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, SPTS, and represent 65.94% of Boston Standard Wealth Management's stock portfolio.
  • Boston Standard Wealth Management has $379M in assets under management (AUM), dropping by 0.00%.
  • Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 43 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 35.8 $135M 638k 212.41
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.1 $42M 603k 69.78
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.5 $28M 915k 31.01
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Ishares Tr Core Intl Aggr (IAGG) 6.7 $25M 519k 48.78
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.9 $19M 648k 28.72
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.7 $18M 342k 52.49
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Ishares Tr National Mun Etf (MUB) 4.1 $15M 151k 102.54
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $13M 337k 39.21
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $13M 243k 51.87
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Spdr Ser Tr Portfolio S&p600 (SPSM) 3.0 $12M 311k 36.90
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Ishares Tr Global Reit Etf (REET) 2.7 $10M 491k 21.17
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Ishares Tr Gl Timb Fore Etf (WOOD) 1.4 $5.3M 72k 74.02
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Vanguard World Esg Us Stk Etf (ESGV) 1.4 $5.2M 69k 75.21
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $4.4M 31k 143.34
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.0 $3.8M 41k 91.83
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Vanguard Index Fds Ftse Smcap Etf (VSS) 1.0 $3.7M 35k 106.21
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Vanguard Malvern Fds Strm Infproidx (VTIP) 1.0 $3.6M 77k 47.28
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Desktop Metal Com Cl A (DM) 0.8 $3.0M 2.1M 1.46
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.2M 65k 33.58
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Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.9M 65k 29.31
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.7M 34k 50.43
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $1.6M 75k 21.10
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $1.5M 33k 46.22
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $1.1M 35k 33.00
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.3 $1.1M 607k 1.81
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Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.1M 13k 81.37
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Apple (AAPL) 0.2 $794k 4.6k 171.23
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $628k 30k 21.11
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Microsoft Corporation (MSFT) 0.2 $599k 1.9k 315.93
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Ishares Tr Core Msci Total (IXUS) 0.1 $549k 9.2k 59.95
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $471k 7.4k 63.47
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Ishares Tr Esg Aware Msci (ESML) 0.1 $426k 13k 33.66
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $421k 17k 24.34
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $408k 8.5k 47.85
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Ishares Esg Awr Msci Em (ESGE) 0.1 $374k 12k 30.32
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Ishares Tr New York Mun Etf (NYF) 0.1 $314k 6.2k 50.95
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Ishares Tr Grwt Allocat Etf (AOR) 0.1 $277k 5.6k 49.32
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $275k 9.4k 29.11
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $272k 637.00 427.00
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $264k 2.8k 93.35
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Barclays Bank Dj Ubs Cmdt Etn36 (DJP) 0.1 $231k 7.2k 32.11
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $225k 731.00 307.80
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Select Sector Spdr Tr Energy (XLE) 0.1 $204k 2.3k 90.43
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Past Filings by Boston Standard Wealth Management

SEC 13F filings are viewable for Boston Standard Wealth Management going back to 2014

View all past filings