$349 Billion is the total value of Boston Standard Wealth Management, LLC's 41 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 2.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $120,955,000,000 | -3.9% | 531,272 | +1.9% | 34.67% | -1.2% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $35,602,000,000 | -2.7% | 1,281,117 | +3.7% | 10.21% | -0.0% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $28,698,000,000 | -2.3% | 837,166 | +4.0% | 8.23% | +0.5% |
| IAGG | Buy | ISHARES TRcore intl aggr | $25,539,000,000 | -2.5% | 489,919 | +2.0% | 7.32% | +0.2% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $18,546,000,000 | -6.5% | 333,675 | -1.6% | 5.32% | -3.9% |
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $16,732,000,000 | -3.7% | 564,325 | -90.1% | 4.80% | -1.0% |
| MUB | Sell | ISHARES TRUST NATIONAL MUN ETFnational mun etf | $12,062,000,000 | -6.1% | 110,017 | -0.4% | 3.46% | -3.5% |
| REET | Sell | ISHARES TRglobal reit etf | $11,878,000,000 | -4.9% | 406,654 | -0.3% | 3.40% | -2.2% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $11,559,000,000 | -3.5% | 274,748 | +2.5% | 3.31% | -0.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $11,182,000,000 | -2.7% | 194,165 | +3.5% | 3.20% | -0.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $9,599,000,000 | +45.2% | 208,075 | +55.6% | 2.75% | +49.2% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $6,289,000,000 | -8.0% | 77,567 | -0.3% | 1.80% | -5.5% |
| WOOD | Sell | ISHARES TRgl timb fore etf | $5,993,000,000 | -3.9% | 67,099 | -1.0% | 1.72% | -1.2% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $5,519,000,000 | +88.4% | 107,769 | +89.1% | 1.58% | +93.6% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $4,041,000,000 | -43.2% | 104,580 | -39.1% | 1.16% | -41.7% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,942,000,000 | -3.0% | 23,796 | +7.0% | 1.13% | -0.4% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $3,530,000,000 | -3.5% | 28,496 | +4.4% | 1.01% | -0.8% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $2,173,000,000 | -4.3% | 37,996 | +3.8% | 0.62% | -1.6% |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $1,998,000,000 | -7.4% | 82,818 | -1.4% | 0.57% | -4.8% |
| SPSB | Sell | SPDR SER TRportfolio short | $1,803,000,000 | -3.0% | 59,840 | -0.3% | 0.52% | -0.2% |
| AAPL | Sell | APPLE INC | $1,367,000,000 | -2.1% | 7,828 | -0.5% | 0.39% | +0.8% |
| SHM | Buy | SPDR SER TRnuveen blmbrg sr | $1,211,000,000 | +0.1% | 25,580 | +4.0% | 0.35% | +3.0% |
| BIL | Sell | SPDR SER TRspdr bloomberg | $1,129,000,000 | -0.2% | 12,353 | -0.2% | 0.32% | +2.9% |
| BCI | ETFS TRbbrg all lngr k1 | $917,000,000 | +24.9% | 31,913 | 0.0% | 0.26% | +28.3% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $888,000,000 | -5.0% | 10,248 | +1.9% | 0.26% | -2.3% |
| MSFT | Sell | MICROSOFT CORP | $642,000,000 | -11.1% | 2,084 | -3.0% | 0.18% | -8.5% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $632,000,000 | +19.2% | 3,462 | +25.3% | 0.18% | +22.3% |
| ESML | Buy | ISHARES TResg aware msci | $560,000,000 | -4.1% | 14,716 | +1.5% | 0.16% | -1.2% |
| IXUS | Buy | ISHARES TRcore msci total | $532,000,000 | -6.0% | 7,995 | +0.1% | 0.15% | -3.2% |
| AOA | Buy | ISHARES TRaggres alloc etf | $437,000,000 | -1.4% | 6,341 | +4.2% | 0.12% | +0.8% |
| ESGE | Buy | ISHARES INCesg awr msci em | $384,000,000 | -2.5% | 10,450 | +5.3% | 0.11% | 0.0% |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $364,000,000 | +28.6% | 9,853 | 0.0% | 0.10% | +31.6% | |
| ACN | New | ACCENTURE PLC IRELAND | $360,000,000 | – | 1,068 | +100.0% | 0.10% | – |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $342,000,000 | -11.2% | 3,376 | -5.9% | 0.10% | -8.4% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $323,000,000 | -5.0% | 6,161 | +0.0% | 0.09% | -2.1% |
| AOR | Buy | ISHARES TRgrwt allocat etf | $285,000,000 | -0.7% | 5,281 | +5.0% | 0.08% | +2.5% |
| GWX | SPDR INDEX SHS FDSs&p intl smlcp | $270,000,000 | -6.9% | 7,688 | 0.0% | 0.08% | -4.9% | |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $240,000,000 | -2.4% | 3,012 | +3.9% | 0.07% | 0.0% |
| TGT | TARGET CORP | $219,000,000 | -8.0% | 1,030 | 0.0% | 0.06% | -4.5% | |
| CPUH | COMPUTE HEALTH ACQUISITIN CO | $99,000,000 | -0.4% | 10,000 | 0.0% | 0.03% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-12
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.