13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q4 2023 · Filed October 10, 2023 · Accession 0001630939-23-000006
Total Value
$378.8M
Positions
43
Other Managers
0
Confidential Omitted
No
Holdings (43)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 637,635 | $135.4M | 35.75% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 603,066 | $42.1M | 11.11% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 914,725 | $28.4M | 7.49% |
| 4 | ISHARES TR | 46435G672 | 518,831 | $25.3M | 6.68% |
| 5 | SPDR SER TR | 78468R101 | 647,500 | $18.6M | 4.91% |
| 6 | SPDR SER TR | 78464A805 | 341,618 | $17.9M | 4.73% |
| 7 | ISHARES TR | 464288414 | 150,491 | $15.4M | 4.07% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 336,713 | $13.2M | 3.49% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 242,507 | $12.6M | 3.32% |
| 10 | SPDR SER TR | 78468R853 | 311,011 | $11.5M | 3.03% |
| 11 | ISHARES TR | 46434V647 | 491,203 | $10.4M | 2.75% |
| 12 | ISHARES TR | 464288174 | 71,957 | $5.3M | 1.41% |
| 13 | VANGUARD WORLD FD | 921910733 | 68,884 | $5.2M | 1.37% |
| 14 | VANGUARD INDEX FDS | 922908652 | 30,767 | $4.4M | 1.16% |
| 15 | SPDR SER TR | 78468R663 | 41,077 | $3.8M | 1.00% |
| 16 | VANGUARD INDEX FDS | 922042718 | 34,798 | $3.7M | 0.98% |
| 17 | VANGUARD MALVERN FDS | 922020805 | 77,023 | $3.6M | 0.96% |
| 18 | DESKTOP METAL INC | 25058x105 | 2,060,825 | $3.0M | 0.79% |
| 19 | SPDR INDEX SHS FDS | 78463X509 | 65,163 | $2.2M | 0.58% |
| 20 | SPDR SER TR | 78464A474 | 65,165 | $1.9M | 0.50% |
| 21 | VANGUARD WORLD FD | 921910725 | 34,009 | $1.7M | 0.45% |
| 22 | NUSHARES ETF TR | NU | 75,394 | $1.6M | 0.42% |
| 23 | SPDR SER TR | 78468R739 | 32,992 | $1.5M | 0.40% |
| 24 | INVESCO EXCHANGE TRADED FD T | IVZ | 34,760 | $1.1M | 0.30% |
| 25 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 606,634 | $1.1M | 0.29% |
| 26 | ISHARES TR | 464288570 | 13,186 | $1.1M | 0.28% |
| 27 | APPLE INC | AAPL | 4,637 | $794,000 | 0.21% |
| 28 | ABRDN ETFS | 003261104 | 29,745 | $628,000 | 0.17% |
| 29 | MICROSOFT CORP | MSFT | 1,896 | $599,000 | 0.16% |
| 30 | ISHARES TR | 46432F834 | 9,158 | $549,000 | 0.14% |
| 31 | ISHARES TR | 464289859 | 7,421 | $471,000 | 0.12% |
| 32 | ISHARES TR | 46435u663 | 12,655 | $426,000 | 0.11% |
| 33 | SPDR SER TR | 78464A649 | 17,299 | $421,000 | 0.11% |
| 34 | VANGUARD CHARLOTTE FDS | 92203J407 | 8,526 | $408,000 | 0.11% |
| 35 | ISHARES INC | 46434G863 | 12,335 | $374,000 | 0.10% |
| 36 | ISHARES TR | 464288323 | 6,163 | $314,000 | 0.08% |
| 37 | ISHARES TR | 464289867 | 5,616 | $277,000 | 0.07% |
| 38 | SPDR INDEX SHS FDS | 78463X871 | 9,446 | $275,000 | 0.07% |
| 39 | SPDR S&P 500 ETF TR | SPY | 637 | $272,000 | 0.07% |
| 40 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,828 | $264,000 | 0.07% |
| 41 | BARCLAYS BANK PLC | VXZ | 7,194 | $231,000 | 0.06% |
| 42 | ACCENTURE PLC IRELAND | ACN | 731 | $225,000 | 0.06% |
| 43 | SELECT SECTOR SPDR TR | 81369Y506 | 2,256 | $204,000 | 0.05% |