Boston Standard Wealth Management

Boston Standard Wealth Management as of March 31, 2018

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 28 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust dj ttl mkt etf (SPTM) 26.9 $43M 1.3M 32.82
SPDR Barclays Capital Aggregate Bo (SPAB) 11.8 $19M 668k 28.16
Vanguard Total Stock Market ETF (VTI) 10.0 $16M 117k 135.72
SPDR S&P World ex-US (SPDW) 9.8 $16M 498k 31.43
Ishares Tr core intl aggr (IAGG) 7.0 $11M 214k 52.67
Spdr Ser Tr spdr russel 2000 (SPSM) 4.1 $6.6M 221k 29.92
SPDR S&P Emerging Markets (SPEM) 4.0 $6.5M 164k 39.30
Vanguard FTSE All-World ex-US ETF (VEU) 4.0 $6.4M 117k 54.37
Ishares Tr Global Reit Etf (REET) 3.3 $5.3M 215k 24.56
Spdr Ser Tr shrt trsry etf (SPTS) 3.0 $4.8M 162k 29.68
iShares S&P Natl AMTFr Mncpl Bd (MUB) 2.8 $4.4M 41k 108.92
Ishares Tr s^p gtfidx etf (WOOD) 1.9 $3.0M 38k 78.36
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.5 $2.4M 79k 30.19
Ipath Dow Jones-aig Commodity (DJP) 1.4 $2.3M 93k 24.35
Vanguard Total Bond Market ETF (BND) 1.4 $2.2M 27k 79.93
Vanguard Extended Market ETF (VXF) 1.3 $2.0M 18k 111.57
iShares FTSE KLD 400 Social Idx (DSI) 1.1 $1.8M 19k 97.72
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.0 $1.6M 30k 54.73
Vanguard Emerging Markets ETF (VWO) 0.9 $1.4M 30k 46.99
SPDR S&P International Small Cap (GWX) 0.8 $1.3M 36k 35.38
Vanguard Short-Term Bond ETF (BSV) 0.4 $624k 8.0k 78.46
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.3 $543k 4.6k 119.13
iShares S&P Moderate Allocation Fund ETF (AOM) 0.3 $437k 12k 37.81
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.3 $426k 8.9k 47.77
Ishares Tr s^p aggr all (AOA) 0.2 $403k 7.5k 53.55
PowerShares FTSE RAFI US 1500 Small-Mid 0.2 $355k 2.8k 128.86
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.2 $273k 2.6k 104.72
iShares S&P Growth Allocation Fund (AOR) 0.2 $264k 5.9k 44.50