Boston Standard Wealth Management

Boston Standard Wealth Management as of June 30, 2023

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 41 positions in its portfolio as reported in the June 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 $138M 626k 220.28
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.7 $42M 577k 72.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.7 $30M 924k 32.54
Ishares Tr Core Intl Aggr (IAGG) 6.4 $25M 508k 49.29
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.8 $19M 347k 54.44
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.4 $17M 593k 28.79
Ishares Tr National Mun Etf (MUB) 3.8 $15M 139k 106.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $13M 328k 40.68
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $13M 233k 54.41
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.1 $12M 308k 38.84
Ishares Tr Global Reit Etf (REET) 2.8 $11M 483k 22.97
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 2.4 $9.4M 102k 91.82
Ishares Tr Gl Timb Fore Etf (WOOD) 1.5 $6.0M 83k 71.70
Vanguard World Esg Us Stk Etf (ESGV) 1.5 $5.7M 73k 78.35
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $4.6M 31k 148.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $4.4M 93k 47.42
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.9M 35k 110.47
Desktop Metal Com Cl A 0.9 $3.6M 2.1M 1.77
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.2M 63k 34.38
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.9M 65k 29.45
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.9M 36k 53.11
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $1.6M 75k 21.98
Apple (AAPL) 0.4 $1.4M 7.1k 193.93
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.1M 24k 47.08
Ginkgo Bioworks Holdings Cl A Shs 0.3 $1.1M 607k 1.86
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.1M 13k 84.14
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $813k 4.7k 171.74
Microsoft Corporation (MSFT) 0.2 $691k 2.0k 340.56
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $600k 30k 20.17
Ishares Tr Core Msci Total (IXUS) 0.1 $573k 9.2k 62.57
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $490k 7.4k 66.28
Ishares Tr Esg Aware Msci (ESML) 0.1 $471k 13k 35.51
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $420k 17k 25.39
Ishares Esg Awr Msci Em (ESGE) 0.1 $406k 13k 31.63
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $375k 7.7k 48.88
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $290k 9.5k 30.56
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $283k 5.5k 51.44
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $278k 2.9k 96.90
Accenture Plc Ireland Shs Class A (ACN) 0.1 $226k 731.00 309.17
Barclays Bank Dj Ubs Cmdt Etn36 (DJP) 0.1 $220k 7.2k 30.58
Compute Health Acquisitin Unit 99/99/9999 0.0 $108k 10k 10.80