Boston Standard Wealth Management

Boston Standard Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 40 positions in its portfolio as reported in the December 2022 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 $116M 606k 191.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.2 $38M 527k 71.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.3 $28M 944k 29.69
Ishares Tr Core Intl Aggr (IAGG) 7.0 $24M 494k 47.55
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.8 $16M 343k 47.29
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.5 $15M 521k 28.89
Ishares Tr National Mun Etf (MUB) 4.1 $14M 130k 105.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $12M 311k 38.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.5 $12M 233k 50.14
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $11M 296k 36.97
Ishares Tr Global Reit Etf (REET) 3.0 $10M 447k 22.71
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.7 $5.7M 122k 46.71
Ishares Tr Gl Timb Fore Etf (WOOD) 1.7 $5.6M 77k 72.75
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $5.4M 82k 65.86
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $4.0M 31k 132.85
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $3.6M 35k 102.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.1M 62k 32.96
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $2.0M 41k 49.20
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $1.8M 85k 21.77
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.8M 61k 29.39
Apple (AAPL) 0.3 $1.1M 8.3k 129.92
Ginkgo Bioworks Holdings Cl A Shs 0.3 $1.0M 607k 1.69
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $865k 12k 71.82
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $828k 18k 47.00
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $656k 30k 22.05
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $577k 6.3k 91.46
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $575k 3.6k 158.36
Ishares Tr Core Msci Total (IXUS) 0.2 $522k 9.0k 57.89
Ishares Tr Esg Aware Msci (ESML) 0.1 $505k 15k 32.91
Microsoft Corporation (MSFT) 0.1 $490k 2.0k 239.84
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $410k 16k 25.12
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $401k 6.7k 59.74
Ishares Esg Awr Msci Em (ESGE) 0.1 $379k 13k 30.07
Accenture Plc Ireland Shs Class A (ACN) 0.1 $288k 1.1k 266.91
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $279k 9.5k 29.40
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $250k 5.3k 47.22
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $248k 2.9k 86.02
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $237k 5.0k 47.33
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $225k 2.2k 104.21
Compute Health Acquisitin Unit 99/99/9999 0.0 $101k 10k 10.09