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Instuitional Investor - Allsquare Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Allsquare Wealth Management Llc
Portfolio Value $134,111,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Vanguard Scottsdale Funds
236,554 $19,759 14.73%
Vanguard Total Stk Mkt
123,063 $18,416 13.73%
Vanguard Ftse Developed Markets Etf
270,777 $11,717 8.73%
Vanguard Total International Bond Etf
197,162 $10,753 8.01%
5. VWO 145,242 $5,955 4.44%