Boston Standard Wealth Management

Boston Standard Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 39 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 35.1 $126M 521k 241.44
Spdr Ser Tr Portfolio Agrgte (SPAB) 10.2 $37M 1.2M 29.62
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.2 $29M 805k 36.48
Ishares Tr Core Intl Aggr (IAGG) 7.3 $26M 480k 54.53
Spdr Ser Tr Portfoli S&p1500 (SPTM) 5.5 $20M 339k 58.45
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.8 $17M 5.7M 3.04
Ishares Tr National Mun Etf (MUB) 3.6 $13M 111k 116.28
Ishares Tr Global Reit Etf (REET) 3.5 $13M 408k 30.61
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $12M 268k 44.69
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $12M 188k 61.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $7.1M 172k 41.49
Vanguard World Fund Esg Us Stk Etf (ESGV) 1.9 $6.8M 78k 87.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $6.6M 134k 49.46
Ishares Tr Gl Timb Fore Etf (WOOD) 1.7 $6.2M 68k 91.99
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $4.1M 22k 182.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $3.7M 27k 133.95
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $2.9M 57k 51.40
Vanguard World Fund Esg Intl Stk Etf (VSGX) 0.6 $2.3M 37k 62.03
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $2.2M 84k 25.68
Spdr Ser Tr Portfolio Short (SPSB) 0.5 $1.9M 60k 30.97
Apple (AAPL) 0.4 $1.4M 7.9k 177.52
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.2M 25k 49.17
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.1M 12k 91.41
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $935k 10k 92.94
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.2 $734k 32k 23.00
Microsoft Corporation (MSFT) 0.2 $722k 2.1k 336.13
Ishares Tr Esg Aware Msci (ESML) 0.2 $584k 15k 40.30
Ishares Tr Core Msci Total (IXUS) 0.2 $566k 8.0k 70.88
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $530k 2.8k 191.82
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $443k 6.1k 72.81
Ishares Esg Awr Msci Em (ESGE) 0.1 $394k 9.9k 39.70
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $385k 3.6k 107.33
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $340k 6.2k 55.20
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $290k 7.7k 37.72
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $287k 5.0k 57.07
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $283k 9.9k 28.72
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $246k 2.9k 84.83
Target Corporation (TGT) 0.1 $238k 1.0k 231.07
Compute Health Acquisitin Com Cl A 0.0 $99k 10k 9.94