$379 Million is the total value of Boston Standard Wealth Management, LLC's 44 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDStotal stk mkt | $135,440,000 | 0.0% | 637,635 | 0.0% | 35.75% | 0.0% | |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $42,082,000 | 0.0% | 603,066 | 0.0% | 11.11% | 0.0% | |
| SPDW | SPDR INDEX SHS FDSportfolio devlpd | $28,366,000 | 0.0% | 914,725 | 0.0% | 7.49% | 0.0% | |
| IAGG | ISHARES TRcore intl aggr | $25,309,000 | 0.0% | 518,831 | 0.0% | 6.68% | 0.0% | |
| SPTS | SPDR SER TRportfolio sh tsr | $18,596,000 | 0.0% | 647,500 | 0.0% | 4.91% | 0.0% | |
| SPTM | SPDR SER TRportfoli s&p1500 | $17,932,000 | 0.0% | 341,618 | 0.0% | 4.73% | 0.0% | |
| MUB | ISHARES TRnational mun etf | $15,431,000 | 0.0% | 150,491 | 0.0% | 4.07% | 0.0% | |
| VWO | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $13,203,000 | 0.0% | 336,713 | 0.0% | 3.48% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $12,579,000 | 0.0% | 242,507 | 0.0% | 3.32% | 0.0% | |
| SPSM | SPDR SER TRportfolio s&p600 | $11,476,000 | 0.0% | 311,011 | 0.0% | 3.03% | 0.0% | |
| REET | ISHARES TRglobal reit etf | $10,399,000 | 0.0% | 491,203 | 0.0% | 2.74% | 0.0% | |
| WOOD | ISHARES TRgl timb fore etf | $5,326,000 | 0.0% | 71,957 | 0.0% | 1.41% | 0.0% | |
| ESGV | VANGUARD WORLD FDesg us stk etf | $5,181,000 | 0.0% | 68,884 | 0.0% | 1.37% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $4,410,000 | 0.0% | 30,767 | 0.0% | 1.16% | 0.0% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $3,772,000 | 0.0% | 41,077 | 0.0% | 1.00% | 0.0% | |
| VSS | VANGUARD INDEX FDSftse smcap etf | $3,696,000 | 0.0% | 34,798 | 0.0% | 0.98% | 0.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $3,642,000 | 0.0% | 77,023 | 0.0% | 0.96% | 0.0% | |
| DM | DESKTOP METAL INC | $3,009,000 | 0.0% | 2,060,825 | 0.0% | 0.79% | 0.0% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $2,188,000 | 0.0% | 65,163 | 0.0% | 0.58% | 0.0% | |
| SPSB | SPDR SER TRportfolio short | $1,910,000 | 0.0% | 65,165 | 0.0% | 0.50% | 0.0% | |
| VSGX | VANGUARD WORLD FDesg intl stk etf | $1,715,000 | 0.0% | 34,009 | 0.0% | 0.45% | 0.0% | |
| NUBD | NUSHARES ETF TRnuveen esg us | $1,591,000 | 0.0% | 75,394 | 0.0% | 0.42% | 0.0% | |
| SHM | SPDR SER TRnuveen blmbrg sh | $1,525,000 | 0.0% | 32,992 | 0.0% | 0.40% | 0.0% | |
| PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $1,147,000 | 0.0% | 34,760 | 0.0% | 0.30% | 0.0% | |
| GINKGO BIOWORKS HOLDINGS INC | $1,098,000 | 0.0% | 606,634 | 0.0% | 0.29% | 0.0% | ||
| DSI | ISHARES TRmsci kld400 soc | $1,073,000 | 0.0% | 13,186 | 0.0% | 0.28% | 0.0% | |
| AAPL | APPLE INC | $794,000 | 0.0% | 4,637 | 0.0% | 0.21% | 0.0% | |
| BCI | ABRDN ETFS | $628,000 | 0.0% | 29,745 | 0.0% | 0.17% | 0.0% | |
| MSFT | MICROSOFT CORP | $599,000 | 0.0% | 1,896 | 0.0% | 0.16% | 0.0% | |
| IXUS | ISHARES TRcore msci total | $549,000 | 0.0% | 9,158 | 0.0% | 0.14% | 0.0% | |
| AOA | ISHARES TRaggres alloc etf | $471,000 | 0.0% | 7,421 | 0.0% | 0.12% | 0.0% | |
| ESML | ISHARES TResg aware msci | $426,000 | 0.0% | 12,655 | 0.0% | 0.11% | 0.0% | |
| SPAB | SPDR SER TRportfolio agrgte | $421,000 | 0.0% | 17,299 | 0.0% | 0.11% | 0.0% | |
| BNDX | VANGUARD CHARLOTTE FDStotal int bd etf | $408,000 | 0.0% | 8,526 | 0.0% | 0.11% | 0.0% | |
| ESGE | ISHARES INCesg awr msci em | $374,000 | 0.0% | 12,335 | 0.0% | 0.10% | 0.0% | |
| NYF | ISHARES TRnew york mun etf | $314,000 | 0.0% | 6,163 | 0.0% | 0.08% | 0.0% | |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $275,000 | 0.0% | 9,446 | 0.0% | 0.07% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $277,000 | 0.0% | 5,616 | 0.0% | 0.07% | 0.0% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $272,000 | 0.0% | 637 | 0.0% | 0.07% | 0.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $264,000 | 0.0% | 2,828 | 0.0% | 0.07% | 0.0% | |
| DJP | BARCLAYS BANK PLCdj ubs cmdt etn36 | $231,000 | 0.0% | 7,194 | 0.0% | 0.06% | 0.0% | |
| ACN | ACCENTURE PLC IRELAND | $225,000 | 0.0% | 731 | 0.0% | 0.06% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $204,000 | 0.0% | 2,256 | 0.0% | 0.05% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 36 | Q4 2023 | 37.3% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q4 2023 | 16.1% |
| VANGUARD CHARLOTTE FDS | 36 | Q4 2023 | 9.0% |
| VANGUARD INDEX FDS | 36 | Q4 2023 | 6.3% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q4 2023 | 3.6% |
| ISHARES TR | 36 | Q4 2023 | 2.6% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q4 2023 | 1.6% |
| ISHARES TR | 36 | Q4 2023 | 1.2% |
| ISHARES TRUST NATIONAL MUN ETF | 35 | Q4 2023 | 4.2% |
| ISHARES TR | 35 | Q4 2023 | 0.4% |
View Boston Standard Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-04 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-18 |
View Boston Standard Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.