Boston Standard Wealth Management, LLC — Q1 2015 13F Holdings

Name: Boston Standard Wealth Management, LLC — 13F Holdings, Q1 2015
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001630939

Total reported value

$689.3M

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	24.90%	+0.50%	+4.86%
2	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	16.14%	-0.07%	+3.21%
3	BND	Vanguard Total Bond Market	ETF-Other	9.13%	-3.71%	+16.46%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	6.82%	-0.02%	+11.21%
5	✓	Vanguard Bd Index Fd INC	Stock-Other	5.71%	—	—
6	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	5.57%	-0.01%	+11.03%
7	✓	FTSE RAFI US 1500 Small Cap	Stock-Other	4.51%	—	+4.08%
8	RWO	State Street Spdr Dow Jones	ETF-Other	4.32%	—	-3.69%
9	STPZ	Pimco 1-5 Year US Tips Index	ETF-Large Cap & Growth	4.14%	—	-4.32%
10	BWX	State Street Spdr Bloomberg	ETF-Other	3.02%	—	-21.58%
11	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.77%	-0.14%	+2.47%
12	WOOD	Ishares Global Timber & Fore	ETF-Other	2.41%	—	-5.13%
13	VNQ	Vanguard Real Estate ETF	ETF-Other	2.14%	—	-0.01%
14	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.60%	-0.11%	+2.19%
15	VXF	Vanguard Extended Market ETF	ETF-Other	1.22%	+0.05%	+0.61%
16	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.99%	—	-4.98%
17	WIP	State Street Spdr Ftse Inter	ETF-Other	0.97%	—	-12.94%
18	MUB	Ishares National Muni Bond E	ETF-Other	0.77%	-0.18%	+3.03%
19	BWZ	State Street Spdr Bloomberg	ETF-Other	0.74%	—	-43.31%
20	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.57%	—	+21.35%
21	SUB	Ishares Short-term National	ETF-Other	0.42%	—	-11.68%
22	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.37%	—	+10.57%
23	AAPL	Apple Computer	Stock-Tech	0.32%	—	—
24	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.25%	—	+6.92%
25	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.20%	—	+0.29%

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending Q1 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VEU	Vanguard Ftse All-world Ex-u	+1.1%	+3.21%	Add
2	VTI	Vanguard Total Stock Mkt ETF	+0.9%	+4.86%	Add
3	BND	Vanguard Total Bond Market	+0.8%	+16.46%	Add
4	BNDX	Vanguard Total Intl Bond ETF	+0.4%	+11.21%	Add
5	✓	FTSE RAFI US 1500 Small Cap	+0.2%	+4.08%	Add
6	VWO	Vanguard Ftse Emerging Marke	+0.2%	+2.47%	Add
7	VSS	Vanguard Ftse All Wo X-us Sc	+0.1%	+2.19%	Add
8	DJP	Ipath Bloomberg Commodity In	+0.1%	+11.03%	Add
9	AOM	Ishares Core 40/60 Moderate	+0.1%	+21.35%	Add
10	AOA	Ishares Core 80/20 Aggressiv	0%	+10.57%	Add
11	VNQ	Vanguard Real Estate ETF	0%	-0.01%	Trim
12	VXF	Vanguard Extended Market ETF	0%	+0.61%	Add
13	AOR	Ishares Core 60/40 Balanced	0%	+6.92%	Add
14	SUSA	Ishares Esg Optimized Msci U	—	+0.29%	Add
15	MUB	Ishares National Muni Bond E	0%	+3.03%	Add
16	DSI	Ishares Esg Msci Kld 400 ETF	-0.1%	-4.98%	Trim
17	SUB	Ishares Short-term National	-0.1%	-11.68%	Trim
18	WOOD	Ishares Global Timber & Fore	-0.2%	-5.13%	Trim
19	WIP	State Street Spdr Ftse Inter	-0.3%	-12.94%	Trim
20	STPZ	Pimco 1-5 Year US Tips Index	-0.4%	-4.32%	Trim
21	RWO	State Street Spdr Dow Jones	-0.5%	-3.69%	Trim
22	BWZ	State Street Spdr Bloomberg	-0.7%	-43.31%	Trim
23	BWX	State Street Spdr Bloomberg	-1.3%	-21.58%	Trim
24	✓	Vanguard Bd Index Fd INC	—	NEW	New buy
25	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
26	AAPL	Apple Computer	—	NEW	New buy
27	AAPL	Apple INC	—	EXIT	Sold out
28	XOM	Exxon Mobil CORP	—	EXIT	Sold out
29	TIP	Ishares Tips Bond ETF	—	EXIT	Sold out