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Institutional Investment Manager
AllSquare Wealth Management LLC
AllSquare Wealth Management LLC (CIK: 0001633674) incorporated in New York, located at 200 Great Oaks Blvd, Albany, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001633674-15-000001) filed in 2015.02.11
#
Name
Shares
Value ($)
%
Options
Notes
301 VANGUARD SCOTTSDALE FDS 43,344 3,451 3.37%
302 VANGUARD SCOTTSDALE FDS 296 19 0.02%
303 VANGUARD SCOTTSDALE FDS 180,167 15,512 15.15%
304 VANGUARD SPECIALIZED PORTFOL 657 53 0.05%
305 VANGUARD STAR FDS 5,494 266 0.26%
306 VANGUARD TAX-MANAGED FDS 255,580 9,681 9.45%
307 VANGUARD WHITEHALL FDS 4,300 296 0.29%
308 VANGUARD WORLD FD 105 9 0.01%
309 VANGUARD WORLD FDS 24 3 0.00%
310 VERIZON COMMUNICATIONS INC 12,903 604 0.59%
311 VIPSHOP HLDGS LTD 2,150 42 0.04%
312 VISA INC 151 40 0.04%
313 VMWARE INC 200 17 0.02%
314 VODAFONE GROUP PLC NEW 2,825 97 0.09%
315 VOYA GLBL ADV & PREM OPP FD 1,000 11 0.01%
316 Van Eck 1,950 46 0.04%
317 WASTE MGMT INC DEL 1,545 79 0.08%
318 WELLS FARGO CO NEW 2,370 130 0.13%
319 WESTERN ASSET MTG CAP CORP 700 10 0.01%
320 WHIRLPOOL CORP 94 18 0.02%
321 WHOLE FOODS MKT INC 275 14 0.01%
322 WISDOMTREE TR 2,757 137 0.13%
323 WISDOMTREE TR 1,204 56 0.05%
324 WISDOMTREE TR 22,991 822 0.80%
325 YAHOO INC 1,000 51 0.05%
326 ZOETIS INC 50 2 0.00%
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