$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPAB | Sell | SPDR SERIES TRUSTportfolio agrgte | $25,603,000,000 | +1.0% | 829,659 | -1.1% | 11.57% | -16.1% |
| SPSB | Sell | SPDR SERIES TRUSTportfolio short | $1,119,000,000 | +2.1% | 35,699 | -1.7% | 0.51% | -15.1% |
| 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% |
| AOA | Sell | ISHARES TRaggres alloc etf | $384,000,000 | +17.4% | 6,998 | -1.5% | 0.17% | -2.8% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $301,000,000 | +10.3% | 6,497 | -3.6% | 0.14% | -8.1% |
| VT | Sell | VANGUARD INTL EQUITY INDEXtt wrld st etf | $270,000,000 | +3.4% | 3,612 | -17.0% | 0.12% | -14.1% |
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.