Boston Standard Wealth Management, LLC — Q4 2016 13F Holdings

Name: Boston Standard Wealth Management, LLC — 13F Holdings, Q4 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	35.21%	+0.50%	+4.38%
2	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	14.52%	-0.07%	+0.62%
3	BND	Vanguard Total Bond Market	ETF-Other	11.32%	-3.71%	+4.31%
4	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	8.59%	-0.02%	+5.27%
5	VXF	Vanguard Extended Market ETF	ETF-Other	6.15%	+0.05%	+1.93%
6	BSV	Vanguard Short-term Bond ETF	ETF-Other	4.96%	—	+3.48%
7	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	3.48%	-0.01%	-6.00%
8	RWO	State Street Spdr Dow Jones	ETF-Other	3.23%	—	+1.82%
9	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.57%	-0.14%	+11.80%
10	STPZ	Pimco 1-5 Year US Tips Index	ETF-Large Cap & Growth	2.18%	—	-10.49%
11	WOOD	Ishares Global Timber & Fore	ETF-Other	1.64%	—	-2.55%
12	MUB	Ishares National Muni Bond E	ETF-Other	1.22%	-0.18%	+29.16%
13	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	1.08%	—	+20.05%
14	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.02%	-0.11%	-3.77%
15	WIP	State Street Spdr Ftse Inter	ETF-Other	0.68%	—	-6.41%
16	VNQ	Vanguard Real Estate ETF	ETF-Other	0.41%	—	-25.35%
17	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.41%	—	-23.50%
18	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.38%	—	+2.27%
19	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.35%	—	-2.04%
20	✓	Powershares FTSE Rafi US 1500	Stock-Other	0.31%	—	-30.22%
21	SUB	Ishares Short-term National	ETF-Other	0.28%	—	+0.24%

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending Q4 2016, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VTI	Vanguard Total Stock Mkt ETF	+2%	+4.38%	Add
2	VXF	Vanguard Extended Market ETF	+0.3%	+1.93%	Add
3	MUB	Ishares National Muni Bond E	+0.2%	+29.16%	Add
4	DSI	Ishares Esg Msci Kld 400 ETF	+0.2%	+20.05%	Add
5	VWO	Vanguard Ftse Emerging Marke	+0.1%	+11.80%	Add
6	WOOD	Ishares Global Timber & Fore	0%	-2.55%	Trim
7	AOA	Ishares Core 80/20 Aggressiv	—	+2.27%	Add
8	BNDX	Vanguard Total Intl Bond ETF	0%	+5.27%	Add
9	SUB	Ishares Short-term National	0%	+0.24%	Add
10	BSV	Vanguard Short-term Bond ETF	0%	+3.48%	Add
11	AOR	Ishares Core 60/40 Balanced	0%	-2.04%	Trim
12	✓	Powershares FTSE Rafi US 1500	-0.1%	-30.22%	Trim
13	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	-3.77%	Trim
14	WIP	State Street Spdr Ftse Inter	-0.1%	-6.41%	Trim
15	AOM	Ishares Core 40/60 Moderate	-0.2%	-23.50%	Trim
16	VNQ	Vanguard Real Estate ETF	-0.2%	-25.35%	Trim
17	DJP	Ipath Bloomberg Commodity In	-0.2%	-6.00%	Trim
18	RWO	State Street Spdr Dow Jones	-0.2%	+1.82%	Add
19	BND	Vanguard Total Bond Market	-0.2%	+4.31%	Add
20	STPZ	Pimco 1-5 Year US Tips Index	-0.3%	-10.49%	Trim
21	VEU	Vanguard Ftse All-world Ex-u	-0.6%	+0.62%	Add
22	BWX	State Street Spdr Bloomberg	—	EXIT	Sold out
23	SUSA	Ishares Esg Optimized Msci U	—	EXIT	Sold out