$311 Billion is the total value of Boston Standard Wealth Management, LLC's 40 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 30.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTS | Sell | SPDR SER TRportfolio sh tsr | $15,162,000,000 | -9.4% | 513,959 | -8.9% | 4.88% | +1.8% |
| REET | Sell | ISHARES TRglobal reit etf | $9,930,000,000 | -16.4% | 405,160 | -0.4% | 3.20% | -6.1% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $2,644,000,000 | -34.6% | 76,477 | -26.9% | 0.85% | -26.5% |
| NUBD | Sell | NUSHARES ETF TRnuveen esg us | $1,897,000,000 | -5.1% | 82,508 | -0.4% | 0.61% | +6.6% |
| SPSB | Sell | SPDR SER TRportfolio short | $1,745,000,000 | -3.2% | 58,545 | -2.2% | 0.56% | +8.7% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $850,000,000 | -29.8% | 17,959 | -29.8% | 0.27% | -21.0% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $289,000,000 | -15.5% | 3,365 | -0.3% | 0.09% | -5.1% |
| DJP | Sell | BARCLAYS BANK PLCdjubs cmdt etn36 | $224,000,000 | -38.5% | 6,468 | -34.4% | 0.07% | -30.8% |
| SPAB | Sell | SPDR SER TRportfolio agrgte | $204,000,000 | -99.4% | 7,697 | -99.4% | 0.07% | -99.4% |
| CPUH | Exit | COMPUTE HEALTH ACQUISITIN CO | $0 | – | -10,000 | -100.0% | -0.03% | – |
| TGT | Exit | TARGET CORP | $0 | – | -1,030 | -100.0% | -0.06% | – |
| BCI | Exit | ETFS TRbbrg all lngr k1 | $0 | – | -31,913 | -100.0% | -0.26% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -12,353 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-12
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.