Boston Standard Wealth Management
Latest statistics and disclosures from Boston Standard Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BND, SPDW, IAGG, SPTM, and represent 68.00% of Boston Standard Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND (+$5.7M), MUB, IAGG, SPTS, SPTM, VWO, REET, SPDW, SPSM, VEU.
- Started 4 new stock positions in NVDA, TGT, GOOG, RSP.
- Reduced shares in these 10 stocks: WOOD, BIL, VTIP, , VXF, BNDX, ESGV, MSFT, AAPL, AOA.
- Sold out of its position in SPAB.
- Boston Standard Wealth Management was a net buyer of stock by $12M.
- Boston Standard Wealth Management has $442M in assets under management (AUM), dropping by 16.57%.
- Central Index Key (CIK): 0001630939
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Positions held by Boston Standard Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Boston Standard Wealth Management holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Boston Standard Wealth Management
SEC 13F filings are viewable for Boston Standard Wealth Management going back to 2014
- Boston Standard Wealth Management 2024 Q1 filed April 11, 2024
- Boston Standard Wealth Management 2023 Q4 filed Jan. 8, 2024
- Boston Standard Wealth Management 2023 Q3 filed Oct. 10, 2023
- Boston Standard Wealth Management 2023 Q2 filed July 6, 2023
- Boston Standard Wealth Management 2023 Q1 filed April 4, 2023
- Boston Standard Wealth Management 2022 Q4 filed Jan. 10, 2023
- Boston Standard Wealth Management 2022 Q3 filed Oct. 13, 2022
- Boston Standard Wealth Management 2022 Q2 filed July 12, 2022
- Boston Standard Wealth Management 2022 Q1 filed April 12, 2022
- Boston Standard Wealth Management 2021 Q4 filed Jan. 18, 2022
- Boston Standard Wealth Management 2021 Q3 filed Oct. 7, 2021
- Boston Standard Wealth Management 2021 Q2 filed July 13, 2021
- Boston Standard Wealth Management 2021 Q1 filed April 19, 2021
- Boston Standard Wealth Management 2020 Q4 filed Jan. 12, 2021
- Boston Standard Wealth Management 2020 Q3 filed Oct. 20, 2020
- Boston Standard Wealth Management 2020 Q2 filed July 6, 2020