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

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About Boston Standard Wealth Management, LLC

Investment Activity

Boston Standard Wealth Management, LLC has $441.58 million in total holdings as of March 31, 2024.
Boston Standard Wealth Management, LLC owns shares of 46 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
Approximately 4.63% of the portfolio was purchased this quarter.
About 1.97% of the portfolio was sold this quarter.
This quarter, Boston Standard Wealth Management, LLC has purchased 43 new stocks and bought additional shares in 29 stocks.
Boston Standard Wealth Management, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $165,735,000
Vanguard Total Bond Market ETF: $49,460,000
SPDR Portfolio Developed World ex-US ETF: $33,537,000
iShares Core International Aggregate Bond ETF: $28,339,000
SPDR Portfolio S&P 1500 Composite Stock Market ETF: $23,187,000

Largest New Holdings this Quarter

NVIDIA: $261,000 Holding
Alphabet: $254,000 Holding
Target: $207,000 Holding
Invesco S&P 500 Equal Weight ETF: $206,000 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF: 77,924 shares (about $5.66M)
iShares National Muni Bond ETF: 23,434 shares (about $2.52M)
iShares Core International Aggregate Bond ETF: 48,517 shares (about $2.42M)
SPDR Portfolio Short Term Treasury ETF: 72,116 shares (about $2.09M)
SPDR Portfolio S&P 1500 Composite Stock Market ETF: 19,827 shares (about $1.27M)

Largest Sales this Quarter

iShares Global Timber & Forestry ETF: 51,450 shares (about $4.34M)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 24,911 shares (about $2.29M)
Vanguard Short-Term Inflation-Protected Securities ETF: 19,078 shares (about $913.65K)
Vanguard Extended Market ETF: 1,434 shares (about $251.33K)
Vanguard Total International Bond ETF: 4,250 shares (about $208.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$165,735,000	$14,035 ▲	0.0%	637,689	37.5%	ETF
BND Vanguard Total Bond Market ETF	$49,460,000	$5,659,585 ▲	12.9%	680,990	11.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$33,537,000	$753,705 ▲	2.3%	935,755	7.6%	ETF
IAGG iShares Core International Aggregate Bond ETF	$28,339,000	$2,423,421 ▲	9.4%	567,348	6.4%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$23,187,000	$1,271,919 ▲	5.8%	361,445	5.3%	ETF
SPTS SPDR Portfolio Short Term Treasury ETF	$20,811,000	$2,085,565 ▲	11.1%	719,616	4.7%	ETF
MUB iShares National Muni Bond ETF	$18,714,000	$2,521,454 ▲	15.6%	173,925	4.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$15,106,000	$1,041,494 ▲	7.4%	361,647	3.4%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$14,637,000	$413,724 ▲	2.9%	249,561	3.3%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$14,131,000	$744,863 ▲	5.6%	328,317	3.2%	ETF
REET iShares Global REIT ETF	$12,645,000	$1,013,227 ▲	8.7%	533,991	2.9%	ETF
ESGV Vanguard ESG US Stock ETF	$6,247,000	$172,117 ▼	-2.7%	67,037	1.4%	ETF
VXF Vanguard Extended Market ETF	$5,141,000	$251,328 ▼	-4.7%	29,333	1.2%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$4,203,000	$137,623 ▲	3.4%	35,976	1.0%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,775,000	$913,650 ▼	-24.8%	57,945	0.6%	Manufacturing
SPEM SPDR Portfolio Emerging Markets ETF	$2,534,000	$175,638 ▲	7.4%	70,016	0.6%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,109,000	$169,144 ▲	8.7%	70,847	0.5%	ETF
VSGX Vanguard ESG International Stock ETF	$2,024,000	$69,093 ▲	3.5%	35,211	0.5%	ETF
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF	$1,816,000	$251,189 ▲	16.1%	38,288	0.4%	Finance
DM Desktop Metal	$1,814,000		0.0%	2,060,825	0.4%	Industrial Products
NUBD Nuveen ESG U.S. Aggregate Bond ETF	$1,777,000	$120,634 ▲	7.3%	80,885	0.4%	ETF
WOOD iShares Global Timber & Forestry ETF	$1,730,000	$4,340,396 ▼	-71.5%	20,507	0.4%	ETF
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$1,607,000	$241,313 ▲	17.7%	40,902	0.4%	Manufacturing
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$1,484,000	$2,286,770 ▼	-60.6%	16,166	0.3%	ETF
DSI iShares MSCI KLD 400 Social ETF	$1,477,000	$147,327 ▲	11.1%	14,647	0.3%	ETF
AAPL Apple	$775,000	$19,885 ▼	-2.5%	4,521	0.2%	Computer and Technology
MSFT Microsoft	$724,000	$74,084 ▼	-9.3%	1,720	0.2%	Computer and Technology
DNA Ginkgo Bioworks	$704,000		0.0%	606,634	0.2%	Medical
IXUS iShares Core MSCI Total International Stock ETF	$631,000	$9,969 ▲	1.6%	9,305	0.1%	Manufacturing
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF	$611,000	$23,067 ▲	3.9%	30,912	0.1%	ETF
AOA iShares Core Aggressive Allocation ETF	$531,000	$14,632 ▼	-2.7%	7,222	0.1%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$525,000	$15,539 ▲	3.1%	13,041	0.1%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$439,000	$41,214 ▲	10.4%	13,613	0.1%	Manufacturing
AOR iShares Core Growth Allocation ETF	$389,000	$76,017 ▲	24.3%	6,980	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$367,000	$33,981 ▲	10.2%	702	0.1%	Finance
NYF iShares New York Muni Bond ETF	$342,000	$10,593 ▲	3.2%	6,360	0.1%	ETF
GWX SPDR S&P International Small Cap ETF	$331,000	$24,258 ▲	7.9%	10,193	0.1%	ETF
VT Vanguard Total World Stock ETF	$305,000	$7,288 ▼	-2.3%	2,762	0.1%	ETF
ACN Accenture	$291,000	$37,761 ▲	14.9%	840	0.1%	Business Services
NVDA NVIDIA	$261,000	$261,000 ▲	New Holding	289	0.1%	Computer and Technology
GOOG Alphabet	$254,000	$254,000 ▲	New Holding	1,665	0.1%	Computer and Technology
DJP iPath Bloomberg Commodity Index Total Return ETN	$225,000	$1,460 ▲	0.7%	7,241	0.1%	Finance
XLE Energy Select Sector SPDR Fund	$213,000		0.0%	2,256	0.0%	ETF
BNDX Vanguard Total International Bond ETF	$210,000	$208,723 ▼	-49.8%	4,276	0.0%	ETF
TGT Target	$207,000	$207,000 ▲	New Holding	1,170	0.0%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$206,000	$206,000 ▲	New Holding	1,219	0.0%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$0	$421,000 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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

About Boston Standard Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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

About Boston Standard Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBoston Standard Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information