Boston Standard Wealth Management, LLC - Q4 2021 holdings

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$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 16.7% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SPEM SellSPDR INDEX SHS FDSportfolio emg mk$7,120,000,000
-26.5%
171,600
-24.7%
1.99%
-31.4%
ESGV SellVANGUARD WORLD FUNDesg us stk etf$6,839,000,000
+9.2%
77,807
-0.6%
1.91%
+1.9%
MSFT SellMICROSOFT CORP$722,000,000
+18.8%
2,148
-0.4%
0.20%
+10.4%
AOA SellISHARES TRaggres alloc etf$443,000,000
+4.0%
6,084
-0.3%
0.12%
-2.4%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$246,000,000
-10.2%
2,900
-9.7%
0.07%
-15.9%
SUB ExitISHARES TRshrt nat mun etf$0–-2,123
-100.0%
-0.07%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-18
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
VANGUARD INDEX FDS36Q4 202337.3%
VANGUARD INTL EQUITY INDEX F36Q4 202316.1%
VANGUARD CHARLOTTE FDS36Q4 20239.0%
VANGUARD INDEX FDS36Q4 20236.3%
VANGUARD INTL EQUITY INDEX F36Q4 20233.6%
ISHARES TR36Q4 20232.6%
VANGUARD INTL EQUITY INDEX F36Q4 20231.6%
ISHARES TR36Q4 20231.2%
ISHARES TRUST NATIONAL MUN ETF35Q4 20234.2%
ISHARES TR35Q4 20230.4%

View Boston Standard Wealth Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-11
13F-HR2024-01-08
13F-HR2023-10-10
13F-HR2023-07-06
13F-HR2023-04-04
13F-HR2023-01-10
13F-HR2022-10-13
13F-HR2022-07-12
13F-HR2022-04-12
13F-HR2022-01-18

View Boston Standard Wealth Management, LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (358573000000.0 != 358573400000.0)
  • The reported number of holdings is incorrect (40 != 39)

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