Boston Standard Wealth Management

Boston Standard Wealth Management as of March 31, 2021

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 37 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 32.3 $99M 483k 205.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.3 $32M 1.1M 29.64
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.7 $27M 751k 35.46
Spdr Ser Tr Portfoli S&p1500 (SPTM) 7.7 $24M 483k 48.99
Ishares Tr Core Intl Aggr (IAGG) 7.3 $22M 407k 54.91
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.4 $17M 542k 30.67
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.7 $11M 272k 42.07
Ishares Tr National Mun Etf (MUB) 3.7 $11M 98k 116.07
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.4 $10M 170k 60.71
Ishares Tr Global Reit Etf (REET) 3.3 $10M 400k 25.68
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.3 $10M 232k 43.56
Ishares Tr Gl Timb Fore Etf (WOOD) 1.9 $5.8M 68k 85.85
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $4.8M 66k 73.22
Vanguard Index Fds Extend Mkt Etf (VXF) 1.2 $3.7M 21k 174.59
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.1M 24k 128.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.7M 52k 51.82
Nuveen Etf Tr Nuveen Esg Us (NUBD) 0.6 $1.7M 66k 25.79
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.7M 28k 61.34
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.7M 54k 31.30
Spdr Ser Tr Spdr Bloomberg (BIL) 0.3 $1.0M 11k 91.51
Apple (AAPL) 0.3 $953k 7.9k 119.95
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $831k 17k 49.56
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $706k 9.3k 75.99
Aberdeen Standard Invests Etfs Bbrg All Comd K1 Etf Bbrg All Comd K1 (BCI) 0.2 $644k 28k 23.07
Ishares Tr Core Msci Total (IXUS) 0.2 $545k 7.8k 70.30
Microsoft Corporation (MSFT) 0.2 $501k 2.2k 231.73
Invesco Exchange Traded Fd Tr Ftse Rafi 1500 Etf Ftse Rafi 1500 (PRFZ) 0.1 $452k 2.6k 175.06
Ishares Tr Esg Aware Msci (ESML) 0.1 $422k 11k 38.32
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $420k 6.3k 66.78
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $349k 6.1k 57.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $347k 3.6k 96.98
Ishares Esg Awr Msci Em (ESGE) 0.1 $302k 7.0k 43.03
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $281k 7.6k 37.20
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $279k 5.2k 53.52
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $255k 11k 23.36
Target Corporation (TGT) 0.1 $206k 1.0k 200.00
Compute Health Acquisitin Com Cl A 0.0 $101k 10k 10.10