Boston Standard Wealth Management

Boston Standard Wealth Management as of March 31, 2020

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 32 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Spdr Series Trust dj ttl mkt etf (SPTM) 29.1 $54M 1.8M 29.99
SPDR Barclays Capital Aggregate Bo (SPAB) 13.8 $25M 839k 30.24
Ishares Tr core intl aggr (IAGG) 9.0 $17M 305k 54.46
SPDR S&P World ex-US (SPDW) 8.4 $16M 677k 22.89
Vanguard Total Stock Market ETF (VTI) 7.5 $14M 112k 122.96
Spdr Ser Tr shrt trsry etf (SPTS) 6.8 $13M 409k 30.68
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.2 $7.7M 70k 110.06
SPDR S&P Emerging Markets (SPEM) 3.4 $6.3M 232k 27.38
Spdr Ser Tr spdr russel 2000 (SPSM) 3.1 $5.7M 283k 20.31
Ishares Tr Global Reit Etf (REET) 2.9 $5.2M 293k 17.92
Vanguard FTSE All-World ex-US ETF (VEU) 2.3 $4.3M 108k 39.28
Ishares Tr s^p gtfidx etf (WOOD) 1.4 $2.6M 57k 45.20
Vanguard Esg U.s. Stock Etf etf (ESGV) 1.2 $2.3M 53k 43.65
Vanguard Extended Market ETF (VXF) 0.8 $1.6M 19k 85.05
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.8 $1.5M 30k 48.34
Nushares Etf Tr esg us aggrgte (NUBD) 0.7 $1.3M 49k 26.43
Vanguard Emerging Markets ETF (VWO) 0.7 $1.2M 38k 32.35
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.6 $1.1M 36k 30.17
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.6 $1.0M 14k 75.19
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $845k 21k 39.42
SPDR S&P International Small Cap (GWX) 0.4 $694k 32k 21.69
Spdr Ser Tr 1 3 hgh yield (BIL) 0.3 $569k 6.2k 91.57
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.3 $538k 31k 17.19
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $429k 4.6k 93.22
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $343k 6.1k 56.19
Ishares Tr s^p aggr all (AOA) 0.2 $327k 7.1k 46.05
Ishares Core Intl Stock Etf core (IXUS) 0.2 $340k 7.6k 44.75
iShares S&P Growth Allocation Fund (AOR) 0.1 $273k 6.7k 40.49
Vanguard Total World Stock Idx (VT) 0.1 $261k 4.4k 60.00
Apple (AAPL) 0.1 $227k 942.00 240.98
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.1 $212k 2.5k 83.93
Civeo 0.0 $5.0k 12k 0.42