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CIK: 0001630939
Total reported value
$689.3M
$689.3M
47 檔
45.1%
During the Q2 2024 filing period, Boston Standard Wealth Management, LLC (CIK: 0001630939) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $689.3M across 47 reported positions.
During Q2 2024, Boston Standard Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 37.80% | +0.50% | +0.79% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.49% | -3.71% | +6.56% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.26% | -0.44% | +0.60% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.52% | -0.45% | +4.80% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 5.26% | +0.10% | -0.13% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.60% | -0.30% | +0.71% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 4.35% | -0.18% | +6.67% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.53% | -0.14% | +1.40% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.34% | -0.07% | +3.87% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.07% | +0.08% | +2.29% | |
| 11 | REET | Ishares Global Reit ETF | ETF-Other | 2.82% | -0.08% | +3.21% | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.40% | +0.07% | -1.78% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.11% | +0.05% | +1.72% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.95% | -0.11% | +2.08% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.74% | +2.11% | +127.85% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.59% | -0.01% | +2.13% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.58% | -0.03% | -6.66% | |
| 18 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.48% | -0.04% | +3.33% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.46% | — | +2.71% | |
| 20 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.42% | -0.01% | +8.62% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.39% | -0.04% | -0.95% | |
| 22 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.35% | +0.03% | +0.85% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.34% | — | +1.39% | |
| 24 | ✓ | Desktop Metal Inc | Stock-Other | 0.19% | — | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.19% | -0.06% | -11.52% | |
| 26 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.17% | — | -50.68% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.14% | -0.01% | +1.53% | |
| 28 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.14% | -0.03% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | -20.23% | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | -1.26% | |
| 31 | ✓ | Stock-Other | 0.11% | — | +0.84% | ||
| 32 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.10% | — | +3.24% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | -0.03% | +994.81% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | +0.01% | +0.28% | |
| 35 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | -3.77% | |
| 36 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.07% | — | +0.11% | |
| 37 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.07% | — | +0.11% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.07% | — | +0.51% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | — | -11.95% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.06% | — | — | |
| 41 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.05% | -0.01% | — | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.05% | -0.01% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | — | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.05% | -0.02% | -1.57% | |
| 45 | ✓ | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.04% | — | — | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.04% | — | +0.25% | |
| 47 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Boston Standard Wealth Management, LLC reported a total U.S. public equity portfolio value of $689.3M across 47 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, SPDW) accounted for 45.1% of total reported equity market value during Q2 2024.
During Q2 2024, Boston Standard Wealth Management, LLC's top holdings by market value included VTI (37.8%)、BND (11.5%)、SPDW (7.3%). The largest single position, VTI, represented 37.8% of total portfolio value.
In Q2 2024, Boston Standard Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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