Boston Standard Wealth Management, LLC holdings history

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64 is the total number of securities Boston Standard Wealth Management, LLC has owned. The longest Boston Standard Wealth Management, LLC has owned a single stock is 36 quarters.

Boston Standard Wealth Management, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VTI VANGUARD INDEX FDS22147.48%25.09%37.30%Q4 2014Q4 202336
VEU VANGUARD INTL EQUITY I...22142.27%7.17%16.14%Q4 2014Q4 202336
BNDX VANGUARD CHARLOTTE FDS22140.07%2.89%8.96%Q4 2014Q4 202336
VXF VANGUARD INDEX FDS22140.85%2.11%6.31%Q4 2014Q4 202336
VWO VANGUARD INTL EQUITY I...22140.66%1.99%3.60%Q4 2014Q4 202336
WOOD ISHARES TR22141.39%1.72%2.56%Q4 2014Q4 202336
VSS VANGUARD INTL EQUITY I...22140.18%0.93%1.61%Q4 2014Q4 202336
DSI ISHARES TR22140.23%0.61%1.16%Q4 2014Q4 202336
MUB ISHARES TRUST NATIONAL...2240.77%2.82%4.16%Q4 2014Q4 202335
AOA ISHARES TR2240.12%0.23%0.41%Q4 2014Q4 202335
AOR ISHARES TR2010.07%0.16%0.38%Q4 2014Q4 202334
DJP BARCLAYS BK PLC1430.06%1.90%6.22%Q4 2014Q4 202330
BND VANGUARD BD INDEX FDS1420.07%8.25%12.38%Q4 2014Q4 202326
SPTM SPDR SER TR2224.73%16.80%32.00%Q4 2017Q4 202324
SPDW SPDR INDEX SHS FDS2227.49%8.80%10.09%Q4 2017Q4 202324
IAGG ISHARES TR2226.40%7.34%9.01%Q4 2017Q4 202324
SPTS SPDR SER TR2222.72%4.74%6.81%Q4 2017Q4 202324
SPSM SPDR SER TR2223.03%3.56%4.34%Q4 2017Q4 202324
REET ISHARES TR2222.74%3.23%3.74%Q4 2017Q4 202324
SPEM SPDR INDEX SHS FDS2220.56%2.61%4.08%Q4 2017Q4 202324
SPSB SPDR SER TR2220.47%0.63%1.49%Q4 2017Q4 202324
GWX SPDR INDEX SHS FDS2220.07%0.35%0.89%Q4 2017Q4 202324
SPAB SPDR SER TR1620.07%8.44%13.78%Q4 2017Q4 202323
SHM SPDR SER TR1720.20%0.41%0.79%Q4 2017Q4 202323
AAPL APPLE INC COM1910.11%0.29%0.40%Q4 2014Q4 202323
PRFZ INVESCO EXCHANGE TRADE...22220.12%0.18%0.30%Q3 2018Q4 202322
IXUS ISHARES TR21210.14%0.18%0.23%Q4 2018Q4 202321
VT VANGUARD INTL EQUITY I...1290.07%0.12%0.18%Q3 2018Q4 202321
ESGV VANGUARD WORLD FUND20200.86%1.50%1.91%Q1 2019Q4 202320
NUBD NUVEEN ETF TR20200.42%0.56%0.70%Q1 2019Q4 202320
VSGX VANGUARD WORLD FUND20200.37%0.53%0.66%Q1 2019Q4 202320
SUB ISHARES TR910.06%0.23%0.51%Q4 2014Q1 202319
BCI ETFS TR1450.15%0.23%0.33%Q4 2018Q4 202319
AOM ISHARES TR1440.11%0.40%0.61%Q4 2014Q2 201918
BIL SPDR SER TR1050.17%0.57%2.40%Q4 2019Q4 202315
ESML ISHARES TR15150.10%0.14%0.17%Q2 2020Q4 202315
PRFZ POWERSHARES ETF TRUST14140.22%1.72%4.55%Q4 2014Q1 201814
MSFT Microsoft Corp Com14140.14%0.17%0.20%Q3 2020Q4 202314
ESGE ISHARES INC14140.09%0.11%0.12%Q3 2020Q4 202314
BSV VANGUARD BD INDEX FD INC1210.39%4.22%6.10%Q4 2014Q1 201813
STPZ PIMCO ETF TR13130.15%2.50%4.57%Q4 2014Q4 201713
VNQ VANGUARD INDEX FDS1210.13%1.12%2.14%Q4 2014Q4 202013
RWO SPDR SERIES TRUST12122.98%3.74%4.80%Q4 2014Q3 201712
WIP SPDR SERIES TRUST12120.14%0.74%1.23%Q4 2014Q3 201712
VTIP VANGUARD MALVERN FDS10100.36%1.28%1.90%Q3 2021Q4 202310
BWX SPDR SERIES TRUST880.28%2.04%4.28%Q4 2014Q3 20168
ACN ACCENTURE PLC IRELAND880.06%0.08%0.10%Q1 2022Q4 20238
GINKGO BIOWORKS HOLDIN...770.23%0.36%0.64%Q2 2022Q4 20237
SUSA ISHARES330.19%0.20%0.21%Q4 2014Q3 20166
TGT TARGET CORP550.06%0.07%0.08%Q1 2021Q1 20225
CPUHU COMPUTE HEALTH ACQUISI...550.03%0.03%0.03%Q2 2022Q2 20235
CPUH COMPUTE HEALTH ACQUISI...550.03%0.03%0.03%Q1 2021Q1 20225
FLRN SPDR SER TR440.19%0.94%1.86%Q3 2018Q2 20194
DM DESKTOP METAL INC330.79%0.84%0.93%Q2 2023Q4 20233
BWZ SPDR SERIES TRUST330.29%0.83%1.45%Q4 2014Q2 20153
APPLE INC210.19%0.24%0.32%Q1 2015Q2 20163
CVEO CIVEO CORP CDA COM330.00%0.00%0.00%Q1 2020Q3 20203
NYF ISHARES TR220.08%0.08%0.08%Q3 2023Q4 20232
SPY SPDR S&P 500 ETF TR220.07%0.07%0.07%Q3 2023Q4 20232
XLE SELECT SECTOR SPDR TR220.05%0.05%0.05%Q3 2023Q4 20232
VANGUARD BD INDEX FD INC115.71%5.71%5.71%Q1 2015Q1 20151
XOM EXXON MOBIL CORP110.21%0.21%0.21%Q4 2014Q4 20141
TIP ISHARES110.11%0.11%0.11%Q4 2014Q4 20141
ALKS ALKERMES PLC110.03%0.03%0.03%Q2 2015Q2 20151
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The securities at the top of the list , including VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and VANGUARD CHARLOTTE FDS, are the highest-conviction holdings of Boston Standard Wealth Management, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Boston Standard Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Boston Standard Wealth Management, LLC owns currently or has owned in the past.