AllSquare Wealth Management LLC - Portfolio overview

AllSquare Wealth Management LLC has 559 reported holdings in this dataset, with the latest filing dated 2026-01-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STK MKT, 16.83%
2. VCSH - VANGUARD SHORT TERM CORP BOND FD ETF, 10.41%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 6.74%

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

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