BLUE SQUARE ASSET MANAGEMENT, LLC - Portfolio overview

BLUE SQUARE ASSET MANAGEMENT, LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJR - ISHARES CORE S&P SMALL CAP ETF, 6.63%
2. GBIL - ACCESS TREASURY 0-1 YEAR ETF, 6.51%
3. VOO - VANGUARD S&P 500 ETF, 6.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.