Boston Standard Wealth Management

Boston Standard Wealth Management as of Sept. 30, 2015

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 23 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 25.1 $25M 260k 96.92
Vanguard FTSE All-World ex-US ETF (VEU) 15.0 $15M 360k 41.80
Vanguard Total Bond Market ETF (BND) 11.2 $11M 138k 81.77
Vanguard Charlotte Fds intl bd idx etf (BNDX) 8.6 $8.6M 163k 52.98
Vanguard Short-Term Bond ETF (BSV) 6.1 $6.1M 76k 80.36
Ipath Dow Jones-aig Commodity (DJP) 5.7 $5.7M 234k 24.32
SPDR Dow Jones Global Real Estate (RWO) 4.1 $4.1M 93k 44.60
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 3.8 $3.8M 74k 51.50
PowerShares FTSE RAFI US 1500 Small-Mid 3.7 $3.7M 41k 90.29
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 2.3 $2.3M 45k 52.22
Vanguard Emerging Markets ETF (VWO) 2.2 $2.3M 70k 32.21
Vanguard REIT ETF (VNQ) 2.0 $2.0M 37k 54.37
Ishares Tr s^p gtfidx etf (WOOD) 1.9 $1.9M 44k 44.14
Vanguard Extended Market ETF (VXF) 1.9 $1.9M 24k 80.35
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.5 $1.5M 17k 89.20
iShares FTSE KLD 400 Social Idx (DSI) 0.9 $919k 13k 69.65
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.9 $916k 18k 51.90
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.9 $902k 8.2k 109.61
iShares S&P Moderate Allocation Fund ETF (AOM) 0.6 $608k 18k 33.64
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.4 $439k 4.1k 105.91
Ishares Tr s^p aggr all (AOA) 0.4 $386k 9.0k 42.93
Apple (AAPL) 0.3 $296k 2.7k 109.23
iShares S&P Growth Allocation Fund (AOR) 0.3 $278k 7.4k 37.79