Boston Standard Wealth Management

Boston Standard Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 35 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 27.2 $73M 376k 194.64
Spdr Ser Tr Portfoli S&p1500 (SPTM) 12.9 $35M 751k 46.09
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.4 $28M 906k 30.79
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 9.3 $25M 739k 33.75
Ishares Tr Core Intl Aggr (IAGG) 7.0 $19M 337k 56.21
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.4 $15M 474k 30.71
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.8 $10M 284k 35.80
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.6 $9.8M 232k 42.16
Ishares Tr Global Reit Etf (REET) 3.3 $8.9M 371k 23.93
Ishares Tr National Mun Etf (MUB) 2.9 $7.8M 67k 117.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.7 $7.3M 125k 58.36
Ishares Tr Gl Timb Fore Etf (WOOD) 1.9 $5.1M 64k 79.62
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $4.2M 60k 70.17
Vanguard Index Fds Extend Mkt Etf (VXF) 1.3 $3.5M 21k 164.68
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $2.9M 24k 121.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $2.2M 44k 50.11
Nuveen Etf Tr Nuveen Esg Us (NUBD) 0.6 $1.6M 58k 26.78
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.5M 25k 59.29
Spdr Ser Tr Spdr Bloomberg (BIL) 0.5 $1.3M 15k 91.51
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.3M 42k 31.40
Apple (AAPL) 0.4 $1.1M 7.9k 132.68
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $828k 17k 49.79
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $665k 9.3k 71.57
Aberdeen Standard Invests Etfs Bbrg All Comd K1 Etf Bbrg All Comd K1 (BCI) 0.2 $611k 28k 21.89
Ishares Tr Core Msci Total (IXUS) 0.2 $521k 7.8k 67.20
Microsoft Corporation (MSFT) 0.2 $480k 2.2k 222.53
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $424k 6.6k 64.13
Invesco Exchange Traded Fd Tr Ftse Rafi 1500 Etf Ftse Rafi 1500 (PRFZ) 0.1 $386k 2.6k 151.08
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $357k 6.1k 58.48
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $342k 3.7k 92.53
Ishares Tr Esg Aware Msci (ESML) 0.1 $341k 10k 34.14
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $277k 5.3k 52.13
Ishares Esg Awr Msci Em (ESGE) 0.1 $269k 6.4k 41.94
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $267k 7.6k 35.35
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $239k 11k 21.89