Boston Standard Wealth Management

Boston Standard Wealth Management as of Dec. 31, 2018

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 29 positions in its portfolio as reported in the December 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) 29.2 $49M 1.6M 30.91
SPDR Barclays Capital Aggregate Bo (SPAB) 12.7 $21M 765k 27.85
SPDR S&P World ex-US (SPDW) 10.0 $17M 633k 26.45
Ishares Tr core intl aggr (IAGG) 8.2 $14M 264k 52.21
Vanguard Total Stock Market ETF (VTI) 8.0 $14M 106k 127.63
Spdr Ser Tr shrt trsry etf (SPTS) 4.2 $7.1M 241k 29.58
SPDR S&P Emerging Markets (SPEM) 4.0 $6.7M 208k 32.36
Spdr Ser Tr spdr russel 2000 (SPSM) 3.8 $6.3M 240k 26.36
Ishares Tr Global Reit Etf (REET) 3.6 $6.1M 259k 23.42
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.5 $5.8M 53k 109.03
Vanguard FTSE All-World ex-US ETF (VEU) 2.6 $4.4M 97k 45.58
Spdr Ser Tr cmn (FLRN) 1.9 $3.1M 103k 30.37
Ishares Tr s^p gtfidx etf (WOOD) 1.5 $2.5M 44k 57.12
Vanguard Extended Market ETF (VXF) 1.0 $1.6M 17k 99.82
iShares FTSE KLD 400 Social Idx (DSI) 1.0 $1.6M 18k 92.98
SPDR S&P International Small Cap (GWX) 0.8 $1.4M 51k 27.93
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.8 $1.3M 27k 48.06
Vanguard Emerging Markets ETF (VWO) 0.8 $1.3M 33k 38.10
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.6 $927k 31k 30.14
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.3 $475k 22k 21.48
Ishares Tr s^p aggr all (AOA) 0.2 $386k 264k 1.46
Ishares Core Intl Stock Etf core (IXUS) 0.2 $387k 7.4k 52.57
Ipath Dow Jones-aig Commodity (DJP) 0.2 $375k 18k 21.22
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $359k 6.6k 54.28
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.2 $345k 3.0k 113.67
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $302k 3.2k 94.52
Vanguard Total Bond Market ETF (BND) 0.2 $266k 3.4k 79.21
Vanguard Total World Stock Idx (VT) 0.2 $275k 4.2k 65.43
iShares S&P Moderate Allocation Fund ETF (AOM) 0.1 $230k 6.5k 35.64