Instuitional Investor - Allsquare Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Allsquare Wealth Management Llc |
| Portfolio Value | $189,494,516 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stk Mkt - ETF | 97,479 | $31,989,553 | 16.88% | |
| 2. | Vanguard Scottsdale Funds | 247,555 | $19,787,079 | 10.44% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 213,651 | $12,801,947 | 6.76% | |
| 4. | Rydex Etf Trust S&P Smallcap 600 Pure Va - ETF | 69,049 | $8,150,453 | 4.3% | |
| 5. | Vanguard Total International Bond Etf - ETF | 130,953 | $6,476,924 | 3.42% |
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