Boston Standard Wealth Management, LLC — Q3 2016 13F Holdings

Name: Boston Standard Wealth Management, LLC — 13F Holdings, Q3 2016
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	33.26%	+0.50%	+8.72%
2	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	15.15%	-0.07%	+1.98%
3	BND	Vanguard Total Bond Market	ETF-Other	11.55%	-3.71%	+5.31%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	8.60%	-0.02%	+4.94%
5	VXF	Vanguard Extended Market ETF	ETF-Other	5.86%	+0.05%	+10.96%
6	BSV	Vanguard Short-term Bond ETF	ETF-Other	4.98%	—	+3.35%
7	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	3.66%	-0.01%	-2.37%
8	RWO	State Street Spdr Dow Jones	ETF-Other	3.45%	—	+1.78%
9	STPZ	Pimco 1-5 Year US Tips Index	ETF-Large Cap & Growth	2.50%	—	+0.06%
10	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.46%	-0.14%	+23.63%
11	WOOD	Ishares Global Timber & Fore	ETF-Other	1.61%	—	+3.70%
12	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.14%	-0.11%	+7.52%
13	MUB	Ishares National Muni Bond E	ETF-Other	1.01%	-0.18%	+7.24%
14	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	0.90%	—	+3.34%
15	WIP	State Street Spdr Ftse Inter	ETF-Other	0.81%	—	+2.25%
16	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.56%	—	+0.75%
17	VNQ	Vanguard Real Estate ETF	ETF-Other	0.56%	—	-32.89%
18	✓	Powershares FTSE Rafi US 1500	Stock-Other	0.41%	—	-40.73%
19	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.38%	—	+0.66%
20	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.37%	—	+3.52%
21	SUB	Ishares Short-term National	ETF-Other	0.29%	—	+0.21%
22	BWX	State Street Spdr Bloomberg	ETF-Other	0.28%	—	+11.28%
23	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.19%	—	—

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending Q3 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VTI	Vanguard Total Stock Mkt ETF	+1.6%	+8.72%	Add
2	VXF	Vanguard Extended Market ETF	+0.5%	+10.96%	Add
3	VWO	Vanguard Ftse Emerging Marke	+0.5%	+23.63%	Add
4	WOOD	Ishares Global Timber & Fore	+0.1%	+3.70%	Add
5	VSS	Vanguard Ftse All Wo X-us Sc	+0.1%	+7.52%	Add
6	VEU	Vanguard Ftse All-world Ex-u	+0.1%	+1.98%	Add
7	DSI	Ishares Esg Msci Kld 400 ETF	—	+3.34%	Add
8	MUB	Ishares National Muni Bond E	0%	+7.24%	Add
9	WIP	State Street Spdr Ftse Inter	0%	+2.25%	Add
10	AOR	Ishares Core 60/40 Balanced	0%	+3.52%	Add
11	SUSA	Ishares Esg Optimized Msci U	0%	—	Unchanged
12	AOA	Ishares Core 80/20 Aggressiv	0%	+0.66%	Add
13	SUB	Ishares Short-term National	0%	+0.21%	Add
14	AOM	Ishares Core 40/60 Moderate	0%	+0.75%	Add
15	BNDX	Vanguard Total Intl Bond ETF	-0.2%	+4.94%	Add
16	STPZ	Pimco 1-5 Year US Tips Index	-0.2%	+0.06%	Add
17	BSV	Vanguard Short-term Bond ETF	-0.2%	+3.35%	Add
18	RWO	State Street Spdr Dow Jones	-0.2%	+1.78%	Add
19	BWX	State Street Spdr Bloomberg	-0.3%	+11.28%	Add
20	BND	Vanguard Total Bond Market	-0.3%	+5.31%	Add
21	✓	Powershares FTSE Rafi US 1500	-0.3%	-40.73%	Trim
22	VNQ	Vanguard Real Estate ETF	-0.3%	-32.89%	Trim
23	DJP	Ipath Bloomberg Commodity In	-0.6%	-2.37%	Trim
24	AAPL	Apple Computer	—	EXIT	Sold out