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
66
23
22
6
7
3
48
7
10
ALLSQUARE WEALTH MANAGEMENT LLC

Time Period2017-12-31

Total Holdings399

Total Value ($x1000)126,757
Activities
New27

Increased49

Unchanged254

Decreased69

Sold Out9

Top 10 Stock Holdingstotal 66.3%
VCIT14.82

VTI14.64

VEA9.96

BNDX8.38

VWO5.09

 
RZV4.06

FTGC3.65

VCSH2.65

VT1.53

SCHE1.52

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCIT
14.82%
INT-TERM CORP
VTI
14.64%
TOTAL STK MKT
VEA
9.96%
FTSE DEV MKT ETF
BNDX
8.38%
INTL BD IDX ETF
VWO
5.09%
FTSE EMR MKT ETF
RZV
4.06%
GUG S&P SC600 PV
FTGC
3.65%
FST TR GLB FD
VCSH
2.65%
SHRT TRM CORP BD
VT
1.53%
TT WRLD ST ETF
SCHE
1.52%
EMRG MKTEQ ETF
GE
1.24%
COM
VXUS
1.02%
VG TL INTL STK F
JPM
0.83%
COM
PKW
0.82%
DYNA BUYBK ACH
RSP
0.81%
GUG S&P500 EQ WT
JNJ
0.73%
COM
BRK.B
0.68%
CL B NEW
MAIN
0.66%
COM
XOM
0.65%
COM
T
0.61%
COM
FB
0.61%
CL A
VZ
0.59%
COM
DLS
0.57%
INTL SMCAP DIV
BND
0.57%
TOTAL BND MRKT
AAPL
0.55%
COM
BABA
0.54%
SPONSORED ADS
IBM
0.5%
COM
TIP
0.49%
TIPS BD ETF
NYF
0.49%
NY AMTFRE MU ETF
ACWX
0.48%
MSCI ACWI US ETF
BAC
0.48%
COM
NRZ
0.44%
COM NEW
VB
0.43%
SMALL CP ETF
VEU
0.42%
ALLWRLD EX US
GOOGL
0.42%
CAP STK CL A
MSFT
0.42%
COM
RDS/B
0.41%
SPON ADR B
PEP
0.4%
COM
INTC
0.38%
COM
VSS
0.37%
FTSE SMCAP ETF
CSJ
0.37%
1-3 YR CR BD ETF
DJP
0.31%
DJUBS CMDT ETN36
PFLT
0.3%
COM
PFE
0.3%
COM
VYM
0.29%
HIGH DIV YLD
AMZN
0.28%
COM
FLRN
0.25%
INV GRD FLT RT
SBUX
0.24%
COM
CIM
0.24%
COM NEW
SCZ
0.23%
EAFE SML CP ETF
EPD
0.23%
COM
BA
0.22%
COM
PM
0.22%
COM
SHY
0.22%
1-3 YR TR BD ETF
NGG
0.21%
SPONSORED ADR NE
DWDP
0.2%
COM
ARCC
0.2%
COM
CELG
0.2%
COM
UTX
0.2%
COM
WFC
0.2%
COM
FPF
0.19%
COM
CVX
0.18%
COM
GM
0.18%
COM
MRK
0.18%
COM
GOOG
0.18%
CAP STK CL C
PX
0.17%
COM
DVY
0.17%
SELECT DIVID ETF
DE
0.17%
COM
GSK
0.16%
SPONSORED ADR
VRP
0.16%
VAR RATE PFD POR
HD
0.16%
COM
SCHF
0.16%
INTL EQTY ETF
IEF
0.16%
7-10 Y TR BD ETF
QQQ
0.16%
UNIT SER 1
TLTE
0.16%
MSTAR EMKT FAC
ABBV
0.15%
COM
DWM
0.15%
DEFA FD
CMDT
0.15%
SHS BEN INT
KEY
0.15%
COM
PCI
0.15%
COM SHS
HASI
0.13%
COM
IVV
0.12%
CORE S&P500 ETF
DUK
0.12%
COM NEW
KBH
0.12%
COM
MUB
0.11%
NAT AMT FREE BD
BIDU
0.11%
SPON ADR REP A
WPC
0.11%
COM
ETE
0.11%
COM UT LTD PTN
DIA
0.11%
UT SER 1
KLD
0.11%
USA ESG SLCT ETF
WM
0.1%
COM
BMY
0.1%
COM
TEL
0.1%
REG SHS
ED
0.09%
COM
AVGO
0.09%
SHS
OHI
0.09%
COM
PHO
0.09%
WATER RESOURCE
VIG
0.09%
DIV APP ETF
ARI
0.09%
COM
CAT
0.08%
COM
PG
0.08%
COM
CTL
0.08%
COM
RYT
0.08%
GUG S&P500EQWTTE
C
0.07%
COM NEW
NYCB
0.07%
COM
FXI
0.07%
CHINA LG-CAP ETF
IYG
0.07%
U.S. FIN SVC ETF
FDX
0.07%
COM
DSI
0.07%
MSCI KLD400 SOC
IBB
0.07%
NASDQ BIOTEC ETF
UNH
0.07%
COM
IYY
0.07%
DOW JONES US ETF
AAL
0.07%
COM
GILD
0.07%
COM
NBTB
0.07%
COM
HON
0.07%
COM
SCHB
0.06%
US BRD MKT ETF
VNO
0.06%
SH BEN INT
MDY
0.06%
UTSER1 S&PDCRP
PFF
0.06%
U.S. PFD STK ETF
CTRP
0.06%
AMERICAN DEP SHS
TWTR
0.06%
COM
AMZA
0.06%
INFRAC ACT MLP
CXP
0.05%
COM NEW
VNQ
0.05%
REIT ETF
VFH
0.05%
FINANCIALS ETF
SPY
0.05%
TR UNIT
ORCL
0.05%
COM
DOL
0.05%
INTL LRGCAP DV
NEE
0.05%
COM
UHS
0.05%
CL B
MDT
0.05%
SHS
VOD
0.05%
SPNSR ADR NO PAR
AMGN
0.05%
COM
VHT
0.05%
HEALTH CAR ETF
XLY
0.04%
SBI CONS DISCR
IEMG
0.04%
CORE MSCI EMKT
FDC
0.04%
CL A
SYK
0.04%
COM
SO
0.04%
COM
AVXL
0.04%
COM NEW
KO
0.04%
COM
AMT
0.04%
COM
CIU
0.04%
INTERM CR BD ETF
AGNC
0.04%
COM
ABT
0.04%
COM
NLY
0.04%
COM
JCI
0.04%
SHS
MMM
0.04%
COM
ANTM
0.04%
COM
PSEC
0.04%
COM
JPIN
0.04%
DIV RTN INT EQ
VLO
0.04%
COM
F
0.04%
COM PAR $0.01
TOTL
0.03%
SPDR TR TACTIC
ITM
0.03%
AMT FREE INT ETF
HQL
0.03%
SH BEN INT
NSC
0.03%
COM
CVS
0.03%
COM
TWX
0.03%
COM NEW
XLK
0.03%
TECHNOLOGY
USO
0.03%
UNITS
DHI
0.03%
COM
PSAU
0.03%
GLOB GLD&P ETF
REGN
0.03%
COM
GCBC
0.03%
COM
MS
0.03%
COM NEW
HDV
0.03%
HIGH DIVIDND ETF
DIS
0.03%
COM DISNEY
BOND
0.03%
TOTL RETN ETF
OC
0.03%
COM
SPH
0.03%
UNIT LTD PARTN
HSC
0.03%
COM
GDO
0.03%
COM
SWK
0.03%
COM
IAU
0.03%
ISHARES
NVDA
0.03%
COM
CFG
0.03%
COM
PH
0.03%
COM
V
0.03%
COM CL A
BBY
0.03%
COM
HAL
0.03%
COM
GIS
0.03%
COM
KMB
0.03%
COM
EXC
0.03%
COM
COHR
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
BR
0.03%
COM
DLX
0.03%
COM
VMW
0.03%
CL A COM
SRE
0.03%
COM
MCD
0.02%
COM
NFLX
0.02%
COM
DGX
0.02%
COM
AMAT
0.02%
COM
AOR
0.02%
GRWT ALLOCAT ETF
BAX
0.02%
COM
PRU
0.02%
COM
PVH
0.02%
COM
CDW
0.02%
COM
CB
0.02%
COM
LRCX
0.02%
COM
ALK
0.02%
COM
SYY
0.02%
COM
CMCSA
0.02%
CL A
JNPR
0.02%
COM
OKE
0.02%
COM
INGR
0.02%
COM
STWD
0.02%
COM
FBHS
0.02%
COM
DPS
0.02%
COM
BBT
0.02%
COM
HAS
0.02%
COM
AVY
0.02%
COM
RFG
0.02%
GUG S&P MC400 PG
CSCO
0.02%
COM
SCHM
0.02%
US MID-CAP ETF
APTV
0.02%
SHS
TRST
0.02%
COM
RFV
0.02%
GUG S&P MC400 PV
TSM
0.02%
SPONSORED ADR
AGR
0.02%
COM
SCHO
0.02%
SHT TM US TRES
MGC
0.02%
MEGA CAP INDEX
ZTS
0.02%
CL A
LNC
0.02%
COM
CONE
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
UE
0.02%
COM
GLD
0.02%
GOLD SHS
BERY
0.02%
COM
INB
0.02%
COM
KBWR
0.02%
KBW RG BK PORT
XHB
0.02%
S&P HOMEBUILD
RENX
0.01%
SPONSORED ADR
RTN
0.01%
COM NEW
WYN
0.01%
COM
SCHA
0.01%
US SML CAP ETF
VDC
0.01%
CONSUM STP ETF
CCI
0.01%
COM
MDLZ
0.01%
CL A
SCHW
0.01%
COM
IEFA
0.01%
CORE MSCI EAFE
CP
0.01%
COM
JBGS
0.01%
COM
GWX
0.01%
S&P INTL SMLCP
IJS
0.01%
SP SMCP600VL ETF
NLR
0.01%
URANIUM NUCLEAR
FDL
0.01%
SHS
WHR
0.01%
COM
EWT
0.01%
MSCI TAIWAN ETF
SCHH
0.01%
US REIT ETF
TMUS
0.01%
COM
IXUS
0.01%
CORE MSCITOTAL
IP
0.01%
COM
UBA
0.01%
CL A
VO
0.01%
MID CAP ETF
MA
0.01%
CL A
GLW
0.01%
COM
SCHX
0.01%
US LRG CAP ETF
HRS
0.01%
COM
CFT
0.01%
CREDIT BD ETF
MBB
0.01%
MBS ETF
THRM
0.01%
COM
UPS
0.01%
CL B
UNP
0.01%
COM
BWX
0.01%
BRCLYS INTL ETF
BGY
0.01%
COM BENE INTER
CPLP
0.01%
COM UNIT LP
NKE
0.01%
CL B
PIO
0.01%
GBL WTR PORT
PEY
0.01%
HI YLD EQ DVDN
SCG
0.01%
COM
PPL
0.01%
COM
VGT
0.01%
INF TECH ETF
ACN
0.01%
SHS CLASS A
VNQI
0.01%
GLB EX US ETF
STO
0.01%
SPONSORED ADR
TXT
0.01%
COM
XAR
0.01%
AEROSPACE DEF
MO
0.01%
COM
HOG
0.01%
COM
MKC
0.01%
COM NON VTG
LADR
0.01%
CL A
IWB
0.01%
RUS 1000 ETF
ADI
0.01%
COM
HYG
0.01%
IBOXX HI YD ETF
SAVE
0.01%
COM
BHP
0.01%
SPONSORED ADR
IHI
0.01%
U.S. MED DVC ETF
TAN
0.01%
GUGGENHEIM SOLAR
ILF
0.01%
LATN AMER 40 ETF
FREL
0.01%
MSCI RL EST ETF
SIRI
0.01%
COM
PLUG
0.01%
COM NEW
TJX
0.01%
COM
TSLA
0.01%
COM
MGK
0.01%
MEGA GRWTH IND
DTE
0.01%
COM
CBS
0.01%
CL B
PBCT
0.01%
COM
ITA
0.01%
U.S. AER&DEF ETF
FAST
0.01%
COM
CLX
0.01%
COM
IJH
0.01%
CORE S&P MCP ETF
VV
0.01%
LARGE CAP ETF
EMR
0.01%
COM
BP
0.01%
SPONSORED ADR
AEP
0.01%
COM
PAYX
0.01%
COM
TMO
< 0.01%
COM
PEGI
< 0.01%
CL A
UN
< 0.01%
N Y SHS NEW
VIPS
< 0.01%
SPONSORED ADR
SRLN
< 0.01%
BLKSTN GSOSRLN
ES
< 0.01%
COM
CSX
< 0.01%
COM
IWM
< 0.01%
RUSSELL 2000 ETF
AOA
< 0.01%
AGGRES ALLOC ETF
HPQ
< 0.01%
COM
JNK
< 0.01%
BRC HGH YLD BD
AROW
< 0.01%
COM
DDD
< 0.01%
COM NEW
AOM
< 0.01%
MODERT ALLOC ETF
ICF
< 0.01%
COHEN&STEER REIT
DLPH
< 0.01%
SHS
GOVT
< 0.01%
U.S. TRS BD ETF
BWXT
< 0.01%
COM
BHGE
< 0.01%
CL A
KR
< 0.01%
COM
BBX
< 0.01%
CL A
CHD
< 0.01%
COM
UBP
< 0.01%
COM
RWO
< 0.01%
DJ GLB RL ES ETF
VOX
< 0.01%
TELCOMM ETF
IGF
< 0.01%
GLB INFRASTR ETF
KWEB
< 0.01%
CSI CHI INTERNET
LIT
< 0.01%
GLOBAL X LITHIUM
HPE
< 0.01%
COM
CAR
< 0.01%
COM
RIG
< 0.01%
REG SHS
COP
< 0.01%
COM
RAD
< 0.01%
COM
ESRX
< 0.01%
COM
SMDV
< 0.01%
RUSS 2000 DIVD
BLK
< 0.01%
COM
NOV
< 0.01%
COM
SHE
< 0.01%
SSGA GNDER ETF
CC
< 0.01%
COM
UBNK
< 0.01%
COM
HEDJ
< 0.01%
EUROPE HEDGED EQ
CBU
< 0.01%
COM
SBIO
< 0.01%
MED BREAKTHGH
DNKN
< 0.01%
COM
MCHP
< 0.01%
COM
KHC
< 0.01%
COM
SLV
< 0.01%
ISHARES
NTLA
< 0.01%
COM
ROK
< 0.01%
COM
FTSL
< 0.01%
SENIOR LN FD
EMLP
< 0.01%
NO AMER ENERGY
FIW
< 0.01%
COM
FSLR
< 0.01%
COM
MGV
< 0.01%
MEGA CAP VAL ETF
EDIT
< 0.01%
COM
ABB
< 0.01%
SPONSORED ADR
EWJ
< 0.01%
MSCI JPN ETF NEW
EWU
< 0.01%
MSCI UK ETF NEW
DXJ
< 0.01%
JAPN HEDGE EQT
MFC
< 0.01%
COM
ARNC
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
XLF
< 0.01%
SBI INT-FINL
CRSP
< 0.01%
NAMEN AKT
ACCO
< 0.01%
COM
NEAR
< 0.01%
SHT MAT BD ETF
ERF
< 0.01%
COM
BWA
< 0.01%
COM
SNAP
< 0.01%
CL A
BSTI
< 0.01%
SPONSORED ADS
EZU
< 0.01%
EMU ETF
BKD
< 0.01%
COM
NAT
< 0.01%
COM
ASIX
< 0.01%
COM
FCEL
< 0.01%
COM NEW
RYN
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
RYAM
< 0.01%
COM
FTR
< 0.01%
COM NEW
NCV
< 0.01%
COM
RMR
< 0.01%
CL A
PHH
< 0.01%
COM NEW
HIG
< 0.01%
COM
JPC
< 0.01%
COM
VRTV
< 0.01%
COM
HST
< 0.01%
COM
BW
< 0.01%
COM
HYH
< 0.01%
COM
IGT
< 0.01%
SHS USD
GLUU
0.03%
COM
DLPH
0.02%
SHS
PCG
0.02%
COM
HBI
0.01%
COM
BTAL
0.01%
QUANT NEUT ANT
SNAK
< 0.01%
COM
FHLC
< 0.01%
MSCI HLTH CARE I
AMFW
< 0.01%
SPONSORED ADR
DCTHD
< 0.01%
COM PAR