Boston Standard Wealth Management

Boston Standard Wealth Management as of June 30, 2025

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 48 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 37.1 $206M 677k 303.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.3 $63M 855k 73.63
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.3 $41M 1.0M 40.49
Ishares Tr Core Intl Aggr (IAGG) 6.6 $37M 715k 51.09
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.6 $26M 342k 74.89
Ishares Tr National Mun Etf (MUB) 4.4 $24M 233k 104.48
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.9 $22M 748k 29.29
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.6 $20M 296k 67.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $20M 395k 49.46
Spdr Ser Tr Portfolio S&p600 (SPSM) 2.9 $16M 374k 42.60
Ishares Tr Global Reit Etf (REET) 2.7 $15M 612k 24.70
NVIDIA Corporation (NVDA) 2.3 $13M 81k 157.98
Vanguard World Esg Us Stk Etf (ESGV) 1.4 $7.7M 70k 109.64
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $6.8M 35k 192.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $6.1M 45k 134.40
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $4.8M 52k 91.73
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $3.1M 73k 42.75
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.5 $2.7M 120k 22.26
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $2.6M 86k 30.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.6M 51k 50.28
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $2.6M 39k 65.50
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.9M 41k 47.84
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.3 $1.8M 45k 40.67
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $1.3M 11k 116.21
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $832k 40k 20.78
Microsoft Corporation (MSFT) 0.1 $763k 1.5k 497.07
Ishares Tr Core Msci Total (IXUS) 0.1 $722k 9.3k 77.29
Apple (AAPL) 0.1 $710k 3.5k 205.08
Ishares Tr Esg Aware Msci (ESML) 0.1 $677k 16k 41.31
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $658k 7.9k 83.43
Ishares Esg Awr Msci Em (ESGE) 0.1 $578k 15k 39.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $500k 810.00 617.28
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $472k 9.5k 49.65
Ishares Tr Core 60/40 Balan (AOR) 0.1 $447k 7.3k 61.57
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $372k 10k 37.14
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $370k 7.5k 49.56
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $362k 2.0k 181.91
Ishares Tr New York Mun Etf (NYF) 0.1 $360k 6.9k 52.21
Amazon (AMZN) 0.1 $349k 1.6k 219.36
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $334k 2.6k 128.56
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $296k 8.7k 33.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $280k 920.00 304.35
Ishares Tr Gl Timb Fore Etf (WOOD) 0.0 $264k 3.6k 73.41
Alphabet Cap Stk Cl C (GOOG) 0.0 $236k 1.3k 177.44
Wal-Mart Stores (WMT) 0.0 $234k 2.4k 97.91
Accenture Plc Ireland Shs Class A (ACN) 0.0 $208k 695.00 299.28
Jumia Technologies Sponsored Ads (JMIA) 0.0 $85k 21k 4.03
Desktop Metal Com Cl A (DM) 0.0 $0 160k 0.00