Boston Standard Wealth Management

Boston Standard Wealth Management as of March 31, 2017

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 21 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 37.3 $49M 401k 121.32
Vanguard FTSE All-World ex-US ETF (VEU) 15.8 $21M 429k 47.83
Vanguard Total Bond Market ETF (BND) 12.3 $16M 198k 81.08
Vanguard Charlotte Fds intl bd idx etf (BNDX) 9.0 $12M 216k 54.13
Vanguard Extended Market ETF (VXF) 6.3 $8.2M 82k 99.88
Ipath Dow Jones-aig Commodity (DJP) 3.3 $4.3M 181k 23.52
SPDR Dow Jones Global Real Estate (RWO) 3.3 $4.3M 90k 47.08
Vanguard Emerging Markets ETF (VWO) 3.0 $3.9M 99k 39.72
Ishares Tr s^p gtfidx etf (WOOD) 1.7 $2.2M 39k 57.62
iShares S&P Natl AMTFr Mncpl Bd (MUB) 1.6 $2.1M 20k 108.93
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 1.4 $1.8M 34k 52.83
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.1 $1.5M 14k 102.63
iShares FTSE KLD 400 Social Idx (DSI) 1.1 $1.4M 17k 86.76
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.5 $694k 13k 54.80
Vanguard Short-Term Bond ETF (BSV) 0.5 $654k 82k 7.97
Vanguard REIT ETF (VNQ) 0.4 $476k 7.3k 65.17
Ishares Tr s^p aggr all (AOA) 0.3 $459k 9.2k 49.91
iShares S&P Moderate Allocation Fund ETF (AOM) 0.3 $424k 12k 36.37
PowerShares FTSE RAFI US 1500 Small-Mid 0.3 $378k 3.2k 116.38
iShares S&P Growth Allocation Fund (AOR) 0.3 $377k 8.9k 42.42
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.2 $303k 2.9k 105.65