$184 Billion is the total value of Boston Standard Wealth Management, LLC's 33 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 3.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Sell | SPDR SERIES TRUSTportfolio tl stk | $53,455,000,000 | -25.4% | 1,782,426 | -0.8% | 29.05% | -9.2% |
| SPAB | Sell | SPDR SERIES TRUSTportfolio agrgte | $25,362,000,000 | -1.6% | 838,683 | -4.4% | 13.78% | +19.7% |
| IAGG | Buy | ISHARES TRcore intl aggr | $16,586,000,000 | +1.4% | 304,562 | +2.1% | 9.01% | +23.4% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $15,499,000,000 | -28.2% | 677,119 | -1.7% | 8.42% | -12.6% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $13,759,000,000 | -22.8% | 111,896 | +2.7% | 7.48% | -6.1% |
| SPTS | Buy | SPDR SERIES TRUSTportfolio sh tsr | $12,537,000,000 | +19.4% | 408,647 | +16.6% | 6.81% | +45.4% |
| MUB | Buy | ISHARES TRnational mun etf | $7,654,000,000 | +2.4% | 69,545 | +6.0% | 4.16% | +24.6% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $6,339,000,000 | -26.7% | 231,507 | +0.6% | 3.44% | -10.8% |
| SPSM | Buy | SPDR SERIES TRUSTportfolio sm etf | $5,741,000,000 | -36.8% | 282,680 | +1.5% | 3.12% | -23.1% |
| REET | Buy | ISHARES TRglobal reit etf | $5,248,000,000 | -33.0% | 292,862 | +3.2% | 2.85% | -18.5% |
| VEU | Buy | VANGUARD INTL EQUITY INDEXallwrld ex us | $4,260,000,000 | -16.0% | 108,442 | +14.9% | 2.32% | +2.2% |
| WOOD | Buy | ISHARES TRgl timb fore etf | $2,561,000,000 | -30.3% | 56,660 | +3.3% | 1.39% | -15.2% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $2,304,000,000 | -15.0% | 52,788 | +10.2% | 1.25% | +3.5% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $1,572,000,000 | -29.3% | 18,484 | +4.8% | 0.85% | -13.9% |
| SHM | Buy | SPDR SERIES TRUSTnuveen blmbrg sr | $1,456,000,000 | +5.9% | 30,117 | +7.5% | 0.79% | +28.8% |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $1,292,000,000 | -3.2% | 48,880 | -6.4% | 0.70% | +17.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEXftse emr mkt etf | $1,220,000,000 | -20.2% | 37,708 | +9.7% | 0.66% | -2.8% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $1,096,000,000 | +4.4% | 36,331 | +6.7% | 0.60% | +27.1% |
| VSS | Buy | VANGUARD INTL EQUITY INDEXftse smcap etf | $1,015,000,000 | +25.6% | 13,500 | +85.7% | 0.55% | +52.9% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $845,000,000 | -18.1% | 21,437 | +11.0% | 0.46% | -0.4% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $694,000,000 | -57.8% | 32,003 | -38.0% | 0.38% | -48.6% |
| BIL | Sell | SPDR SERIES TRUSTspdr bloomberg | $569,000,000 | -42.4% | 6,214 | -42.5% | 0.31% | -29.9% |
| BCI | ABERDEEN STD INVTS ETFS | $538,000,000 | -24.2% | 31,298 | 0.0% | 0.29% | -7.9% | |
| DSI | Sell | ISHARES TRmsci kld400 soc | $429,000,000 | -24.3% | 4,602 | -2.5% | 0.23% | -7.9% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $343,000,000 | -0.6% | 6,104 | +0.0% | 0.19% | +20.8% |
| IXUS | Buy | ISHARES TRcore msci total | $340,000,000 | -27.7% | 7,598 | +0.0% | 0.18% | -11.9% |
| AOA | Buy | ISHARES TRaggres alloc etf | $327,000,000 | -20.4% | 7,101 | +0.2% | 0.18% | -3.3% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $273,000,000 | -1.8% | 6,742 | +16.1% | 0.15% | +19.4% |
| VT | Buy | VANGUARD INTL EQUITY INDEXtt wrld st etf | $261,000,000 | -22.8% | 4,350 | +4.4% | 0.14% | -6.0% |
| AAPL | Sell | APPLE INC COMapple inc | $227,000,000 | -20.9% | 942 | -3.7% | 0.12% | -3.9% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD TRftse rafi 1500 | $212,000,000 | -38.6% | 2,526 | +0.2% | 0.12% | -25.3% |
| CVEO | New | CIVEO CORP CDA COMciveo corp cda | $5,000,000 | – | 11,785 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-13
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.