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Stock Style
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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
18
20
4
7
3
54
14
15
ALLSQUARE WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings477

Total Value ($x1000)133,051
Activities
New32

Increased75

Unchanged305

Decreased65

Sold Out28

Top 10 Stock Holdingstotal 62.78%
VCIT15.22

VTI13.6

VEA8.54

BNDX8.08

VWO5.1

 
FTGC3.39

RZV3.37

VCSH2.65

SCHE1.53

VT1.3

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
15.22%
INT-TERM CORP
VTI
13.6%
TOTAL STK MKT
VEA
8.54%
FTSE DEV MKT ETF
BNDX
8.08%
INTL BD IDX ETF
VWO
5.1%
FTSE EMR MKT ETF
FTGC
3.39%
FST TR GLB FD
RZV
3.37%
S&P SML600 VAL
VCSH
2.65%
SHRT TRM CORP BD
SCHE
1.53%
EMRG MKTEQ ETF
VT
1.3%
TT WRLD ST ETF
VXUS
0.88%
VG TL INTL STK F
QQQ
0.84%
UNIT SER 1
RSP
0.8%
S&P500 EQL WGT
SPY
0.73%
TR UNIT
JNJ
0.72%
COM
PKW
0.72%
BUYBACK ACHIEV
JPM
0.71%
COM
VZ
0.67%
COM
ACWX
0.66%
MSCI ACWI US ETF
BRK.B
0.65%
CL B NEW
MAIN
0.65%
COM
XOM
0.59%
COM
IBMK
0.57%
IBONDS DEC 22
MSFT
0.55%
COM
AAPL
0.55%
COM
NYF
0.52%
NY AMTFRE MU ETF
RDS/B
0.51%
SPON ADR B
VB
0.51%
SMALL CP ETF
DLS
0.51%
INTL SMCAP DIV
GOOGL
0.48%
CAP STK CL A
FB
0.48%
CL A
IBM
0.48%
COM
BABA
0.47%
SPONSORED ADS
TIP
0.47%
TIPS BD ETF
T
0.42%
COM
ARCC
0.42%
COM
AMZN
0.41%
COM
DIA
0.4%
UT SER 1
VSS
0.38%
FTSE SMCAP ETF
PEP
0.36%
COM
CSJ
0.35%
1-3 YR CR BD ETF
BAC
0.34%
COM
BA
0.34%
COM
PFE
0.33%
COM
INTC
0.33%
COM
NRZ
0.32%
COM NEW
VEU
0.31%
ALLWRLD EX US
MRK
0.29%
COM
PFLT
0.27%
COM
DJP
0.27%
DJUBS CMDT ETN36
CIM
0.25%
COM NEW
EPD
0.25%
COM
BND
0.25%
TOTAL BND MRKT
JPST
0.25%
ULTRA SHRT INC
RHP
0.24%
COM
UTX
0.24%
COM
DVY
0.22%
SELECT DIVID ETF
VRP
0.22%
VAR RATE PFD
ENB
0.21%
COM
GOOG
0.21%
CAP STK CL C
UNH
0.21%
COM
GSK
0.21%
SPONSORED ADR
SHY
0.21%
1-3 YR TR BD ETF
LIN
0.2%
COM
GE
0.2%
COM
HD
0.2%
COM
CVX
0.19%
COM
NGG
0.19%
SPONSORED ADR NE
AGND
0.18%
BRCLYS NEGATIVE
IEF
0.17%
7-10 Y TR BD ETF
SCZ
0.17%
EAFE SML CP ETF
HASI
0.16%
COM
DE
0.16%
COM
SBUX
0.16%
COM
UHS
0.16%
CL B
WM
0.15%
COM
WPC
0.15%
COM
IWR
0.15%
RUS MID-CAP ETF
PM
0.15%
COM
PHO
0.15%
WATER RES ETF
C
0.15%
COM NEW
TLTE
0.14%
MSTAR EMKT FAC
CGC
0.14%
COM
IVV
0.13%
CORE S&P500 ETF
KEY
0.13%
COM
BIDU
0.13%
SPON ADR REP A
SCHF
0.13%
INTL EQTY ETF
PYPL
0.13%
COM
PG
0.13%
COM
OHI
0.12%
COM
VHT
0.12%
HEALTH CAR ETF
VXXB
0.12%
IPATH B MID TERM
SBIO
0.12%
MED BREAKTHGH
VNQ
0.11%
REIT ETF
MUB
0.11%
NAT AMT FREE BD
AMT
0.11%
COM
NVS
0.11%
SPONSORED ADR
MGK
0.11%
MEGA GRWTH IND
GS
0.11%
COM
CHKP
0.1%
ORD
CSCO
0.1%
COM
HON
0.1%
COM
AMGN
0.1%
COM
KLD
0.1%
USA ESG SLCT ETF
EXC
0.09%
COM
VIG
0.09%
DIV APP ETF
ETE
0.09%
COM UT LTD PTN
BK
0.09%
COM
FXI
0.09%
CHINA LG-CAP ETF
ED
0.09%
COM
GM
0.09%
COM
V
0.09%
COM CL A
MU
0.09%
COM
CMCSA
0.09%
CL A
PCI
0.09%
COM SHS
NSC
0.09%
COM
DUK
0.09%
COM NEW
NEE
0.09%
COM
DSI
0.08%
MSCI KLD400 SOC
ARI
0.08%
COM
SUNS
0.08%
COM
AEP
0.08%
COM
DIS
0.08%
COM DISNEY
FPF
0.08%
COM
SCHB
0.08%
US BRD MKT ETF
NFLX
0.08%
COM
IYG
0.08%
U.S. FIN SVC ETF
TWTR
0.07%
COM
AVXL
0.07%
COM NEW
RYT
0.07%
S&P500 EQL TEC
ESGD
0.07%
MSCI EAFE ESG
TEL
0.07%
REG SHS
KNOP
0.07%
COM UNITS
MA
0.07%
CL A
DOL
0.07%
INTL LRGCAP DV
ORCL
0.07%
COM
IYY
0.07%
DOW JONES US ETF
AVGO
0.07%
COM
NBTB
0.07%
COM
MDLZ
0.06%
CL A
NLY
0.06%
COM
IWM
0.06%
RUSSELL 2000 ETF
MDT
0.06%
SHS
PFF
0.06%
U.S. PFD STK ETF
CVS
0.06%
COM
VGK
0.06%
FTSE EUROPE ETF
IYF
0.06%
U.S. FINLS ETF
CTL
0.06%
COM
SPG
0.05%
COM
EFA
0.05%
MSCI EAFE ETF
VNO
0.05%
SH BEN INT
IJH
0.05%
CORE S&P MCP ETF
ACN
0.05%
SHS CLASS A
MO
0.05%
COM
FDX
0.05%
COM
KO
0.05%
COM
ETR
0.05%
COM
XLY
0.05%
SBI CONS DISCR
PRF
0.05%
FTSE RAFI 1000
PEGI
0.05%
CL A
TCPC
0.05%
COM
SCCO
0.05%
COM
MBB
0.05%
MBS ETF
BAX
0.05%
COM
DWDP
0.05%
COM
CAT
0.05%
COM
STWD
0.05%
COM
KIM
0.04%
COM
VFH
0.04%
FINANCIALS ETF
HPT
0.04%
COM SH BEN INT
ADBE
0.04%
COM
MMM
0.04%
COM
EMR
0.04%
COM
ATAX
0.04%
BEN UNIT CTF
VOO
0.04%
SHS
JCI
0.04%
SHS
GIS
0.04%
COM
ZTS
0.04%
CL A
SO
0.04%
COM
CIU
0.04%
INTERM CR BD ETF
XLK
0.04%
TECHNOLOGY
JW/A
0.04%
CL A
WCG
0.04%
COM
SYY
0.04%
COM
BBY
0.04%
COM
EWY
0.04%
MSCI STH KOR ETF
MET
0.04%
COM
MCD
0.04%
COM
BMY
0.04%
COM
ABT
0.04%
COM
STZ
0.04%
CL A
DHI
0.04%
COM
TSCO
0.04%
COM
DAL
0.04%
COM NEW
ANTM
0.03%
COM
CDW
0.03%
COM
RFV
0.03%
S&P MDCP400 VL
TMUS
0.03%
COM
IBB
0.03%
NASDQ BIOTEC ETF
AXP
0.03%
COM
LRCX
0.03%
COM
VMW
0.03%
CL A COM
NSP
0.03%
COM
MS
0.03%
COM NEW
VAC
0.03%
COM
TSM
0.03%
SPONSORED ADR
GILD
0.03%
COM
ABBV
0.03%
COM
NKE
0.03%
CL B
CELG
0.03%
COM
CRM
0.03%
COM
KMB
0.03%
COM
ALSN
0.03%
COM
KMI
0.03%
COM
PSEC
0.03%
COM
VGIT
0.03%
INT-TERM GOV
HSC
0.03%
COM
SHM
0.03%
NUVN BR SHT MUNI
ITM
0.03%
AMT FREE INT ETF
EBS
0.03%
COM
SCHO
0.03%
SHT TM US TRES
OKE
0.03%
COM
IEMG
0.03%
CORE MSCI EMKT
AMZA
0.03%
INFRAC ACT MLP
ADM
0.03%
COM
NVDA
0.03%
COM
APD
0.02%
COM
HDV
0.02%
HIGH DIVIDND ETF
PXD
0.02%
COM
EBAY
0.02%
COM
F
0.02%
COM PAR $0.01
AVY
0.02%
COM
MPC
0.02%
COM
SUSB
0.02%
ESG 1 5 YR USD
UNP
0.02%
COM
AOR
0.02%
GRWT ALLOCAT ETF
RFG
0.02%
S&P MDCP400 PR
OXY
0.02%
COM
MGC
0.02%
MEGA CAP INDEX
VYM
0.02%
HIGH DIV YLD
VOD
0.02%
SPNSR ADR NO PAR
CHTR
0.02%
CL A
REGN
0.02%
COM
IAU
0.02%
ISHARES
TMO
0.02%
COM
BBT
0.02%
COM
SNY
0.02%
SPONSORED ADR
SOXX
0.02%
PHLX SEMICND ETF
OLP
0.02%
COM
JBGS
0.02%
COM
CCI
0.02%
COM
VTV
0.02%
VALUE ETF
AFL
0.02%
COM
IHI
0.02%
U.S. MED DVC ETF
AGG
0.02%
CORE TOTUSBD ETF
ON
0.02%
COM
CP
0.02%
COM
LLL
0.02%
COM
UPS
0.02%
CL B
GCBC
0.02%
COM
SDY
0.02%
S&P DIVID ETF
IEFA
0.02%
CORE MSCI EAFE
FBHS
0.01%
COM
TGT
0.01%
COM
BP
0.01%
SPONSORED ADR
BTAI
0.01%
COM
INB
0.01%
COM
SPR
0.01%
COM CL A
NTLA
0.01%
COM
FDL
0.01%
SHS
LNC
0.01%
COM
TRST
0.01%
COM
SVXY
0.01%
II SHT VIX ST TRM
FDC
0.01%
CL A
CRSP
0.01%
NAMEN AKT
VUG
0.01%
GROWTH ETF
ATVI
0.01%
COM
SU
0.01%
COM
EWT
0.01%
MSCI TAIWAN ETF
E
0.01%
SPONSORED ADR
DYLS
0.01%
DYNAMIC LNG EQ
HRS
0.01%
COM
IONS
0.01%
COM
VO
0.01%
MID CAP ETF
PSCC
0.01%
S&P SMLCP STAP
CB
0.01%
COM
SCHW
0.01%
COM
ACB
0.01%
COM
EDIT
0.01%
COM
VDC
0.01%
CONSUM STP ETF
UE
0.01%
COM
UBA
0.01%
CL A
VLO
0.01%
COM
BLK
0.01%
COM
IXUS
0.01%
CORE MSCITOTAL
MKC
0.01%
COM NON VTG
IBDM
0.01%
IBND DEC21 ETF
IBDC
0.01%
2020 CP TM ETF
FVD
0.01%
SHS
SWK
0.01%
COM
XLNX
0.01%
COM
CFT
0.01%
CREDIT BD ETF
LLY
0.01%
COM
HPQ
0.01%
COM
PIO
0.01%
GLOBAL WATER
SCHM
0.01%
US MID-CAP ETF
ECL
0.01%
COM
OILK
0.01%
K1 FRE CRD OIL
WFC
0.01%
COM
IP
0.01%
COM
BX
0.01%
COM UNIT LTD
XAR
0.01%
AEROSPACE DEF
FLRN
0.01%
INV GRD FLT RT
MCK
0.01%
COM
EFG
0.01%
EAFE GRWTH ETF
EQNR
0.01%
SPONSORED ADR
BGY
0.01%
COM BENE INTER
TJX
0.01%
COM
VXF
0.01%
EXTEND MKT ETF
TXN
0.01%
COM
BHP
0.01%
SPONSORED ADR
ADI
0.01%
COM
AGN
0.01%
SHS
IVE
0.01%
S&P 500 VAL ETF
INCY
0.01%
COM
LOW
0.01%
COM
USO
0.01%
UNITS
GWX
0.01%
S&P INTL SMLCP
WAB
0.01%
COM
PKG
0.01%
COM
PBR/A
0.01%
SP ADR NON VTG
IWB
0.01%
RUS 1000 ETF
ADSK
0.01%
COM
TXT
0.01%
COM
TOTL
0.01%
SPDR TR TACTIC
CHL
0.01%
SPONSORED ADR
MOAT
0.01%
MORNINGSTAR WIDE
NLR
0.01%
URANIUM NUCLEAR
XLF
0.01%
SBI INT-FINL
HYG
0.01%
IBOXX HI YD ETF
MTU
0.01%
SPONSORED ADR
FAST
0.01%
COM
AMD
0.01%
COM
CPRI
0.01%
SHS
FPE
0.01%
PFD SECS INC ETF
RHT
0.01%
COM
NKTR
0.01%
COM
SPH
0.01%
UNIT LTD PARTN
PAYX
0.01%
COM
PLUG
0.01%
COM NEW
AMAT
0.01%
COM
BIIB
0.01%
COM
TAK
0.01%
SPONSORED ADS
NDAQ
0.01%
COM
HMC
0.01%
AMERN SHS
CI
0.01%
COM
WMT
0.01%
COM
CLX
0.01%
COM
VV
0.01%
LARGE CAP ETF
D
0.01%
COM
TRV
0.01%
COM
TCP
0.01%
UT COM LTD PRT
DEO
0.01%
SPON ADR NEW
TU
0.01%
COM
CPLP
0.01%
COM UNIT LP
CSX
0.01%
COM
VMBS
0.01%
MORTG-BACK SEC
CHD
0.01%
COM
BUD
0.01%
SPONSORED ADR
HYD
0.01%
HIGH YLD MUN ETF
APHA
0.01%
COM
ITA
0.01%
U.S. AER&DEF ETF
CBS
< 0.01%
CL B
UN
< 0.01%
N Y SHS NEW
UAL
< 0.01%
COM
SPOT
< 0.01%
SHS
AROW
< 0.01%
COM
LADR
< 0.01%
CL A
UGI
< 0.01%
COM
AOA
< 0.01%
AGGRES ALLOC ETF
DDD
< 0.01%
COM NEW
FDN
< 0.01%
DJ INTERNT IDX
ICF
< 0.01%
COHEN&STEER REIT
PBCT
< 0.01%
COM
SCHX
< 0.01%
US LRG CAP ETF
GLD
< 0.01%
GOLD SHS
UBX
< 0.01%
COM
DSSI
< 0.01%
COM
USMV
< 0.01%
USA MIN VOL ETF
KR
< 0.01%
COM
CTST
< 0.01%
COM
SCHD
< 0.01%
US DIVIDEND EQ
AOM
< 0.01%
MODERT ALLOC ETF
HPE
< 0.01%
COM
SPHD
< 0.01%
S&P500 HDL VOL
CE
< 0.01%
COM SER A
BWXT
< 0.01%
COM
IGF
< 0.01%
GLB INFRASTR ETF
CRH
< 0.01%
ADR
SPDR BLO...
< 0.01%
ETF
VBK
< 0.01%
SML CP GRW ETF
BHGE
< 0.01%
CL A
BBX
< 0.01%
CL A
HBC
< 0.01%
SPON ADR NEW
KWEB
< 0.01%
CSI CHI INTERNET
PGF
< 0.01%
FINL PFD ETF
KHC
< 0.01%
COM
CTXS
< 0.01%
COM
MC
< 0.01%
CL A
ENIC
< 0.01%
SPON ADR
TNA
< 0.01%
DLY SMCAP BULL3X
UBP
< 0.01%
COM
RIG
< 0.01%
REG SHS
DNKN
< 0.01%
COM
XT
< 0.01%
EXPONEN TECHNO
CNCE
< 0.01%
COM
SHE
< 0.01%
SSGA GNDER ETF
SMDV
< 0.01%
RUSS 2000 DIVD
REZI
< 0.01%
COM
COP
< 0.01%
COM
SRLN
< 0.01%
BLKSTN GSOSRLN
MDY
< 0.01%
UTSER1 S&PDCRP
FIW
< 0.01%
COM
MYL
< 0.01%
SHS EURO
UBNK
< 0.01%
COM
MGV
< 0.01%
MEGA CAP VAL ETF
ABB
< 0.01%
SPONSORED ADR
HEDJ
< 0.01%
EUROPE HEDGED EQ
CC
< 0.01%
COM
DTE
< 0.01%
COM
ROK
< 0.01%
COM
EMLP
< 0.01%
NO AMER ENERGY
LSXMK
< 0.01%
COM C SIRIUSXM
PNR
< 0.01%
SHS
CBU
< 0.01%
COM
RWO
< 0.01%
DJ GLB RL ES ETF
HYLB
< 0.01%
DEUTSCHE USD ETF
KWR
< 0.01%
COM
FTSL
< 0.01%
SENIOR LN FD
VBR
< 0.01%
SM CP VAL ETF
EWU
< 0.01%
MSCI UK ETF NEW
RAD
< 0.01%
COM
EZU
< 0.01%
EMU ETF
ARNC
< 0.01%
COM
ACCO
< 0.01%
COM
DXJ
< 0.01%
JAPN HEDGE EQT
MICRO FO...
< 0.01%
ADR
BKD
< 0.01%
COM
GTX
< 0.01%
COM
BSTI
< 0.01%
SPONSORED ADS
SLV
< 0.01%
ISHARES
MFC
< 0.01%
COM
SNAP
< 0.01%
CL A
FSLR
< 0.01%
COM
NEAR
< 0.01%
SHT MAT BD ETF
BWA
< 0.01%
COM
GMM
< 0.01%
EMERG MKTS ETF
XLRE
< 0.01%
RL EST SEL SEC
NAT
< 0.01%
COM
EWJ
< 0.01%
MSCI JPN ETF NEW
RMR
< 0.01%
CL A
OAS
< 0.01%
COM
CLRB
< 0.01%
COM PAR
ASIX
< 0.01%
COM
JPC
< 0.01%
COM
RYN
< 0.01%
COM
RYAM
< 0.01%
COM
AVNS
< 0.01%
COM
HIG
< 0.01%
COM
BW
< 0.01%
COM
VRTV
< 0.01%
COM
HST
< 0.01%
COM
FCEL
< 0.01%
COM NEW
FTR
< 0.01%
COM NEW
sbot
< 0.01%
COM
NCV
< 0.01%
COM
NOG
< 0.01%
COM
HYND
0.1%
BOFA MERLYN NG
PRU
0.03%
COM
SABR
0.03%
COM
AGR
0.03%
COM
TBT
0.03%
PSHS ULTSH 20YRS
CONE
0.03%
COM
PST
0.02%
PSHS ULSHT 7-10Y
AMP
0.02%
COM
UBS
0.01%
SHS
LVS
0.01%
COM
SLB
0.01%
COM
CTSH
0.01%
CL A
KORS
0.01%
SHS
SIRI
0.01%
COM
MOTI
0.01%
MORNINGSTAR INTL
ILF
0.01%
LATN AMER 40 ETF
ES
0.01%
COM
BWX
< 0.01%
BRCLYS INTL ETF
CPRT
< 0.01%
COM
ANGL
< 0.01%
FALLEN ANGEL HG
TOT
< 0.01%
SPONSORED ADR
JNK
< 0.01%
BRC HGH YLD BD
HOG
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
LEG
< 0.01%
COM
TARO
< 0.01%
SHS
NOK
< 0.01%
SPONSORED ADR
VXX
< 0.01%
IPATH S&P500 VIX