$379 Million is the total value of Boston Standard Wealth Management, LLC's 43 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NYF | New | ISHARES TRnew york mun etf | $314,000 | – | 6,163 | +100.0% | 0.08% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $272,000 | – | 637 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $204,000 | – | 2,256 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.