Boston Standard Wealth Management, LLC
59 holdingsFiling period: 2026-06-30Current AUM: $683.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 667.3K | $247.2M | $250.9M | 36.68% | -721 | 2026-06-30 |
| 2 | SPDW | Spdr Index Shs Fds | 946.1K | $47.2M | $46.1M | 6.75% | -13,633 | 2026-06-30 |
| 3 | IAGG | iShares TR | 849.3K | $42.6M | $41.6M | 6.09% | +36.2K | 2026-06-30 |
| 4 | BND | Vanguard BD Index Fds | 554.0K | $40.5M | $39.3M | 5.75% | -243,777 | 2026-06-30 |
| 5 | VCRB | Vanguard Malvern Fds | 421.2K | $32.4M | $31.3M | 4.58% | +271.5K | 2026-06-30 |
| 6 | SPTM | Spdr Index Shs Fds | 339.7K | $30.9M | $31.5M | 4.60% | +3.5K | 2026-06-30 |
| 7 | SPTS | Spdr Series Trust | 895.2K | $25.9M | $25.7M | 3.75% | +42.2K | 2026-06-30 |
| 8 | BIL | Spdr Series Trust | 272.9K | $24.9M | $24.9M | 3.65% | +172.3K | 2026-06-30 |
| 9 | VEU | Vanguard Intl Equity Index F | 297.0K | $24.6M | $23.8M | 3.48% | +4.9K | 2026-06-30 |
| 10 | MUB | iShares TR | 225.7K | $24.2M | $23.3M | 3.41% | +13.3K | 2026-06-30 |
| 11 | VWO | Vanguard Intl Equity Index F | 382.8K | $22.7M | $21.5M | 3.15% | -4,541 | 2026-06-30 |
| 12 | SPSM | Spdr Series Trust | 376.8K | $21.8M | $20.4M | 2.99% | -10,012 | 2026-06-30 |
| 13 | REET | iShares TR | 679.9K | $18.8M | $17.9M | 2.61% | +3.6K | 2026-06-30 |
| 14 | NVDA | NVIDIA Corporation | 81.1K | $15.9M | $17.2M | 2.51% | -36 | 2026-06-30 |
| 15 | ESGV | Vanguard World FD | 79.9K | $10.6M | $10.8M | 1.58% | +774 | 2026-06-30 |
| 16 | VXF | Vanguard Index Fds | 36.4K | $9.0M | $8.4M | 1.23% | -361 | 2026-06-30 |
| 17 | VSS | Vanguard Intl Equity Index F | 44.1K | $6.8M | $6.6M | 0.96% | -1,519 | 2026-06-30 |
| 18 | JMUB | J P Morgan Exchange Traded F | 109.9K | $5.5M | $5.4M | 0.78% | +4.2K | 2026-06-30 |
| 19 | SPEM | Spdr Index Shs Fds | 72.8K | $3.8M | $3.6M | 0.52% | +1.0K | 2026-06-30 |
| 20 | VSGX | Vanguard World FD | 42.7K | $3.5M | $3.3M | 0.49% | -468 | 2026-06-30 |
| 21 | NUBD | Nushares ETF TR | 150.0K | $3.3M | $3.2M | 0.47% | +15.8K | 2026-06-30 |
| 22 | VTIP | Vanguard Malvern Fds | 62.0K | $3.1M | $3.0M | 0.44% | +3.3K | 2026-06-30 |
| 23 | SPSB | Spdr Series Trust | 102.4K | $3.1M | $3.0M | 0.44% | +5.3K | 2026-06-30 |
| 24 | PRFZ | Invesco Exchange Traded FD T | 42.4K | $2.4M | $2.3M | 0.33% | +896 | 2026-06-30 |
| 25 | SHM | Spdr Series Trust | 42.4K | $2.0M | $2.0M | 0.29% | -16 | 2026-06-30 |
← Scroll →
Page 1 of 3