$221 Billion is the total value of Boston Standard Wealth Management, LLC's 28 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 6.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SERIES TRUSTportfolio tl stk | $68,861,000,000 | +28.8% | 1,822,678 | +2.3% | 31.11% | +7.1% |
| SPAB | Sell | SPDR SERIES TRUSTportfolio agrgte | $25,603,000,000 | +1.0% | 829,659 | -1.1% | 11.57% | -16.1% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $19,624,000,000 | +26.6% | 710,489 | +4.9% | 8.87% | +5.3% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $18,222,000,000 | +32.4% | 116,413 | +4.0% | 8.23% | +10.1% |
| IAGG | Buy | ISHARES TRcore intl aggr | $17,162,000,000 | +3.5% | 308,220 | +1.2% | 7.75% | -14.0% |
| SPTS | Buy | SPDR SERIES TRUSTportfolio sh tsr | $12,708,000,000 | +1.4% | 413,663 | +1.2% | 5.74% | -15.7% |
| MUB | Buy | ISHARES TRnational mun etf | $8,173,000,000 | +6.8% | 70,822 | +1.8% | 3.69% | -11.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $7,944,000,000 | +25.3% | 237,416 | +2.6% | 3.59% | +4.2% |
| SPSM | Buy | SPDR SERIES TRUSTportfolio sm etf | $7,855,000,000 | +36.8% | 295,621 | +4.6% | 3.55% | +13.8% |
| REET | Buy | ISHARES TRglobal reit etf | $6,629,000,000 | +26.3% | 317,487 | +8.4% | 3.00% | +5.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEXallwrld ex us | $5,550,000,000 | +30.3% | 116,575 | +7.5% | 2.51% | +8.3% |
| WOOD | Buy | ISHARES TRgl timb fore etf | $3,432,000,000 | +34.0% | 61,872 | +9.2% | 1.55% | +11.4% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $3,130,000,000 | +35.9% | 55,500 | +5.1% | 1.41% | +12.9% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $2,370,000,000 | +50.8% | 20,025 | +8.3% | 1.07% | +25.4% |
| VSS | Buy | VANGUARD INTL EQUITY INDEXftse smcap etf | $1,919,000,000 | +89.1% | 19,864 | +47.1% | 0.87% | +57.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEXftse emr mkt etf | $1,626,000,000 | +33.3% | 41,050 | +8.9% | 0.74% | +10.9% |
| SHM | Buy | SPDR SERIES TRUSTnuveen blmbrg sr | $1,533,000,000 | +5.3% | 30,739 | +2.1% | 0.69% | -12.4% |
| NUBD | Buy | NUSHARES ETF TRnuveen esg us | $1,360,000,000 | +5.3% | 50,274 | +2.9% | 0.61% | -12.5% |
| SPSB | Sell | SPDR SERIES TRUSTportfolio short | $1,119,000,000 | +2.1% | 35,699 | -1.7% | 0.51% | -15.1% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $1,089,000,000 | +28.9% | 22,641 | +5.6% | 0.49% | +7.2% |
| BIL | Buy | SPDR SERIES TRUSTspdr bloomberg | $784,000,000 | +37.8% | 8,565 | +37.8% | 0.35% | +14.6% |
| AAPL | Buy | APPLE INC COMapple inc | $721,000,000 | +217.6% | 1,975 | +109.7% | 0.33% | +165.0% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $545,000,000 | +27.0% | 4,615 | +0.3% | 0.25% | +5.6% |
| BCI | Sell | ABERDEEN STD INVTS ETFS | $507,000,000 | -5.8% | 27,725 | -11.4% | 0.23% | -21.6% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $450,000,000 | -35.2% | 16,450 | -48.6% | 0.20% | -46.2% |
| IXUS | Buy | ISHARES TRcore msci total | $418,000,000 | +22.9% | 7,671 | +1.0% | 0.19% | +2.2% |
| AOA | Sell | ISHARES TRaggres alloc etf | $384,000,000 | +17.4% | 6,998 | -1.5% | 0.17% | -2.8% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $353,000,000 | +2.9% | 6,107 | +0.0% | 0.16% | -14.5% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $301,000,000 | +10.3% | 6,497 | -3.6% | 0.14% | -8.1% |
| PRFZ | INVESCO EXCHANGE TRADED FD TRftse rafi 1500 | $282,000,000 | +33.0% | 2,526 | 0.0% | 0.13% | +10.4% | |
| VT | Sell | VANGUARD INTL EQUITY INDEXtt wrld st etf | $270,000,000 | +3.4% | 3,612 | -17.0% | 0.12% | -14.1% |
| ESML | New | ISHARES TResg msci usa sml etf | $232,000,000 | – | 9,250 | +100.0% | 0.10% | – |
| DJP | New | BARCLAYS BANK PLCdjubs cmdt etn36 | $187,000,000 | – | 10,617 | +100.0% | 0.08% | – |
| CVEO | CIVEO CORP CDA COMciveo corp cda | $7,000,000 | +40.0% | 11,785 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-06
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.