Boston Standard Wealth Management

Boston Standard Wealth Management as of Sept. 30, 2016

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 23 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 33.3 $41M 369k 111.33
Vanguard FTSE All-World ex-US ETF (VEU) 15.2 $19M 413k 45.43
Vanguard Total Bond Market ETF (BND) 11.6 $14M 170k 84.14
Vanguard Charlotte Fds intl bd idx etf (BNDX) 8.6 $11M 190k 56.04
Vanguard Extended Market ETF (VXF) 5.9 $7.3M 79k 91.27
Vanguard Short-Term Bond ETF (BSV) 5.0 $6.2M 76k 80.83
Ipath Dow Jones-aig Commodity (DJP) 3.7 $4.5M 193k 23.47
SPDR Dow Jones Global Real Estate (RWO) 3.5 $4.3M 86k 49.82
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 2.5 $3.1M 59k 52.69
Vanguard Emerging Markets ETF (VWO) 2.5 $3.0M 81k 37.63
Ishares Tr s^p gtfidx etf (WOOD) 1.6 $2.0M 40k 50.23
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.1 $1.4M 14k 99.54
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.0 $1.2M 11k 112.76
iShares FTSE KLD 400 Social Idx (DSI) 0.9 $1.1M 14k 80.51
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.8 $999k 18k 56.93
Vanguard REIT ETF (VNQ) 0.6 $697k 12k 60.85
iShares S&P Moderate Allocation Fund ETF (AOM) 0.6 $698k 19k 36.11
PowerShares FTSE RAFI US 1500 Small-Mid 0.4 $510k 4.8k 105.48
Ishares Tr s^p aggr all (AOA) 0.4 $476k 10k 47.52
iShares S&P Growth Allocation Fund (AOR) 0.4 $461k 11k 41.17
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.3 $354k 3.3k 106.12
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.3 $351k 12k 28.84
iShares FTSE KLD Select Scil Idx (SUSA) 0.2 $240k 2.6k 91.15