Boston Standard Wealth Management

Boston Standard Wealth Management as of Sept. 30, 2022

Portfolio Holdings for Boston Standard Wealth Management

Boston Standard Wealth Management holds 37 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 33.6 $100M 557k 179.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.7 $35M 487k 71.33
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 7.9 $24M 911k 25.80
Ishares Tr Core Intl Aggr (IAGG) 7.7 $23M 472k 48.33
Spdr Ser Tr Portfoli S&p1500 (SPTM) 4.9 $15M 332k 44.11
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 4.9 $15M 505k 28.91
Ishares Tr National Mun Etf (MUB) 3.9 $12M 112k 102.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $10M 280k 36.49
Spdr Ser Tr Portfolio S&p600 (SPSM) 3.3 $9.8M 288k 34.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $9.4M 212k 44.36
Ishares Tr Global Reit Etf (REET) 3.0 $9.0M 424k 21.27
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.8 $5.5M 113k 48.11
Vanguard World Esg Us Stk Etf (ESGV) 1.7 $5.1M 81k 62.91
Ishares Tr Gl Timb Fore Etf (WOOD) 1.6 $4.7M 72k 65.43
Vanguard Index Fds Extend Mkt Etf (VXF) 1.1 $3.3M 26k 127.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.0 $2.9M 31k 92.82
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.6 $1.9M 607k 3.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.8M 59k 31.04
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.6 $1.8M 84k 21.65
Vanguard World Esg Intl Stk Etf (VSGX) 0.6 $1.8M 41k 43.44
Spdr Ser Tr Portfolio Short (SPSB) 0.6 $1.7M 57k 29.21
Apple (AAPL) 0.4 $1.2M 8.7k 138.15
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $815k 18k 46.12
Ishares Tr Msci Kld400 Soc (DSI) 0.3 $761k 11k 66.94
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.2 $526k 3.6k 145.63
Microsoft Corporation (MSFT) 0.2 $486k 2.1k 232.76
Ishares Tr Core Msci Total (IXUS) 0.2 $477k 9.4k 50.89
Ishares Tr Esg Aware Msci (ESML) 0.2 $472k 15k 30.70
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $373k 6.7k 55.46
Ishares Esg Awr Msci Em (ESGE) 0.1 $331k 12k 27.69
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $294k 6.2k 47.66
Accenture Plc Ireland Shs Class A (ACN) 0.1 $277k 1.1k 257.67
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $267k 3.4k 78.97
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $239k 5.3k 44.72
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $223k 2.2k 102.72
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $200k 7.7k 26.01
Compute Health Acquisitin Unit 99/99/9999 0.0 $99k 10k 9.90