Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
81
22
24
4
9
5
62
13
14
ALLSQUARE WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings490

Total Value ($x1000)134,117
Activities
New31

Increased73

Unchanged307

Decreased79

Sold Out40

Top 10 Stock Holdingstotal 62.56%
VCIT14.73

VTI13.73

VEA8.74

BNDX8.02

VWO4.44

 
RZV3.71

FTGC3.45

VCSH2.95

SCHE1.47

VT1.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
14.73%
INT-TERM CORP
VTI
13.73%
TOTAL STK MKT
VEA
8.74%
FTSE DEV MKT ETF
BNDX
8.02%
INTL BD IDX ETF
VWO
4.44%
FTSE EMR MKT ETF
RZV
3.71%
S&P SML600 VAL
FTGC
3.45%
FST TR GLB FD
VCSH
2.95%
SHRT TRM CORP BD
SCHE
1.47%
EMRG MKTEQ ETF
VT
1.32%
TT WRLD ST ETF
VXUS
0.9%
VG TL INTL STK F
JPM
0.87%
COM
RSP
0.85%
S&P500 EQL WGT
JNJ
0.79%
COM
PKW
0.77%
BUYBACK ACHIEV
AAPL
0.7%
COM
ACWX
0.7%
MSCI ACWI US ETF
BRK.B
0.69%
CL B NEW
QQQ
0.68%
UNIT SER 1
XOM
0.64%
COM
MSFT
0.63%
COM
MAIN
0.63%
COM
VZ
0.61%
COM
SPY
0.58%
TR UNIT
IBMK
0.55%
IBONDS DEC 22
NYF
0.52%
NY AMTFRE MU ETF
T
0.51%
COM
VB
0.51%
SMALL CP ETF
FB
0.5%
CL A
DLS
0.5%
INTL SMCAP DIV
GOOGL
0.49%
CAP STK CL A
IBM
0.49%
COM
BABA
0.49%
SPONSORED ADS
TIP
0.45%
TIPS BD ETF
VSS
0.45%
FTSE SMCAP ETF
BAC
0.43%
COM
AMZN
0.41%
COM
RDS/B
0.4%
SPON ADR B
PFE
0.38%
COM
NRZ
0.37%
COM NEW
INTC
0.36%
COM
CSJ
0.34%
1-3 YR CR BD ETF
VEU
0.34%
ALLWRLD EX US
BND
0.34%
TOTAL BND MRKT
PEP
0.33%
COM
GE
0.32%
COM
ARCC
0.32%
COM
MU
0.31%
COM
BA
0.31%
COM
PFLT
0.31%
COM
AGND
0.3%
BRCLYS NEGATIVE
UTX
0.29%
COM
DIA
0.28%
UT SER 1
DJP
0.27%
DJUBS CMDT ETN36
RHP
0.25%
COM
CIM
0.24%
COM NEW
EPD
0.24%
COM
GOOG
0.22%
CAP STK CL C
IWR
0.22%
RUS MID-CAP ETF
VRP
0.21%
VAR RATE PFD
MRK
0.21%
COM
SHY
0.2%
1-3 YR TR BD ETF
GSK
0.2%
SPONSORED ADR
DVY
0.2%
SELECT DIVID ETF
CVX
0.19%
COM
SCZ
0.19%
EAFE SML CP ETF
C
0.19%
COM NEW
PX
0.18%
COM
NGG
0.18%
SPONSORED ADR NE
PCI
0.18%
COM SHS
HD
0.18%
COM
IEF
0.16%
7-10 Y TR BD ETF
UHS
0.16%
CL B
MGK
0.16%
MEGA GRWTH IND
FPF
0.16%
COM
PM
0.15%
COM
GM
0.15%
COM
UNH
0.15%
COM
KEY
0.15%
COM
DE
0.15%
COM
SBUX
0.15%
COM
CELG
0.14%
COM
HON
0.14%
COM
SCHF
0.14%
INTL EQTY ETF
IVV
0.14%
CORE S&P500 ETF
BMY
0.13%
COM
TLTE
0.13%
MSTAR EMKT FAC
WM
0.13%
COM
CTL
0.13%
COM
OHI
0.13%
COM
WPC
0.12%
COM
GS
0.12%
COM
JPST
0.12%
ULTRA SHRT INC
ABBV
0.12%
COM
KLD
0.12%
USA ESG SLCT ETF
HASI
0.11%
COM
BIDU
0.11%
SPON ADR REP A
PHO
0.11%
WATER RES ETF
MUB
0.11%
NAT AMT FREE BD
ETE
0.1%
COM UT LTD PTN
PG
0.1%
COM
CHKP
0.1%
ORD
NVS
0.09%
SPONSORED ADR
DUK
0.09%
COM NEW
AMGN
0.09%
COM
BK
0.09%
COM
VIG
0.09%
DIV APP ETF
SCHB
0.09%
US BRD MKT ETF
TEL
0.09%
REG SHS
ARI
0.08%
COM
CSCO
0.08%
COM
WFC
0.08%
COM
SBIO
0.08%
MED BREAKTHGH
CVS
0.08%
COM
IYG
0.08%
U.S. FIN SVC ETF
ED
0.08%
COM
V
0.08%
COM CL A
AMT
0.07%
COM
EXC
0.07%
COM
NSC
0.07%
COM
AVGO
0.07%
COM
RYT
0.07%
S&P500 EQL TEC
DSI
0.07%
MSCI KLD400 SOC
FXI
0.07%
CHINA LG-CAP ETF
IWM
0.07%
RUSSELL 2000 ETF
IYY
0.07%
DOW JONES US ETF
NBTB
0.07%
COM
FDX
0.07%
COM
AEP
0.07%
COM
MDT
0.07%
SHS
VFH
0.06%
FINANCIALS ETF
KNOP
0.06%
COM UNITS
ORCL
0.06%
COM
TWTR
0.06%
COM
KBH
0.06%
COM
IYF
0.06%
U.S. FINLS ETF
ABT
0.06%
COM
VNO
0.06%
SH BEN INT
MA
0.06%
CL A
EFA
0.06%
MSCI EAFE ETF
PYPL
0.06%
COM
DWDP
0.06%
COM
IJH
0.05%
CORE S&P MCP ETF
CXP
0.05%
COM NEW
SCCO
0.05%
COM
AMZA
0.05%
INFRAC ACT MLP
CAT
0.05%
COM
XLY
0.05%
SBI CONS DISCR
MDLZ
0.05%
CL A
NLY
0.05%
COM
MYL
0.05%
SHS EURO
PFF
0.05%
U.S. PFD STK ETF
IBB
0.05%
NASDQ BIOTEC ETF
NEE
0.05%
COM
KO
0.05%
COM
HPT
0.05%
COM SH BEN INT
NFLX
0.05%
COM
TCPC
0.05%
COM
DIS
0.05%
COM DISNEY
PRF
0.05%
FTSE RAFI 1000
EMR
0.05%
COM
NKTR
0.05%
COM
NVDA
0.04%
COM
CMCSA
0.04%
CL A
DOL
0.04%
INTL LRGCAP DV
MMM
0.04%
COM
ANTM
0.04%
COM
VNQ
0.04%
REIT ETF
HSC
0.04%
COM
ETR
0.04%
COM
VOO
0.04%
SHS
MBB
0.04%
MBS ETF
XLK
0.04%
TECHNOLOGY
GILD
0.04%
COM
RFV
0.04%
S&P MDCP400 VL
JCI
0.04%
SHS
PEGI
0.04%
CL A
CIU
0.04%
INTERM CR BD ETF
SO
0.04%
COM
ZTS
0.04%
CL A
AGNC
0.04%
COM
STWD
0.03%
COM
VLO
0.03%
COM
AVXL
0.03%
COM NEW
VOD
0.03%
SPNSR ADR NO PAR
MARKET V...
0.03%
ETF
BAX
0.03%
COM
PSEC
0.03%
COM
VHT
0.03%
HEALTH CAR ETF
MCD
0.03%
COM
GIS
0.03%
COM
NYCB
0.03%
COM
ADM
0.03%
COM
OXY
0.03%
COM
AGG
0.03%
CORE TOTUSBD ETF
MO
0.03%
COM
TBT
0.03%
PSHS ULTSH 20YRS
CGC
0.03%
COM
CMDT
0.03%
SHS BEN INT
SYY
0.03%
COM
SPG
0.03%
COM
VMW
0.03%
CL A COM
SRE
0.03%
COM
PRU
0.03%
COM
JW/A
0.03%
CL A
F
0.03%
COM PAR $0.01
DNKN
0.03%
COM
TMUS
0.03%
COM
DAL
0.03%
COM NEW
PST
0.02%
PSHS ULSHT 7-10Y
NSP
0.02%
COM
MS
0.02%
COM NEW
ALSN
0.02%
COM
DXC
0.02%
COM
AXP
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
SU
0.02%
COM
LRCX
0.02%
COM
LH
0.02%
COM NEW
ENB
0.02%
COM
CDW
0.02%
COM
SABR
0.02%
COM
WCG
0.02%
COM
RFG
0.02%
S&P MDCP400 PR
AOR
0.02%
GRWT ALLOCAT ETF
BBY
0.02%
COM
GCBC
0.02%
COM
PSAU
0.02%
GLOBAL GLD PREC
MGC
0.02%
MEGA CAP INDEX
BLK
0.02%
COM
IEMG
0.02%
CORE MSCI EMKT
UNP
0.02%
COM
PVH
0.02%
COM
DHI
0.02%
COM
TSCO
0.02%
COM
VYM
0.02%
HIGH DIV YLD
NKE
0.02%
CL B
EBAY
0.02%
COM
AMP
0.02%
COM
KMB
0.02%
COM
CHTR
0.02%
CL A
KMI
0.02%
COM
REGN
0.02%
COM
PXD
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
PNC
0.02%
COM
BBT
0.02%
COM
SNY
0.02%
SPONSORED ADR
OKE
0.02%
COM
IAU
0.02%
ISHARES
CONE
0.02%
COM
AMAT
0.02%
COM
TRST
0.02%
COM
MFC
0.02%
COM
TSM
0.02%
SPONSORED ADR
SCHO
0.02%
SHT TM US TRES
TMO
0.02%
COM
OLP
0.02%
COM
IEFA
0.02%
CORE MSCI EAFE
LLL
0.02%
COM
UBS
0.02%
SHS
CTRP
0.02%
AMERICAN DEP SHS
AGR
0.02%
COM
SCHA
0.02%
US SML CAP ETF
CP
0.02%
COM
ACN
0.02%
SHS CLASS A
FBHS
0.02%
COM
APD
0.02%
COM
UPS
0.02%
CL B
AVY
0.02%
COM
TGT
0.02%
COM
DYLS
0.01%
DYNAMIC LNG EQ
BP
0.01%
SPONSORED ADR
SDY
0.01%
S&P DIVID ETF
AFL
0.01%
COM
LNC
0.01%
COM
JBGS
0.01%
COM
CCI
0.01%
COM
INB
0.01%
COM
ON
0.01%
COM
HPQ
0.01%
COM
SLB
0.01%
COM
GLD
0.01%
GOLD SHS
FDL
0.01%
SHS
LADR
0.01%
CL A
E
0.01%
SPONSORED ADR
HRS
0.01%
COM
EWT
0.01%
MSCI TAIWAN ETF
SCHW
0.01%
COM
SPR
0.01%
COM CL A
UE
0.01%
COM
IXUS
0.01%
CORE MSCITOTAL
PSCC
0.01%
S&P SMLCP STAP
VO
0.01%
MID CAP ETF
VDC
0.01%
CONSUM STP ETF
MDY
0.01%
UTSER1 S&PDCRP
AGN
0.01%
SHS
IBDM
0.01%
IBND DEC21 ETF
LVS
0.01%
COM
FDC
0.01%
CL A
ATVI
0.01%
COM
SWK
0.01%
COM
CB
0.01%
COM
OILK
0.01%
K1 FRE CRD OIL
UBA
0.01%
CL A
QCOM
0.01%
COM
CPLP
0.01%
COM UNIT LP
WMT
0.01%
COM
XAR
0.01%
AEROSPACE DEF
EQNR
0.01%
SPONSORED ADR
TXT
0.01%
COM
MCK
0.01%
COM
MKC
0.01%
COM NON VTG
BX
0.01%
COM UNIT LTD
USO
0.01%
UNITS
AET
0.01%
COM
FLRN
0.01%
INV GRD FLT RT
CFT
0.01%
CREDIT BD ETF
PIO
0.01%
GLOBAL WATER
IP
0.01%
COM
BIIB
0.01%
COM
ECL
0.01%
COM
VXF
0.01%
EXTEND MKT ETF
IVE
0.01%
S&P 500 VAL ETF
SCG
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
IHI
0.01%
U.S. MED DVC ETF
BGY
0.01%
COM BENE INTER
TXN
0.01%
COM
CTSH
0.01%
CL A
DDD
0.01%
COM NEW
PKG
0.01%
COM
ADBE
0.01%
COM
LLY
0.01%
COM
TJX
0.01%
COM
MTU
0.01%
SPONSORED ADR
LOW
0.01%
COM
IWB
0.01%
RUS 1000 ETF
EFG
0.01%
EAFE GRWTH ETF
ADSK
0.01%
COM
KBWR
0.01%
KBW REGL BKG
TOTL
0.01%
SPDR TR TACTIC
IONS
0.01%
COM
BHP
0.01%
SPONSORED ADR
ADI
0.01%
COM
XLF
0.01%
SBI INT-FINL
XLNX
0.01%
COM
WH
0.01%
COM
YUMC
0.01%
COM
HYG
0.01%
IBOXX HI YD ETF
SIRI
0.01%
COM
CI
0.01%
COM
KHC
0.01%
COM
MOAT
0.01%
MORNINGSTAR WIDE
NLR
0.01%
URANIUM NUCLEAR
CHL
0.01%
SPONSORED ADR
FPE
0.01%
PFD SECS INC ETF
HMC
0.01%
AMERN SHS
UBX
0.01%
COM
SPH
0.01%
UNIT LTD PARTN
JD
0.01%
SPON ADR CL A
XT
0.01%
EXPONEN TECHNO
MET
0.01%
COM
VV
0.01%
LARGE CAP ETF
SPOT
0.01%
SHS
ITA
0.01%
U.S. AER&DEF ETF
CLX
0.01%
COM
NDAQ
0.01%
COM
FAST
0.01%
COM
KORS
0.01%
SHS
VMBS
0.01%
MORTG-BACK SEC
PBCT
0.01%
COM
TU
0.01%
COM
BPT
0.01%
UNIT BEN INT
RHT
0.01%
COM
PAYX
0.01%
COM
BUD
0.01%
SPONSORED ADR
UAL
0.01%
COM
ILF
0.01%
LATN AMER 40 ETF
WYN
0.01%
COM
CSX
0.01%
COM
CBS
0.01%
CL B
AROW
0.01%
COM
PBR/A
0.01%
SP ADR NON VTG
CHD
< 0.01%
COM
UGI
< 0.01%
COM
UN
< 0.01%
N Y SHS NEW
WTID
< 0.01%
NT LKD 46
TRV
< 0.01%
COM
BWX
< 0.01%
BRCLYS INTL ETF
JNK
< 0.01%
BRC HGH YLD BD
PLUG
< 0.01%
COM NEW
CRM
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
ES
< 0.01%
COM
AOA
< 0.01%
AGGRES ALLOC ETF
TCP
< 0.01%
UT COM LTD PRT
CPRT
< 0.01%
COM
DEO
< 0.01%
SPON ADR NEW
KR
< 0.01%
COM
USMV
< 0.01%
USA MIN VOL ETF
BWXT
< 0.01%
COM
HPE
< 0.01%
COM
SPHD
< 0.01%
S&P500 HDL VOL
SCHD
< 0.01%
US DIVIDEND EQ
AOM
< 0.01%
MODERT ALLOC ETF
MC
< 0.01%
CL A
ICF
< 0.01%
COHEN&STEER REIT
TOT
< 0.01%
SPONSORED ADR
BHGE
< 0.01%
CL A
SMDV
< 0.01%
RUSS 2000 DIVD
ENIC
< 0.01%
SPON ADR
CRH
< 0.01%
ADR
PGF
< 0.01%
FINL PFD ETF
HBC
< 0.01%
SPON ADR NEW
BBX
< 0.01%
CL A
KWEB
< 0.01%
CSI CHI INTERNET
RIG
< 0.01%
REG SHS
IGF
< 0.01%
GLB INFRASTR ETF
CE
< 0.01%
COM SER A
UBP
< 0.01%
COM
CTXS
< 0.01%
COM
SHE
< 0.01%
SSGA GNDER ETF
SRLN
< 0.01%
BLKSTN GSOSRLN
SHPG
< 0.01%
SPONSORED ADR
CNCE
< 0.01%
COM
ESRX
< 0.01%
COM
COP
< 0.01%
COM
NOV
< 0.01%
COM
HOG
< 0.01%
COM
NTLA
< 0.01%
COM
UBNK
< 0.01%
COM
CAR
< 0.01%
COM
MGV
< 0.01%
MEGA CAP VAL ETF
FIW
< 0.01%
COM
CBU
< 0.01%
COM
NEWM
< 0.01%
COM
HEDJ
< 0.01%
EUROPE HEDGED EQ
MCHP
< 0.01%
COM
EMLP
< 0.01%
NO AMER ENERGY
LSXMK
< 0.01%
COM C SIRIUSXM
PNR
< 0.01%
SHS
RAD
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
CC
< 0.01%
COM
ROK
< 0.01%
COM
FTSL
< 0.01%
SENIOR LN FD
KWR
< 0.01%
COM
RWO
< 0.01%
DJ GLB RL ES ETF
ACCO
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
EDIT
< 0.01%
COM
TARO
< 0.01%
SHS
DTE
< 0.01%
COM
SNAP
< 0.01%
CL A
MFGP
< 0.01%
SPON ADR NEW
LEG
< 0.01%
COM
CRSP
< 0.01%
NAMEN AKT
NEAR
< 0.01%
SHT MAT BD ETF
SLV
< 0.01%
ISHARES
EWU
< 0.01%
MSCI UK ETF NEW
DXJ
< 0.01%
JAPN HEDGE EQT
FSLR
< 0.01%
COM
BSTI
< 0.01%
SPONSORED ADS
BWA
< 0.01%
COM
AVNS
< 0.01%
COM
BKD
< 0.01%
COM
OAS
< 0.01%
COM
ARNC
< 0.01%
COM
EZU
< 0.01%
EMU ETF
RMR
< 0.01%
CL A
VXX
< 0.01%
IPATH S&P500 VIX
RYAM
< 0.01%
COM
IGT
< 0.01%
SHS USD
FCEL
< 0.01%
COM NEW
FTR
< 0.01%
COM NEW
GMM
< 0.01%
EMERG MKTS ETF
NOK
< 0.01%
SPONSORED ADR
BW
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
NCV
< 0.01%
COM
NOG
< 0.01%
COM
JPC
< 0.01%
COM
PHH
< 0.01%
COM NEW
RYN
< 0.01%
COM
VRTV
< 0.01%
COM
HST
< 0.01%
COM
ASIX
< 0.01%
COM
HIG
< 0.01%
COM
NAT
< 0.01%
COM
DWM
0.13%
DEFA FD
BSV
0.13%
SHORT TRM BOND
TCPC
0.05%
COM
AWP
0.04%
COM SH BEN INT
ITM
0.03%
AMT FREE INT ETF
IGR
0.03%
COM
MLPI
0.03%
ALERIAN INFRST
LEA
0.02%
COM NEW
BR
0.02%
COM
THO
0.02%
COM
DLX
0.02%
COM
PBI
0.02%
COM
SYK
0.02%
COM
STT
0.02%
COM
CMA
0.02%
COM
FE
0.02%
COM
HCP
0.02%
COM
SNH
0.01%
SH BEN INT
ETP
0.01%
UNIT LTD PRT INT
TSLA
0.01%
COM
TEVA
0.01%
ADR
USOU
< 0.01%
US 3X OIL FD
VIPS
< 0.01%
SPONSORED ADR
TNP
< 0.01%
SHS
XLU
< 0.01%
SBI INT-UTILS
FLEX
< 0.01%
ORD
PBR
< 0.01%
SPONSORED ADR
LIT
< 0.01%
GLOBAL X LITHIUM
PEY
< 0.01%
HIG YLD EQ DIV
PGX
< 0.01%
PFD ETF
LQD
< 0.01%
IBOXX INV CP ETF
PRSP
< 0.01%
COM
QCP
< 0.01%
COM
BOND
< 0.01%
TOTL RETN ETF
NBR
< 0.01%
SHS
ITW
< 0.01%
COM
NVT
< 0.01%
SHS
ERF
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
GOGL
< 0.01%
SHS NEW