Notify me when BLUE SQUARE ASSET MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 71 | $225,246,101 | +$22,922,150 | -$28,726,907 | -$5,804,757 | VOO, IJR, QQQ, NVDA, GBIL | 13F-HR | 20 Jan 2026, 07:52 |
| Q3 2025 | 78 | $229,345,765 | +$16,327,177 | -$14,321,940 | +$2,005,237 | GBIL, VOO, QQQ, NVDA, SCHF | 13F-HR | 28 Oct 2025, 08:01 |
| Q2 2025 | 67 | $213,546,372 | +$18,341,217 | -$13,024,194 | +$5,317,023 | GBIL, VOO, QQQ, NVDA, SCHF | 13F-HR | 22 Jul 2025, 09:18 |
| Q1 2025 | 63 | $185,799,143 | +$26,853,155 | -$29,272,446 | -$2,419,291 | GBIL, VOO, IJR, QQQ, SCHF | 13F-HR | 01 May 2025, 09:39 |
| Q4 2024 | 70 | $200,643,640 | +$28,771,503 | -$9,809,954 | +$18,961,549 | VOO, IJR, TSLA, QQQ, SCHM | 13F-HR | 21 Jan 2025, 15:54 |
| Q3 2024 | 73 | $186,118,680 | +$15,219,810 | -$8,552,494 | +$6,667,316 | VOO, IJR, QQQ, INDA, SCHM | 13F-HR | 29 Oct 2024, 13:27 |
| Q2 2024 | 71 | $171,540,824 | +$31,476,623 | -$11,693,503 | +$19,783,120 | VOO, IJR, INDA, QQQ, SCHM | 13F-HR | 07 Aug 2024, 16:41 |
| Q1 2024 | 75 | $150,689,522 | +$27,701,020 | -$36,603,845 | -$8,902,825 | VOO, SCHM, IJR, SCHF, INDA | 13F-HR | 03 May 2024, 12:54 |
| Q4 2023 | 78 | $150,208,615 | +$26,211,886 | -$24,533,603 | +$1,678,283 | VOO, SCHM, SCHF, IJR, TSLA | 13F-HR | 06 Feb 2024, 10:25 |
| Q3 2023 | 73 | $135,778,155 | +$23,721,966 | -$25,194,708 | -$1,472,742 | GBIL, VOO, SCHM, SCHF, AAPL | 13F-HR | 08 Nov 2023, 16:06 |
| Q2 2023 | 82 | $140,612,905 | +$62,121,707 | -$76,577,257 | -$14,455,550 | VOO, GBIL, SCHF, SCHM, AAPL | 13F-HR | 24 Jul 2023, 17:10 |
| Q1 2023 | 77 | $152,253,131 | +$40,238,945 | -$45,104,370 | -$4,865,425 | GBIL, SCHF, VOO, SCHM, AAPL | 13F-HR | 11 May 2023, 15:26 |
| Q4 2022 | 26 | $155,646,105 | +$15,824,624 | -$7,274,559 | +$8,550,065 | GBIL, SCHM, SCHF, IBML, IBMO | 13F-HR | 24 Jan 2023, 11:05 |
| Q3 2022 | 28 | $146,977,000 | +$133,532,897 | -$30,687,193 | +$102,845,704 | GBIL, AAPL, IBMN, IBMO, IBMK | 13F-HR | 14 Nov 2022, 11:21 |
| Q2 2022 | 46 | $46,496,000 | +$9,592,492 | -$66,491,352 | -$56,898,860 | VOO, AAPL, TSLA, GOOGL, AMZN | 13F-HR | 11 Aug 2022, 13:28 |
| Q1 2022 | 70 | $119,797,000 | +$10,794,973 | -$42,827,085 | -$32,032,112 | VOO, SCHM, AAPL, IJR, SCHF | 13F-HR | 02 May 2022, 15:31 |
| Q4 2021 | 83 | $161,083,000 | +$13,108,585 | -$19,506,177 | -$6,397,592 | VOO, SCHM, SCHF, IJR, AAPL | 13F-HR | 09 Feb 2022, 09:51 |
| Q3 2021 | 81 | $159,937,000 | +$8,638,302 | -$9,289,128 | -$650,826 | VOO, SCHM, SCHF, IJR, IEMG | 13F-HR | 15 Nov 2021, 13:41 |
| Q2 2021 | 81 | $162,815,000 | +$22,229,940 | -$24,965,492 | -$2,735,552 | VOO, SCHM, SCHF, IJR, IEMG | 13F-HR | 04 Aug 2021, 13:22 |
| Q1 2021 | 79 | $156,726,000 | +$10,353,619 | -$8,166,186 | +$2,187,433 | VOO, SCHM, SCHF, IJR, IEMG | 13F-HR | 14 May 2021, 09:40 |
| Q4 2020 | 79 | $149,816,000 | +$19,635,115 | -$30,475,760 | -$10,840,645 | VOO, SCHM, SCHF, GLD, IEMG | 13F-HR | 08 Feb 2021, 09:57 |
| Q3 2020 | 77 | $144,445,000 | +$40,663,728 | -$43,766,577 | -$3,102,849 | GBIL, VOO, SCHM, GLD, SCHF | 13F-HR | 10 Nov 2020, 11:29 |
| Q2 2020 | 183 | $145,098,000 | +$48,900,982 | -$27,645,086 | +$21,255,896 | GBIL, BIL, VOO, SHV, GLD | 13F-HR | 11 Aug 2020, 09:18 |
| Q1 2020 | 69 | $108,168,000 | +$40,196,944 | -$46,253,417 | -$6,056,473 | GBIL, VOO, SCHF, BIL, IJR | 13F-HR | 28 Apr 2020, 15:48 |
| Q4 2019 | 87 | $128,324,000 | +$23,559,909 | -$31,767,072 | -$8,207,163 | VOO, SCHM, SCHF, USMV, VTEB | 13F-HR | 04 Feb 2020, 16:21 |
| Q3 2019 | 80 | $127,216,000 | $0 | $0 | $0 | VOO, GBIL, BIL, SCHM, SCHF | 13F-HR | 08 Nov 2019, 10:01 |