$359 Billion is the total value of Boston Standard Wealth Management, LLC's 40 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $125,857,000,000 | +9.0% | 521,275 | +0.3% | 35.10% | +1.8% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $36,602,000,000 | +4.4% | 1,235,730 | +5.3% | 10.21% | -2.5% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $29,367,000,000 | +5.3% | 805,010 | +4.5% | 8.19% | -1.7% |
| IAGG | Buy | ISHARES TRcore intl aggr | $26,186,000,000 | +3.8% | 480,212 | +4.7% | 7.30% | -3.1% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $19,829,000,000 | +12.8% | 339,239 | +2.2% | 5.53% | +5.2% |
| SPTS | Buy | SPDR SER TRportfolio sh tsr | $17,366,000,000 | -2.2% | 5,706,945 | +884.8% | 4.84% | -8.7% |
| MUB | Buy | ISHARES TRnational mun etf | $12,848,000,000 | +3.7% | 110,488 | +3.6% | 3.58% | -3.2% |
| REET | Buy | ISHARES TRglobal reit etf | $12,484,000,000 | +11.7% | 407,838 | +0.0% | 3.48% | +4.3% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $11,980,000,000 | +5.1% | 268,067 | +0.1% | 3.34% | -2.0% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $11,495,000,000 | +3.9% | 187,574 | +3.3% | 3.21% | -3.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,613,000,000 | +92.2% | 133,700 | +94.4% | 1.84% | +79.4% |
| WOOD | Buy | ISHARES TRgl timb fore etf | $6,234,000,000 | +11.5% | 67,767 | +3.0% | 1.74% | +4.1% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $4,066,000,000 | +4.5% | 22,235 | +4.2% | 1.13% | -2.4% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $3,658,000,000 | +6.6% | 27,308 | +6.4% | 1.02% | -0.6% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $2,930,000,000 | +139.6% | 57,003 | +145.1% | 0.82% | +123.8% |
| VSGX | Buy | VANGUARD WORLD FUNDesg intl stk etf | $2,271,000,000 | +3.8% | 36,610 | +3.3% | 0.63% | -3.2% |
| NUBD | Buy | NUSHARES ETF TRnuveen esg us | $2,157,000,000 | +0.5% | 84,002 | +1.3% | 0.60% | -6.1% |
| SPSB | Buy | SPDR SER TRportfolio short | $1,858,000,000 | +3.6% | 60,001 | +4.5% | 0.52% | -3.4% |
| AAPL | Buy | APPLE INC COM | $1,396,000,000 | +25.5% | 7,864 | +0.1% | 0.39% | +17.2% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sh | $1,210,000,000 | +25.9% | 24,607 | +26.5% | 0.34% | +17.4% |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $1,131,000,000 | +21.6% | 12,373 | +21.6% | 0.32% | +13.3% |
| DSI | Buy | ISHARES TRmsci kld400 soc | $935,000,000 | +12.0% | 10,060 | +0.3% | 0.26% | +4.4% |
| BCI | Buy | ABRDN ETFS | $734,000,000 | -2.3% | 31,913 | +19.3% | 0.20% | -8.5% |
| ESML | Buy | ISHARES TResg aware msci | $584,000,000 | +3.7% | 14,493 | +0.4% | 0.16% | -3.0% |
| IXUS | Buy | ISHARES TRcore msci total | $566,000,000 | +1.6% | 7,985 | +1.8% | 0.16% | -4.8% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $530,000,000 | +6.2% | 2,763 | +1.1% | 0.15% | -0.7% |
| ESGE | Buy | ISHARES INCesg awr msci em | $394,000,000 | -0.3% | 9,924 | +4.1% | 0.11% | -6.8% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $385,000,000 | +7.2% | 3,587 | +1.6% | 0.11% | 0.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $340,000,000 | -2.3% | 6,159 | +0.8% | 0.10% | -8.7% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $290,000,000 | -0.3% | 7,688 | +1.7% | 0.08% | -6.9% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $287,000,000 | +4.0% | 5,029 | +1.1% | 0.08% | -2.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-18
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.