13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q2 2023 · Filed April 4, 2023 · Accession 0001630939-23-000004
Total Value
$348.4M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 603,060 | $123.1M | 35.32% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 522,269 | $38.6M | 11.07% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 899,480 | $28.9M | 8.29% |
| 4 | ISHARES TR | 46435G672 | 480,349 | $23.5M | 6.75% |
| 5 | SPDR SER TR | 78464A805 | 341,962 | $17.2M | 4.95% |
| 6 | SPDR SER TR | 78468R101 | 507,389 | $14.8M | 4.26% |
| 7 | ISHARES TR | 464288414 | 130,127 | $14.0M | 4.02% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 307,037 | $12.4M | 3.56% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 231,023 | $12.4M | 3.55% |
| 10 | SPDR SER TR | 78468R853 | 294,188 | $11.1M | 3.19% |
| 11 | ISHARES TR | 46434V647 | 442,314 | $10.1M | 2.91% |
| 12 | VANGUARD MALVERN FDS | 922020805 | 117,292 | $5.6M | 1.61% |
| 13 | ISHARES TR | 464288174 | 76,887 | $5.5M | 1.58% |
| 14 | VANGUARD WORLD FD | 921910733 | 71,354 | $5.1M | 1.47% |
| 15 | VANGUARD INDEX FDS | 922908652 | 30,035 | $4.2M | 1.21% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042718 | 33,955 | $3.7M | 1.06% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 61,831 | $2.1M | 0.61% |
| 18 | VANGUARD WORLD FD | 921910725 | 35,413 | $1.9M | 0.53% |
| 19 | SPDR SER TR | 78464A474 | 56,541 | $1.7M | 0.48% |
| 20 | NUSHARES ETF TR | NU | 71,393 | $1.6M | 0.46% |
| 21 | APPLE INC | AAPL | 8,296 | $1.4M | 0.39% |
| 22 | SPDR SER TR | 78468R663 | 13,592 | $1.2M | 0.36% |
| 23 | ISHARES TR | 464288570 | 12,685 | $989,000 | 0.28% |
| 24 | SPDR SER TR | 78468R739 | 17,772 | $845,000 | 0.24% |
| 25 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 606,634 | $807,000 | 0.23% |
| 26 | ABRDN ETFS | 003261104 | 29,745 | $618,000 | 0.18% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,590 | $591,000 | 0.17% |
| 28 | MICROSOFT CORP | MSFT | 2,018 | $582,000 | 0.17% |
| 29 | ISHARES TR | 46432F834 | 9,017 | $559,000 | 0.16% |
| 30 | ISHARES TR | 464289859 | 7,240 | $460,000 | 0.13% |
| 31 | ISHARES TR | 46435u663 | 12,762 | $434,000 | 0.12% |
| 32 | SPDR SER TR | 78464A649 | 16,388 | $423,000 | 0.12% |
| 33 | ISHARES INC | 46434G863 | 11,668 | $367,000 | 0.11% |
| 34 | SPDR INDEX SHS FDS | 78463X871 | 9,490 | $294,000 | 0.08% |
| 35 | ISHARES TR | 464289867 | 5,270 | $264,000 | 0.08% |
| 36 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,827 | $260,000 | 0.07% |
| 37 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,201 | $254,000 | 0.07% |
| 38 | ISHARES TR | 464288158 | 2,165 | $227,000 | 0.07% |
| 39 | ACCENTURE PLC IRELAND | ACN | 728 | $208,000 | 0.06% |
| 40 | COMPUTE HEALTH ACQUISITIN CO | 204833206 | 10,000 | $103,000 | 0.03% |