Boston Standard Wealth Management

Boston Standard Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Boston Standard Wealth Management

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

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 37.3 $192M 662k 289.81
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.4 $59M 816k 71.91
Ishares Tr Core Intl Aggr (IAGG) 6.7 $35M 690k 49.92
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 6.6 $34M 998k 34.13
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.8 $25M 348k 71.43
Ishares Tr National Mun Etf (MUB) 4.4 $22M 210k 106.55
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.1 $21M 727k 29.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $17M 394k 44.04
NVIDIA Corporation (NVDA) 3.1 $16M 119k 134.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.1 $16M 277k 57.41
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.1 $16M 354k 44.92
Ishares Tr Global Reit Etf (REET) 2.7 $14M 589k 23.97
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $7.0M 66k 104.89
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $6.2M 33k 189.97
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.9 $4.9M 43k 114.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $2.9M 75k 38.37
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $2.6M 29k 91.44
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.6M 54k 48.41
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $2.4M 80k 29.86
Vanguard World Esg Intl Stk Etf (VSGX) 0.4 $2.1M 38k 56.70
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.4 $2.1M 96k 21.78
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $2.0M 42k 47.40
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $1.8M 42k 41.62
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $1.7M 15k 110.26
Apple (AAPL) 0.2 $911k 3.6k 250.55
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $791k 40k 19.75
Microsoft Corporation (MSFT) 0.1 $635k 1.5k 421.65
Ishares Tr Core Msci Total (IXUS) 0.1 $608k 9.2k 66.11
Ishares Tr Esg Aware Msci (ESML) 0.1 $574k 14k 42.05
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $556k 7.3k 76.58
Ishares Esg Awr Msci Em (ESGE) 0.1 $495k 15k 33.37
Desktop Metal Com Cl A (DM) 0.1 $482k 206k 2.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $472k 805.00 586.34
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $416k 7.3k 57.35
Ishares Tr New York Mun Etf (NYF) 0.1 $348k 6.5k 53.28
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $335k 6.8k 49.02
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $332k 6.6k 50.10
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $319k 10k 30.95
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $313k 2.7k 117.36
Accenture Plc Ireland Shs Class A (ACN) 0.1 $303k 862.00 351.51
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $300k 1.7k 175.54
Ishares Tr Gl Timb Fore Etf (WOOD) 0.1 $285k 3.7k 76.24
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $280k 8.7k 32.12
Alphabet Cap Stk Cl C (GOOG) 0.1 $279k 1.5k 190.57
Amazon (AMZN) 0.1 $276k 1.3k 219.05
Spdr Gold Tr Gold Shs (GLD) 0.0 $223k 920.00 242.39
Jumia Technologies Sponsored Ads (JMIA) 0.0 $77k 20k 3.81