$335 Billion is the total value of Boston Standard Wealth Management, LLC's 41 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $17,586,000,000 | -4.6% | 331,866 | -4.7% | 5.26% | -5.8% |
| REET | Sell | ISHARES TRglobal reit etf | $11,174,000,000 | -1.3% | 407,658 | -0.2% | 3.34% | -2.6% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $9,689,000,000 | -9.7% | 227,826 | -3.4% | 2.90% | -10.8% |
| AAPL | Sell | APPLE INC COM | $1,112,000,000 | +2.1% | 7,859 | -1.2% | 0.33% | +0.9% |
| BIL | Sell | SPDR SER TRspdr bloomberg | $930,000,000 | -25.6% | 10,173 | -25.5% | 0.28% | -26.5% |
| MSFT | Sell | MICROSOFT CORP | $608,000,000 | +3.6% | 2,157 | -0.4% | 0.18% | +2.2% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $359,000,000 | -3.5% | 3,529 | -1.6% | 0.11% | -5.3% |
| DJP | Sell | BARCLAYS BANK PLCdjubs cmdt etn36 | $288,000,000 | -0.7% | 9,853 | -7.7% | 0.09% | -2.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-07
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.