$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $2,117,000,000 | +0.9% | 17,792 | -1.0% | 1.04% | -5.2% |
| 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% |
| 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% |
| 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% |
| DJP | Sell | BARCLAYS BK PLCdjubs cmdt etn36 | $304,000,000 | -11.1% | 13,961 | -6.9% | 0.15% | -16.3% |
| 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.