What does AllSquare Wealth Management LLC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

AllSquare Wealth Management LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

VANGUARD TOTAL STK MKT

$32M97K16.9%

VANGUARD SHORT TERM CORP BOND FD ETF

$20M248K10.4%

VANGUARD FTSE DEVELOPED MARKETS ETF

$13M214K6.8%

RYDEX ETF TRUST S&P SMALLCAP 600 PURE VA

$8M69K4.3%

VANGUARD TOTAL INTERNATIONAL BOND ETF

$6M131K3.4%

VANGUARD FTSE EMERGING MARKETS ETF

$6M119K3.4%

APPLE INC

$4M15K2.0%

AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF

$4M192K2.0%

FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND

$4M141K1.9%

MICROSOFT

$4M7K1.9%

Filing history loading…