 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 308571 | 12002 | SH |  | SOLE |  | 0 | 0 | 12002 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1075221 | 36276 | SH |  | SOLE |  | 0 | 0 | 36276 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1022112 | 37440 | SH |  | SOLE |  | 0 | 0 | 37440 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 348216 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| 3M CO | COM | 88579Y101 |  | 217154 | 1399 | SH |  | SOLE |  | 0 | 0 | 1399 |
| TRAEGER INC | COMMON STOCK | 89269P103 |  | 13949 | 11434 | SH |  | SOLE |  | 0 | 0 | 11434 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 935627 | 2325 | SH |  | SOLE |  | 0 | 0 | 2325 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 511923 | 1176 | SH |  | SOLE |  | 0 | 0 | 1176 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 456752 | 5788 | SH |  | SOLE |  | 0 | 0 | 5788 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 1809125 | 24326 | SH |  | SOLE |  | 0 | 0 | 24326 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 4012989 | 66972 | SH |  | SOLE |  | 0 | 0 | 66972 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 4272333 | 84383 | SH |  | SOLE |  | 0 | 0 | 84383 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1025344 | 18925 | SH |  | SOLE |  | 0 | 0 | 18925 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 720991 | 966 | SH |  | SOLE |  | 0 | 0 | 966 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 10857243 | 180864 | SH |  | SOLE |  | 0 | 0 | 180864 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 787496 | 1286 | SH |  | SOLE |  | 0 | 0 | 1286 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1059177 | 6067 | SH |  | SOLE |  | 0 | 0 | 6067 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1598862 | 8573 | SH |  | SOLE |  | 0 | 0 | 8573 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2907183 | 11433 | SH |  | SOLE |  | 0 | 0 | 11433 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 10170360 | 30991 | SH |  | SOLE |  | 0 | 0 | 30991 |

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