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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Boston Standard Wealth Management, LLC

Quarter ended Q3 2025 · Filed October 6, 2025 · Accession 0001630939-25-000008

Total Value
$594.7M
Positions
49
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (49)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769666,665$218.8M36.79%
2VANGUARD BD INDEX FDS921937835887,904$66.0M11.10%
3SPDR INDEX SHS FDS78463X889980,548$42.0M7.06%
4ISHARES TR46435G672738,557$37.8M6.36%
5SPDR SER TR78464A805342,411$27.6M4.64%
6SPDR SER TR78468R101785,241$23.0M3.87%
7ISHARES TR464288414202,880$21.6M3.63%
8VANGUARD INTL EQUITY INDEX F922042775294,861$21.0M3.54%
9VANGUARD INTL EQUITY INDEX F922042858387,620$21.0M3.53%
10SPDR SER TR78468R853376,264$17.4M2.93%
11ISHARES TR46434V647633,416$16.2M2.72%
12NVIDIA CORPORATIONNVDA81,278$15.2M2.55%
13VANGUARD ESG US STOCK ETF92191073381,171$9.6M1.62%
14VANGUARD INDEX FDS92290865235,804$7.5M1.26%
15SPDR SER TR78468R66378,686$7.2M1.21%
16VANGUARD INTL EQUITY INDEX F92204271845,519$6.5M1.09%
17J P MORGAN EXCHANGE TRADED F46641Q64795,790$4.8M0.81%
18SPDR INDEX SHS FDS78463X50973,392$3.4M0.58%
19VANGUARD WORLD FD92191072545,258$3.1M0.53%
20NUSHARES ETF TRNU124,358$2.8M0.47%
21VANGUARD MALVERN FDS92202080553,667$2.7M0.46%
22SPDR SER TR78464A47489,222$2.7M0.45%
23INVESCO EXCHANGE TRADED FD TIVZ44,351$2.0M0.34%
24SPDR SER TR78468R73941,731$2.0M0.34%
25ISHARES TR46428857011,230$1.4M0.24%
26ABRDN ETFS00326110440,047$863,0000.15%
27ISHARES TR46435U66319,080$860,0000.14%
28APPLE INCAAPL3,209$817,0000.14%
29MICROSOFT CORPMSFT1,531$793,0000.13%
30ISHARES TR46432F8349,341$771,0000.13%
31ISHARES TR4642898598,663$764,0000.13%
32ISHARES INC46434G86317,359$754,0000.13%
33SPDR S&P 500 ETF TRSPY812$541,0000.09%
34ISHARES TR4642898676,705$432,0000.07%
35SPDR INDEX SHS FDS78463X87110,016$402,0000.07%
36INVESCO EXCHANGE TRADED FD TIVZ1,997$379,0000.06%
37VANGUARD CHARLOTTE FDS92203J4077,641$378,0000.06%
38ISHARES TR4642883236,949$371,0000.06%
39AMAZON COM INCAMZN1,665$366,0000.06%
40VANGUARD INTL EQUITY INDEX F9220427422,605$359,0000.06%
41SPDR GOLD TRGLD920$327,0000.05%
42ALPHABET INCGOOG1,331$324,0000.05%
43BARCLAYS BANK PLCVXZ8,716$309,0000.05%
44ISHARES TR4642881743,595$264,0000.04%
45JUMIA TECHNOLOGIES AGJMIA19,342$225,0000.04%
46GINKGO BIOWORKS HLDG CLASS ADNABW15,165$221,0000.04%
47WALMART INCWMT2,063$213,0000.04%
48ISHARES MSCI EAFE ETF4642874652,207$206,0000.03%
49SELECT SECTOR SPDR TR81369Y5062,256$202,0000.03%