13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q1 2023 · Filed January 10, 2023 · Accession 0001630939-23-000003
Total Value
$337.0M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 605,920 | $115.8M | 34.37% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 527,022 | $37.9M | 11.23% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 944,220 | $28.0M | 8.32% |
| 4 | ISHARES TR | 46435G672 | 493,868 | $23.5M | 6.97% |
| 5 | SPDR SER TR | 78464A805 | 342,773 | $16.2M | 4.81% |
| 6 | SPDR SER TR | 78468R101 | 520,866 | $15.0M | 4.47% |
| 7 | ISHARES TR | 464288414 | 129,563 | $13.7M | 4.06% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 310,872 | $12.1M | 3.60% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 232,637 | $11.7M | 3.46% |
| 10 | SPDR SER TR | 78468R853 | 296,290 | $11.0M | 3.25% |
| 11 | ISHARES TR | 46434V647 | 446,534 | $10.1M | 3.01% |
| 12 | VANGUARD MALVERN FDS | 922020805 | 121,881 | $5.7M | 1.69% |
| 13 | ISHARES TR | 464288174 | 77,252 | $5.6M | 1.67% |
| 14 | VANGUARD WORLD FD | 921910733 | 81,857 | $5.4M | 1.60% |
| 15 | VANGUARD INDEX FDS | 922908652 | 30,477 | $4.0M | 1.20% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042718 | 34,696 | $3.6M | 1.06% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 62,235 | $2.1M | 0.61% |
| 18 | VANGUARD WORLD FD | 921910725 | 41,162 | $2.0M | 0.60% |
| 19 | NUSHARES ETF TR | NU | 84,461 | $1.8M | 0.55% |
| 20 | SPDR SER TR | 78464A474 | 61,319 | $1.8M | 0.53% |
| 21 | APPLE INC | AAPL | 8,328 | $1.1M | 0.32% |
| 22 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 606,634 | $1.0M | 0.30% |
| 23 | ISHARES TR | 464288570 | 12,044 | $865,000 | 0.26% |
| 24 | SPDR SER TR | 78468R739 | 17,616 | $828,000 | 0.25% |
| 25 | ABRDN ETFS | 003261104 | 29,745 | $656,000 | 0.19% |
| 26 | SPDR SER TR | 78468R663 | 6,309 | $577,000 | 0.17% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,631 | $575,000 | 0.17% |
| 28 | ISHARES TR | 46432F834 | 9,017 | $522,000 | 0.15% |
| 29 | ISHARES TR | 46435u663 | 15,343 | $505,000 | 0.15% |
| 30 | MICROSOFT CORP | MSFT | 2,043 | $490,000 | 0.15% |
| 31 | SPDR SER TR | 78464A649 | 16,322 | $410,000 | 0.12% |
| 32 | ISHARES TR | 464289859 | 6,712 | $401,000 | 0.12% |
| 33 | ISHARES INC | 46434G863 | 12,606 | $379,000 | 0.11% |
| 34 | ACCENTURE PLC IRELAND | ACN | 1,079 | $288,000 | 0.09% |
| 35 | SPDR INDEX SHS FDS | 78463X871 | 9,490 | $279,000 | 0.08% |
| 36 | ISHARES TR | 464289867 | 5,294 | $250,000 | 0.07% |
| 37 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,883 | $248,000 | 0.07% |
| 38 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,007 | $237,000 | 0.07% |
| 39 | ISHARES TR | 464288158 | 2,159 | $225,000 | 0.07% |
| 40 | COMPUTE HEALTH ACQUISITIN CO | 204833206 | 10,000 | $100,900 | 0.03% |