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Size ($ in 1000's)
At 03/31/2024: $441,581
At 12/31/2023: $400,312
Boston Standard Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boston Standard Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Boston Standard Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Boston Standard Wealth Management LLC.
In the Boston Standard Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Boston Standard Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Boston Standard Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
637,689 |
+54 |
$165,735 | | VTI | 637,689 | +54 | $165,735 | | VANGUARD BD INDEX FDS (BND) |
680,990 |
+77,924 |
$49,460 | | BND | 680,990 | +77,924 | $49,460 | | SPDR INDEX SHS FDS (SPDW) |
935,755 |
+21,030 |
$33,537 | | SPDW | 935,755 | +21,030 | $33,537 | | ISHARES TR (IAGG) |
567,348 |
+48,517 |
$28,339 | | IAGG | 567,348 | +48,517 | $28,339 | | SPDR SER TR (SPTM) |
361,445 |
+19,827 |
$23,187 | | SPTM | 361,445 | +19,827 | $23,187 | | SPDR SER TR (SPTS) |
719,616 |
+72,116 |
$20,811 | | SPTS | 719,616 | +72,116 | $20,811 | | ISHARES TR (MUB) |
173,925 |
+23,434 |
$18,714 | | MUB | 173,925 | +23,434 | $18,714 | | VANGUARD INTL EQUITY INDEX F (VWO) |
361,647 |
+24,934 |
$15,106 | | VWO | 361,647 | +24,934 | $15,106 | | VANGUARD INTL EQUITY INDEX F (VEU) |
249,561 |
+7,054 |
$14,637 | | VEU | 249,561 | +7,054 | $14,637 | | SPDR SER TR (SPSM) |
328,317 |
+17,306 |
$14,131 | | SPSM | 328,317 | +17,306 | $14,131 | | ISHARES TR (REET) |
533,991 |
+42,788 |
$12,645 | | REET | 533,991 | +42,788 | $12,645 | | VANGUARD WORLD FD (ESGV) |
67,037 |
-1,847 |
$6,247 | | ESGV | 67,037 | -1,847 | $6,247 | | VANGUARD INDEX FDS (VXF) |
29,333 |
-1,434 |
$5,141 | | VXF | 29,333 | -1,434 | $5,141 | | VANGUARD INTL EQUITY INDEX F (VSS) |
35,976 |
+1,178 |
$4,203 | | VSS | 35,976 | +1,178 | $4,203 | | VANGUARD MALVERN FDS (VTIP) |
57,945 |
-19,078 |
$2,775 | | VTIP | 57,945 | -19,078 | $2,775 | | SPDR INDEX SHS FDS (SPEM) |
70,016 |
+4,853 |
$2,534 | | SPEM | 70,016 | +4,853 | $2,534 | | SPDR SER TR (SPSB) |
70,847 |
+5,682 |
$2,109 | | SPSB | 70,847 | +5,682 | $2,109 | | VANGUARD WORLD FD (VSGX) |
35,211 |
+1,202 |
$2,024 | | VSGX | 35,211 | +1,202 | $2,024 | | SPDR SER TR (SHM) |
38,288 |
+5,296 |
$1,816 | | SHM | 38,288 | +5,296 | $1,816 | | DESKTOP METAL INC |
2,060,825 |
UNCH |
$1,814 | | DM | 2,060,825 | UNCH | $1,814 | | NUSHARES ETF TR (NUBD) |
80,885 |
+5,491 |
$1,777 | | NUBD | 80,885 | +5,491 | $1,777 | | ISHARES TR (WOOD) |
20,507 |
-51,450 |
$1,730 | | WOOD | 20,507 | -51,450 | $1,730 | | INVESCO EXCHANGE TRADED FD T (PRFZ) |
40,902 |
+6,142 |
$1,607 | | PRFZ | 40,902 | +6,142 | $1,607 | | SPDR SER TR (BIL) |
16,166 |
-24,911 |
$1,484 | | BIL | 16,166 | -24,911 | $1,484 | | ISHARES TR (DSI) |
14,647 |
+1,461 |
$1,477 | | DSI | 14,647 | +1,461 | $1,477 | | APPLE INC |
4,521 |
-116 |
$775 | | AAPL | 4,521 | -116 | $775 | | MICROSOFT CORP |
1,720 |
-176 |
$724 | | MSFT | 1,720 | -176 | $724 | | GINKGO BIOWORKS HOLDINGS INC |
606,634 |
UNCH |
$704 | | DNA | 606,634 | UNCH | $704 | | ISHARES TR (IXUS) |
9,305 |
+147 |
$631 | | IXUS | 9,305 | +147 | $631 | | ABRDN ETFS (BCI) |
30,912 |
+1,167 |
$611 | | BCI | 30,912 | +1,167 | $611 | | ISHARES TR (AOA) |
7,222 |
-199 |
$531 | | AOA | 7,222 | -199 | $531 | | ISHARES TR (ESML) |
13,041 |
+386 |
$525 | | ESML | 13,041 | +386 | $525 | | ISHARES INC (ESGE) |
13,613 |
+1,278 |
$439 | | ESGE | 13,613 | +1,278 | $439 | | ISHARES TR (AOR) |
6,980 |
+1,364 |
$389 | | AOR | 6,980 | +1,364 | $389 | | SPDR S&P 500 ETF TR (SPY) |
702 |
+65 |
$367 | | SPY | 702 | +65 | $367 | | ISHARES TR (NYF) |
6,360 |
+197 |
$342 | | NYF | 6,360 | +197 | $342 | | SPDR INDEX SHS FDS (GWX) |
10,193 |
+747 |
$331 | | GWX | 10,193 | +747 | $331 | | VANGUARD INTL EQUITY INDEX F (VT) |
2,762 |
-66 |
$305 | | VT | 2,762 | -66 | $305 | | ACCENTURE PLC IRELAND |
840 |
+109 |
$291 | | ACN | 840 | +109 | $291 | | NVIDIA CORPORATION |
289 |
+289 |
$261 | | NVDA | 289 | +289 | $261 | | ALPHABET INC |
1,665 |
+1,665 |
$254 | | GOOG | 1,665 | +1,665 | $254 | | BARCLAYS BANK PLC |
7,241 |
+47 |
$225 | | DJP | 7,241 | +47 | $225 | | SELECT SECTOR SPDR TR (XLE) |
2,256 |
UNCH |
$213 | | XLE | 2,256 | UNCH | $213 | | VANGUARD CHARLOTTE FDS (BNDX) |
4,276 |
-4,250 |
$210 | | BNDX | 4,276 | -4,250 | $210 | | TARGET CORP |
1,170 |
+1,170 |
$207 | | TGT | 1,170 | +1,170 | $207 |
See Full List: All Stocks Held By Boston Standard Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Boston Standard Wealth Management LLC
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