S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Lawyers who successfully argued Musk pay package was illegal seek $5.6 billion in Tesla stock
Critical asset just had biggest fall on record (Ad)
Sports analytics may be outnumbered when it comes to artificial intelligence
Chicago 'mansion' tax to fund homeless services stuck in legal limbo while on the ballot
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Norway's hospitalized king gets a pacemaker in Malaysia after falling ill during vacation
Head Start preschools aim to fight poverty, but their teachers struggle to make ends meet
Critical asset just had biggest fall on record (Ad)
What to watch for as China's major political meeting of the year gets underway
South Korean doctors hold massive anti-government rally over medical school recruitment plan

Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2024)

About Boston Standard Wealth Management, LLC

Investment Activity

  • Boston Standard Wealth Management, LLC has $378.83 million in total holdings as of December 31, 2023.
  • Boston Standard Wealth Management, LLC owns shares of 43 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • This quarter, Boston Standard Wealth Management, LLC has purchased 43 new stocks and bought additional shares in 0 stocks.
  • Boston Standard Wealth Management, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoston Standard Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$135,440,0000.0%637,63535.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$42,082,0000.0%603,06611.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$28,366,0000.0%914,7257.5%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$25,309,0000.0%518,8316.7%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$18,596,0000.0%647,5004.9%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$17,932,0000.0%341,6184.7%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$15,431,0000.0%150,4914.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,203,0000.0%336,7133.5%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$12,579,0000.0%242,5073.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$11,476,0000.0%311,0113.0%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$10,399,0000.0%491,2032.7%ETF
iShares Global Timber & Forestry ETF stock logo
WOOD
iShares Global Timber & Forestry ETF
$5,326,0000.0%71,9571.4%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$5,181,0000.0%68,8841.4%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$4,410,0000.0%30,7671.2%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$3,772,0000.0%41,0771.0%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$3,696,0000.0%34,7981.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$3,642,0000.0%77,0231.0%Manufacturing
Desktop Metal, Inc. stock logo
DM
Desktop Metal
$3,009,0000.0%2,060,8250.8%Industrial Products
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$2,188,0000.0%65,1630.6%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$1,910,0000.0%65,1650.5%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,715,0000.0%34,0090.5%ETF
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
$1,591,0000.0%75,3940.4%ETF
SPDR Nuveen Barclays Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen Barclays Short Term Municipal Bond ETF
$1,525,0000.0%32,9920.4%Finance
Invesco FTSE RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco FTSE RAFI US 1500 Small-Mid ETF
$1,147,0000.0%34,7600.3%Manufacturing
Ginkgo Bioworks Holdings, Inc. stock logo
DNA
Ginkgo Bioworks
$1,098,0000.0%606,6340.3%Medical
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$1,073,0000.0%13,1860.3%ETF
Apple Inc. stock logo
AAPL
Apple
$794,0000.0%4,6370.2%Computer and Technology
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$628,0000.0%29,7450.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$599,0000.0%1,8960.2%Computer and Technology
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$549,0000.0%9,1580.1%Manufacturing
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$471,0000.0%7,4210.1%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$426,0000.0%12,6550.1%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$421,0000.0%17,2990.1%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$408,0000.0%8,5260.1%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$374,0000.0%12,3350.1%Manufacturing
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$314,0000.0%6,1630.1%ETF
iShares Core Growth Allocation ETF stock logo
AOR
iShares Core Growth Allocation ETF
$277,0000.0%5,6160.1%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$275,0000.0%9,4460.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$272,0000.0%6370.1%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$264,0000.0%2,8280.1%ETF
iPath Bloomberg Commodity Index Total Return ETN stock logo
DJP
iPath Bloomberg Commodity Index Total Return ETN
$231,0000.0%7,1940.1%Finance
Accenture plc stock logo
ACN
Accenture
$225,0000.0%7310.1%Business Services
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$204,0000.0%2,2560.1%ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: