$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 0.0% .
| 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% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $15,499,000,000 | -28.2% | 677,119 | -1.7% | 8.42% | -12.6% |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $1,292,000,000 | -3.2% | 48,880 | -6.4% | 0.70% | +17.8% |
| 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% |
| DSI | Sell | ISHARES TRmsci kld400 soc | $429,000,000 | -24.3% | 4,602 | -2.5% | 0.23% | -7.9% |
| AAPL | Sell | APPLE INC COMapple inc | $227,000,000 | -20.9% | 942 | -3.7% | 0.12% | -3.9% |
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.