Boston Standard Wealth Management

Boston Standard Wealth Management as of Sept. 30, 2020

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 36 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio Tl Stk (SPTM) 28.6 $68M 1.7M 40.89
Vanguard Index Fds Total Stk Mkt (VTI) 11.6 $27M 161k 170.31
Spdr Series Trust Portfolio Agrgte (SPAB) 11.4 $27M 874k 30.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 8.9 $21M 720k 29.26
Ishares Tr Core Intl Aggr (IAGG) 7.4 $18M 315k 55.66
Spdr Series Trust Portfolio Sh Tsr (SPTS) 5.7 $14M 443k 30.70
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.6 $8.6M 236k 36.56
Spdr Series Trust Portfolio Sm Etf (SPSM) 3.4 $8.0M 293k 27.38
Ishares Tr National Mun Etf (MUB) 3.1 $7.3M 63k 115.93
Ishares Tr Global Reit Etf (REET) 3.0 $7.2M 344k 21.03
Vanguard Intl Equity Index Allwrld Ex Us (VEU) 2.6 $6.1M 121k 50.45
Ishares Tr Gl Timb Fore Etf (WOOD) 1.7 $4.1M 63k 64.64
Vanguard World Esg Us Stk Etf (ESGV) 1.5 $3.5M 57k 61.80
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $2.7M 21k 129.71
Vanguard Intl Equity Index Ftse Smcap Etf (VSS) 1.0 $2.3M 22k 105.27
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.8 $1.8M 42k 43.25
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $1.4M 51k 26.94
Vanguard World Esg Intl Stk Etf (VSGX) 0.5 $1.2M 24k 51.60
Spdr Series Trust Portfolio Short (SPSB) 0.5 $1.2M 37k 31.36
Apple Apple Inc (AAPL) 0.4 $916k 7.9k 115.83
Spdr Series Trust Spdr Bloomberg (BIL) 0.4 $906k 9.9k 91.56
Spdr Series Trust Nuveen Blmbrg Sr (SHM) 0.3 $830k 17k 49.86
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $593k 4.6k 128.05
Aberdeen Std Invts Etfs Bbrg All Comd K1 (BCI) 0.2 $552k 28k 19.91
Microsoft Corp Microsoft Corp (MSFT) 0.2 $462k 2.2k 210.19
Ishares Tr Core Msci Total (IXUS) 0.2 $448k 7.7k 58.40
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $398k 6.9k 57.97
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $355k 6.1k 58.22
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $340k 11k 30.39
Invesco Exchange Traded Fd Tr Ftse Rafi 1500 (PRFZ) 0.1 $296k 2.5k 117.04
Vanguard Intl Equity Index Tt Wrld St Etf (VT) 0.1 $293k 3.6k 80.69
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $277k 5.7k 48.52
Ishares Tr Esg Msci Usa Sml Etf (ESML) 0.1 $264k 9.9k 26.55
Ishares Esg Awr Msci Em (ESGE) 0.1 $224k 6.3k 35.56
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.1 $207k 11k 19.50
Civeo Corp Cda Civeo Corp Cda 0.0 $8.0k 12k 0.68