Boston Standard Wealth Management

Latest statistics and disclosures from Boston Standard Wealth Management's latest quarterly 13F-HR filing:

Companies in the Boston Standard Wealth Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Spdr Series Trust dj ttl mkt etf 32.00 1.80M 39.86
SPDR Barclays Capital Aggregate Bo (LAG) 11.51 877551 +2% 29.38
SPDR S&P; World ex-US (GWL) 9.64 688539 31.35
Vanguard Total Stock Market ETF (VTI) 7.96 108930 163.62
Ishares Tr core intl aggr 7.30 298413 54.79
Spdr Ser Tr shrt trsry etf 4.69 350329 29.96
Spdr Ser Tr spdr russel 2000 4.06 278575 +3% 32.63
SPDR S&P; Emerging Markets (GMM) 3.86 230186 37.59
Ishares Tr Global Reit Etf 3.50 283652 +2% 27.62
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 3.34 65614 +2% 113.91
Vanguard FTSE All-World ex-US ETF (VEU) 2.27 94395 53.75
Ishares Tr s^p gtfidx etf 1.64 54839 67.00
Vanguard Esg U.s. Stock Etf etf 1.21 47898 56.58
Vanguard Extended Market ETF (VXF) 0.99 17636 125.99
SPDR S&P; International Small Cap (GWX) 0.73 51604 -16% 31.86
Vanguard Emerging Markets ETF (VWO) 0.68 34369 44.46
Nuveen Barclays Shrt Term Muni bdfund 0.61 28006 NEW 49.10
Nushares Etf Tr esg us aggrgte 0.60 52238 25.56
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 0.47 34034 +2% 30.85
Vanguard Esg International Stock Etf etf 0.46 19310 53.44
Spdr Ser Tr 1 3 hgh yield 0.44 10810 NEW 91.40
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.36 7270 +101% 111.14
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf 0.32 31298 22.69
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.25 4718 120.18
Ishares Core Intl Stock Etf core 0.21 7597 61.87
Ishares Tr s^p aggr all 0.18 7089 57.98
Vanguard Total World Stock Idx Fd (VT) 0.15 4167 81.11
Vanguard Charlotte Fds intl bd idx etf 0.15 6101 56.55
Invesco Exchange Traded Fd T ftse rafi 1500 0.15 2521 136.85
Apple (AAPL) 0.13 978 -28% 293.46
iShares S&P; Growth Allocation Fund (AOR) 0.12 5809 +3% 47.86
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Past 13F-HR SEC Filings by Boston Standard Wealth Management

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