Boston Standard Wealth Management

Boston Standard Wealth Management as of June 30, 2024

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 47 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 37.8 $172M 643k 267.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.5 $52M 726k 72.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.3 $33M 941k 35.08
Ishares Tr Core Intl Aggr (IAGG) 6.5 $30M 595k 49.92
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.3 $24M 361k 66.35
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.6 $21M 725k 28.87
Ishares Tr National Mun Etf (MUB) 4.3 $20M 186k 106.55
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $16M 367k 43.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $15M 259k 58.64
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.1 $14M 336k 41.53
Ishares Tr Global Reit Etf (REET) 2.8 $13M 551k 23.25
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $6.4M 66k 96.62
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $5.0M 30k 168.78
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $4.3M 37k 117.50
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.7 $3.4M 37k 91.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.7M 72k 37.67
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $2.6M 54k 48.54
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $2.2M 73k 29.70
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $2.1M 36k 57.26
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $1.9M 88k 21.82
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $1.8M 38k 47.20
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $1.6M 41k 38.13
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.5M 15k 103.83
Desktop Metal Com Cl A (DM) 0.2 $851k 206k 4.13
Apple (AAPL) 0.2 $843k 4.0k 210.75
Ishares Tr Gl Timb Fore Etf (WOOD) 0.2 $793k 10k 78.40
Ishares Tr Core Msci Total (IXUS) 0.1 $638k 9.4k 67.53
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $628k 31k 20.32
Microsoft Corporation (MSFT) 0.1 $613k 1.4k 446.79
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $533k 7.1k 74.74
Ishares Tr Esg Aware Msci (ESML) 0.1 $506k 13k 38.48
Ishares Esg Awr Msci Em (ESGE) 0.1 $471k 14k 33.51
NVIDIA Corporation (NVDA) 0.1 $391k 3.2k 123.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $383k 704.00 544.03
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $378k 6.7k 56.28
Ishares Tr New York Mun Etf (NYF) 0.1 $340k 6.4k 53.40
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $324k 10k 31.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $313k 2.8k 112.75
Alphabet Cap Stk Cl C (GOOG) 0.1 $269k 1.5k 183.49
Accenture Plc Ireland Shs Class A (ACN) 0.1 $255k 840.00 303.57
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $232k 7.2k 32.04
Amazon (AMZN) 0.0 $206k 1.1k 192.88
Select Sector Spdr Tr Energy (XLE) 0.0 $206k 2.3k 91.31
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $205k 4.2k 48.71
Ginkgo Bioworks Holdings Cl A Shs 0.0 $203k 607k 0.33
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $201k 1.2k 164.48
Jumia Technologies Sponsored Ads (JMIA) 0.0 $75k 11k 6.98