Boston Standard Wealth Management

Boston Standard Wealth Management as of Sept. 30, 2017

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 21 positions in its portfolio as reported in the September 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 35.6 $53M 411k 129.52
Vanguard FTSE All-World ex-US ETF (VEU) 15.4 $23M 438k 52.71
Vanguard Total Bond Market ETF (BND) 12.4 $19M 226k 81.96
Vanguard Charlotte Fds intl bd idx etf (BNDX) 8.6 $13M 235k 54.59
Vanguard Extended Market ETF (VXF) 6.0 $8.9M 83k 107.14
Vanguard Short-Term Bond ETF (BSV) 4.6 $6.9M 86k 79.82
Vanguard Emerging Markets ETF (VWO) 3.1 $4.7M 108k 43.57
Ipath Dow Jones-aig Commodity (DJP) 3.0 $4.5M 192k 23.25
SPDR Dow Jones Global Real Estate (RWO) 3.0 $4.4M 93k 47.76
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.3 $3.4M 31k 110.87
Ishares Tr s^p gtfidx etf (WOOD) 1.7 $2.6M 39k 66.78
iShares FTSE KLD 400 Social Idx (DSI) 1.2 $1.7M 19k 92.83
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.2 $1.7M 15k 114.95
iShares S&P Moderate Allocation Fund ETF (AOM) 0.4 $550k 15k 37.97
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.3 $461k 8.8k 52.20
Ishares Tr s^p aggr all (AOA) 0.3 $424k 7.9k 53.63
PowerShares FTSE RAFI US 1500 Small-Mid 0.3 $399k 3.2k 125.39
Vanguard REIT ETF (VNQ) 0.2 $357k 5.0k 70.79
iShares S&P Growth Allocation Fund (AOR) 0.2 $335k 7.4k 44.96
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.2 $276k 2.6k 105.95
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.1 $206k 3.6k 57.21