StockDriftsStockDriftsTop 50 Allsquare Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STK MKT | 16.72% | 98.0K | $29.8M | — | — | — | 2025-06-30 |
| VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | 11.16% | 250.1K | $19.9M | — | — | — | 2025-06-30 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 6.87% | 214.7K | $12.2M | — | — | — | 2025-06-30 |
| RZV | RYDEX ETF TRUST S&P SMALLCAP 600 PURE VA | 4.07% | 69.2K | $7.2M | — | — | — | 2025-06-30 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | 3.77% | 135.7K | $6.7M | — | — | — | 2025-06-30 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 3.32% | 119.5K | $5.9M | — | — | — | 2025-06-30 |
| PFLD | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | 2.13% | 193.4K | $3.8M | — | — | — | 2025-06-30 |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 1.97% | 142.1K | $3.5M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT | 1.91% | 6.8K | $3.4M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 1.73% | 15.0K | $3.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +28.66% |
| Top 20 Holdings Unweighted | +16.66% | +52.76% |
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