Boston Standard Wealth Management, LLC — Q4 2017 13F Holdings

Name: Boston Standard Wealth Management, LLC — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001630939

Total reported value

$689.3M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	26.73%	+0.10%	—
2	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	10.99%	—	—
3	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	10.23%	+0.50%	-71.49%
4	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	9.64%	-0.44%	—
5	IAGG	Ishares Intl Aggregate Bond	ETF-Other	6.42%	-0.45%	—
6	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	4.34%	+0.08%	—
7	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	4.09%	-0.07%	-73.21%
8	SPEM	State Street Sp Ptf Em ETF	ETF-Other	4.08%	-0.01%	—
9	REET	Ishares Global Reit ETF	ETF-Other	3.17%	-0.08%	—
10	SPTS	Ss Spdr P St Term Tsy ETF	ETF-Other	2.72%	-0.30%	—
11	MUB	Ishares National Muni Bond E	ETF-Other	2.41%	-0.18%	+11.42%
12	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	2.15%	-0.01%	-28.00%
13	WOOD	Ishares Global Timber & Fore	ETF-Other	1.75%	—	-0.99%
14	BND	Vanguard Total Bond Market	ETF-Other	1.69%	-3.71%	-85.56%
15	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.67%	-0.02%	-79.47%
16	VXF	Vanguard Extended Market ETF	ETF-Other	1.32%	+0.05%	-77.57%
17	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	1.28%	-0.04%	—
18	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	1.14%	—	-3.20%
19	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.91%	-0.14%	-71.09%
20	GWX	State Street Spdr S&p Intern	ETF-Other	0.79%	—	—
21	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.66%	—	-84.81%
22	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.37%	-0.11%	-67.68%
23	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.27%	—	-23.11%
24	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.25%	—	-7.11%
25	✓	FTSE RAFI US 1500 Small Cap	Stock-Other	0.24%	—	—
26	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.20%	—	—
27	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.19%	—	-10.36%
28	SUB	Ishares Short-term National	ETF-Other	0.17%	—	+0.04%
29	STPZ	Pimco 1-5 Year US Tips Index	ETF-Large Cap & Growth	0.15%	—	-48.84%

Holding changes this quarter

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending Q4 2017, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MUB	Ishares National Muni Bond E	+0.1%	+11.42%	Add
2	WOOD	Ishares Global Timber & Fore	0%	-0.99%	Trim
3	SUB	Ishares Short-term National	0%	+0.04%	Add
4	DSI	Ishares Esg Msci Kld 400 ETF	0%	-3.20%	Trim
5	AOR	Ishares Core 60/40 Balanced	0%	-10.36%	Trim
6	AOA	Ishares Core 80/20 Aggressiv	0%	-7.11%	Trim
7	AOM	Ishares Core 40/60 Moderate	-0.1%	-23.11%	Trim
8	STPZ	Pimco 1-5 Year US Tips Index	-0.2%	-48.84%	Trim
9	VSS	Vanguard Ftse All Wo X-us Sc	-0.8%	-67.68%	Trim
10	DJP	Ipath Bloomberg Commodity In	-0.8%	-28.00%	Trim
11	VWO	Vanguard Ftse Emerging Marke	-2.2%	-71.09%	Trim
12	BSV	Vanguard Short-term Bond ETF	-3.9%	-84.81%	Trim
13	VXF	Vanguard Extended Market ETF	-4.6%	-77.57%	Trim
14	BNDX	Vanguard Total Intl Bond ETF	-6.9%	-79.47%	Trim
15	BND	Vanguard Total Bond Market	-10.7%	-85.56%	Trim
16	VEU	Vanguard Ftse All-world Ex-u	-11.4%	-73.21%	Trim
17	VTI	Vanguard Total Stock Mkt ETF	-25.4%	-71.49%	Trim
18	SPTM	Ss Spdr P S&p 1500 Comp ETF	—	NEW	New buy
19	SPAB	Ss Spdr P Agg Bond ETF	—	NEW	New buy
20	SPDW	Ste Str Spdr Pt Dw EU ETF	—	NEW	New buy
21	IAGG	Ishares Intl Aggregate Bond	—	NEW	New buy
22	SPSM	Ss Spdr P S&p 600 Small Cap	—	NEW	New buy
23	SPEM	State Street Sp Ptf Em ETF	—	NEW	New buy
24	REET	Ishares Global Reit ETF	—	NEW	New buy
25	RWO	State Street Spdr Dow Jones	—	EXIT	Sold out
26	SPTS	Ss Spdr P St Term Tsy ETF	—	NEW	New buy
27	SPSB	Ss Spdr P St C CORP ETF	—	NEW	New buy
28	GWX	State Street Spdr S&p Intern	—	NEW	New buy
29	✓	Powershares FTSE Rafi US 1500	—	EXIT	Sold out
30	✓	FTSE RAFI US 1500 Small Cap	—	NEW	New buy
31	VNQ	Vanguard Real Estate ETF	—	EXIT	Sold out
32	SHM	Ss Spdr N Ice St Muni ETF	—	NEW	New buy
33	WIP	State Street Spdr Ftse Inter	—	EXIT	Sold out