$184 Billion is the total value of Boston Standard Wealth Management, LLC's 29 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $56,518,000,000 | – | 1,560,843 | +100.0% | 30.74% | – |
| SPAB | New | SPDR SERIES TRUSTportfolio agrgte | $23,108,000,000 | – | 836,653 | +100.0% | 12.57% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $18,088,000,000 | – | 590,351 | +100.0% | 9.84% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $16,067,000,000 | – | 107,360 | +100.0% | 8.74% | – |
| IAGG | New | ISHARES TRcore intl aggr | $13,475,000,000 | – | 258,983 | +100.0% | 7.33% | – |
| SPSM | New | SPDR SER TRportfolio sm etf | $7,692,000,000 | – | 236,614 | +100.0% | 4.18% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $6,727,000,000 | – | 195,162 | +100.0% | 3.66% | – |
| REET | New | ISHARES TRglobal reit etf | $6,235,000,000 | – | 249,808 | +100.0% | 3.39% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $6,078,000,000 | – | 117,337 | +100.0% | 3.30% | – |
| MUB | New | ISHARES TRnational mun etf | $6,012,000,000 | – | 55,778 | +100.0% | 3.27% | – |
| SPTS | New | SPDR SER TRportfolio sh tsr | $5,810,000,000 | – | 197,608 | +100.0% | 3.16% | – |
| WOOD | New | ISHARES TRgl timb fore etf | $3,009,000,000 | – | 40,219 | +100.0% | 1.64% | – |
| SPSB | New | SPDR SERIES TRUSTportfolio short | $2,588,000,000 | – | 85,868 | +100.0% | 1.41% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $2,091,000,000 | – | 19,534 | +100.0% | 1.14% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $1,965,000,000 | – | 16,286 | +100.0% | 1.07% | – |
| GWX | New | SPDR INDEX SHS FDSs&p intl smlcp | $1,534,000,000 | – | 44,970 | +100.0% | 0.83% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,405,000,000 | – | 34,566 | +100.0% | 0.76% | – |
| DJP | New | BARCLAYS BK PLCdjubs cmdt etn36 | $1,178,000,000 | – | 48,314 | +100.0% | 0.64% | – |
| SHM | New | SPDR SER TRnuveen blmbrg sr | $568,000,000 | – | 11,913 | +100.0% | 0.31% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $461,000,000 | – | 4,133 | +100.0% | 0.25% | – |
| AOA | New | ISHARES TRaggres alloc etf | $444,000,000 | – | 8,165 | +100.0% | 0.24% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $423,000,000 | – | 7,767 | +100.0% | 0.23% | – |
| PRFZ | New | INVESCO EXCHANGE TRADED FEftse rafi 1500 | $381,000,000 | – | 2,727 | +100.0% | 0.21% | – |
| FLRN | New | SPDR SER TRblomberg brc inv | $353,000,000 | – | 11,498 | +100.0% | 0.19% | – |
| AOM | New | ISHARES TRmodert alloc etf | $352,000,000 | – | 9,354 | +100.0% | 0.19% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $324,000,000 | – | 4,281 | +100.0% | 0.18% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $294,000,000 | – | 3,741 | +100.0% | 0.16% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $273,000,000 | – | 2,610 | +100.0% | 0.15% | – |
| AOR | New | ISHARES TRgrwt allocat etf | $221,000,000 | – | 4,934 | +100.0% | 0.12% | – |
| AAPL | New | APPLE INCapple inc | $204,000,000 | – | 890 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-03
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.