Boston Standard Wealth Management, LLC — Q1 2018 13F Holdings

Name: Boston Standard Wealth Management, LLC — 13F Holdings, Q1 2018
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	26.88%	+0.10%	+3.45%
2	SPAB	Ss Spdr P Agg Bond ETF	ETF-Other	11.77%	—	+11.14%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	9.97%	+0.50%	+0.24%
4	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-Other	9.79%	-0.44%	+4.12%
5	IAGG	Ishares Intl Aggregate Bond	ETF-Other	7.03%	-0.45%	+10.11%
6	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	4.14%	+0.08%	-2.27%
7	SPEM	State Street Sp Ptf Em ETF	ETF-Other	4.04%	-0.01%	-2.28%
8	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	3.99%	-0.07%	+0.01%
9	REET	Ishares Global Reit ETF	ETF-Other	3.30%	-0.08%	+12.40%
10	SPTS	Ss Spdr P St Term Tsy ETF	ETF-Other	3.00%	-0.30%	+12.74%
11	MUB	Ishares National Muni Bond E	ETF-Other	2.77%	-0.18%	+18.70%
12	WOOD	Ishares Global Timber & Fore	ETF-Other	1.86%	—	-1.73%
13	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	1.49%	-0.04%	+19.54%
14	DJP	Ipath Bloomberg Commodity In	ETF-Commodities	1.42%	-0.01%	-32.75%
15	BND	Vanguard Total Bond Market	ETF-Other	1.37%	-3.71%	-16.22%
16	VXF	Vanguard Extended Market ETF	ETF-Other	1.26%	+0.05%	-3.37%
17	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	1.15%	—	+3.37%
18	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.01%	-0.02%	-38.62%
19	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.89%	-0.14%	-2.71%
20	GWX	State Street Spdr S&p Intern	ETF-Other	0.79%	—	+2.32%
21	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.39%	—	-39.27%
22	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	0.34%	-0.11%	-7.00%
23	AOM	Ishares Core 40/60 Moderate	ETF-Other	0.27%	—	+3.77%
24	SHM	Ss Spdr N Ice St Muni ETF	ETF-Other	0.27%	—	+37.37%
25	AOA	Ishares Core 80/20 Aggressiv	ETF-Other	0.25%	—	+2.46%
26	✓	FTSE RAFI US 1500 Small Cap	Stock-Other	0.22%	—	-5.00%
27	SUB	Ishares Short-term National	ETF-Other	0.17%	—	+0.04%
28	AOR	Ishares Core 60/40 Balanced	ETF-Other	0.17%	—	-11.10%

Holding changes this quarter

Position changes disclosed by Boston Standard Wealth Management, LLC for the quarter ending Q1 2018, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SPAB	Ss Spdr P Agg Bond ETF	+0.8%	+11.14%	Add
2	IAGG	Ishares Intl Aggregate Bond	+0.6%	+10.11%	Add
3	MUB	Ishares National Muni Bond E	+0.4%	+18.70%	Add
4	SPTS	Ss Spdr P St Term Tsy ETF	+0.3%	+12.74%	Add
5	SPSB	Ss Spdr P St C CORP ETF	+0.2%	+19.54%	Add
6	SPTM	Ss Spdr P S&p 1500 Comp ETF	+0.2%	+3.45%	Add
7	SPDW	Ste Str Spdr Pt Dw EU ETF	+0.2%	+4.12%	Add
8	REET	Ishares Global Reit ETF	+0.1%	+12.40%	Add
9	WOOD	Ishares Global Timber & Fore	+0.1%	-1.73%	Trim
10	SHM	Ss Spdr N Ice St Muni ETF	+0.1%	+37.37%	Add
11	DSI	Ishares Esg Msci Kld 400 ETF	0%	+3.37%	Add
12	GWX	State Street Spdr S&p Intern	—	+2.32%	Add
13	AOM	Ishares Core 40/60 Moderate	—	+3.77%	Add
14	AOA	Ishares Core 80/20 Aggressiv	—	+2.46%	Add
15	SUB	Ishares Short-term National	—	+0.04%	Add
16	AOR	Ishares Core 60/40 Balanced	0%	-11.10%	Trim
17	✓	FTSE RAFI US 1500 Small Cap	0%	-5.00%	Trim
18	VWO	Vanguard Ftse Emerging Marke	0%	-2.71%	Trim
19	VSS	Vanguard Ftse All Wo X-us Sc	0%	-7.00%	Trim
20	SPEM	State Street Sp Ptf Em ETF	0%	-2.28%	Trim
21	VXF	Vanguard Extended Market ETF	-0.1%	-3.37%	Trim
22	VEU	Vanguard Ftse All-world Ex-u	-0.1%	+0.01%	Add
23	SPSM	Ss Spdr P S&p 600 Small Cap	-0.2%	-2.27%	Trim
24	VTI	Vanguard Total Stock Mkt ETF	-0.3%	+0.24%	Add
25	BSV	Vanguard Short-term Bond ETF	-0.3%	-39.27%	Trim
26	BND	Vanguard Total Bond Market	-0.3%	-16.22%	Trim
27	BNDX	Vanguard Total Intl Bond ETF	-0.7%	-38.62%	Trim
28	DJP	Ipath Bloomberg Commodity In	-0.7%	-32.75%	Trim
29	STPZ	Pimco 1-5 Year US Tips Index	—	EXIT	Sold out