Boston Standard Wealth Management, LLC
CIK:0001630939
Investment Adviser
$555M AUM
49 holdings
Boston, MA, USA
Registered investment advisory firm based in Massachusetts, offering investment management and financial planning services.
Investment Strategy
Asset allocation across a diversified portfolio of ETFs such as VTI, BND, SPDW, and IAGG, indicating a focus on broad market exposure, fixed income, and international equities.
Top Buys
V
VTIVANGUARD INDEX FDS+$13.1M
J
JMUBJ P MORGAN EXCHANGE TRADED F+$4.4M
B
BNDVANGUARD BD INDEX FDS+$3.1M
B
BILSPDR SER TR+$2.4M
N
NVDANVIDIA CORPORATION+$2.3M
Top Sells
M
MUBISHARES TR-$2.7M
A
ACNACCENTURE PLC IRELAND-$208.0K
W
WMTWALMART INC-$21.0K
R
RSPINVESCO EXCHANGE TRADED FD T+$17.0K
A
AMZNAMAZON COM INC+$17.0K
Top Holdings
V
VTIVANGUARD INDEX FDS+36.8%$218.8M
B
BNDVANGUARD BD INDEX FDS+11.1%$66.0M
S
SPDWSPDR INDEX SHS FDS+7.1%$42.0M
I
IAGGISHARES TR+6.4%$37.8M
S
SPTMSPDR SER TR+4.6%$27.6M
Equity Positions (49)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 36.79% | $218.8M | 666,665 | $198.62 | $328.17 | +$13.1M |
B BND | VANGUARD BD INDEX FDS | 11.10% | $66.0M | 887,904 | $73.92 | $74.37 | +$3.1M |
S SPDW | SPDR INDEX SHS FDS | 7.06% | $42.0M | 980,548 | $31.73 | $42.79 | +$1.2M |
I IAGG | ISHARES TR | 6.36% | $37.8M | 738,557 | $51.99 | $51.23 | +$1.3M |
S SPTM | SPDR SER TR | 4.64% | $27.6M | 342,411 | $40.13 | $80.65 | +$2.0M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+2.5%
ELECTRONIC COMPUTERS
+0.1%
SERVICES-PREPACKAGED SOFTWARE
+0.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.1%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.1%