Instuitional Investor - Allsquare Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Allsquare Wealth Management Llc |
| Portfolio Value | $168,399,559 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stk Mkt - ETF | 98,494 | $27,069,958 | 16.07% | |
| 2. | Vanguard Scottsdale Funds | 252,434 | $19,927,124 | 11.83% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 218,209 | $11,091,577 | 6.59% | |
| 4. | Vanguard Total International Bond Etf - ETF | 140,310 | $6,849,923 | 4.07% | |
| 5. | Rydex Etf Trust S&P Smallcap 600 Pure Va - ETF | 69,150 | $6,835,436 | 4.06% |
