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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
83
24
28
4
8
3
64
12
13
ALLSQUARE WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings499

Total Value ($x1000)132,335
Activities
New133

Increased114

Unchanged209

Decreased43

Sold Out46

Top 10 Stock Holdingstotal 63.36%
VCIT14.61

VTI13.93

VEA8.86

BNDX8.24

VWO4.42

 
RZV3.91

FTGC3.63

VCSH3.01

SCHE1.44

VT1.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
14.61%
INT-TERM CORP
VTI
13.93%
TOTAL STK MKT
VEA
8.86%
FTSE DEV MKT ETF
BNDX
8.24%
INTL BD IDX ETF
VWO
4.42%
FTSE EMR MKT ETF
RZV
3.91%
S&P SML600 VAL
FTGC
3.63%
FST TR GLB FD
VCSH
3.01%
SHRT TRM CORP BD
SCHE
1.44%
EMRG MKTEQ ETF
VT
1.31%
TT WRLD ST ETF
VXUS
0.89%
VG TL INTL STK F
GE
0.87%
COM
RSP
0.83%
S&P500 EQL WGT
JPM
0.81%
COM
PKW
0.76%
BUYBACK ACHIEV
JNJ
0.7%
COM
XOM
0.63%
COM
AAPL
0.62%
COM
BRK.B
0.61%
CL B NEW
ACWX
0.61%
MSCI ACWI US ETF
FB
0.59%
CL A
VZ
0.58%
COM
VB
0.58%
SMALL CP ETF
MAIN
0.58%
COM
BABA
0.57%
SPONSORED ADS
MSFT
0.55%
COM
NYF
0.53%
NY AMTFRE MU ETF
DLS
0.51%
INTL SMCAP DIV
VNQ
0.49%
REIT ETF
T
0.47%
COM
TIP
0.46%
TIPS BD ETF
IBM
0.45%
COM
VSS
0.45%
FTSE SMCAP ETF
GOOGL
0.44%
CAP STK CL A
BAC
0.43%
COM
BND
0.43%
TOTAL BND MRKT
RDS/B
0.41%
SPON ADR B
INTC
0.38%
COM
NRZ
0.37%
COM NEW
AMZN
0.36%
COM
CSJ
0.35%
1-3 YR CR BD ETF
VEU
0.35%
ALLWRLD EX US
PEP
0.33%
COM
PFLT
0.32%
COM
PFE
0.31%
COM
AGND
0.3%
BRCLYS NEGATIVE
MU
0.29%
COM
BA
0.29%
COM
ARCC
0.29%
COM
DJP
0.29%
DJUBS CMDT ETN36
DVY
0.26%
SELECT DIVID ETF
UTX
0.25%
COM
VYM
0.25%
HIGH DIV YLD
RHP
0.24%
COM
CIM
0.23%
COM NEW
EPD
0.23%
COM
IWR
0.22%
RUS MID-CAP ETF
GOOG
0.21%
CAP STK CL C
SHY
0.2%
1-3 YR TR BD ETF
CVX
0.2%
COM
SCZ
0.2%
EAFE SML CP ETF
NGG
0.19%
SPONSORED ADR NE
SPY
0.19%
TR UNIT
VRP
0.19%
VAR RATE PFD
GSK
0.19%
SPONSORED ADR
PX
0.18%
COM
GM
0.18%
COM
MRK
0.18%
COM
DWDP
0.18%
COM
PCI
0.18%
COM SHS
HD
0.17%
COM
PM
0.16%
COM
C
0.16%
COM NEW
FPF
0.16%
COM
UHS
0.15%
CL B
IEF
0.15%
7-10 Y TR BD ETF
MGK
0.15%
MEGA GRWTH IND
TLTE
0.15%
MSTAR EMKT FAC
DE
0.14%
COM
UNH
0.14%
COM
SCHF
0.14%
INTL EQTY ETF
QQQ
0.14%
UNIT SER 1
DWM
0.13%
DEFA FD
ABBV
0.13%
COM
CELG
0.13%
COM
BSV
0.13%
SHORT TRM BOND
SBUX
0.13%
COM
BIDU
0.13%
SPON ADR REP A
KEY
0.13%
COM
DIA
0.13%
UT SER 1
VHT
0.13%
HEALTH CAR ETF
HON
0.12%
COM
GS
0.12%
COM
WPC
0.12%
COM
WM
0.12%
COM
TEL
0.11%
REG SHS
IVV
0.11%
CORE S&P500 ETF
OHI
0.11%
COM
CTL
0.11%
COM
MUB
0.11%
NAT AMT FREE BD
HASI
0.11%
COM
ETE
0.1%
COM UT LTD PTN
DUK
0.1%
COM NEW
KLD
0.1%
USA ESG SLCT ETF
PG
0.1%
COM
BMY
0.1%
COM
PHO
0.1%
WATER RES ETF
TWTR
0.1%
COM
BK
0.1%
COM
KBH
0.1%
COM
WFC
0.09%
COM
VIG
0.08%
DIV APP ETF
AMGN
0.08%
COM
NVS
0.08%
SPONSORED ADR
SCHB
0.08%
US BRD MKT ETF
ARI
0.08%
COM
ED
0.08%
COM
CHKP
0.08%
ORD
AVGO
0.08%
COM
CSCO
0.08%
COM
AMT
0.07%
COM
XLK
0.07%
TECHNOLOGY
EXC
0.07%
COM
VFH
0.07%
FINANCIALS ETF
IYG
0.07%
U.S. FIN SVC ETF
RYT
0.07%
S&P500 EQL TEC
FXI
0.07%
CHINA LG-CAP ETF
NBTB
0.07%
COM
CVS
0.07%
COM
DSI
0.07%
MSCI KLD400 SOC
AEP
0.07%
COM
IYY
0.06%
DOW JONES US ETF
FDX
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
IYF
0.06%
U.S. FINLS ETF
VNO
0.06%
SH BEN INT
MDT
0.06%
SHS
SCCO
0.06%
COM
EFA
0.06%
MSCI EAFE ETF
ORCL
0.05%
COM
NEE
0.05%
COM
PYPL
0.05%
COM
CXP
0.05%
COM NEW
AMZA
0.05%
INFRAC ACT MLP
ABT
0.05%
COM
NLY
0.05%
COM
NFLX
0.05%
COM
KNOP
0.05%
COM UNITS
PFF
0.05%
U.S. PFD STK ETF
IJH
0.05%
CORE S&P MCP ETF
TCPC
0.05%
COM
MYL
0.05%
SHS EURO
HPT
0.05%
COM SH BEN INT
CMCSA
0.05%
CL A
XLY
0.05%
SBI CONS DISCR
NYCB
0.05%
COM
MA
0.05%
CL A
MDLZ
0.05%
CL A
CAT
0.05%
COM
KO
0.05%
COM
V
0.05%
COM CL A
IBB
0.04%
NASDQ BIOTEC ETF
DOL
0.04%
INTL LRGCAP DV
CTRP
0.04%
AMERICAN DEP SHS
DIS
0.04%
COM DISNEY
SO
0.04%
COM
EMR
0.04%
COM
ETR
0.04%
COM
MMM
0.04%
COM
MBB
0.04%
MBS ETF
GIS
0.04%
COM
NVDA
0.04%
COM
VOO
0.04%
SHS
VOD
0.04%
SPNSR ADR NO PAR
ANTM
0.04%
COM
CIU
0.04%
INTERM CR BD ETF
RFV
0.04%
S&P MDCP400 VL
XLF
0.04%
SBI INT-FINL
GILD
0.04%
COM
AWP
0.04%
COM SH BEN INT
JCI
0.04%
SHS
STWD
0.04%
COM
AGNC
0.03%
COM
NSC
0.03%
COM
SPH
0.03%
UNIT LTD PARTN
VLO
0.03%
COM
ITM
0.03%
AMT FREE INT ETF
ZTS
0.03%
CL A
F
0.03%
COM PAR $0.01
AVXL
0.03%
COM NEW
BAX
0.03%
COM
HSC
0.03%
COM
IEMG
0.03%
CORE MSCI EMKT
MCD
0.03%
COM
SBIO
0.03%
MED BREAKTHGH
MFC
0.03%
COM
PSEC
0.03%
COM
OXY
0.03%
COM
GCBC
0.03%
COM
SYY
0.03%
COM
USO
0.03%
UNITS
IGR
0.03%
COM
KMI
0.03%
COM
MLPI
0.03%
ALERIAN INFRST
KMB
0.03%
COM
PSAU
0.03%
GLOBAL GLD PREC
ADM
0.03%
COM
ENB
0.03%
COM
CMDT
0.03%
SHS BEN INT
NSP
0.03%
COM
MO
0.03%
COM
TBT
0.03%
PSHS ULTSH 20YRS
SRE
0.03%
COM
VMW
0.03%
CL A COM
BBY
0.03%
COM
SPG
0.03%
COM
SU
0.03%
COM
DHI
0.03%
COM
LEA
0.02%
COM NEW
IAU
0.02%
ISHARES
CDW
0.02%
COM
PST
0.02%
PSHS ULSHT 7-10Y
BR
0.02%
COM
THO
0.02%
COM
PVH
0.02%
COM
BLK
0.02%
COM
AOR
0.02%
GRWT ALLOCAT ETF
EBAY
0.02%
COM
MS
0.02%
COM NEW
PBI
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
LRCX
0.02%
COM
RFG
0.02%
S&P MDCP400 PR
DLX
0.02%
COM
ALSN
0.02%
COM
DAL
0.02%
COM NEW
LH
0.02%
COM NEW
MGC
0.02%
MEGA CAP INDEX
AXP
0.02%
COM
CMA
0.02%
COM
SYK
0.02%
COM
AMAT
0.02%
COM
OKE
0.02%
COM
STT
0.02%
COM
PRU
0.02%
COM
DXC
0.02%
COM
AMP
0.02%
COM
BBT
0.02%
COM
UNP
0.02%
COM
NKE
0.02%
CL B
CONE
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
PXD
0.02%
COM
PNC
0.02%
COM
SLB
0.02%
COM
TRST
0.02%
COM
FE
0.02%
COM
CHTR
0.02%
CL A
AGR
0.02%
COM
SCHO
0.02%
SHT TM US TRES
APD
0.02%
COM
REGN
0.02%
COM
ON
0.02%
COM
AVY
0.02%
COM
UBS
0.02%
SHS
TSM
0.02%
SPONSORED ADR
HCP
0.02%
COM
OLP
0.02%
COM
FBHS
0.02%
COM
PEGI
0.02%
CL A
AGG
0.02%
CORE TOTUSBD ETF
ACN
0.02%
SHS CLASS A
TMO
0.02%
COM
LLL
0.02%
COM
SCHA
0.02%
US SML CAP ETF
LVS
0.01%
COM
JBGS
0.01%
COM
GLD
0.01%
GOLD SHS
UPS
0.01%
CL B
AFL
0.01%
COM
INB
0.01%
COM
SDY
0.01%
S&P DIVID ETF
CCI
0.01%
COM
TGT
0.01%
COM
CP
0.01%
COM
UE
0.01%
COM
LNC
0.01%
COM
SCHW
0.01%
COM
IEFA
0.01%
CORE MSCI EAFE
LADR
0.01%
CL A
HPQ
0.01%
COM
VO
0.01%
MID CAP ETF
EWT
0.01%
MSCI TAIWAN ETF
FDL
0.01%
SHS
IXUS
0.01%
CORE MSCITOTAL
CGC
0.01%
COM
SPR
0.01%
COM CL A
UBA
0.01%
CL A
OILK
0.01%
K1 FRE CRD OIL
PRF
0.01%
FTSE RAFI 1000
MDY
0.01%
UTSER1 S&PDCRP
TMUS
0.01%
COM
CB
0.01%
COM
IP
0.01%
COM
HRS
0.01%
COM
SWK
0.01%
COM
EQNR
0.01%
SPONSORED ADR
BWX
0.01%
BRCLYS INTL ETF
AGN
0.01%
SHS
CFT
0.01%
CREDIT BD ETF
MCK
0.01%
COM
FLRN
0.01%
INV GRD FLT RT
FDC
0.01%
CL A
TXT
0.01%
COM
SNH
0.01%
SH BEN INT
MKC
0.01%
COM NON VTG
XAR
0.01%
AEROSPACE DEF
CPLP
0.01%
COM UNIT LP
JD
0.01%
SPON ADR CL A
PIO
0.01%
GLOBAL WATER
AET
0.01%
COM
SCG
0.01%
COM
QCOM
0.01%
COM
VXF
0.01%
EXTEND MKT ETF
GWX
0.01%
S&P INTL SMLCP
TXN
0.01%
COM
BX
0.01%
COM UNIT LTD
ECL
0.01%
COM
CTSH
0.01%
CL A
ETP
0.01%
UNIT LTD PRT INT
EFG
0.01%
EAFE GRWTH ETF
IVE
0.01%
S&P 500 VAL ETF
BGY
0.01%
COM BENE INTER
TJX
0.01%
COM
TOTL
0.01%
SPDR TR TACTIC
KHC
0.01%
COM
WH
0.01%
COM
YUMC
0.01%
COM
ADI
0.01%
COM
IWB
0.01%
RUS 1000 ETF
BHP
0.01%
SPONSORED ADR
BIIB
0.01%
COM
PSCC
0.01%
S&P SMLCP STAP
SIRI
0.01%
COM
KBWR
0.01%
KBW REGL BKG
IHI
0.01%
U.S. MED DVC ETF
ADBE
0.01%
COM
TSLA
0.01%
COM
VDC
0.01%
CONSUM STP ETF
LOW
0.01%
COM
LLY
0.01%
COM
FPE
0.01%
PFD SECS INC ETF
NLR
0.01%
URANIUM NUCLEAR
MOAT
0.01%
MORNINGSTAR WIDE
HYG
0.01%
IBOXX HI YD ETF
MET
0.01%
COM
ADSK
0.01%
COM
TEVA
0.01%
ADR
DDD
0.01%
COM NEW
NDAQ
0.01%
COM
BUD
0.01%
SPONSORED ADR
IONS
0.01%
COM
VV
0.01%
LARGE CAP ETF
ITA
0.01%
U.S. AER&DEF ETF
CLX
0.01%
COM
VMBS
0.01%
MORTG-BACK SEC
CI
0.01%
COM
DTE
0.01%
COM
PBCT
0.01%
COM
BP
0.01%
SPONSORED ADR
ILF
0.01%
LATN AMER 40 ETF
WMT
0.01%
COM
FAST
0.01%
COM
XLNX
0.01%
COM
WYN
0.01%
COM
TU
0.01%
COM
CBS
0.01%
CL B
AROW
0.01%
COM
XT
0.01%
EXPONEN TECHNO
PLUG
0.01%
COM NEW
PAYX
0.01%
COM
SPOT
0.01%
SHS
RHT
0.01%
COM
BPT
< 0.01%
UNIT BEN INT
KR
< 0.01%
COM
MC
< 0.01%
CL A
UN
< 0.01%
N Y SHS NEW
CSX
< 0.01%
COM
TRV
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
ES
< 0.01%
COM
USOU
< 0.01%
US 3X OIL FD
DEO
< 0.01%
SPON ADR NEW
JNK
< 0.01%
BRC HGH YLD BD
AOA
< 0.01%
AGGRES ALLOC ETF
BBX
< 0.01%
CL A
TOT
< 0.01%
SPONSORED ADR
UGI
< 0.01%
COM
CHD
< 0.01%
COM
UAL
< 0.01%
COM
FLEX
< 0.01%
ORD
NKTR
< 0.01%
COM
NTLA
< 0.01%
COM
TNP
< 0.01%
SHS
ICF
< 0.01%
COHEN&STEER REIT
BWXT
< 0.01%
COM
TCP
< 0.01%
UT COM LTD PRT
VIPS
< 0.01%
SPONSORED ADR
SCHD
< 0.01%
US DIVIDEND EQ
PBR
< 0.01%
SPONSORED ADR
XLU
< 0.01%
SBI INT-UTILS
SPHD
< 0.01%
S&P500 HDL VOL
CRM
< 0.01%
COM
BHGE
< 0.01%
CL A
AOM
< 0.01%
MODERT ALLOC ETF
RIG
< 0.01%
REG SHS
UBP
< 0.01%
COM
CNCE
< 0.01%
COM
IGF
< 0.01%
GLB INFRASTR ETF
CE
< 0.01%
COM SER A
HPE
< 0.01%
COM
SRLN
< 0.01%
BLKSTN GSOSRLN
KWEB
< 0.01%
CSI CHI INTERNET
CTXS
< 0.01%
COM
PGF
< 0.01%
FINL PFD ETF
RMR
< 0.01%
CL A
PRSP
< 0.01%
COM
DNKN
< 0.01%
COM
PGX
< 0.01%
PFD ETF
CAR
< 0.01%
COM
COP
< 0.01%
COM
UBNK
< 0.01%
COM
PEY
< 0.01%
HIG YLD EQ DIV
QCP
< 0.01%
COM
SMDV
< 0.01%
RUSS 2000 DIVD
ESRX
< 0.01%
COM
LQD
< 0.01%
IBOXX INV CP ETF
SHE
< 0.01%
SSGA GNDER ETF
NOV
< 0.01%
COM
LIT
< 0.01%
GLOBAL X LITHIUM
MCHP
< 0.01%
COM
EMLP
< 0.01%
NO AMER ENERGY
CRSP
< 0.01%
NAMEN AKT
LSXMK
< 0.01%
COM C SIRIUSXM
PNR
< 0.01%
SHS
BOND
< 0.01%
TOTL RETN ETF
NBR
< 0.01%
SHS
CC
< 0.01%
COM
CBU
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
NEWM
< 0.01%
COM
ROK
< 0.01%
COM
HEDJ
< 0.01%
EUROPE HEDGED EQ
FIW
< 0.01%
COM
RAD
< 0.01%
COM
FTSL
< 0.01%
SENIOR LN FD
MGV
< 0.01%
MEGA CAP VAL ETF
RWO
< 0.01%
DJ GLB RL ES ETF
NVT
< 0.01%
SHS
DXJ
< 0.01%
JAPN HEDGE EQT
ARNC
< 0.01%
COM
ASIX
< 0.01%
COM
ACCO
< 0.01%
COM
AVANOS M...
< 0.01%
STOCK
SLV
< 0.01%
ISHARES
OAS
< 0.01%
COM
ITW
< 0.01%
COM
EZU
< 0.01%
EMU ETF
SNAP
< 0.01%
CL A
NEAR
< 0.01%
SHT MAT BD ETF
EWJ
< 0.01%
MSCI JPN ETF NEW
MFGP
< 0.01%
SPON ADR NEW
EWU
< 0.01%
MSCI UK ETF NEW
ERF
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
BSTI
< 0.01%
SPONSORED ADS
FSLR
< 0.01%
COM
EDIT
< 0.01%
COM
BWA
< 0.01%
COM
BKD
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
RYN
< 0.01%
COM
NOG
< 0.01%
COM
GMM
< 0.01%
EMERG MKTS ETF
JPC
< 0.01%
COM
RYAM
< 0.01%
COM
PHH
< 0.01%
COM NEW
NCV
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
BW
< 0.01%
COM
HIG
< 0.01%
COM
FTR
< 0.01%
COM NEW
FCEL
< 0.01%
COM NEW
HST
< 0.01%
COM
GOGL
< 0.01%
SHS NEW
IGT
< 0.01%
SHS USD
VXX
< 0.01%
IPATH S&P500 VIX
NAT
< 0.01%
COM
VRTV
< 0.01%
COM
RYDEX ET...
3.84%
ETF
POWERSHA...
0.85%
ETF
PKW
0.83%
DYNA BUYBK ACH
VRP
0.2%
VAR RATE PFD POR
QQQ
0.13%
UNIT SER 1
PHO
0.09%
WATER RESOURCE
POWERSHA...
0.07%
ETF
RYDEX ET...
0.04%
ETF
TWX
0.03%
COM NEW
PSAU
0.03%
GLOB GLD&P ETF
AAL
0.03%
COM
GDO
0.03%
COM
HAS
0.03%
COM
HAL
0.03%
COM
PH
0.03%
COM
OC
0.03%
COM
POWERSHA...
0.02%
ETF
INGR
0.02%
COM
BERY
0.02%
COM
DPS
0.02%
COM
IJS
0.01%
SP SMCP600VL ETF
DBX
0.01%
CL A
WHR
0.01%
COM
PIO
0.01%
GBL WTR PORT
VNQI
0.01%
GLB EX US ETF
STO
0.01%
SPONSORED ADR
RTN
0.01%
COM NEW
KBWR
0.01%
KBW RG BK PORT
PSCC
0.01%
S&P SMCP CONSU
HOG
0.01%
COM
SAVE
0.01%
COM
FREL
0.01%
MSCI RL EST ETF
BKK
< 0.01%
COM SHS
GOVT
< 0.01%
U.S. TRS BD ETF
SPHD
< 0.01%
PWRSH S&P500HI
EDIV
< 0.01%
S&P EM MKT DIV
TNA
< 0.01%
DLY SMCAP BULL3X
VOX
< 0.01%
TELCOMM ETF
PEY
< 0.01%
HI YLD EQ DVDN
ETO
< 0.01%
COM
GDV
< 0.01%
COM
JPZ
< 0.01%
COM
PID
< 0.01%
INTL DIV ACHV
CEM
< 0.01%
COM
IDV
< 0.01%
INTL SEL DIV ETF
HYH
< 0.01%
COM