13F HOLDINGS REPORT
Boston Standard Wealth Management, LLC
Quarter ended Q2 2025 · Filed July 2, 2025 · Accession 0001630939-25-000007
Total Value
$555.1M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 676,828 | $205.7M | 37.06% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 854,729 | $62.9M | 11.34% |
| 3 | SPDR INDEX SHS FDS | 78463X889 | 1,006,361 | $40.7M | 7.34% |
| 4 | ISHARES TR | 46435G672 | 714,668 | $36.5M | 6.58% |
| 5 | SPDR SER TR | 78464A805 | 341,551 | $25.6M | 4.61% |
| 6 | ISHARES TR | 464288414 | 232,865 | $24.3M | 4.38% |
| 7 | SPDR SER TR | 78468R101 | 747,610 | $21.9M | 3.94% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042775 | 295,689 | $19.9M | 3.58% |
| 9 | VANGUARD INTL EQUITY INDEX F | 922042858 | 395,006 | $19.5M | 3.52% |
| 10 | SPDR SER TR | 78468R853 | 374,051 | $15.9M | 2.87% |
| 11 | ISHARES TR | 46434V647 | 612,418 | $15.1M | 2.72% |
| 12 | NVIDIA CORPORATION | NVDA | 81,420 | $12.9M | 2.32% |
| 13 | VANGUARD WORLD FD | 921910733 | 70,374 | $7.7M | 1.39% |
| 14 | VANGUARD INDEX FDS | 922908652 | 35,187 | $6.8M | 1.22% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042718 | 45,053 | $6.1M | 1.09% |
| 16 | SPDR SER TR | 78468R663 | 52,349 | $4.8M | 0.87% |
| 17 | SPDR INDEX SHS FDS | 78463X509 | 73,387 | $3.1M | 0.57% |
| 18 | NUSHARES ETF TR | NU | 119,617 | $2.7M | 0.48% |
| 19 | SPDR SER TR | 78464A474 | 86,194 | $2.6M | 0.47% |
| 20 | VANGUARD MALVERN FDS | 922020805 | 51,415 | $2.6M | 0.47% |
| 21 | VANGUARD WORLD FD | 921910725 | 39,331 | $2.6M | 0.46% |
| 22 | SPDR SER TR | 78468R739 | 40,597 | $1.9M | 0.35% |
| 23 | INVESCO EXCHANGE TRADED FD T | IVZ | 44,623 | $1.8M | 0.33% |
| 24 | ISHARES TR | 464288570 | 11,204 | $1.3M | 0.23% |
| 25 | ABRDN ETFS | 003261104 | 40,047 | $832,000 | 0.15% |
| 26 | MICROSOFT CORP | MSFT | 1,535 | $763,000 | 0.14% |
| 27 | ISHARES TR | 46432F834 | 9,341 | $722,000 | 0.13% |
| 28 | APPLE INC | AAPL | 3,462 | $710,000 | 0.13% |
| 29 | ISHARES TR | 46435U663 | 16,390 | $677,000 | 0.12% |
| 30 | ISHARES TR | 464289859 | 7,887 | $658,000 | 0.12% |
| 31 | ISHARES INC | 46434G863 | 14,765 | $578,000 | 0.10% |
| 32 | SPDR S&P 500 ETF TR | SPY | 810 | $500,000 | 0.09% |
| 33 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 9,507 | $472,000 | 0.09% |
| 34 | ISHARES TR | 464289867 | 7,260 | $447,000 | 0.08% |
| 35 | SPDR INDEX SHS FDS | 78463X871 | 10,016 | $372,000 | 0.07% |
| 36 | VANGUARD CHARLOTTE FDS | 92203J407 | 7,465 | $370,000 | 0.07% |
| 37 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,990 | $362,000 | 0.07% |
| 38 | ISHARES TR | 464288323 | 6,895 | $360,000 | 0.06% |
| 39 | AMAZON COM INC | AMZN | 1,591 | $349,000 | 0.06% |
| 40 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,598 | $334,000 | 0.06% |
| 41 | BARCLAYS BANK PLC | VXZ | 8,716 | $296,000 | 0.05% |
| 42 | SPDR GOLD TR | GLD | 920 | $280,000 | 0.05% |
| 43 | ISHARES TR | 464288174 | 3,596 | $264,000 | 0.05% |
| 44 | ALPHABET INC | GOOG | 1,330 | $236,000 | 0.04% |
| 45 | WALMART INC | WMT | 2,390 | $234,000 | 0.04% |
| 46 | ACCENTURE PLC IRELAND | ACN | 695 | $208,000 | 0.04% |
| 47 | JUMIA TECHNOLOGIES AG | JMIA | 21,092 | $85,000 | 0.02% |
| 48 | DESKTOP METAL INC | 25058X303 | 159,682 | $0 | 0.00% |