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Blue Square Asset Management, LLC

All holdings · as of Dec 31, 2025

71 positions

CompanyClassValueShares% of portfolio
TERAWULF INC.$183.8K16,0000.1%
ISHARES 0-3 MONTH TREASURY BOND ETF$200.3K1,9950.1%
THERMO FISHER SCIENTIFIC INC.$201.1K3470.1%
JOHNSON & JOHNSON$233.3K1,1270.1%
Primerica, Inc.$235.9K9130.1%
Teledyne Technologies Inc$237.0K4640.1%
UNITEDHEALTH GROUP INC$239.0K7240.1%
ISHARES CORE S&P 500 ETF$239.7K3500.1%
W.W. GRAINGER, INC.$249.2K2470.1%
ISHARES IBONDS DEC 2027 TERM TREASURY ETF$249.9K11,1200.1%
ISHARES IBONDS DEC 2028 TERM TREASURY ETF$249.9K11,1730.1%
ISHARES IBONDS DEC 2026 TERM TREASURY ETF$249.9K10,9250.1%
COSTCO WHOLESALE CORP /NEW$256.1K2970.1%
OLD DOMINION FREIGHT LINE, INC.$272.2K1,7360.1%
HOME DEPOT, INC.$277.0K8050.1%
Merck & Co., Inc.$294.0K2,7930.1%
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF$299.9K5,9300.1%
Warren E. Buffett$305.6K6080.1%
Visa Inc$348.3K9930.2%
ORACLE CORP$384.9K1,9750.2%
ELI LILLY & Co$386.9K3600.2%
Johnson Controls International plc$408.9K3,4150.2%
AMERICAN EXPRESS CO$458.7K1,2400.2%
GRAYSCALE BITCOIN MINI TRUST ETF$474.6K12,2550.2%
BRINKS CO$534.7K4,5810.2%
Broadcom Inc.$540.6K1,5620.2%
CARVANA CO.$566.8K1,3430.3%
Meta Platforms Inc$600.7K9100.3%
ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF$689.1K26,4410.3%
Alphabet Inc.$721.7K2,3000.3%
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF$774.3K30,2770.3%
ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF$775.9K30,5120.3%
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF$819.4K37,1280.4%
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF$945.7K40,4050.4%
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF$1.17M46,2090.5%
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF$1.18M45,8400.5%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF$1.20M49,3510.5%
ISHARES BITCOIN TRUST ETF$1.21M24,4010.5%
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF$1.21M47,7240.5%
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF$1.22M50,4190.5%
CARRIER GLOBAL Corp$1.90M35,9290.8%
Blackstone Inc$2.96M19,2221.3%
EMERSON ELECTRIC CO$3.03M22,8021.3%
Circle Internet Group, Inc.CRCLCommon Stock$3.19M40,2791.4%
NOVARTIS AG SPONSORED ADR$3.28M23,8131.5%
Netflix Inc$3.31M35,3291.5%
SOUTHERN COPPER CORPSCCOCommon Stock$3.45M24,0361.5%
BlackRock, Inc.$3.64M3,3971.6%
ING GROEP N.V. SPONSORED ADR$3.77M134,4791.7%
Sony Group CorpSONYADR$4.00M156,0791.8%
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