Boston Standard Wealth Management, LLC — Q3 2015 13F Holdings

Name: Boston Standard Wealth Management, LLC — 13F Holdings, Q3 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	25.12%	+0.50%	+2.88%
2	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	15.00%	-0.07%	+3.56%
3	BND	Vanguard Total Bond Market	ETF-Other	11.24%	-3.71%	+5.19%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	8.58%	-0.02%	+7.52%
5	BSV	Vanguard Short-term Bond ETF	ETF-Other	6.10%	—	+1.18%
6	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	5.66%	-0.01%	+0.10%
7	RWO	State Street Spdr Dow Jones	ETF-Other	4.11%	—	+0.39%
8	STPZ	Pimco 1-5 Year US Tips Index	ETF-Large Cap & Growth	3.81%	—	-2.81%
9	✓	FTSE RAFI US 1500 Small Cap	Stock-Other	3.71%	—	-12.22%
10	BWX	State Street Spdr Bloomberg	ETF-Other	2.33%	—	-17.81%
11	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.24%	-0.14%	+2.81%
12	VNQ	Vanguard Real Estate ETF	ETF-Other	2.00%	—	+2.00%
13	WOOD	Ishares Global Timber & Fore	ETF-Other	1.94%	—	-1.75%
14	VXF	Vanguard Extended Market ETF	ETF-Other	1.89%	+0.05%	+58.27%
15	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.54%	-0.11%	+1.77%
16	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.92%	—	-0.06%
17	WIP	State Street Spdr Ftse Inter	ETF-Other	0.91%	—	-4.31%
18	MUB	Ishares National Muni Bond E	ETF-Other	0.90%	-0.18%	+3.86%
19	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.61%	—	-0.97%
20	SUB	Ishares Short-term National	ETF-Other	0.44%	—	-2.17%
21	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.38%	—	+6.43%
22	AAPL	Apple INC	Stock-Tech	0.29%	-0.06%	+0.44%
23	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.28%	—	+5.37%

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending Q3 2015, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BND	Vanguard Total Bond Market	+1.3%	+5.19%	Add
2	BNDX	Vanguard Total Intl Bond ETF	+1.2%	+7.52%	Add
3	VXF	Vanguard Extended Market ETF	+0.6%	+58.27%	Add
4	BSV	Vanguard Short-term Bond ETF	+0.5%	+1.18%	Add
5	RWO	State Street Spdr Dow Jones	+0.2%	+0.39%	Add
6	MUB	Ishares National Muni Bond E	+0.1%	+3.86%	Add
7	STPZ	Pimco 1-5 Year US Tips Index	+0.1%	-2.81%	Trim
8	AOR	Ishares Core 60/40 Balanced	+0.1%	+5.37%	Add
9	SUB	Ishares Short-term National	0%	-2.17%	Trim
10	AOM	Ishares Core 40/60 Moderate	0%	-0.97%	Trim
11	AOA	Ishares Core 80/20 Aggressiv	0%	+6.43%	Add
12	DSI	Ishares Esg Msci Kld 400 ETF	0%	-0.06%	Trim
13	AAPL	Apple INC	0%	+0.44%	Add
14	WIP	State Street Spdr Ftse Inter	0%	-4.31%	Trim
15	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	+1.77%	Add
16	VNQ	Vanguard Real Estate ETF	-0.1%	+2.00%	Add
17	VTI	Vanguard Total Stock Mkt ETF	-0.1%	+2.88%	Add
18	WOOD	Ishares Global Timber & Fore	-0.3%	-1.75%	Trim
19	VWO	Vanguard Ftse Emerging Marke	-0.3%	+2.81%	Add
20	BWX	State Street Spdr Bloomberg	-0.3%	-17.81%	Trim
21	DJP	Ipath Bloomberg Commodity In	-0.6%	+0.10%	Add
22	VEU	Vanguard Ftse All-world Ex-u	-0.8%	+3.56%	Add
23	✓	FTSE RAFI US 1500 Small Cap	-0.8%	-12.22%	Trim
24	BWZ	State Street Spdr Bloomberg	—	EXIT	Sold out
25	SUSA	Ishares Esg Optimized Msci U	—	EXIT	Sold out
26	ALKS	Alkermes plc	—	EXIT	Sold out