Boston Standard Wealth Management

Boston Standard Wealth Management as of June 30, 2021

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 37 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 34.4 $114M 510k 222.82
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.3 $34M 1.1M 30.01
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.4 $28M 757k 36.79
Ishares Tr Core Intl Aggr (IAGG) 7.3 $24M 439k 55.10
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.6 $18M 348k 52.97
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.3 $18M 571k 30.64
Ishares Tr National Mun Etf (MUB) 3.7 $12M 106k 117.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.5 $12M 263k 43.94
Ishares Tr Global Reit Etf (REET) 3.4 $11M 409k 27.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $11M 175k 63.39
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.2 $11M 236k 45.50
Vanguard World Esg Us Stk Etf (ESGV) 1.9 $6.2M 78k 79.98
Ishares Tr Gl Timb Fore Etf (WOOD) 1.7 $5.7M 65k 86.81
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $3.9M 21k 188.58
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.4M 25k 136.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $3.0M 54k 54.31
Vanguard World Esg Intl Stk Etf (VSGX) 0.7 $2.2M 34k 64.15
Nuveen Etf Tr Nuveen Esg Us (NUBD) 0.6 $2.1M 81k 26.08
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.8M 56k 31.30
Spdr Ser Tr Spdr Bloomberg (BIL) 0.4 $1.3M 14k 91.49
Apple (AAPL) 0.3 $1.1M 8.0k 136.96
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $855k 17k 49.55
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $803k 9.7k 82.81
Etfs Tr Bbrg All Comd K1 (BCI) 0.2 $706k 27k 26.38
Microsoft Corporation (MSFT) 0.2 $587k 2.2k 271.01
Ishares Tr Core Msci Total (IXUS) 0.2 $575k 7.8k 73.33
Ishares Tr Esg Aware Msci (ESML) 0.2 $555k 14k 40.36
Invesco Exchange Traded Fd Tr Ftse Rafi 1500 Etf Ftse Rafi 1500 (PRFZ) 0.1 $494k 2.6k 186.77
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $431k 6.1k 70.64
Ishares Esg Awr Msci Em (ESGE) 0.1 $397k 8.8k 45.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $372k 3.6k 103.71
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $349k 6.1k 57.12
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $292k 7.6k 38.64
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $290k 11k 27.16
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $278k 5.0k 55.90
Target Corporation (TGT) 0.1 $249k 1.0k 241.75
Compute Health Acquisitin Com Cl A 0.0 $102k 10k 10.22