Instuitional Investor - Allsquare Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Allsquare Wealth Management Llc |
| Portfolio Value | $162,981,456 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stk Mkt | 99,703 | $23,651,654 | 14.51% | |
| 2. | Vanguard Scottsdale Funds | 281,019 | $21,742,440 | 13.34% | |
| 3. | Vanguard Ftse Developed Markets Etf | 237,330 | $11,368,124 | 6.97% | |
| 4. | Vanguard Total International Bond Etf | 165,315 | $8,160,762 | 5% | |
| 5. | Rydex Etf Trust S&P Smallcap 600 Pure Va | 75,171 | $8,064,183 | 4.94% |
