報告されたホールディングス
Allsquare Wealth Management LLC

Legal Name: ALLSQUARE WEALTH MANAGEMENT, LLC

報告期間: Jun 30, 2019
有効日: Aug 13, 2019

セキュリティ	保有株式/元本	市場価格
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

報告されたホールディングス Allsquare Wealth Management LLC

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報告されたホールディングス
Allsquare Wealth Management LLC