Instuitional Investor - Allsquare Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Allsquare Wealth Management Llc |
| Portfolio Value | $178,151,479 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stk Mkt - ETF | 98,006 | $29,786,817 | 16.72% | |
| 2. | Vanguard Scottsdale Funds | 250,068 | $19,880,414 | 11.16% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 214,702 | $12,240,142 | 6.87% | |
| 4. | Rydex Etf Trust S&P Smallcap 600 Pure Va - ETF | 69,170 | $7,246,641 | 4.07% | |
| 5. | Vanguard Total International Bond Etf - ETF | 135,708 | $6,718,891 | 3.77% |
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