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 66.29% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: NVDA (+$15M), Vanguard World (+$6.8M), VTI (+$5.8M), BND, IAGG, MUB, SPDW, VEU, VWO, REET.
  • Started 2 new stock positions in Vanguard World, GLD.
  • Reduced shares in these 10 stocks: ESGV (-$6.4M), DNA, WOOD, SPTS, BIL, , VTIP, AAPL, SPTM, VT.
  • Sold out of its positions in XLE, ESGV.
  • Boston Standard Wealth Management was a net buyer of stock by $28M.
  • Boston Standard Wealth Management has $514M in assets under management (AUM), dropping by 12.91%.
  • Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 47 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 36.6 $188M +3% 663k 283.16
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.3 $58M +6% 772k 75.11
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.1 $36M +2% 967k 37.56
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Ishares Tr Core Intl Aggr (IAGG) 6.4 $33M +7% 639k 51.82
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.9 $25M 361k 70.06
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Ishares Tr National Mun Etf (MUB) 4.2 $21M +5% 196k 108.63
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.1 $21M -2% 708k 29.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $19M +5% 386k 47.85
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.4 $17M +5% 274k 63.00
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Spdr Ser Tr Portfolio S&p600 (SPSM) 3.1 $16M +4% 352k 45.51
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NVIDIA Corporation (NVDA) 3.0 $16M +3972% 129k 121.44
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Ishares Tr Global Reit Etf (REET) 3.0 $15M +4% 578k 26.69
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Vanguard World Esg Us Stk Etf 1.3 $6.8M NEW 67k 101.65
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $6.0M +10% 33k 181.98
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $5.1M +10% 41k 125.95
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.0M +2% 73k 41.28
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $3.0M -12% 32k 91.80
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.6M -3% 53k 49.32
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Spdr Ser Tr Portfolio Short (SPSB) 0.4 $2.3M +3% 76k 30.28
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Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $2.3M +2% 37k 61.50
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $2.1M +3% 91k 22.70
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $1.8M 38k 48.13
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $1.8M +3% 43k 41.55
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Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.7M +2% 15k 108.81
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Desktop Metal Com Cl A (DM) 0.2 $962k 206k 4.67
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Apple (AAPL) 0.2 $882k -5% 3.8k 233.03
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Ishares Tr Core Msci Total (IXUS) 0.1 $686k 9.4k 72.62
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Microsoft Corporation (MSFT) 0.1 $652k +10% 1.5k 430.08
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $632k 31k 20.45
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Ishares Tr Esg Aware Msci (ESML) 0.1 $570k +3% 14k 41.82
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $562k 7.1k 78.94
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Ishares Esg Awr Msci Em (ESGE) 0.1 $530k +3% 15k 36.44
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $405k 706.00 573.65
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Ishares Tr Grwt Allocat Etf (AOR) 0.1 $401k 6.8k 59.29
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.1 $361k -58% 4.2k 86.26
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $351k 10k 34.10
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Ishares Tr New York Mun Etf (NYF) 0.1 $346k 6.4k 54.29
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $327k 2.7k 119.69
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $305k +2% 862.00 353.83
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $295k +34% 1.6k 179.00
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $292k +37% 5.8k 50.28
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $269k +15% 8.4k 32.19
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Alphabet Cap Stk Cl C (GOOG) 0.0 $252k +2% 1.5k 167.00
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Spdr Gold Tr Gold Shs (GLD) 0.0 $224k NEW 920.00 243.48
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Amazon (AMZN) 0.0 $224k +12% 1.2k 186.05
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $124k -97% 15k 8.18
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $108k +88% 20k 5.35
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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