Avoid Fraud, Get The Facts, And Find The Best
Legal Name: ALLSQUARE WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 13, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
123,905 |
$18,597k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
3,788 |
$1,110k |
|
|
JOHNSON & JOHNSON (478160104)
|
6,400 |
$891k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
15,139 |
$865k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
4,598 |
$859k |
|
|
ISHARES TR (464288240)
|
16,995 |
$795k |
|
|
ISHARES TR (464288323)
|
12,142 |
$690k |
|
|
ISHARES TR (464287176)
|
5,479 |
$633k |
|
|
VANGUARD INTL EQUITY (922042718)
|
5,156 |
$543k |
|
|
Amazon.com Inc (023135106)
|
284 |
$538k |
|
|
PEPSICO INC (713448108)
|
3,958 |
$519k |
|
|
SPDR DOW JONES INDL (78467X109)
|
1,863 |
$495k |
|
|
INTEL CORP (458140100)
|
8,351 |
$400k |
|
|
MERCK & CO INC (58933Y105)
|
4,680 |
$392k |
|
|
FIDELITY LOW VOLATILITY FACTOR ETF (316092824)
|
9,325 |
$333k |
|
|
ENTERPRISE PRODS (293792107)
|
10,800 |
$312k |
|
|
STARBUCKS CORP (855244109)
|
2,800 |
$235k |
|
|
WASTE MGMT INC DEL (94106L109)
|
1,977 |
$228k |
|
|
INVESCO ETF TR (46137V142)
|
5,834 |
$208k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,591 |
$174k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
1,740 |
$152k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
727 |
$149k |
|
|
iShares MSCI USA ESG Select ET (464288802)
|
1,078 |
$131k |
|
|
ISHARES MSCI KLD 400 SOCIAL ETF (464288570)
|
1,034 |
$113k |
|
|
ISHARES TR (46435G516)
|
1,528 |
$98k |
|
|
Netflix Inc (64110L106)
|
235 |
$86k |
|
|
ISHARES TR (464287788)
|
667 |
$84k |
|
|
ISHARES TR (464287846)
|
565 |
$83k |
|
|
MASTERCARD INC (57636Q104)
|
294 |
$78k |
|
|
ANNALY CAP MGMT INC (035710409)
|
8,390 |
$77k |
|
|
Bank of New York Mellon Corp. (064058100)
|
1,643 |
$73k |
|
|
COCA-COLA CO (191216100)
|
1,396 |
$71k |
|
|
FEDEX CORP (31428X106)
|
369 |
$61k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
688 |
$54k |
|
|
GENERAL MILLS INC (370334104)
|
1,032 |
$54k |
|
|
EMERSON ELEC CO (291011104)
|
808 |
$54k |
|
|
MEDTRONIC PLC (G5960L103)
|
534 |
$52k |
|
|
ANTHEM INC (036752103)
|
160 |
$45k |
|
|
INSPERITY INC COM (45778Q107)
|
362 |
$44k |
|
|
ISHARES TR (464289867)
|
914 |
$42k |
|
|
SPDR SER TR (78468R739)
|
801 |
$39k |
|
|
EBAY INC (278642103)
|
859 |
$34k |
|
|
Occidental Petroleum Corp (674599105)
|
605 |
$30k |
|
|
INVESCO S&P MIDCAP 400 PURE GROWTH ETF (46137V217)
|
205 |
$30k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
2,090 |
$28k |
|
|
BB&T CORPORATION (054937107)
|
513 |
$25k |
|
|
SANOFI (80105N105)
|
544 |
$24k |
|
|
CRISPR Therapeutics AG (H17182108)
|
455 |
$21k |
|
|
COH & STEER GL INC BLDER (19248M103)
|
2,000 |
$18k |
|
|
FIRST TR MORNINGSTAR DIV LEA (336917109)
|
563 |
$17k |
|
|
ISHARES TR (46435G334)
|
520 |
$17k |
|
|
Intellia Therapeutics Inc (45826J105)
|
992 |
$16k |
|
|
ISHARES INC (46434G772)
|
450 |
$16k |
|
|
FIRST DATA CORP (32008D106)
|
600 |
$16k |
|
|
CHUBB LIMITED (H1467J104)
|
109 |
$16k |
|
|
WISDOMTREE TR (97717X313)
|
556 |
$15k |
|
|
Editas Medicine Inc (28106W103)
|
625 |
$15k |
|
|
URSTADT BIDDLE PPTYS (917286205)
|
708 |
$15k |
|
|
Ionis Pharmaceuticals Inc (462222100)
|
198 |
$13k |
|
|
MCKESSON CORP (58155Q103)
|
99 |
$13k |
|
|
AURORA CANNABIS (05156X108)
|
1,680 |
$13k |
|
|
PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF (74347B417)
|
558 |
$12k |
|
|
VANGUARD INDEX FDS (922908652)
|
96 |
$11k |
|
|
NEKTAR THERAPEUTICS (640268108)
|
277 |
$10k |
|
|
UNITED PARCEL SERVIC (911312106)
|
100 |
$10k |
|
|
BIOGEN INC (09062X103)
|
33 |
$8k |
|
|
APHRIA INC (03765K104)
|
1,165 |
$8k |
|
|
CLOROX CO (189054109)
|
50 |
$8k |
|
|
PAYCHEX INC (704326107)
|
100 |
$8k |
|
|
ISHARES TR (464289859)
|
118 |
$7k |
|
|
PEOPLES UNITED FINL (712704105)
|
392 |
$7k |
|
|
DIAGEO P L C (25243Q205)
|
40 |
$7k |
|
|
CBS CORPORATION (124857202)
|
125 |
$6k |
|
|
ARROW FINL CORP COM (042744102)
|
185 |
$6k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
51 |
$6k |
|
|
CRH PLC ADR (12626K203)
|
131 |
$4k |
|
|
Enersis Chile SA (29278D105)
|
763 |
$4k |
|
|
URSTADT BIDDLE PPTYS (917286106)
|
221 |
$4k |
|
|
SPDR SERIES TRUST (78468R747)
|
47 |
$3k |
|
|
MYLAN N V (n59465109)
|
100 |
$2k |
|
|
ABB LTD (000375204)
|
90 |
$2k |
|
|
LIBERTY SIRIUS GROUP (531229607)
|
54 |
$2k |
|
|
SPDR INDEX SHS FDS (78463X749)
|
49 |
$2k |
|
|
WISDOMTREE TR (97717W851)
|
24 |
$1k |
|
|
ISHARES SILVER TRUST (46428Q109)
|
95 |
$1k |
|
|
ARCONIC INC (03965L100)
|
33 |
$1k |
|
|
RMR GROUP INC (74967R106)
|
2 |
$0k |
|
|
SELECT SECTOR SPDR TR (81369Y860)
|
3 |
$0k |
|
|
ADVANSIX INC (00773T101)
|
6 |
$0k |
|
|
ISHARES INC (46434G822)
|
9 |
$0k |
|
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