| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 39 | Q2 2024 | 17.4% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 39 | Q2 2024 | 20.7% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 39 | Q2 2024 | 11.7% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 39 | Q2 2024 | 18.4% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 39 | Q2 2024 | 10.7% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | 39 | Q2 2024 | 2.3% |
| APPLE INC COM | 39 | Q2 2024 | 2.2% |
| IPATH DJ-UBS COMMODITY TOTAL RETURN ETN | 39 | Q2 2024 | 5.3% |
| VANGUARD TOTAL INTL STOCK IDEX ETF | 39 | Q2 2024 | 1.2% |
| MICROSOFT CORP COM | 39 | Q2 2024 | 1.8% |
View AllSquare Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| N-PX | 2024-08-12 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-27 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-16 |
View AllSquare Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.