13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q4 2024 · Filed January 27, 2025 · Accession 0001630939-25-000003
Total Value
$514.6M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 662,446 | $192.0M | 37.31% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 816,301 | $58.7M | 11.41% |
| 3 | ISHARES TR | 46435G672 | 690,338 | $34.5M | 6.70% |
| 4 | SPDR INDEX SHS FDS | 78463X889 | 998,144 | $34.1M | 6.62% |
| 5 | SPDR SER TR | 78464A805 | 348,004 | $24.9M | 4.83% |
| 6 | ISHARES TR | 464288414 | 210,228 | $22.4M | 4.35% |
| 7 | SPDR SER TR | 78468R101 | 726,663 | $21.1M | 4.10% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 393,670 | $17.3M | 3.37% |
| 9 | NVIDIA CORPORATION | NVDA | 119,057 | $16.0M | 3.11% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042775 | 277,407 | $15.9M | 3.09% |
| 11 | SPDR SER TR | 78468R853 | 354,342 | $15.9M | 3.09% |
| 12 | ISHARES TR | 46434V647 | 589,380 | $14.1M | 2.75% |
| 13 | VANGUARD WORLD FD | 921910733 | 66,316 | $7.0M | 1.35% |
| 14 | VANGUARD INDEX FDS | 922908652 | 32,505 | $6.2M | 1.20% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042718 | 42,633 | $4.9M | 0.95% |
| 16 | SPDR INDEX SHS FDS | 78463X509 | 74,539 | $2.9M | 0.56% |
| 17 | SPDR SER TR | 78468R663 | 28,948 | $2.6M | 0.51% |
| 18 | VANGUARD MALVERN FDS | 922020805 | 54,098 | $2.6M | 0.51% |
| 19 | SPDR SER TR | 78464A474 | 79,819 | $2.4M | 0.46% |
| 20 | VANGUARD WORLD FD | 921910725 | 37,885 | $2.1M | 0.42% |
| 21 | NUSHARES ETF TR | NU | 96,156 | $2.1M | 0.41% |
| 22 | SPDR SER TR | 78468R739 | 41,458 | $2.0M | 0.38% |
| 23 | INVESCO EXCHANGE TRADED FD T | IVZ | 42,315 | $1.8M | 0.34% |
| 24 | ISHARES TR | 464288570 | 15,237 | $1.7M | 0.33% |
| 25 | APPLE INC | AAPL | 3,636 | $911,000 | 0.18% |
| 26 | ABRDN ETFS | 003261104 | 40,047 | $791,000 | 0.15% |
| 27 | MICROSOFT CORP | MSFT | 1,506 | $635,000 | 0.12% |
| 28 | ISHARES TR | 46432F834 | 9,197 | $608,000 | 0.12% |
| 29 | ISHARES TR | 46435u663 | 13,651 | $574,000 | 0.11% |
| 30 | ISHARES TR | 464289859 | 7,260 | $556,000 | 0.11% |
| 31 | ISHARES INC | 46434G863 | 14,835 | $495,000 | 0.10% |
| 32 | DESKTOP METAL INC | 25058x303 | 206,081 | $482,000 | 0.09% |
| 33 | SPDR S&P 500 ETF TR | SPY | 805 | $472,000 | 0.09% |
| 34 | ISHARES TR | 464289867 | 7,254 | $416,000 | 0.08% |
| 35 | ISHARES TR | 464288323 | 6,531 | $348,000 | 0.07% |
| 36 | VANGUARD CHARLOTTE FDS | 92203J407 | 6,834 | $335,000 | 0.07% |
| 37 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 6,627 | $332,000 | 0.06% |
| 38 | SPDR INDEX SHS FDS | 78463X871 | 10,306 | $319,000 | 0.06% |
| 39 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,667 | $313,000 | 0.06% |
| 40 | ACCENTURE PLC IRELAND | ACN | 862 | $303,000 | 0.06% |
| 41 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,709 | $300,000 | 0.06% |
| 42 | ISHARES TR | 464288174 | 3,738 | $285,000 | 0.06% |
| 43 | BARCLAYS BANK PLC | VXZ | 8,716 | $280,000 | 0.05% |
| 44 | ALPHABET INC | GOOG | 1,464 | $279,000 | 0.05% |
| 45 | AMAZON COM INC | AMZN | 1,260 | $276,000 | 0.05% |
| 46 | SPDR GOLD TR | GLD | 920 | $223,000 | 0.04% |
| 47 | JUMIA TECHNOLOGIES AG | JMIA | 20,201 | $77,000 | 0.01% |