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, SPTM, SPAB, SPDW, IAGG, and represent 66.81% of Boston Standard Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: VTI (+$42M), IAGG, SPAB, SPTS, SPDW, REET, MUB, BIL, VNQ, DSI.
  • Started 1 new stock positions in VNQ.
  • Reduced shares in these 10 stocks: SPTM (-$42M), SPSM, VT, SPEM, GWX, AOR, AOA, MSFT, Civeo, SHM.
  • Sold out of its positions in Civeo, VT.
  • Boston Standard Wealth Management was a net buyer of stock by $6.2M.
  • Boston Standard Wealth Management has $269M in assets under management (AUM), dropping by 13.21%.

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Portfolio Holdings for Boston Standard Wealth Management

Companies in the Boston Standard Wealth Management portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.2 $73M +133% 376k 194.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 12.9 $35M -54% 751k 46.09
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.4 $28M +3% 906k 30.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.3 $25M +2% 739k 33.75
Ishares Tr Core Intl Aggr (IAGG) 7.0 $19M +6% 337k 56.21
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.4 $15M +6% 474k 30.71
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.8 $10M -2% 284k 35.80
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.6 $9.8M 232k 42.16
Ishares Tr Global Reit Etf (REET) 3.3 $8.9M +7% 371k 23.93
Ishares Tr National Mun Etf (MUB) 2.9 $7.8M +6% 67k 117.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.7 $7.3M +3% 125k 58.36
Ishares Tr Gl Timb Fore Etf (WOOD) 1.9 $5.1M 64k 79.62
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $4.2M +5% 60k 70.17
Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $3.5M +3% 21k 164.68

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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $2.9M +7% 24k 121.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.2M +3% 44k 50.11
Nuveen Etf Tr Nuveen Esg Us (NUBD) 0.6 $1.6M +14% 58k 26.78
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.5M +3% 25k 59.29
Spdr Ser Tr Spdr Bloomberg (BIL) 0.5 $1.3M +48% 15k 91.51
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.3M +12% 42k 31.40
Apple (AAPL) 0.4 $1.1M 7.9k 132.68
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $828k 17k 49.79
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $665k +100% 9.3k 71.57
Aberdeen Standard Invests Etfs Bbrg All Comd K1 Etf Bbrg All Comd K1 (BCI) 0.2 $611k 28k 21.89
Ishares Tr Core Msci Total (IXUS) 0.2 $521k 7.8k 67.20
Microsoft Corporation (MSFT) 0.2 $480k 2.2k 222.53
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $424k -3% 6.6k 64.13
Invesco Exchange Traded Fd Tr Ftse Rafi 1500 Etf Ftse Rafi 1500 (PRFZ) 0.1 $386k 2.6k 151.08
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $357k 6.1k 58.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $342k NEW 3.7k 92.53
Ishares Tr Esg Aware Msci (ESML) 0.1 $341k 10k 34.14
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $277k -6% 5.3k 52.13
Ishares Esg Awr Msci Em (ESGE) 0.1 $269k 6.4k 41.94
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $267k -32% 7.6k 35.35
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $239k +2% 11k 21.89

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