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CIK: 0001630939
Total reported value
$689.3M
$689.3M
47 檔
49.9%
In Q4 2024, Boston Standard Wealth Management, LLC's U.S. equity holdings reached a combined market value of $689.3M, distributed across 47 disclosed stock positions.
In Q4 2024, Boston Standard Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 29 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 | 37.31% | +0.50% | -0.13% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 11.41% | -3.71% | +5.73% | |
| 3 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 6.70% | -0.45% | +8.03% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.62% | -0.44% | +3.28% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.83% | +0.10% | -3.52% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.35% | -0.18% | +7.07% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.10% | -0.30% | +2.69% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.37% | -0.14% | +2.04% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.11% | -0.03% | -7.61% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.09% | -0.07% | +1.27% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.09% | +0.08% | +0.75% | |
| 12 | REET | Ishares Global Reit ETF | ETF-Other | 2.75% | -0.08% | +1.92% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.35% | +0.07% | — | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.20% | +0.05% | -1.38% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.95% | -0.11% | +4.92% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.56% | -0.01% | +2.06% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.51% | +2.11% | -10.58% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.51% | -0.03% | +3.13% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.46% | -0.04% | +4.93% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.42% | — | +1.75% | |
| 21 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.41% | -0.01% | +6.24% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.38% | -0.04% | +8.99% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.34% | +0.03% | -0.49% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.33% | — | +0.30% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.18% | -0.06% | -3.94% | |
| 26 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.15% | -0.03% | +29.55% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | — | -0.66% | |
| 28 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.12% | -0.01% | -2.65% | |
| 29 | ✓ | Stock-Other | 0.11% | — | +0.15% | ||
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.11% | — | +1.98% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.10% | — | +2.00% | |
| 32 | ✓ | Desktop Metal Inc | Stock-Other | 0.09% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.09% | +0.01% | +14.02% | |
| 34 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.08% | — | +7.26% | |
| 35 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.07% | — | +2.48% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.07% | -0.02% | +17.69% | |
| 37 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.06% | -0.07% | — | |
| 38 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.06% | — | +0.12% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.06% | — | -2.38% | |
| 40 | ACN | Accenture plc | Stock-Tech | 0.06% | — | — | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | — | +3.70% | |
| 42 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.06% | — | -10.68% | |
| 43 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 0.05% | -0.01% | +4.30% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.05% | — | -2.98% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.05% | — | +4.65% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.04% | -0.02% | — | |
| 47 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | +1.4% | NEW | New buy |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.7% | -0.13% | Trim |
| 3 | IAGG | Ishares Intl Aggregate Bond | +0.3% | +8.03% | Add |
| 4 | MUB | Ishares National Muni Bond E | +0.2% | +7.07% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.1% | +5.73% | Add |
| 6 | NVDA | Nvidia CORP | +0.1% | -7.61% | Trim |
| 7 | JMUB | Jpmorgan Municipal ETF | +0.1% | NEW | New buy |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | +0.1% | +2.69% | Add |
| 9 | VXF | Vanguard Extended Market ETF | 0% | -1.38% | Trim |
| 10 | BCI | Abrdn Bloomberg All Commodit | 0% | +29.55% | Add |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | 0% | +8.99% | Add |
| 12 | SPSB | Ss Spdr P St C CORP ETF | 0% | +4.93% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +14.02% | Add |
| 14 | AMZN | Amazon.com Inc | 0% | +4.65% | Add |
| 15 | BNDX | Vanguard Total Intl Bond ETF | 0% | +17.69% | Add |
| 16 | NUBD | Nuveen Esg US Aggregate Bond | 0% | +6.24% | Add |
| 17 | VTIP | Vanguard Short-term Tips | 0% | +3.13% | Add |
| 18 | AAPL | Apple Inc | 0% | -3.94% | Trim |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +0.30% | Add |
| 20 | ESGE | Ishares Inc Ishares Esg Awar | — | +2.00% | Add |
| 21 | JMIA | Jumia Technologies Ag-adr | — | — | Unchanged |
| 22 | GOOG | Alphabet Inc-cl C | — | -2.98% | Trim |
| 23 | AOR | Ishares Core 60/40 Balanced | — | +7.26% | Add |
| 24 | VT | Vanguard Tot World Stk ETF | — | -2.38% | Trim |
| 25 | DJP | Ipath Bloomberg Commodity In | — | +4.30% | Add |
| 26 | AOA | Ishares Core 80/20 Aggressiv | — | +1.98% | Add |
| 27 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | — | -0.49% | Trim |
| 28 | RSP | Invesco S&p 500 Equal Weight | — | +3.70% | Add |
| 29 | ✓ | — | +0.15% | Add | |
| 30 | NYF | Ishares New York Muni Bond E | — | +2.48% | Add |
| 31 | ACN | Accenture plc | — | — | Unchanged |
| 32 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 33 | IXUS | Ishares Core Intl Stock ETF | 0% | -2.65% | Trim |
| 34 | WOOD | Ishares Global Timber & Fore | 0% | -10.68% | Trim |
| 35 | GWX | State Street Spdr S&p Intern | 0% | +0.12% | Add |
| 36 | MSFT | Microsoft CORP | 0% | -0.66% | Trim |
| 37 | ✓ | Ginkgo Bioworks Holdings Inc | 0% | EXIT | Sold out |
| 38 | SPEM | State Street Sp Ptf Em ETF | 0% | +2.06% | Add |
| 39 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +1.75% | Add |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +0.75% | Add |
| 41 | VSS | Vanguard Ftse All Wo X-us Sc | -0.1% | +4.92% | Add |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -10.58% | Trim |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -3.52% | Trim |
| 44 | ✓ | Desktop Metal Inc | -0.1% | — | Unchanged |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +2.04% | Add |
| 46 | REET | Ishares Global Reit ETF | -0.3% | +1.92% | Add |
| 47 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | +1.27% | Add |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.5% | +3.28% | Add |
| 49 | ✓ | Vanguard World Fd | -1.3% | 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 Q4 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, IAGG) accounted for 49.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
ESGV
市值: $7.0M
Top Position Liquidated / Trimmed
VANGUARD WORLD FD
前期市值: $6.8M
During Q4 2024, Boston Standard Wealth Management, LLC's top holdings by market value included VTI (37.3%)、BND (11.4%)、IAGG (6.7%). The largest single position, VTI, represented 37.3% of total portfolio value.
In Q4 2024, Boston Standard Wealth Management, LLC made 45 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 12 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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