Boston Standard Wealth Management

Boston Standard Wealth Management as of June 30, 2020

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 34 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust dj ttl mkt etf (SPTM) 31.1 $69M 1.8M 37.78
SPDR Barclays Capital Aggregate Bo (SPAB) 11.6 $26M 830k 30.86
SPDR S&P World ex-US (SPDW) 8.9 $20M 711k 27.62
Vanguard Total Stock Market ETF (VTI) 8.2 $18M 116k 156.53
Ishares Tr core intl aggr (IAGG) 7.8 $17M 308k 55.68
Spdr Ser Tr shrt trsry etf (SPTS) 5.7 $13M 414k 30.72
iShares S&P Natl AMTFr Mncpl Bd (MUB) 3.7 $8.2M 71k 115.40
SPDR S&P Emerging Markets (SPEM) 3.6 $7.9M 237k 33.46
Spdr Ser Tr spdr russel 2000 (SPSM) 3.5 $7.9M 296k 26.57
Ishares Tr Global Reit Etf (REET) 3.0 $6.6M 318k 20.88
Vanguard FTSE All-World ex-US ETF (VEU) 2.5 $5.5M 117k 47.61
Ishares Tr s^p gtfidx etf (WOOD) 1.6 $3.4M 62k 55.47
Vanguard Esg U.s. Stock Etf etf (ESGV) 1.4 $3.1M 56k 56.40
Vanguard Extended Market ETF (VXF) 1.1 $2.4M 20k 118.35
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.9 $1.9M 20k 96.61
Vanguard Emerging Markets ETF (VWO) 0.7 $1.6M 41k 39.61
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.7 $1.5M 31k 49.87
Nushares Etf Tr esg us aggrgte (NUBD) 0.6 $1.4M 50k 27.05
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 0.5 $1.1M 36k 31.35
Vanguard Esg International Stock Etf etf (VSGX) 0.5 $1.1M 23k 48.10
Spdr Ser Tr 1 3 hgh yield (BIL) 0.4 $784k 8.6k 91.54
Apple (AAPL) 0.3 $721k 2.0k 365.06
iShares FTSE KLD 400 Social Idx (DSI) 0.2 $545k 4.6k 118.09
Aberdeen Standard Bloomberg All Commodity Strategy K-1 Free Etf etf (BCI) 0.2 $507k 28k 18.29
SPDR S&P International Small Cap (GWX) 0.2 $450k 17k 27.36
Ishares Core Intl Stock Etf core (IXUS) 0.2 $418k 7.7k 54.49
Ishares Tr s^p aggr all (AOA) 0.2 $384k 7.0k 54.87
Vanguard Charlotte Fds intl bd idx etf (BNDX) 0.2 $353k 6.1k 57.80
iShares S&P Growth Allocation Fund (AOR) 0.1 $301k 6.5k 46.33
Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) 0.1 $282k 2.5k 111.64
Vanguard Total World Stock Idx (VT) 0.1 $270k 3.6k 74.75
Ishares Tr msci usa small (ESML) 0.1 $232k 9.3k 25.08
Ipath Dow Jones-aig Commodity (DJP) 0.1 $187k 11k 17.61
Civeo 0.0 $7.0k 12k 0.59