13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q2 2024 · Filed July 10, 2024 · Accession 0001630939-24-000004
Total Value
$454.9M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 642,752 | $171.9M | 37.80% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 725,675 | $52.3M | 11.49% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 941,380 | $33.0M | 7.26% |
| 4 | ISHARES TR | 46435G672 | 594,562 | $29.7M | 6.52% |
| 5 | SPDR SER TR | 78464A805 | 360,960 | $23.9M | 5.26% |
| 6 | SPDR SER TR | 78468R101 | 724,694 | $20.9M | 4.60% |
| 7 | ISHARES TR | 464288414 | 185,519 | $19.8M | 4.35% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 366,716 | $16.0M | 3.53% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 259,208 | $15.2M | 3.34% |
| 10 | SPDR SER TR | 78468R853 | 335,826 | $13.9M | 3.07% |
| 11 | ISHARES TR | 46434V647 | 551,157 | $12.8M | 2.82% |
| 12 | VANGUARD WORLD FD | 921910733 | 65,843 | $6.4M | 1.40% |
| 13 | VANGUARD INDEX FDS | 922908652 | 29,837 | $5.0M | 1.11% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042718 | 36,724 | $4.3M | 0.95% |
| 15 | SPDR SER TR | 78468R663 | 36,834 | $3.4M | 0.74% |
| 16 | SPDR INDEX SHS FDS | 78463X509 | 71,507 | $2.7M | 0.59% |
| 17 | VANGUARD MALVERN FDS | 922020805 | 54,084 | $2.6M | 0.58% |
| 18 | SPDR SER TR | 78464A474 | 73,207 | $2.2M | 0.48% |
| 19 | VANGUARD WORLD FD | 921910725 | 36,166 | $2.1M | 0.46% |
| 20 | NUSHARES ETF TR | NU | 87,861 | $1.9M | 0.42% |
| 21 | SPDR SER TR | 78468R739 | 37,923 | $1.8M | 0.39% |
| 22 | INVESCO EXCHANGE TRADED FD T | IVZ | 41,251 | $1.6M | 0.35% |
| 23 | ISHARES TR | 464288570 | 14,851 | $1.5M | 0.34% |
| 24 | DESKTOP METAL INC | 25058x303 | 206,081 | $851,000 | 0.19% |
| 25 | APPLE INC | AAPL | 4,000 | $843,000 | 0.19% |
| 26 | ISHARES TR | 464288174 | 10,115 | $793,000 | 0.17% |
| 27 | ISHARES TR | 46432F834 | 9,447 | $638,000 | 0.14% |
| 28 | ABRDN ETFS | 003261104 | 30,912 | $628,000 | 0.14% |
| 29 | MICROSOFT CORP | MSFT | 1,372 | $613,000 | 0.13% |
| 30 | ISHARES TR | 464289859 | 7,131 | $533,000 | 0.12% |
| 31 | ISHARES TR | 46435u663 | 13,151 | $506,000 | 0.11% |
| 32 | ISHARES INC | 46434G863 | 14,054 | $471,000 | 0.10% |
| 33 | NVIDIA CORPORATION | NVDA | 3,164 | $391,000 | 0.09% |
| 34 | SPDR S&P 500 ETF TR | SPY | 704 | $383,000 | 0.08% |
| 35 | ISHARES TR | 464289867 | 6,717 | $378,000 | 0.08% |
| 36 | ISHARES TR | 464288323 | 6,367 | $340,000 | 0.07% |
| 37 | SPDR INDEX SHS FDS | 78463X871 | 10,204 | $324,000 | 0.07% |
| 38 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,776 | $313,000 | 0.07% |
| 39 | ALPHABET INC | GOOG | 1,466 | $269,000 | 0.06% |
| 40 | ACCENTURE PLC IRELAND | ACN | 840 | $255,000 | 0.06% |
| 41 | BARCLAYS BANK PLC | VXZ | 7,241 | $232,000 | 0.05% |
| 42 | AMAZON COM INC | AMZN | 1,068 | $206,000 | 0.05% |
| 43 | SELECT SECTOR SPDR TR | 81369Y506 | 2,256 | $206,000 | 0.05% |
| 44 | VANGUARD CHARLOTTE FDS | 92203J407 | 4,209 | $205,000 | 0.05% |
| 45 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 606,634 | $203,000 | 0.04% |
| 46 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,222 | $201,000 | 0.04% |
| 47 | JUMIA TECHNOLOGIES AG | JMIA | 10,742 | $75,000 | 0.02% |