Boston Standard Wealth Management

Boston Standard Wealth Management as of June 30, 2022

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 39 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.0 $103M 538k 190.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.3 $35M 464k 75.71
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.1 $25M 867k 28.89
Ishares Tr Core Intl Aggr (IAGG) 7.9 $25M 490k 50.22
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.1 $16M 341k 46.93
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.9 $15M 514k 29.50
Ishares Trust National Mun Etf National Mun Etf (MUB) 3.8 $12M 112k 106.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $10M 245k 41.40
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.2 $10M 278k 36.32
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $10M 202k 49.95
Ishares Tr Global Reit Etf (REET) 3.2 $9.9M 405k 24.51
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $5.9M 119k 49.84
Vanguard World Esg Us Stk Etf (ESGV) 1.7 $5.4M 80k 67.04
Ishares Tr Gl Timb Fore Etf (WOOD) 1.6 $5.1M 68k 74.80
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $3.3M 25k 133.02
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.0M 29k 103.03
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $2.6M 77k 34.57
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $2.0M 41k 49.04
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $1.9M 83k 22.99
Spdr Ser Tr Portfolio Short (SPSB) 0.6 $1.7M 59k 29.81
Ginkgo Bioworks Holdings Cl A Shs 0.5 $1.4M 607k 2.38
Apple (AAPL) 0.4 $1.1M 7.9k 138.90
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $850k 18k 47.33
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $773k 11k 72.43
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $565k 3.6k 155.26
Microsoft Corporation (MSFT) 0.2 $542k 2.1k 259.58
Ishares Tr Esg Aware Msci (ESML) 0.2 $489k 15k 31.91
Ishares Tr Core Msci Total (IXUS) 0.1 $463k 8.1k 56.98
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $399k 6.6k 60.33
Ishares Esg Awr Msci Em (ESGE) 0.1 $371k 12k 32.12
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $307k 6.2k 49.81
Accenture Plc Ireland Shs Class A (ACN) 0.1 $301k 1.1k 280.78
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $289k 3.4k 85.88
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $255k 5.3k 48.24
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $227k 2.2k 104.80
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $224k 6.5k 34.63
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $222k 7.7k 28.88
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $204k 7.7k 26.50
Compute Health Acquisitin Unit 99/99/9999 0.0 $99k 10k 9.90