SEC Form 13F

AllSquare Wealth Management LLC 13F Holdings

Report period2025-09-30
Publicly available2026-01-13
Reported value$189,494,516
Positions539

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD TOTAL STK MKTVTIETF$31,989,55397,479
VANGUARD SHORT TERM CORP BOND FD ETFVCSHETF$19,787,079247,555
VANGUARD FTSE DEVELOPED MARKETS ETFVEAETF$12,801,947213,651
RYDEX ETF TRUST S&P SMALLCAP 600 PURE VARZVETF$8,150,45369,049
VANGUARD TOTAL INTERNATIONAL BOND ETFBNDXETF$6,476,924130,953
VANGUARD FTSE EMERGING MARKETS ETFVWOETF$6,420,807118,509
APPLE INCAAPLStock$3,790,67714,887
AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETFPFLDETF$3,777,111191,732
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGCETF$3,652,695141,031
MICROSOFTMSFTStock$3,565,5686,884

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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