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, SPAB, SPDW, IAGG, SPTS, and represent 66.14% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VTI, VTIP, SPAB, IAGG, VWO, SPDW, VEU, BND, SPTS, SUB.
  • Started 3 new stock positions in VTIP, BND, SUB.
  • Reduced shares in these 8 stocks: SPTM, SPEM, BIL, REET, DJP, AAPL, VT, MSFT.
  • Boston Standard Wealth Management was a net buyer of stock by $7.5M.
  • Boston Standard Wealth Management has $335M in assets under management (AUM), dropping by 1.25%.
  • Central Index Key (CIK): 0001630939

Tip: Access up to 7 years of quarterly data

Positions held by Boston Standard Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Boston Standard Wealth Management

Companies in the Boston Standard Wealth Management portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.5 $115M 520k 222.06
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.5 $35M +3% 1.2M 29.85
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.3 $28M 770k 36.21
Ishares Tr Core Intl Aggr (IAGG) 7.5 $25M +4% 459k 55.02
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.3 $18M 580k 30.63
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.3 $18M -4% 332k 52.99
Ishares Tr National Mun Etf (MUB) 3.7 $12M 107k 116.17
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.4 $11M 268k 42.60
Ishares Tr Global Reit Etf (REET) 3.3 $11M 408k 27.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $11M +4% 182k 60.96
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.9 $9.7M -3% 228k 42.53
Vanguard World Esg Us Stk Etf (ESGV) 1.9 $6.3M 78k 80.06
Ishares Tr Gl Timb Fore Etf (WOOD) 1.7 $5.6M 66k 85.01
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $3.9M +3% 21k 182.35

Setup an alert

Boston Standard Wealth Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.4M +26% 69k 50.02
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.4M +4% 26k 133.70
Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $2.2M +4% 35k 61.73
Nushares Etf Nuveen Esg Us (NUBD) 0.6 $2.1M 83k 25.88
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.8M +2% 57k 31.25
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.2M NEW 23k 52.58
Apple (AAPL) 0.3 $1.1M 7.9k 141.49
Spdr Index Shs Fds Nuveen Blmbrg Sr (SHM) 0.3 $961k +12% 19k 49.42
Spdr Ser Tr Spdr Bloomberg (BIL) 0.3 $930k -25% 10k 91.42
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $835k +3% 10k 83.25
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $751k 27k 28.06
Microsoft Corporation (MSFT) 0.2 $608k 2.2k 281.87
Ishares Tr Esg Aware Msci (ESML) 0.2 $563k +4% 14k 39.00
Ishares Tr Core Msci Total (IXUS) 0.2 $557k 7.8k 71.04
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $499k +3% 2.7k 182.65
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $426k 6.1k 69.81
Ishares I Esg Awr Msci Em (ESGE) 0.1 $395k +8% 9.5k 41.43
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $359k 3.5k 101.73
Vanguard Charlotte Fds Total Int Bd Et (BNDX) 0.1 $348k 6.1k 56.93
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $291k 7.6k 38.51
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $288k -7% 9.9k 29.23
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $276k 5.0k 55.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $274k NEW 3.2k 85.31
Target Corporation (TGT) 0.1 $236k 1.0k 229.13
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $228k NEW 2.1k 107.40
Compute Health Acquisitin Com Cl (CPUH) 0.0 $100k 10k 10.00

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