Boston Standard Wealth Management, LLC
56 holdingsFiling period: 2026-03-31Current AUM: $666.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 668.1K | $216.0M | $247.9M | 37.20% | -1,665 | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 797.8K | $58.6M | $57.5M | 8.62% | -123,099 | 2026-03-31 |
| 3 | SPDW | SPDR INDEX SHS FDS | 959.8K | $44.5M | $48.8M | 7.33% | -31,822 | 2026-03-31 |
| 4 | IAGG | ISHARES TR | 813.1K | $40.5M | $40.3M | 6.05% | +25.9K | 2026-03-31 |
| 5 | SPTM | SPDR INDEX SHS FDS | 336.2K | $26.8M | $30.7M | 4.61% | +2.9K | 2026-03-31 |
| 6 | SPTS | SPDR SERIES TRUST | 853.0K | $24.8M | $24.6M | 3.69% | +28.2K | 2026-03-31 |
| 7 | MUB | ISHARES TR | 212.5K | $22.6M | $22.5M | 3.37% | +2.2K | 2026-03-31 |
| 8 | VEU | VANGUARD INTL EQUITY INDEX F | 292.1K | $22.2M | $24.5M | 3.68% | -5,577 | 2026-03-31 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 387.4K | $21.0M | $22.9M | 3.43% | -7,056 | 2026-03-31 |
| 10 | SPSM | SPDR SERIES TRUST | 386.8K | $18.8M | $22.1M | 3.31% | +170 | 2026-03-31 |
| 11 | REET | ISHARES TR | 676.3K | $17.2M | $19.4M | 2.90% | +11.7K | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 81.2K | $14.3M | $16.5M | 2.47% | -52 | 2026-03-31 |
| 13 | VCRB | VANGUARD MALVERN FDS | 149.7K | $11.5M | $11.3M | 1.70% | -- | 2026-03-31 |
| 14 | BIL | SPDR SERIES TRUST | 100.6K | $9.2M | $9.2M | 1.38% | -- | 2026-03-31 |
| 15 | ESGV | VANGUARD WORLD FD | 79.2K | $9.0M | $10.5M | 1.58% | +47 | 2026-03-31 |
| 16 | VXF | VANGUARD INDEX FDS | 36.8K | $7.6M | $8.8M | 1.32% | +26 | 2026-03-31 |
| 17 | VSS | VANGUARD INTL EQUITY INDEX F | 45.6K | $6.7M | $7.0M | 1.05% | -1,592 | 2026-03-31 |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | 105.7K | $5.3M | $5.3M | 0.79% | +4.3K | 2026-03-31 |
| 19 | SPEM | SPDR INDEX SHS FDS | 71.8K | $3.4M | $3.7M | 0.55% | -1,619 | 2026-03-31 |
| 20 | VSGX | VANGUARD WORLD FD | 43.2K | $3.1M | $3.5M | 0.53% | -1,470 | 2026-03-31 |
| 21 | NUBD | NUSHARES ETF TR | 134.2K | $3.0M | $2.9M | 0.44% | +2.1K | 2026-03-31 |
| 22 | VTIP | VANGUARD MALVERN FDS | 58.7K | $2.9M | $2.9M | 0.44% | +2.8K | 2026-03-31 |
| 23 | SPSB | SPDR SERIES TRUST | 97.1K | $2.9M | $2.9M | 0.44% | +4.7K | 2026-03-31 |
| 24 | SHM | SPDR SERIES TRUST | 42.4K | $2.0M | $2.0M | 0.30% | +229 | 2026-03-31 |
| 25 | PRFZ | INVESCO EXCHANGE TRADED FD T | 41.5K | $1.9M | $2.3M | 0.34% | -2,775 | 2026-03-31 |
← Scroll →
Page 1 of 3