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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
77
19
20
4
8
4
59
11
14
ALLSQUARE WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings473

Total Value ($x1000)120,974
Activities
New17

Increased89

Unchanged304

Decreased63

Sold Out34

Top 10 Stock Holdingstotal 64.01%
VCIT16.34

VTI13.01

BNDX8.73

VEA8.42

VWO4.91

 
FTGC3.56

VCSH3.19

RZV3.11

SCHE1.5

VT1.24

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
16.34%
INT-TERM CORP
VTI
13.01%
TOTAL STK MKT
BNDX
8.73%
INTL BD IDX ETF
VEA
8.42%
FTSE DEV MKT ETF
VWO
4.91%
FTSE EMR MKT ETF
FTGC
3.56%
FST TR GLB FD
VCSH
3.19%
SHRT TRM CORP BD
RZV
3.11%
S&P SML600 VAL
SCHE
1.5%
EMRG MKTEQ ETF
VT
1.24%
TT WRLD ST ETF
VXUS
0.88%
VG TL INTL STK F
JNJ
0.78%
COM
RSP
0.78%
S&P500 EQL WGT
JPM
0.77%
COM
BRK.B
0.72%
CL B NEW
PKW
0.71%
BUYBACK ACHIEV
VZ
0.71%
COM
SPY
0.69%
TR UNIT
ACWX
0.66%
MSCI ACWI US ETF
MAIN
0.64%
COM
QQQ
0.63%
UNIT SER 1
NYF
0.63%
NY AMTFRE MU ETF
IBMK
0.62%
IBONDS DEC 22
XOM
0.56%
COM
MSFT
0.53%
COM
AAPL
0.53%
COM
DLS
0.52%
INTL SMCAP DIV
TIP
0.49%
TIPS BD ETF
GOOGL
0.47%
CAP STK CL A
VB
0.47%
SMALL CP ETF
T
0.46%
COM
BABA
0.45%
SPONSORED ADS
FB
0.43%
CL A
IBM
0.42%
COM
PFE
0.41%
COM
RDS/B
0.4%
SPON ADR B
CSJ
0.38%
1-3 YR CR BD ETF
VSS
0.38%
FTSE SMCAP ETF
AMZN
0.37%
COM
BAC
0.36%
COM
PEP
0.36%
COM
AGND
0.34%
BRCLYS NEGATIVE
DIA
0.34%
UT SER 1
INTC
0.32%
COM
BND
0.32%
TOTAL BND MRKT
VEU
0.3%
ALLWRLD EX US
ARCC
0.3%
COM
NRZ
0.3%
COM NEW
BA
0.29%
COM
DJP
0.27%
DJUBS CMDT ETN36
PFLT
0.26%
COM
CIM
0.25%
COM NEW
MRK
0.25%
COM
EPD
0.23%
COM
SHY
0.22%
1-3 YR TR BD ETF
VRP
0.22%
VAR RATE PFD
UTX
0.22%
COM
RHP
0.21%
COM
UNH
0.21%
COM
GSK
0.21%
SPONSORED ADR
DVY
0.21%
SELECT DIVID ETF
GOOG
0.21%
CAP STK CL C
IWR
0.2%
RUS MID-CAP ETF
LIN
0.2%
COM
HD
0.19%
COM
CVX
0.19%
COM
ENB
0.19%
COM
IEF
0.19%
7-10 Y TR BD ETF
NGG
0.18%
SPONSORED ADR NE
SBUX
0.18%
COM
SCZ
0.18%
EAFE SML CP ETF
GE
0.17%
COM
DE
0.17%
COM
MU
0.16%
COM
JPST
0.16%
ULTRA SHRT INC
UHS
0.15%
CL B
MGK
0.15%
MEGA GRWTH IND
WM
0.15%
COM
PM
0.14%
COM
WPC
0.14%
COM
KEY
0.14%
COM
TLTE
0.14%
MSTAR EMKT FAC
PHO
0.14%
WATER RES ETF
SCHF
0.13%
INTL EQTY ETF
IVV
0.13%
CORE S&P500 ETF
OHI
0.12%
COM
MUB
0.12%
NAT AMT FREE BD
PG
0.12%
COM
CTL
0.12%
COM
HASI
0.11%
COM
CGC
0.11%
COM
VNQ
0.11%
REIT ETF
AMGN
0.11%
COM
NVS
0.1%
SPONSORED ADR
ABBV
0.1%
COM
BIDU
0.1%
SPON ADR REP A
GS
0.1%
COM
SBIO
0.1%
MED BREAKTHGH
HYND
0.1%
BOFA MERLYN NG
CELG
0.1%
COM
AMT
0.1%
COM
BK
0.09%
COM
EXC
0.09%
COM
CHKP
0.09%
ORD
KLD
0.09%
USA ESG SLCT ETF
DUK
0.09%
COM NEW
VIG
0.09%
DIV APP ETF
CSCO
0.09%
COM
HON
0.09%
COM
GM
0.09%
COM
ED
0.09%
COM
ETE
0.09%
COM UT LTD PTN
CVS
0.09%
COM
PCI
0.09%
COM SHS
C
0.08%
COM NEW
SCHB
0.08%
US BRD MKT ETF
TEL
0.08%
REG SHS
ARI
0.08%
COM
V
0.08%
COM CL A
FPF
0.08%
COM
AEP
0.08%
COM
NSC
0.08%
COM
IYG
0.07%
U.S. FIN SVC ETF
AVGO
0.07%
COM
TWTR
0.07%
COM
FXI
0.07%
CHINA LG-CAP ETF
MDT
0.07%
SHS
DOL
0.07%
INTL LRGCAP DV
NBTB
0.07%
COM
RYT
0.07%
S&P500 EQL TEC
IYY
0.06%
DOW JONES US ETF
MA
0.06%
CL A
PFF
0.06%
U.S. PFD STK ETF
ORCL
0.06%
COM
MDLZ
0.06%
CL A
IWM
0.06%
RUSSELL 2000 ETF
KNOP
0.06%
COM UNITS
DSI
0.06%
MSCI KLD400 SOC
IYF
0.06%
U.S. FINLS ETF
PYPL
0.06%
COM
NEE
0.06%
COM
KO
0.05%
COM
VFH
0.05%
FINANCIALS ETF
VNO
0.05%
SH BEN INT
EFA
0.05%
MSCI EAFE ETF
NLY
0.05%
COM
DWDP
0.05%
COM
FDX
0.05%
COM
IJH
0.05%
CORE S&P MCP ETF
DIS
0.05%
COM DISNEY
TCPC
0.05%
COM
ETR
0.05%
COM
XLY
0.05%
SBI CONS DISCR
CAT
0.05%
COM
CMCSA
0.05%
CL A
BAX
0.04%
COM
PRF
0.04%
FTSE RAFI 1000
HPT
0.04%
COM SH BEN INT
BMY
0.04%
COM
STWD
0.04%
COM
MBB
0.04%
MBS ETF
MMM
0.04%
COM
SCCO
0.04%
COM
ADBE
0.04%
COM
CIU
0.04%
INTERM CR BD ETF
MYL
0.04%
SHS EURO
EMR
0.04%
COM
SO
0.04%
COM
VOO
0.04%
SHS
PEGI
0.04%
CL A
SYY
0.04%
COM
NFLX
0.04%
COM
GIS
0.04%
COM
MCD
0.04%
COM
ABT
0.04%
COM
ZTS
0.04%
CL A
DNKN
0.04%
COM
XLK
0.04%
TECHNOLOGY
BBY
0.04%
COM
GILD
0.03%
COM
JCI
0.03%
SHS
WCG
0.03%
COM
MS
0.03%
COM NEW
TMUS
0.03%
COM
ANTM
0.03%
COM
LRCX
0.03%
COM
EBS
0.03%
COM
JW/A
0.03%
CL A
TSCO
0.03%
COM
DHI
0.03%
COM
PRU
0.03%
COM
RFV
0.03%
S&P MDCP400 VL
ALSN
0.03%
COM
VHT
0.03%
HEALTH CAR ETF
OXY
0.03%
COM
NSP
0.03%
COM
NKE
0.03%
CL B
AXP
0.03%
COM
KMB
0.03%
COM
HSC
0.03%
COM
SABR
0.03%
COM
PSEC
0.03%
COM
CDW
0.03%
COM
ITM
0.03%
AMT FREE INT ETF
DAL
0.03%
COM NEW
AGR
0.03%
COM
TBT
0.03%
PSHS ULTSH 20YRS
KIM
0.03%
COM
VMW
0.03%
CL A COM
NVDA
0.03%
COM
SPG
0.03%
COM
TSM
0.03%
SPONSORED ADR
IBB
0.03%
NASDQ BIOTEC ETF
ADM
0.03%
COM
CONE
0.03%
COM
MO
0.03%
COM
HDV
0.02%
HIGH DIVIDND ETF
VOD
0.02%
SPNSR ADR NO PAR
PST
0.02%
PSHS ULSHT 7-10Y
GCBC
0.02%
COM
AOR
0.02%
GRWT ALLOCAT ETF
VLO
0.02%
COM
AVY
0.02%
COM
APD
0.02%
COM
AMZA
0.02%
INFRAC ACT MLP
IEMG
0.02%
CORE MSCI EMKT
PXD
0.02%
COM
F
0.02%
COM PAR $0.01
OKE
0.02%
COM
RFG
0.02%
S&P MDCP400 PR
MGC
0.02%
MEGA CAP INDEX
IAU
0.02%
ISHARES
VYM
0.02%
HIGH DIV YLD
UNP
0.02%
COM
AVXL
0.02%
COM NEW
SNY
0.02%
SPONSORED ADR
REGN
0.02%
COM
SUNS
0.02%
COM
EBAY
0.02%
COM
SCHO
0.02%
SHT TM US TRES
KMI
0.02%
COM
CHTR
0.02%
CL A
SU
0.02%
COM
BBT
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
TMO
0.02%
COM
AFL
0.02%
COM
AMP
0.02%
COM
IEFA
0.02%
CORE MSCI EAFE
OLP
0.02%
COM
TRST
0.01%
COM
MFC
0.01%
COM
JBGS
0.01%
COM
SDY
0.01%
S&P DIVID ETF
CP
0.01%
COM
UPS
0.01%
CL B
UBS
0.01%
SHS
LLL
0.01%
COM
CCI
0.01%
COM
ON
0.01%
COM
ACN
0.01%
SHS CLASS A
BP
0.01%
SPONSORED ADR
DYLS
0.01%
DYNAMIC LNG EQ
TGT
0.01%
COM
FDL
0.01%
SHS
INB
0.01%
COM
IBDC
0.01%
2020 CP TM ETF
FBHS
0.01%
COM
IBDM
0.01%
IBND DEC21 ETF
LNC
0.01%
COM
SCHW
0.01%
COM
VO
0.01%
MID CAP ETF
IXUS
0.01%
CORE MSCITOTAL
UBA
0.01%
CL A
HPQ
0.01%
COM
VDC
0.01%
CONSUM STP ETF
WMT
0.01%
COM
E
0.01%
SPONSORED ADR
EWT
0.01%
MSCI TAIWAN ETF
MKC
0.01%
COM NON VTG
CB
0.01%
COM
BLK
0.01%
COM
UE
0.01%
COM
MDY
0.01%
UTSER1 S&PDCRP
LVS
0.01%
COM
SPR
0.01%
COM CL A
HRS
0.01%
COM
CFT
0.01%
CREDIT BD ETF
FLRN
0.01%
INV GRD FLT RT
PSCC
0.01%
S&P SMLCP STAP
MOAT
0.01%
MORNINGSTAR WIDE
SWK
0.01%
COM
FVD
0.01%
SHS
PIO
0.01%
GLOBAL WATER
LLY
0.01%
COM
ECL
0.01%
COM
WFC
0.01%
COM
EQNR
0.01%
SPONSORED ADR
MCK
0.01%
COM
IONS
0.01%
COM
XAR
0.01%
AEROSPACE DEF
SCHM
0.01%
US MID-CAP ETF
SLB
0.01%
COM
AGN
0.01%
SHS
OILK
0.01%
K1 FRE CRD OIL
VXF
0.01%
EXTEND MKT ETF
CPLP
0.01%
COM UNIT LP
TXN
0.01%
COM
TOTL
0.01%
SPDR TR TACTIC
ATVI
0.01%
COM
FDC
0.01%
CL A
IP
0.01%
COM
IVE
0.01%
S&P 500 VAL ETF
BGY
0.01%
COM BENE INTER
CI
0.01%
COM
BX
0.01%
COM UNIT LTD
BIIB
0.01%
COM
BHP
0.01%
SPONSORED ADR
EFG
0.01%
EAFE GRWTH ETF
IHI
0.01%
U.S. MED DVC ETF
UBX
0.01%
COM
NLR
0.01%
URANIUM NUCLEAR
CRM
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
ADI
0.01%
COM
LOW
0.01%
COM
CTSH
0.01%
CL A
TXT
0.01%
COM
XLNX
0.01%
COM
RHT
0.01%
COM
IWB
0.01%
RUS 1000 ETF
TJX
0.01%
COM
FPE
0.01%
PFD SECS INC ETF
HYG
0.01%
IBOXX HI YD ETF
SIRI
0.01%
COM
USO
0.01%
UNITS
HMC
0.01%
AMERN SHS
MTU
0.01%
SPONSORED ADR
CHL
0.01%
SPONSORED ADR
ADSK
0.01%
COM
CLX
0.01%
COM
PKG
0.01%
COM
XLF
0.01%
SBI INT-FINL
ACB
0.01%
COM
NDAQ
0.01%
COM
KORS
0.01%
SHS
PBR/A
0.01%
SP ADR NON VTG
AMAT
0.01%
COM
VV
0.01%
LARGE CAP ETF
CHD
0.01%
COM
ILF
0.01%
LATN AMER 40 ETF
TU
0.01%
COM
ES
0.01%
COM
FAST
0.01%
COM
VMBS
0.01%
MORTG-BACK SEC
MOTI
0.01%
MORNINGSTAR INTL
SPH
0.01%
UNIT LTD PARTN
KHC
0.01%
COM
MET
0.01%
COM
PAYX
0.01%
COM
TCP
< 0.01%
UT COM LTD PRT
CSX
< 0.01%
COM
TRV
< 0.01%
COM
DEO
< 0.01%
SPON ADR NEW
DDD
< 0.01%
COM NEW
KR
< 0.01%
COM
BWX
< 0.01%
BRCLYS INTL ETF
CPRT
< 0.01%
COM
UAL
< 0.01%
COM
AROW
< 0.01%
COM
ITA
< 0.01%
U.S. AER&DEF ETF
PBCT
< 0.01%
COM
AOA
< 0.01%
AGGRES ALLOC ETF
FDN
< 0.01%
DJ INTERNT IDX
LADR
< 0.01%
CL A
ANGL
< 0.01%
FALLEN ANGEL HG
UN
< 0.01%
N Y SHS NEW
UGI
< 0.01%
COM
GLD
< 0.01%
GOLD SHS
SPOT
< 0.01%
SHS
BUD
< 0.01%
SPONSORED ADR
SCHD
< 0.01%
US DIVIDEND EQ
ICF
< 0.01%
COHEN&STEER REIT
CBS
< 0.01%
CL B
SCHX
< 0.01%
US LRG CAP ETF
TAK
< 0.01%
SPONSORED ADS
SPHD
< 0.01%
S&P500 HDL VOL
ENIC
< 0.01%
SPON ADR
APHA
< 0.01%
COM
CTXS
< 0.01%
COM
CE
< 0.01%
COM SER A
PLUG
< 0.01%
COM NEW
HBC
< 0.01%
SPON ADR NEW
TOT
< 0.01%
SPONSORED ADR
HPE
< 0.01%
COM
AOM
< 0.01%
MODERT ALLOC ETF
USMV
< 0.01%
USA MIN VOL ETF
BWXT
< 0.01%
COM
BHGE
< 0.01%
CL A
CRH
< 0.01%
ADR
JNK
< 0.01%
BRC HGH YLD BD
REZI
< 0.01%
COM
SHE
< 0.01%
SSGA GNDER ETF
TNA
< 0.01%
DLY SMCAP BULL3X
KWEB
< 0.01%
CSI CHI INTERNET
PGF
< 0.01%
FINL PFD ETF
COP
< 0.01%
COM
BBX
< 0.01%
CL A
CNCE
< 0.01%
COM
SMDV
< 0.01%
RUSS 2000 DIVD
UBP
< 0.01%
COM
IGF
< 0.01%
GLB INFRASTR ETF
XT
< 0.01%
EXPONEN TECHNO
SRLN
< 0.01%
BLKSTN GSOSRLN
MC
< 0.01%
CL A
CBU
< 0.01%
COM
RIG
< 0.01%
REG SHS
RWO
< 0.01%
DJ GLB RL ES ETF
PNR
< 0.01%
SHS
ABB
< 0.01%
SPONSORED ADR
ROK
< 0.01%
COM
KWR
< 0.01%
COM
HEDJ
< 0.01%
EUROPE HEDGED EQ
UBNK
< 0.01%
COM
MGV
< 0.01%
MEGA CAP VAL ETF
FIW
< 0.01%
COM
EMLP
< 0.01%
NO AMER ENERGY
FTSL
< 0.01%
SENIOR LN FD
HOG
< 0.01%
COM
LSXMK
< 0.01%
COM C SIRIUSXM
NTLA
< 0.01%
COM
SLV
< 0.01%
ISHARES
LEG
< 0.01%
COM
FSLR
< 0.01%
COM
DXJ
< 0.01%
JAPN HEDGE EQT
ACCO
< 0.01%
COM
TARO
< 0.01%
SHS
MFGP
< 0.01%
SPON ADR NEW
ARNC
< 0.01%
COM
SNAP
< 0.01%
CL A
GTX
< 0.01%
COM
CRSP
< 0.01%
NAMEN AKT
NEAR
< 0.01%
SHT MAT BD ETF
EWU
< 0.01%
MSCI UK ETF NEW
EZU
< 0.01%
EMU ETF
BKD
< 0.01%
COM
BWA
< 0.01%
COM
DTE
< 0.01%
COM
EDIT
< 0.01%
COM
RAD
< 0.01%
COM
CC
< 0.01%
COM
JPC
< 0.01%
COM
NCV
< 0.01%
COM
NAT
< 0.01%
COM
BSTI
< 0.01%
SPONSORED ADS
ASIX
< 0.01%
COM
NOG
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
NOK
< 0.01%
SPONSORED ADR
HST
< 0.01%
COM
FCEL
< 0.01%
COM NEW
EWJ
< 0.01%
MSCI JPN ETF NEW
RYN
< 0.01%
COM
BW
< 0.01%
COM
RYAM
< 0.01%
COM
AVNS
< 0.01%
COM
OAS
< 0.01%
COM
HIG
< 0.01%
COM
RMR
< 0.01%
CL A
VRTV
< 0.01%
COM
GMM
< 0.01%
EMERG MKTS ETF
FTR
< 0.01%
COM NEW
VXX
< 0.01%
IPATH S&P500 VIX
PX
0.18%
COM
KBH
0.06%
COM
CXP
0.05%
COM NEW
NKTR
0.05%
COM
AGNC
0.04%
COM
NYCB
0.03%
COM
CMDT
0.03%
SHS BEN INT
SRE
0.03%
COM
LH
0.02%
COM NEW
DXC
0.02%
COM
PSAU
0.02%
GLOBAL GLD PREC
PVH
0.02%
COM
PNC
0.02%
COM
CTRP
0.02%
AMERICAN DEP SHS
SCHA
0.02%
US SML CAP ETF
QCOM
0.01%
COM
AET
0.01%
COM
SCG
0.01%
COM
KBWR
0.01%
KBW REGL BKG
WH
0.01%
COM
YUMC
0.01%
COM
CI
0.01%
COM
JD
0.01%
SPON ADR CL A
WYN
0.01%
COM
BPT
0.01%
UNIT BEN INT
WTID
< 0.01%
NT LKD 46
ESRX
< 0.01%
COM
SHPG
< 0.01%
SPONSORED ADR
NOV
< 0.01%
COM
CAR
< 0.01%
COM
NEWM
< 0.01%
COM
MCHP
< 0.01%
COM
PHH
< 0.01%
COM NEW
IGT
< 0.01%
SHS USD