Boston Standard Wealth Management

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

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

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Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 37.1 $206M +5% 677k 303.93
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.3 $63M +17% 855k 73.63
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.3 $41M +6% 1.0M 40.49
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Ishares Tr Core Intl Aggr (IAGG) 6.6 $37M +20% 715k 51.09
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.6 $26M -5% 342k 74.89
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Ishares Tr National Mun Etf (MUB) 4.4 $24M +25% 233k 104.48
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Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.9 $22M +3% 748k 29.29
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $20M +14% 296k 67.22
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $20M +7% 395k 49.46
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Spdr Ser Tr Portfolio S&p600 (SPSM) 2.9 $16M +11% 374k 42.60
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Ishares Tr Global Reit Etf (REET) 2.7 $15M +11% 612k 24.70
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NVIDIA Corporation (NVDA) 2.3 $13M +2473% 81k 157.98
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Vanguard World Esg Us Stk Etf (ESGV) 1.4 $7.7M +6% 70k 109.64
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $6.8M +17% 35k 192.71
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $6.1M +22% 45k 134.40
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $4.8M +42% 52k 91.73
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.1M +2% 73k 42.75
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Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $2.7M +36% 120k 22.26
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Spdr Ser Tr Portfolio Short (SPSB) 0.5 $2.6M +17% 86k 30.19
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.6M -4% 51k 50.28
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Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $2.6M +8% 39k 65.50
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.9M +7% 41k 47.84
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Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $1.8M +8% 45k 40.67
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Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.3M -24% 11k 116.21
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Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $832k +29% 40k 20.78
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Microsoft Corporation (MSFT) 0.1 $763k +11% 1.5k 497.07
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Ishares Tr Core Msci Total (IXUS) 0.1 $722k 9.3k 77.29
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Apple (AAPL) 0.1 $710k -13% 3.5k 205.08
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Ishares Tr Esg Aware Msci (ESML) 0.1 $677k +24% 16k 41.31
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $658k +10% 7.9k 83.43
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Ishares Esg Awr Msci Em (ESGE) 0.1 $578k +5% 15k 39.15
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $500k +15% 810.00 617.28
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $472k NEW 9.5k 49.65
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Ishares Tr Core 60/40 Balan (AOR) 0.1 $447k +8% 7.3k 61.57
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $372k 10k 37.14
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $370k +77% 7.5k 49.56
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $362k +62% 2.0k 181.91
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Ishares Tr New York Mun Etf (NYF) 0.1 $360k +8% 6.9k 52.21
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Amazon (AMZN) 0.1 $349k +48% 1.6k 219.36
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $334k -6% 2.6k 128.56
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Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $296k +20% 8.7k 33.96
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Spdr Gold Tr Gold Shs (GLD) 0.1 $280k NEW 920.00 304.35
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Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $264k -64% 3.6k 73.41
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Alphabet Cap Stk Cl C (GOOG) 0.0 $236k -9% 1.3k 177.44
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Wal-Mart Stores (WMT) 0.0 $234k NEW 2.4k 97.91
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $208k -17% 695.00 299.28
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Jumia Technologies Sponsored Ads (JMIA) 0.0 $85k +96% 21k 4.03
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Desktop Metal Com Cl A (DM) 0.0 $0 -22% 160k 0.00
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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