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CIK: 0001630939
Total reported value
$689.3M
$689.3M
47 檔
49.4%
According to the latest 13F quarterly dataset, Boston Standard Wealth Management, LLC managed an equity portfolio of $689.3M at the end of Q3 2024, spanning 47 distinct U.S. exchange-listed positions.
In Q3 2024, Boston Standard Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 36.57% | +0.50% | +3.20% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.29% | -3.71% | +6.39% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 7.07% | -0.44% | +2.66% | |
| 4 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.45% | -0.45% | +7.47% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.92% | +0.10% | -0.07% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.15% | -0.18% | +5.83% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.05% | -0.30% | -2.35% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.59% | -0.14% | +5.20% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.36% | -0.07% | +5.68% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.12% | +0.08% | +4.73% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | -0.03% | +3972.82% | |
| 12 | REET | Ishares Global Reit ETF | ETF-Other | 3.00% | -0.08% | +4.92% | |
| 13 | ✓ | Vanguard World Fd | Stock-Other | 1.33% | — | — | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.17% | +0.05% | +10.47% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.00% | -0.11% | +10.65% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.59% | -0.01% | +2.14% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.58% | +2.11% | -12.11% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.50% | -0.03% | -3.01% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.45% | -0.04% | +3.91% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.45% | — | +2.95% | |
| 21 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.40% | -0.01% | +3.02% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.36% | -0.04% | +0.31% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.34% | +0.03% | +3.08% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.32% | — | +2.30% | |
| 25 | ✓ | Desktop Metal Inc | Stock-Other | 0.19% | — | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.17% | -0.06% | -5.38% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.13% | -0.01% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | +10.50% | |
| 29 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.12% | -0.03% | — | |
| 30 | ✓ | Stock-Other | 0.11% | — | +3.65% | ||
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.11% | — | -0.17% | |
| 32 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.10% | — | +3.49% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | +0.01% | +0.28% | |
| 34 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +0.68% | |
| 35 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.07% | — | -58.63% | |
| 36 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.07% | — | +0.88% | |
| 37 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.07% | — | +0.09% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | -1.58% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.06% | — | +2.62% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | +34.86% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.06% | -0.02% | +37.97% | |
| 42 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.05% | -0.01% | +15.41% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | — | +2.93% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.04% | -0.02% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.04% | — | +12.73% | |
| 46 | ✓ | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.02% | — | -97.50% | |
| 47 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.02% | — | +88.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3% | +3972.82% | Add |
| 2 | ✓ | Vanguard World Fd | +1.3% | NEW | New buy |
| 3 | REET | Ishares Global Reit ETF | +0.2% | +4.92% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.20% | Add |
| 5 | VXF | Vanguard Extended Market ETF | +0.1% | +10.47% | Add |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +4.73% | Add |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +10.65% | Add |
| 8 | GLD | Spdr Gold Shares | 0% | NEW | New buy |
| 9 | VEU | Vanguard Ftse All-world Ex-u | 0% | +5.68% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | 0% | +34.86% | Add |
| 11 | BNDX | Vanguard Total Intl Bond ETF | 0% | +37.97% | Add |
| 12 | SPEM | State Street Sp Ptf Em ETF | — | +2.14% | Add |
| 13 | ✓ | Desktop Metal Inc | — | — | Unchanged |
| 14 | ✓ | — | +3.65% | Add | |
| 15 | ESGE | Ishares Inc Ishares Esg Awar | — | +3.49% | Add |
| 16 | ACN | Accenture plc | — | +2.62% | Add |
| 17 | MSFT | Microsoft CORP | — | +10.50% | Add |
| 18 | DJP | Ipath Bloomberg Commodity In | — | +15.41% | Add |
| 19 | JMIA | Jumia Technologies Ag-adr | — | +88.06% | Add |
| 20 | GWX | State Street Spdr S&p Intern | — | +0.88% | Add |
| 21 | AOR | Ishares Core 60/40 Balanced | — | +0.68% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.28% | Add |
| 23 | NYF | Ishares New York Muni Bond E | — | +0.09% | Add |
| 24 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +2.95% | Add |
| 25 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | +3.08% | Add |
| 26 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 27 | AOA | Ishares Core 80/20 Aggressiv | 0% | -0.17% | Trim |
| 28 | AMZN | Amazon.com Inc | 0% | +12.73% | Add |
| 29 | GOOG | Alphabet Inc-cl C | 0% | +2.93% | Add |
| 30 | VT | Vanguard Tot World Stk ETF | 0% | -1.58% | Trim |
| 31 | NUBD | Nuveen Esg US Aggregate Bond | 0% | +3.02% | Add |
| 32 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +2.30% | Add |
| 33 | ✓ | Ginkgo Bioworks Holdings Inc | 0% | -97.50% | Trim |
| 34 | AAPL | Apple Inc | 0% | -5.38% | Trim |
| 35 | BCI | Abrdn Bloomberg All Commodit | 0% | — | Unchanged |
| 36 | SPSB | Ss Spdr P St C CORP ETF | 0% | +3.91% | Add |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | 0% | +0.31% | Add |
| 38 | XLE | Ss Energy Select Sector | -0.1% | EXIT | Sold out |
| 39 | IAGG | Ishares Intl Aggregate Bond | -0.1% | +7.47% | Add |
| 40 | VTIP | Vanguard Short-term Tips | -0.1% | -3.01% | Trim |
| 41 | WOOD | Ishares Global Timber & Fore | -0.1% | -58.63% | Trim |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.2% | -12.11% | Trim |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | +2.66% | Add |
| 44 | BND | Vanguard Total Bond Market | -0.2% | +6.39% | Add |
| 45 | MUB | Ishares National Muni Bond E | -0.2% | +5.83% | Add |
| 46 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.3% | -0.07% | Trim |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | -0.6% | -2.35% | Trim |
| 48 | VTI | Vanguard Total Stock Mkt ETF | -1.2% | +3.20% | Add |
| 49 | ESGV | Vanguard Esg US Stock ETF | -1.4% | EXIT | Sold out |
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 Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, SPDW) accounted for 49.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
VANGUARD WORLD FD
市值: $6.8M
Top Position Liquidated / Trimmed
ESGV
前期市值: $6.4M
During Q3 2024, Boston Standard Wealth Management, LLC's top holdings by market value included VTI (36.6%)、BND (11.3%)、SPDW (7.1%). The largest single position, VTI, represented 36.6% of total portfolio value.
In Q3 2024, Boston Standard Wealth Management, LLC made 46 total portfolio adjustments, initiating 2 new buys, adding to 33 positions, trimming 9 holdings, and fully liquidating 2 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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