13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q1 2024 · Filed April 11, 2024 · Accession 0001630939-24-000003
Total Value
$441.6M
Positions
46
Other Managers
0
Confidential Omitted
No
Holdings (46)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 637,689 | $165.7M | 37.53% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 680,990 | $49.5M | 11.20% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 935,755 | $33.5M | 7.59% |
| 4 | ISHARES TR | 46435G672 | 567,348 | $28.3M | 6.42% |
| 5 | SPDR SER TR | 78464A805 | 361,445 | $23.2M | 5.25% |
| 6 | SPDR SER TR | 78468R101 | 719,616 | $20.8M | 4.71% |
| 7 | ISHARES TR | 464288414 | 173,925 | $18.7M | 4.24% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 361,647 | $15.1M | 3.42% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 249,561 | $14.6M | 3.31% |
| 10 | SPDR SER TR | 78468R853 | 328,317 | $14.1M | 3.20% |
| 11 | ISHARES TR | 46434V647 | 533,991 | $12.6M | 2.86% |
| 12 | VANGUARD WORLD FD | 921910733 | 67,037 | $6.2M | 1.41% |
| 13 | VANGUARD INDEX FDS | 922908652 | 29,333 | $5.1M | 1.16% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042718 | 35,976 | $4.2M | 0.95% |
| 15 | VANGUARD MALVERN FDS | 922020805 | 57,945 | $2.8M | 0.63% |
| 16 | SPDR INDEX SHS FDS | 78463X509 | 70,016 | $2.5M | 0.57% |
| 17 | SPDR SER TR | 78464A474 | 70,847 | $2.1M | 0.48% |
| 18 | VANGUARD WORLD FD | 921910725 | 35,211 | $2.0M | 0.46% |
| 19 | SPDR SER TR | 78468R739 | 38,288 | $1.8M | 0.41% |
| 20 | DESKTOP METAL INC | 25058x105 | 2,060,825 | $1.8M | 0.41% |
| 21 | NUSHARES ETF TR | NU | 80,885 | $1.8M | 0.40% |
| 22 | ISHARES TR | 464288174 | 20,507 | $1.7M | 0.39% |
| 23 | INVESCO EXCHANGE TRADED FD T | IVZ | 40,902 | $1.6M | 0.36% |
| 24 | SPDR SER TR | 78468R663 | 16,166 | $1.5M | 0.34% |
| 25 | ISHARES TR | 464288570 | 14,647 | $1.5M | 0.33% |
| 26 | APPLE INC | AAPL | 4,521 | $775,000 | 0.18% |
| 27 | MICROSOFT CORP | MSFT | 1,720 | $724,000 | 0.16% |
| 28 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 606,634 | $704,000 | 0.16% |
| 29 | ISHARES TR | 46432F834 | 9,305 | $631,000 | 0.14% |
| 30 | ABRDN ETFS | 003261104 | 30,912 | $611,000 | 0.14% |
| 31 | ISHARES TR | 464289859 | 7,222 | $531,000 | 0.12% |
| 32 | ISHARES TR | 46435u663 | 13,041 | $525,000 | 0.12% |
| 33 | ISHARES INC | 46434G863 | 13,613 | $439,000 | 0.10% |
| 34 | ISHARES TR | 464289867 | 6,980 | $389,000 | 0.09% |
| 35 | SPDR S&P 500 ETF TR | SPY | 702 | $367,000 | 0.08% |
| 36 | ISHARES TR | 464288323 | 6,360 | $342,000 | 0.08% |
| 37 | SPDR INDEX SHS FDS | 78463X871 | 10,193 | $331,000 | 0.07% |
| 38 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,762 | $305,000 | 0.07% |
| 39 | ACCENTURE PLC IRELAND | ACN | 840 | $291,000 | 0.07% |
| 40 | NVIDIA CORPORATION | NVDA | 289 | $261,000 | 0.06% |
| 41 | ALPHABET INC | GOOG | 1,665 | $254,000 | 0.06% |
| 42 | BARCLAYS BANK PLC | VXZ | 7,241 | $225,000 | 0.05% |
| 43 | SELECT SECTOR SPDR TR | 81369Y506 | 2,256 | $213,000 | 0.05% |
| 44 | VANGUARD CHARLOTTE FDS | 92203J407 | 4,276 | $210,000 | 0.05% |
| 45 | TARGET CORP | TGT | 1,170 | $207,000 | 0.05% |
| 46 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,219 | $206,000 | 0.05% |