$204 Billion is the total value of Boston Standard Wealth Management, LLC's 34 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 3.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $63,206,000,000 | +8.1% | 1,715,696 | +4.4% | 30.92% | +1.6% |
| SPAB | Buy | SPDR SERIES TRUSTportfolio agrgte | $24,053,000,000 | +9.8% | 825,146 | +6.8% | 11.76% | +3.2% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $20,248,000,000 | +4.4% | 678,782 | +3.7% | 9.90% | -1.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $16,253,000,000 | +4.9% | 107,279 | +1.4% | 7.95% | -1.4% |
| IAGG | Buy | ISHARES TRcore intl aggr | $15,320,000,000 | +6.4% | 280,952 | +3.7% | 7.49% | -0.0% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $9,509,000,000 | +16.6% | 317,494 | +15.5% | 4.65% | +9.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $8,078,000,000 | +4.6% | 223,335 | +4.9% | 3.95% | -1.7% |
| SPSM | Buy | SPDR SER TRportfolio sm etf | $7,979,000,000 | +5.3% | 260,597 | +5.2% | 3.90% | -1.0% |
| REET | Buy | ISHARES TRglobal reit etf | $7,189,000,000 | +3.2% | 265,948 | +2.1% | 3.52% | -3.0% |
| MUB | Buy | ISHARES TRnational mun etf | $6,830,000,000 | +9.8% | 60,444 | +7.6% | 3.34% | +3.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $5,021,000,000 | +2.8% | 97,573 | +1.6% | 2.46% | -3.3% |
| WOOD | Buy | ISHARES TRgl timb fore etf | $3,179,000,000 | +5.6% | 52,441 | +13.4% | 1.56% | -0.7% |
| ESGV | Buy | VANGUARD ESG US STK ETFesg us stk etf | $2,402,000,000 | +45.0% | 46,389 | +39.1% | 1.18% | +36.3% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $2,117,000,000 | +0.9% | 17,792 | -1.0% | 1.04% | -5.2% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $1,819,000,000 | +7.0% | 60,061 | +8.6% | 0.89% | +0.6% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,433,000,000 | -1.0% | 33,263 | -0.8% | 0.70% | -6.9% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $1,345,000,000 | -6.7% | 27,508 | -90.8% | 0.66% | -12.3% |
| NUBD | Buy | NUVEEN ESGus agg bd etf | $1,266,000,000 | +44.9% | 49,913 | +41.0% | 0.62% | +36.0% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $993,000,000 | +5.9% | 32,334 | +5.0% | 0.49% | -0.4% |
| VSGX | Buy | VANGUARD ESG INTL STK ETFesg intl stk etf | $989,000,000 | +37.7% | 19,622 | +35.5% | 0.48% | +29.4% |
| FLRN | Sell | SPDR SER TRblomberg brc inv | $898,000,000 | -62.8% | 29,288 | -62.8% | 0.44% | -65.0% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $518,000,000 | -53.5% | 4,683 | -55.1% | 0.25% | -56.3% |
| BCI | Buy | ABERDEEN STD INVTS ETFS | $505,000,000 | -0.2% | 22,947 | +3.8% | 0.25% | -6.1% |
| IXUS | Buy | ISHARES TRcore msci total | $443,000,000 | +2.3% | 7,479 | +1.6% | 0.22% | -3.6% |
| AOA | Buy | ISHARES TRaggres alloc etf | $428,000,000 | +2.9% | 7,793 | +1.2% | 0.21% | -3.2% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $374,000,000 | +2.5% | 3,521 | +1.7% | 0.18% | -3.7% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FEftse rafi 1500 | $365,000,000 | -2.4% | 2,860 | -0.9% | 0.18% | -8.2% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $353,000,000 | +2.0% | 6,157 | -1.2% | 0.17% | -3.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $312,000,000 | +3.3% | 4,112 | +0.8% | 0.15% | -2.5% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $304,000,000 | -11.1% | 13,961 | -6.9% | 0.15% | -16.3% |
| AAPL | New | APPLE INC COMapple inc | $278,000,000 | – | 1,371 | +100.0% | 0.14% | – |
| AOM | Sell | ISHARES TRmodert alloc etf | $234,000,000 | -6.0% | 6,028 | -7.8% | 0.11% | -12.3% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $211,000,000 | -1.9% | 4,608 | -3.7% | 0.10% | -8.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-09
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.