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, SPTM, and represent 65.74% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VWO, VTIP, VTI, SPAB, SPDW, IAGG, VEU, ACN, SPSM, VXF.
  • Started 1 new stock positions in ACN.
  • Reduced shares in these 10 stocks: SPTS (-$153M), SPEM, SPTM, WOOD, MUB, REET, NUBD, VT, MSFT, ESGV.
  • Boston Standard Wealth Management was a net seller of stock by $-143M.
  • Boston Standard Wealth Management has $349M in assets under management (AUM), dropping by -2.71%.
  • Central Index Key (CIK): 0001630939

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Portfolio Holdings for Boston Standard Wealth Management

Companies in the Boston Standard Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.7 $121M 531k 227.67
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.2 $36M +3% 1.3M 27.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.2 $29M +3% 837k 34.28
Ishares Tr Core Intl Aggr (IAGG) 7.3 $26M +2% 490k 52.13
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.3 $19M 334k 55.58
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.8 $17M -90% 564k 29.65
Ishares Trust National Mun Etf National Mun Etf (MUB) 3.5 $12M 110k 109.64
Ishares Tr Global Reit Etf (REET) 3.4 $12M 407k 29.21
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $12M +2% 275k 42.07
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $11M +3% 194k 57.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $9.6M +55% 208k 46.13
Vanguard World Esg Us Stk Etf (ESGV) 1.8 $6.3M 78k 81.08
Ishares Tr Gl Timb Fore Etf (WOOD) 1.7 $6.0M 67k 89.32
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $5.5M +89% 108k 51.21

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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $4.0M -39% 105k 38.64
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $3.9M +7% 24k 165.66
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.5M +4% 29k 123.88
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $2.2M +3% 38k 57.19
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $2.0M 83k 24.13
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.8M 60k 30.13
Apple (AAPL) 0.4 $1.4M 7.8k 174.63
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $1.2M +3% 26k 47.34
Spdr Ser Tr Spdr Bloomberg (BIL) 0.3 $1.1M 12k 91.39
Etfs Tr Bbrg All Lngr K1 (BCI) 0.3 $917k 32k 28.73
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $888k 10k 86.65
Microsoft Corporation (MSFT) 0.2 $642k -2% 2.1k 308.06
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $632k +25% 3.5k 182.55
Ishares Tr Esg Aware Msci (ESML) 0.2 $560k 15k 38.05
Ishares Tr Core Msci Total (IXUS) 0.2 $532k 8.0k 66.54
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $437k +4% 6.3k 68.92
Ishares Esg Awr Msci Em (ESGE) 0.1 $384k +5% 11k 36.75
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $364k 9.9k 36.94
Accenture Plc Ireland Shs Class A (ACN) 0.1 $360k NEW 1.1k 337.08
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $342k -5% 3.4k 101.30
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $323k 6.2k 52.43
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $285k +5% 5.3k 53.97
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $270k 7.7k 35.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $240k +3% 3.0k 79.68
Target Corporation (TGT) 0.1 $219k 1.0k 212.62
Compute Health Acquisitin Com Cl A (CPUH) 0.0 $99k 10k 9.90

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