Filer Name: BOSTON STANDARD WEALTH MANAGEMENT, LLC
CIK: 1630939
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 47
Portfolio Value: $0.51B

Boston Standard Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 662,446 $192M 37.31% -0.1% -
BND US VANGUARD TOTAL BOND MARKET 816,301 $59M 11.41% 5.7% -
IAGG US ISHARES INTL AGGREGATE BOND 690,338 $34M 6.70% 8.0% -
SPDW US SPDR PORTFOLIO DEVELOPED WOR 998,144 $34M 6.62% 3.3% -
SPTM US SPDR PORTFOLIO S&P 1500 COMP 348,004 $25M 4.83% -3.5% -
MUB US ISHARES NATIONAL MUNI BOND E 210,228 $22M 4.35% 7.1% -
SPTS US SPDR PORT SHRT TRM TRSRY 726,663 $21M 4.10% 2.7% -
VWO US VANGUARD FTSE EMERGING MARKE 393,670 $17M 3.37% 2.0% -
NVDA US NVIDIA CORP 119,057 $16M 3.11% -7.6% -
SPSM US SPDR PORTFOLIO S&P 600 SMALL 354,342 $16M 3.09% 0.7% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 277,407 $16M 3.09% 1.3% -
REET US ISHARES GLOBAL REIT ETF 589,380 $14M 2.75% 1.9% -
ESGV US VANGUARD ESG US STOCK ETF 66,316 $7M 1.35% 100.0% -
VXF US VANGUARD EXTENDED MARKET ETF 32,505 $6M 1.20% -1.4% -
VSS US VANGUARD FTSE ALL WO X-US SC 42,633 $5M 0.95% 4.9% -
SPEM US SPDR PORTFOLIO EMERGING MARK 74,539 $3M 0.56% 2.1% -
VTIP US VANGUARD SHORT-TERM TIPS 54,098 $3M 0.51% 3.1% -
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 28,948 $3M 0.51% -10.6% -
SPSB US SPDR PORT SHRT TRM CORP BND 79,819 $2M 0.46% 4.9% -
VSGX US VANGUARD ESG INTL STOCK ETF 37,885 $2M 0.42% 1.7% -
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