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 RSP, GOOG, TGT, NVDA.
  • 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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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 37.5 $166M 638k 259.90
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.2 $50M +12% 681k 72.63
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.6 $34M +2% 936k 35.84
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Ishares Tr Core Intl Aggr (IAGG) 6.4 $28M +9% 567k 49.95
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.3 $23M +5% 361k 64.15
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.7 $21M +11% 720k 28.92
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Ishares Tr National Mun Etf (MUB) 4.2 $19M +15% 174k 107.60
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $15M +7% 362k 41.77
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $15M +2% 250k 58.65
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Spdr Ser Tr Portfolio S&p600 (SPSM) 3.2 $14M +5% 328k 43.04
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Ishares Tr Global Reit Etf (REET) 2.9 $13M +8% 534k 23.68
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Vanguard World Esg Us Stk Etf (ESGV) 1.4 $6.2M -2% 67k 93.19
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $5.1M -4% 29k 175.26
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $4.2M +3% 36k 116.83
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $2.8M -24% 58k 47.89
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.5M +7% 70k 36.19
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Spdr Ser Tr Portfolio Short (SPSB) 0.5 $2.1M +8% 71k 29.77
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $2.0M +3% 35k 57.48
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $1.8M +16% 38k 47.43
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Desktop Metal Com Cl A (DM) 0.4 $1.8M 2.1M 0.88
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $1.8M +7% 81k 21.97
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.4 $1.7M -71% 21k 84.36
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.4 $1.6M +17% 41k 39.29
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.5M -60% 16k 91.80
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Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.5M +11% 15k 100.84
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Apple (AAPL) 0.2 $775k -2% 4.5k 171.42
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Microsoft Corporation (MSFT) 0.2 $724k -9% 1.7k 420.93
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.2 $704k 607k 1.16
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Ishares Tr Core Msci Total (IXUS) 0.1 $631k 9.3k 67.81
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $611k +3% 31k 19.77
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $531k -2% 7.2k 73.53
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Ishares Tr Esg Aware Msci (ESML) 0.1 $525k +3% 13k 40.26
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Ishares Esg Awr Msci Em (ESGE) 0.1 $439k +10% 14k 32.25
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Ishares Tr Grwt Allocat Etf (AOR) 0.1 $389k +24% 7.0k 55.73
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $367k +10% 702.00 522.79
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Ishares Tr New York Mun Etf (NYF) 0.1 $342k +3% 6.4k 53.77
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $331k +7% 10k 32.47
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $305k -2% 2.8k 110.43
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $291k +14% 840.00 346.43
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NVIDIA Corporation (NVDA) 0.1 $261k NEW 289.00 903.11
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Alphabet Cap Stk Cl C (GOOG) 0.1 $254k NEW 1.7k 152.55
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $225k 7.2k 31.07
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Select Sector Spdr Tr Energy (XLE) 0.0 $213k 2.3k 94.41
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $210k -49% 4.3k 49.11
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Target Corporation (TGT) 0.0 $207k NEW 1.2k 176.92
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $206k NEW 1.2k 168.99
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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