$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 6.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $28,366,000 | -5.7% | 914,725 | -1.0% | 7.49% | -2.6% |
| SPTM | Sell | SPDR SER TRportfoli s&p1500 | $17,932,000 | -4.9% | 341,618 | -1.4% | 4.73% | -1.9% |
| WOOD | Sell | ISHARES TRgl timb fore etf | $5,326,000 | -10.9% | 71,957 | -13.7% | 1.41% | -8.0% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $5,181,000 | -9.2% | 68,884 | -5.4% | 1.37% | -6.2% |
| BIL | Sell | SPDR SER TRbloomberg 1-3 mo | $3,772,000 | -59.8% | 41,077 | -59.8% | 1.00% | -58.5% |
| VSS | Sell | VANGUARD INDEX FDSftse smcap etf | $3,696,000 | -5.1% | 34,798 | -1.3% | 0.98% | -2.0% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $3,642,000 | -17.4% | 77,023 | -17.1% | 0.96% | -14.7% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $1,715,000 | -9.4% | 34,009 | -4.5% | 0.45% | -6.4% |
| AAPL | Sell | APPLE INC | $794,000 | -42.7% | 4,637 | -35.1% | 0.21% | -40.7% |
| MSFT | Sell | MICROSOFT CORP | $599,000 | -13.3% | 1,896 | -6.6% | 0.16% | -10.7% |
| ESML | Sell | ISHARES TResg aware msci | $426,000 | -9.6% | 12,655 | -4.6% | 0.11% | -6.7% |
| ESGE | Sell | ISHARES INCesg awr msci em | $374,000 | -7.9% | 12,335 | -3.9% | 0.10% | -4.8% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $275,000 | -5.2% | 9,446 | -0.5% | 0.07% | -1.4% |
| VT | Sell | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $264,000 | -5.0% | 2,828 | -1.4% | 0.07% | -1.4% |
| CPUHU | Exit | COMPUTE HEALTH ACQUISITIN COunit 99/99/9999 | $0 | – | -10,000 | -100.0% | -0.03% | – |
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.