13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q3 2023 · Filed July 6, 2023 · Accession 0001630939-23-000005
Total Value
$391.0M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 626,404 | $138.0M | 35.29% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 576,821 | $41.9M | 10.72% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 924,198 | $30.1M | 7.69% |
| 4 | ISHARES TR | 46435G672 | 507,920 | $25.0M | 6.40% |
| 5 | SPDR SER TR | 78464A805 | 346,480 | $18.9M | 4.82% |
| 6 | SPDR SER TR | 78468R101 | 593,191 | $17.1M | 4.37% |
| 7 | ISHARES TR | 464288414 | 138,934 | $14.8M | 3.79% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 327,480 | $13.3M | 3.41% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 233,201 | $12.7M | 3.24% |
| 10 | SPDR SER TR | 78468R853 | 308,069 | $12.0M | 3.06% |
| 11 | ISHARES TR | 46434V647 | 482,699 | $11.1M | 2.84% |
| 12 | SPDR SER TR | 78468R663 | 102,195 | $9.4M | 2.40% |
| 13 | ISHARES TR | 464288174 | 83,393 | $6.0M | 1.53% |
| 14 | VANGUARD WORLD FD | 921910733 | 72,786 | $5.7M | 1.46% |
| 15 | VANGUARD INDEX FDS | 922908652 | 30,569 | $4.5M | 1.16% |
| 16 | VANGUARD MALVERN FDS | 922020805 | 92,953 | $4.4M | 1.13% |
| 17 | VANGUARD INTL EQUITY INDEX F | 922042718 | 35,268 | $3.9M | 1.00% |
| 18 | DESKTOP METAL INC | 25058x105 | 2,060,825 | $3.6M | 0.93% |
| 19 | SPDR INDEX SHS FDS | 78463X509 | 63,349 | $2.2M | 0.56% |
| 20 | SPDR SER TR | 78464A474 | 65,137 | $1.9M | 0.49% |
| 21 | VANGUARD WORLD FD | 921910725 | 35,621 | $1.9M | 0.48% |
| 22 | NUSHARES ETF TR | NU | 74,599 | $1.6M | 0.42% |
| 23 | APPLE INC | AAPL | 7,147 | $1.4M | 0.35% |
| 24 | SPDR SER TR | 78468R739 | 24,002 | $1.1M | 0.29% |
| 25 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 606,634 | $1.1M | 0.29% |
| 26 | ISHARES TR | 464288570 | 12,835 | $1.1M | 0.28% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,734 | $813,000 | 0.21% |
| 28 | MICROSOFT CORP | MSFT | 2,029 | $691,000 | 0.18% |
| 29 | ABRDN ETFS | 003261104 | 29,745 | $600,000 | 0.15% |
| 30 | ISHARES TR | 46432F834 | 9,158 | $573,000 | 0.15% |
| 31 | ISHARES TR | 464289859 | 7,393 | $490,000 | 0.13% |
| 32 | ISHARES TR | 46435u663 | 13,264 | $471,000 | 0.12% |
| 33 | SPDR SER TR | 78464A649 | 16,544 | $420,000 | 0.11% |
| 34 | ISHARES INC | 46434G863 | 12,836 | $406,000 | 0.10% |
| 35 | VANGUARD CHARLOTTE FDS | 92203J407 | 7,672 | $375,000 | 0.10% |
| 36 | SPDR INDEX SHS FDS | 78463X871 | 9,490 | $290,000 | 0.07% |
| 37 | ISHARES TR | 464289867 | 5,502 | $283,000 | 0.07% |
| 38 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,869 | $278,000 | 0.07% |
| 39 | ACCENTURE PLC IRELAND | ACN | 731 | $226,000 | 0.06% |
| 40 | BARCLAYS BANK PLC | VXZ | 7,194 | $220,000 | 0.06% |
| 41 | COMPUTE HEALTH ACQUISITIN CO | 204833206 | 10,000 | $108,000 | 0.03% |