$5.8 Billion is the total value of Boston Standard Wealth Management, LLC's 29 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $49,097,000,000 | -13.1% | 1,588,387 | +1.8% | 29.21% | -5.0% |
| SPAB | Sell | SPDR SERIES TRUSTportfolio agrgte | $21,315,000,000 | -7.8% | 765,366 | -8.5% | 12.68% | +0.9% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $16,746,000,000 | -7.4% | 633,127 | +7.2% | 9.96% | +1.3% |
| IAGG | Buy | ISHARES TRcore intl aggr | $13,797,000,000 | +2.4% | 264,254 | +2.0% | 8.21% | +12.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $13,483,000,000 | -16.1% | 105,638 | -1.6% | 8.02% | -8.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $7,122,000,000 | +22.6% | 240,759 | +21.8% | 4.24% | +34.1% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $6,719,000,000 | -0.1% | 207,647 | +6.4% | 4.00% | +9.3% |
| SPSM | Buy | SPDR SER TRportfolio sm etf | $6,324,000,000 | -17.8% | 239,893 | +1.4% | 3.76% | -10.0% |
| REET | Buy | ISHARES TRglobal reit etf | $6,054,000,000 | -2.9% | 258,517 | +3.5% | 3.60% | +6.2% |
| MUB | Sell | ISHARES TRnational mun etf | $5,791,000,000 | -3.7% | 53,112 | -4.8% | 3.45% | +5.4% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,401,000,000 | -27.6% | 96,550 | -17.7% | 2.62% | -20.8% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $3,133,000,000 | +787.5% | 103,176 | +797.3% | 1.86% | +870.8% |
| WOOD | Buy | ISHARES TRgl timb fore etf | $2,495,000,000 | -17.1% | 43,677 | +8.6% | 1.48% | -9.3% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $1,649,000,000 | -21.1% | 17,735 | -9.2% | 0.98% | -13.7% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $1,646,000,000 | -16.2% | 16,490 | +1.3% | 0.98% | -8.4% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $1,409,000,000 | -8.1% | 50,450 | +12.2% | 0.84% | +0.5% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $1,310,000,000 | +130.6% | 27,260 | +128.8% | 0.78% | +152.1% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,255,000,000 | -10.7% | 32,940 | -4.7% | 0.75% | -2.2% |
| SPSB | Sell | SPDR SERIES TRUSTportfolio short | $927,000,000 | -64.2% | 30,759 | -64.2% | 0.55% | -60.8% |
| BCI | New | ABERDEEN STD INVTS ETFS | $475,000,000 | – | 22,115 | +100.0% | 0.28% | – |
| IXUS | New | ISHARES TRcore msci total | $387,000,000 | – | 7,361 | +100.0% | 0.23% | – |
| AOA | Buy | ISHARES TRaggres alloc etf | $386,000,000 | -13.1% | 264,254 | +3136.4% | 0.23% | -4.6% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $375,000,000 | -68.2% | 17,674 | -63.4% | 0.22% | -65.2% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $359,000,000 | -15.1% | 6,614 | -14.8% | 0.21% | -7.0% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FEftse rafi 1500 | $345,000,000 | -9.4% | 3,035 | +11.3% | 0.20% | -1.0% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $302,000,000 | -34.5% | 3,195 | -22.7% | 0.18% | -28.3% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $275,000,000 | -15.1% | 4,203 | -1.8% | 0.16% | -6.8% |
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $266,000,000 | -9.5% | 3,358 | -10.2% | 0.16% | -1.2% |
| AOM | Sell | ISHARES TRmodert alloc etf | $230,000,000 | -34.7% | 6,454 | -31.0% | 0.14% | -28.3% |
| AAPL | Exit | APPLE INCapple inc | $0 | – | -890 | -100.0% | -0.11% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -4,934 | -100.0% | -0.12% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -2,610 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-10
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.