Instuitional Investor - Allsquare Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Allsquare Wealth Management Llc |
| Portfolio Value | $173,883,337 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Total Stk Mkt | 100,607 | $29,156,862 | 16.76% | |
| 2. | Vanguard Scottsdale Funds | 256,819 | $20,034,435 | 11.52% | |
| 3. | Vanguard Ftse Developed Markets Etf | 225,394 | $10,778,363 | 6.19% | |
| 4. | Rydex Etf Trust S&P Smallcap 600 Pure Va | 71,914 | $8,008,753 | 4.6% | |
| 5. | Vanguard Total International Bond Etf | 147,134 | $7,216,940 | 4.15% |
