AllSquare Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Albany, NY
CIK
0001633674
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 536 170,670 VTI, VCSH, VEA, RZV 13F-HR 5/7/2024 000163367424000002
Q4 2023 536 162,981 VTI, VCSH, VEA, BNDX 13F-HR 2/14/2024 000163367424000001
Q3 2023 545 153,317 VCSH, VTI, VEA, BNDX 13F-HR 11/27/2023 000163367423000004
Q2 2023 566 153,810 VCSH, VTI, VEA, BNDX 13F-HR 8/8/2023 000163367423000003
Q1 2023 559 154,520 VCSH, VTI, VEA, BNDX 13F-HR 5/2/2023 000163367423000002
Q4 2022 533 145,848 VCSH, VTI, VEA, BNDX 13F-HR 2/14/2023 000163367423000001
Q3 2022 534 138,343 VCSH, VTI, VEA, BNDX 13F-HR 11/1/2022 000163367422000004
Q2 2022 533 146,958 VCSH, VTI, VEA, BNDX 13F-HR 8/16/2022 000163367422000003
Q1 2022 541 166,586 VCSH, VTI, VEA, BNDX 13F-HR 5/4/2022 000163367422000002
Q4 2021 507 171,766 VCSH, VTI, VEA, BNDX 13F-HR 2/8/2022 000163367422000001
Q3 2021 494 167,374 VCSH, VTI, VEA, BNDX 13F-HR 11/12/2021 000163367421000004
Q2 2021 508 171,351 VCSH, VTI, VEA, BNDX 13F-HR 8/13/2021 000163367421000003
Q1 2021 504 161,815 VCSH, VTI, VEA, BNDX 13F-HR 5/11/2021 000163367421000002
Q4 2020 473 149,713 VCSH, VTI, VEA, BNDX 13F-HR 2/9/2021 000163367421000001
Q3 2020 481 137,591 VCSH, VTI, BNDX, VEA 13F-HR 11/16/2020 000163367420000004
Q2 2020 479 132,741 VCSH, VTI, BNDX, VEA 13F-HR 8/11/2020 000163367420000003
Q1 2020 473 114,974 VCSH, VTI, BNDX, VEA 13F-HR 5/12/2020 000163367420000002
Q4 2019 466 143,345 VCSH, VTI, VEA, BNDX 13F-HR 2/4/2020 000163367420000001
Q3 2019 466 135,044 VCSH, VTI, BNDX, VEA 13F-HR 11/6/2019 000163367419000004
Q2 2019 474 134,172 VCIT, VTI, VEA, BNDX 13F-HR 8/13/2019 000163367419000003
Q1 2019 478 133,051 VCIT, VTI, VEA, BNDX 13F-HR 5/7/2019 000163367419000002
Q4 2018 476 120,974 VCIT, VTI, BNDX, VEA 13F-HR 2/13/2019 000163367419000001
Q3 2018 494 134,117 VCIT, VTI, VEA, BNDX 13F-HR 11/2/2018 000163367418000004
Q2 2018 500 132,335 VCIT, VTI, VEA, BNDX 13F-HR 8/14/2018 000163367418000003
Q1 2018 415 126,042 VCIT, VTI, VEA, BNDX 13F-HR 5/11/2018 000163367418000002
Q4 2017 399 126,757 VCIT, VTI, VEA, BNDX 13F-HR 2/13/2018 000163367418000001
Q3 2017 383 121,898 VCIT, VTI, VEA, BNDX 13F-HR 11/6/2017 000163367417000004
Q2 2017 180 98,325 VCIT, VTI, VEA, BNDX 13F-HR 8/8/2017 000163367417000003
Q1 2017 381 114,065 VCIT, VTI, VEA, BNDX 13F-HR 5/9/2017 000163367417000002
Q4 2016 357 108,953 VCIT, VTI, BNDX, VEA 13F-HR 2/14/2017 000163367417000001
Q3 2016 323 103,934 VCIT, VTI, BNDX, VEA 13F-HR 11/15/2016 000163367416000008
Q2 2016 309 100,381 VCIT, VTI, BNDX, VEA 13F-HR 8/16/2016 000163367416000007
Q1 2016 313 100,962 VCIT, VTI, BNDX, VEA 13F-HR 5/9/2016 000163367416000006
Q4 2015 311 99,311 VCIT, VTI, BNDX, VEA 13F-HR 2/17/2016 000163367416000005
Q3 2015 320 97,477 VCIT, VTI, BNDX, VEA 13F-HR 11/3/2015 000163367415000004
Q2 2015 339 107,204 VCIT, VTI, VEA, BNDX 13F-HR 8/10/2015 000163367415000003
Q1 2015 332 104,659 VCIT, VTI, VEA, BNDX 13F-HR 5/4/2015 000163367415000002
Q4 2014 326 102,417 VTI, VCIT, VEA, BNDX 13F-HR 2/11/2015 000163367415000001