Boston Standard Wealth Management

Boston Standard Wealth Management as of March 31, 2023

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 40 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 35.3 $123M 603k 204.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.1 $39M 522k 73.83
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.3 $29M 900k 32.12
Ishares Tr Core Intl Aggr (IAGG) 6.7 $24M 480k 48.95
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.9 $17M 342k 50.43
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.3 $15M 507k 29.23
Ishares Tr National Mun Etf (MUB) 4.0 $14M 130k 107.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.6 $12M 307k 40.40
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.5 $12M 231k 53.47
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.2 $11M 294k 37.77
Ishares Tr Global Reit Etf (REET) 2.9 $10M 442k 22.93
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.6 $5.6M 117k 47.82
Ishares Tr Gl Timb Fore Etf (WOOD) 1.6 $5.5M 77k 71.59
Vanguard World Esg Us Stk Etf (ESGV) 1.5 $5.1M 71k 71.71
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $4.2M 30k 140.20
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $3.7M 34k 109.23
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.1M 62k 34.13
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.9M 35k 52.35
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.7M 57k 29.62
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $1.6M 71k 22.36
Apple (AAPL) 0.4 $1.4M 8.3k 164.90
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $1.2M 14k 91.82
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $989k 13k 77.97
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $845k 18k 47.55
Ginkgo Bioworks Holdings Cl A Shs 0.2 $807k 607k 1.33
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $618k 30k 20.78
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $591k 3.6k 164.62
Microsoft Corporation (MSFT) 0.2 $582k 2.0k 288.40
Ishares Tr Core Msci Total (IXUS) 0.2 $559k 9.0k 61.99
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $460k 7.2k 63.54
Ishares Tr Esg Aware Msci (ESML) 0.1 $434k 13k 34.01
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $423k 16k 25.81
Ishares Esg Awr Msci Em (ESGE) 0.1 $367k 12k 31.45
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $294k 9.5k 30.98
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $264k 5.3k 50.09
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $260k 2.8k 91.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $254k 5.2k 48.84
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $227k 2.2k 104.85
Accenture Plc Ireland Shs Class A (ACN) 0.1 $208k 728.00 285.71
Compute Health Acquisitin Unit 99/99/9999 0.0 $103k 10k 10.30