Boston Standard Wealth Management

Boston Standard Wealth Management as of March 31, 2024

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 46 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 37.5 $166M 638k 259.90
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.2 $50M 681k 72.63
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.6 $34M 936k 35.84
Ishares Tr Core Intl Aggr (IAGG) 6.4 $28M 567k 49.95
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.3 $23M 361k 64.15
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.7 $21M 720k 28.92
Ishares Tr National Mun Etf (MUB) 4.2 $19M 174k 107.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $15M 362k 41.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $15M 250k 58.65
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.2 $14M 328k 43.04
Ishares Tr Global Reit Etf (REET) 2.9 $13M 534k 23.68
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $6.2M 67k 93.19
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $5.1M 29k 175.26
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $4.2M 36k 116.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $2.8M 58k 47.89
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.5M 70k 36.19
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $2.1M 71k 29.77
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $2.0M 35k 57.48
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $1.8M 38k 47.43
Desktop Metal Com Cl A 0.4 $1.8M 2.1M 0.88
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $1.8M 81k 21.97
Ishares Tr Gl Timb Fore Etf (WOOD) 0.4 $1.7M 21k 84.36
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.4 $1.6M 41k 39.29
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.5M 16k 91.80
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.5M 15k 100.84
Apple (AAPL) 0.2 $775k 4.5k 171.42
Microsoft Corporation (MSFT) 0.2 $724k 1.7k 420.93
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.2 $704k 607k 1.16
Ishares Tr Core Msci Total (IXUS) 0.1 $631k 9.3k 67.81
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $611k 31k 19.77
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $531k 7.2k 73.53
Ishares Tr Esg Aware Msci (ESML) 0.1 $525k 13k 40.26
Ishares Esg Awr Msci Em (ESGE) 0.1 $439k 14k 32.25
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $389k 7.0k 55.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $367k 702.00 522.79
Ishares Tr New York Mun Etf (NYF) 0.1 $342k 6.4k 53.77
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $331k 10k 32.47
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $305k 2.8k 110.43
Accenture Plc Ireland Shs Class A (ACN) 0.1 $291k 840.00 346.43
NVIDIA Corporation (NVDA) 0.1 $261k 289.00 903.11
Alphabet Cap Stk Cl C (GOOG) 0.1 $254k 1.7k 152.55
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $225k 7.2k 31.07
Select Sector Spdr Tr Energy (XLE) 0.0 $213k 2.3k 94.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $210k 4.3k 49.11
Target Corporation (TGT) 0.0 $207k 1.2k 176.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $206k 1.2k 168.99