Boston Standard Wealth Management

Boston Standard Wealth Management as of Sept. 30, 2019

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 29 positions in its portfolio as reported in the September 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) 31.2 $65M 1.8M 36.74
SPDR Barclays Capital Aggregate Bo (SPAB) 12.2 $25M 854k 29.64
SPDR S&P World ex-US (SPDW) 9.8 $20M 692k 29.36
Ishares Tr core intl aggr (IAGG) 7.9 $16M 294k 55.79
Vanguard Total Stock Market ETF (VTI) 7.8 $16M 108k 151.00
Spdr Ser Tr shrt trsry etf (SPTS) 5.0 $10M 346k 30.02
Spdr Ser Tr spdr russel 2000 (SPSM) 3.9 $8.1M 270k 30.00
SPDR S&P Emerging Markets (SPEM) 3.8 $7.9M 230k 34.28
Ishares Tr Global Reit Etf (REET) 3.7 $7.8M 276k 28.08
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.5 $7.3M 64k 114.10
Vanguard FTSE All-World ex-US ETF (VEU) 2.3 $4.7M 95k 49.90
Ishares Tr s^p gtfidx etf (WOOD) 1.5 $3.2M 54k 58.64
Vanguard Esg U.s. Stock Etf etf (ESGV) 1.2 $2.5M 48k 51.91
Vanguard Extended Market ETF (VXF) 1.0 $2.1M 18k 116.33
SPDR S&P International Small Cap (GWX) 0.9 $1.8M 62k 29.40
Vanguard Emerging Markets ETF (VWO) 0.7 $1.4M 34k 40.25
Nushares Etf Tr esg us aggrgte (NUBD) 0.6 $1.3M 52k 25.73
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.5 $1.0M 33k 30.86
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $947k 19k 49.30
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.3 $680k 31k 22.04
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $519k 4.7k 110.83
Ishares Core Intl Stock Etf core (IXUS) 0.2 $432k 7.5k 57.76
Ishares Tr s^p aggr all (AOA) 0.2 $390k 7.1k 54.86
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $368k 3.6k 101.94
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $361k 6.1k 58.81
Apple (AAPL) 0.1 $307k 1.4k 223.76
Vanguard Total World Stock Idx (VT) 0.1 $312k 4.2k 74.82
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.1 $319k 2.5k 126.79
iShares S&P Growth Allocation Fund (AOR) 0.1 $259k 5.6k 46.04