Boston Standard Wealth Management

Boston Standard Wealth Management as of Sept. 30, 2018

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 30 positions in its portfolio as reported in the September 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) 30.7 $57M 1.6M 36.21
SPDR Barclays Capital Aggregate Bo (SPAB) 12.6 $23M 837k 27.62
SPDR S&P World ex-US (SPDW) 9.8 $18M 590k 30.64
Vanguard Total Stock Market ETF (VTI) 8.7 $16M 107k 149.66
Ishares Tr core intl aggr (IAGG) 7.3 $14M 259k 52.03
Spdr Ser Tr spdr russel 2000 (SPSM) 4.2 $7.7M 237k 32.51
SPDR S&P Emerging Markets (SPEM) 3.7 $6.7M 195k 34.47
Ishares Tr Global Reit Etf (REET) 3.4 $6.2M 250k 24.96
Vanguard FTSE All-World ex-US ETF (VEU) 3.3 $6.1M 117k 51.80
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.3 $6.0M 56k 107.78
Spdr Ser Tr shrt trsry etf (SPTS) 3.2 $5.8M 198k 29.40
Ishares Tr s^p gtfidx etf (WOOD) 1.6 $3.0M 40k 74.82
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.4 $2.6M 86k 30.14
iShares FTSE KLD 400 Social Idx (DSI) 1.1 $2.1M 20k 107.04
Vanguard Extended Market ETF (VXF) 1.1 $2.0M 16k 120.66
SPDR S&P International Small Cap (GWX) 0.8 $1.5M 45k 34.11
Vanguard Emerging Markets ETF (VWO) 0.8 $1.4M 35k 40.65
Ipath Dow Jones-aig Commodity (DJP) 0.6 $1.2M 48k 24.38
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.3 $568k 12k 47.68
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $461k 4.1k 111.54
Ishares Tr s^p aggr all (AOA) 0.2 $444k 8.2k 54.38
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $423k 7.8k 54.46
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.2 $381k 2.7k 139.71
iShares S&P Moderate Allocation Fund ETF (AOM) 0.2 $352k 9.4k 37.63
Spdr Ser Tr cmn (FLRN) 0.2 $353k 12k 30.70
Vanguard Total World Stock Idx (VT) 0.2 $324k 4.3k 75.68
Vanguard Total Bond Market ETF (BND) 0.2 $294k 3.7k 78.59
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.1 $273k 2.6k 104.60
iShares S&P Growth Allocation Fund (AOR) 0.1 $221k 4.9k 44.79
Apple (AAPL) 0.1 $204k 890.00 229.21