Boston Standard Wealth Management

Boston Standard Wealth Management as of June 30, 2019

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 33 positions in its portfolio as reported in the June 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) 30.9 $63M 1.7M 36.84
SPDR Barclays Capital Aggregate Bo (SPAB) 11.8 $24M 825k 29.15
SPDR S&P World ex-US (SPDW) 9.9 $20M 679k 29.83
Vanguard Total Stock Market ETF (VTI) 8.0 $16M 107k 151.50
Ishares Tr core intl aggr (IAGG) 7.5 $15M 281k 54.53
Spdr Ser Tr shrt trsry etf (SPTS) 4.7 $9.5M 318k 29.95
SPDR S&P Emerging Markets (SPEM) 4.0 $8.1M 223k 36.17
Spdr Ser Tr spdr russel 2000 (SPSM) 3.9 $8.0M 261k 30.62
Ishares Tr Global Reit Etf (REET) 3.5 $7.2M 266k 27.03
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.3 $6.8M 60k 113.00
Vanguard FTSE All-World ex-US ETF (VEU) 2.5 $5.0M 98k 51.46
Ishares Tr s^p gtfidx etf (WOOD) 1.6 $3.2M 52k 60.62
Vanguard Esg U.s. Stock Etf etf (ESGV) 1.2 $2.4M 46k 51.78
Vanguard Extended Market ETF (VXF) 1.0 $2.1M 18k 118.99
SPDR S&P International Small Cap (GWX) 0.9 $1.8M 60k 30.29
Vanguard Emerging Markets ETF (VWO) 0.7 $1.4M 33k 43.08
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.7 $1.3M 28k 48.89
Nushares Etf Tr esg us aggrgte (NUBD) 0.6 $1.3M 50k 25.36
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.5 $993k 32k 30.71
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $989k 20k 50.40
Spdr Ser Tr cmn (FLRN) 0.4 $898k 29k 30.66
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $518k 4.7k 110.61
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.2 $505k 23k 22.01
Ishares Core Intl Stock Etf core (IXUS) 0.2 $443k 7.5k 59.23
Ishares Tr s^p aggr all (AOA) 0.2 $428k 7.8k 54.92
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $374k 3.5k 106.22
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.2 $365k 2.9k 127.62
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $353k 6.2k 57.33
Ipath Dow Jones-aig Commodity (DJP) 0.1 $304k 14k 21.77
Vanguard Total World Stock Idx (VT) 0.1 $312k 4.1k 75.88
Apple (AAPL) 0.1 $278k 1.4k 202.77
iShares S&P Moderate Allocation Fund ETF (AOM) 0.1 $234k 6.0k 38.82
iShares S&P Growth Allocation Fund (AOR) 0.1 $211k 4.6k 45.79