Boston Standard Wealth Management

Boston Standard Wealth Management as of Dec. 31, 2019

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 31 positions in its portfolio as reported in the December 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) 32.0 $72M 1.8M 39.86
SPDR Barclays Capital Aggregate Bo (SPAB) 11.5 $26M 878k 29.38
SPDR S&P World ex-US (SPDW) 9.6 $22M 689k 31.35
Vanguard Total Stock Market ETF (VTI) 8.0 $18M 109k 163.62
Ishares Tr core intl aggr (IAGG) 7.3 $16M 298k 54.79
Spdr Ser Tr shrt trsry etf (SPTS) 4.7 $11M 350k 29.96
Spdr Ser Tr spdr russel 2000 (SPSM) 4.1 $9.1M 279k 32.63
SPDR S&P Emerging Markets (SPEM) 3.9 $8.7M 230k 37.59
Ishares Tr Global Reit Etf (REET) 3.5 $7.8M 284k 27.62
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.3 $7.5M 66k 113.91
Vanguard FTSE All-World ex-US ETF (VEU) 2.3 $5.1M 94k 53.75
Ishares Tr s^p gtfidx etf (WOOD) 1.6 $3.7M 55k 67.00
Vanguard Esg U.s. Stock Etf etf (ESGV) 1.2 $2.7M 48k 56.58
Vanguard Extended Market ETF (VXF) 1.0 $2.2M 18k 125.99
SPDR S&P International Small Cap (GWX) 0.7 $1.6M 52k 31.86
Vanguard Emerging Markets ETF (VWO) 0.7 $1.5M 34k 44.46
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.6 $1.4M 28k 49.10
Nushares Etf Tr esg us aggrgte (NUBD) 0.6 $1.3M 52k 25.56
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.5 $1.0M 34k 30.85
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $1.0M 19k 53.44
Spdr Ser Tr 1 3 hgh yield (BIL) 0.4 $988k 11k 91.40
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.4 $808k 7.3k 111.14
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.3 $710k 31k 22.69
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $567k 4.7k 120.18
Ishares Core Intl Stock Etf core (IXUS) 0.2 $470k 7.6k 61.87
Ishares Tr s^p aggr all (AOA) 0.2 $411k 7.1k 57.98
Vanguard Total World Stock Idx (VT) 0.1 $338k 4.2k 81.11
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.1 $345k 6.1k 56.55
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.1 $345k 2.5k 136.85
Apple (AAPL) 0.1 $287k 978.00 293.46
iShares S&P Growth Allocation Fund (AOR) 0.1 $278k 5.8k 47.86