Boston Standard Wealth Management

Boston Standard Wealth Management as of March 31, 2019

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 32 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust dj ttl mkt etf (SPTM) 30.4 $59M 1.6M 35.59
SPDR Barclays Capital Aggregate Bo (SPAB) 11.4 $22M 773k 28.36
SPDR S&P World ex-US (SPDW) 10.1 $19M 655k 29.61
Vanguard Total Stock Market ETF (VTI) 8.1 $16M 106k 146.39
Ishares Tr core intl aggr (IAGG) 7.5 $14M 271k 53.18
Spdr Ser Tr shrt trsry etf (SPTS) 4.2 $8.2M 275k 29.67
SPDR S&P Emerging Markets (SPEM) 4.0 $7.7M 213k 36.27
Spdr Ser Tr spdr russel 2000 (SPSM) 3.9 $7.6M 248k 30.60
Ishares Tr Global Reit Etf (REET) 3.6 $7.0M 261k 26.75
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.2 $6.2M 56k 110.75
Vanguard FTSE All-World ex-US ETF (VEU) 2.5 $4.9M 96k 50.84
Ishares Tr s^p gtfidx etf (WOOD) 1.6 $3.0M 46k 65.10
Spdr Ser Tr cmn (FLRN) 1.2 $2.4M 79k 30.65
Vanguard Extended Market ETF (VXF) 1.1 $2.1M 18k 116.76
SPDR S&P International Small Cap (GWX) 0.9 $1.7M 55k 30.74
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.9 $1.7M 33k 49.67
Vanguard Emerging Markets ETF (VWO) 0.8 $1.4M 34k 43.14
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.8 $1.4M 298k 4.84
iShares FTSE KLD 400 Social Idx (DSI) 0.6 $1.1M 10k 106.80
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.5 $938k 31k 30.46
Nushares Etf Tr esg us aggrgte (NUBD) 0.5 $874k 35k 24.70
Vanguard Esg International Stock Etf etf (VSGX) 0.4 $718k 15k 49.60
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.3 $506k 22k 22.88
Ishares Core Intl Stock Etf core (IXUS) 0.2 $433k 7.4k 58.82
Ishares Tr s^p aggr all (AOA) 0.2 $416k 7.7k 54.03
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $365k 3.5k 105.43
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.2 $374k 2.9k 129.55
Ipath Dow Jones-aig Commodity (DJP) 0.2 $342k 15k 22.81
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $346k 6.2k 55.53
Vanguard Total World Stock Idx (VT) 0.2 $302k 4.1k 74.00
iShares S&P Moderate Allocation Fund ETF (AOM) 0.1 $249k 6.5k 38.07
iShares S&P Growth Allocation Fund (AOR) 0.1 $215k 4.8k 44.93