13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q3 2024 · Filed October 7, 2024 · Accession 0001630939-24-000005
Total Value
$513.6M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 663,328 | $187.8M | 36.57% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 772,048 | $58.0M | 11.29% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 966,456 | $36.3M | 7.07% |
| 4 | ISHARES TR | 46435G672 | 639,004 | $33.1M | 6.45% |
| 5 | SPDR SER TR | 78464A805 | 360,694 | $25.3M | 4.92% |
| 6 | ISHARES TR | 464288414 | 196,344 | $21.3M | 4.15% |
| 7 | SPDR SER TR | 78468R101 | 707,632 | $20.8M | 4.05% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 385,787 | $18.5M | 3.59% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042775 | 273,929 | $17.3M | 3.36% |
| 10 | SPDR SER TR | 78468R853 | 351,717 | $16.0M | 3.12% |
| 11 | NVIDIA CORPORATION | NVDA | 128,864 | $15.6M | 3.05% |
| 12 | ISHARES TR | 46434V647 | 578,252 | $15.4M | 3.00% |
| 13 | VANGUARD WORLD FD | 921910734 | 67,336 | $6.8M | 1.33% |
| 14 | VANGUARD INDEX FDS | 922908652 | 32,960 | $6.0M | 1.17% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042718 | 40,635 | $5.1M | 1.00% |
| 16 | SPDR INDEX SHS FDS | 78463X509 | 73,035 | $3.0M | 0.59% |
| 17 | SPDR SER TR | 78468R663 | 32,374 | $3.0M | 0.58% |
| 18 | VANGUARD MALVERN FDS | 922020805 | 52,458 | $2.6M | 0.50% |
| 19 | SPDR SER TR | 78464A474 | 76,068 | $2.3M | 0.45% |
| 20 | VANGUARD WORLD FD | 921910725 | 37,234 | $2.3M | 0.45% |
| 21 | NUSHARES ETF TR | NU | 90,510 | $2.1M | 0.40% |
| 22 | SPDR SER TR | 78468R739 | 38,039 | $1.8M | 0.36% |
| 23 | INVESCO EXCHANGE TRADED FD T | IVZ | 42,523 | $1.8M | 0.34% |
| 24 | ISHARES TR | 464288570 | 15,192 | $1.7M | 0.32% |
| 25 | DESKTOP METAL INC | 25058x303 | 206,081 | $962,000 | 0.19% |
| 26 | APPLE INC | AAPL | 3,785 | $882,000 | 0.17% |
| 27 | ISHARES TR | 46432F834 | 9,447 | $686,000 | 0.13% |
| 28 | MICROSOFT CORP | MSFT | 1,516 | $652,000 | 0.13% |
| 29 | ABRDN ETFS | 003261104 | 30,912 | $632,000 | 0.12% |
| 30 | ISHARES TR | 46435u663 | 13,631 | $570,000 | 0.11% |
| 31 | ISHARES TR | 464289859 | 7,119 | $562,000 | 0.11% |
| 32 | ISHARES INC | 46434G863 | 14,544 | $530,000 | 0.10% |
| 33 | SPDR S&P 500 ETF TR | SPY | 706 | $405,000 | 0.08% |
| 34 | ISHARES TR | 464289867 | 6,763 | $401,000 | 0.08% |
| 35 | ISHARES TR | 464288174 | 4,185 | $361,000 | 0.07% |
| 36 | SPDR INDEX SHS FDS | 78463X871 | 10,294 | $351,000 | 0.07% |
| 37 | ISHARES TR | 464288323 | 6,373 | $346,000 | 0.07% |
| 38 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,732 | $327,000 | 0.06% |
| 39 | ACCENTURE PLC IRELAND | ACN | 862 | $305,000 | 0.06% |
| 40 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,648 | $295,000 | 0.06% |
| 41 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,807 | $292,000 | 0.06% |
| 42 | BARCLAYS BANK PLC | VXZ | 8,357 | $269,000 | 0.05% |
| 43 | ALPHABET INC | GOOG | 1,509 | $252,000 | 0.05% |
| 44 | SPDR GOLD TR | GLD | 920 | $224,000 | 0.04% |
| 45 | AMAZON COM INC | AMZN | 1,204 | $224,000 | 0.04% |
| 46 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 15,165 | $124,000 | 0.02% |
| 47 | JUMIA TECHNOLOGIES AG | JMIA | 20,201 | $108,000 | 0.02% |