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The Analysis of Boston Standard Wealth Management, LLC's Holdings & P&L

Currently, Boston Standard Wealth Management, LLC holds 56 types of securities in its portfolio with a total value $610.9M. In the most recent quarter, they have increased their positions in VCRB (+149.7K shares, valued at $11.5M), BIL (+100.6K shares, valued at $9.2M), IAGG (+25.9K shares, valued at $1.3M); decreased their positions in BND (-123.1K shares, valued at $9.0M), SPDW (-31.8K shares, valued at $1.5M), VTI (-1.7K shares, valued at $538.3K); initiated new positions in VCRB (+149.7K shares, valued at $11.5M), BIL (+100.6K shares, valued at $9.2M), SLV (+3.4K shares, valued at $229.8K).

1M P&L

+18.4M+2.88%

3M P&L

+23.4M+3.69%

HY P&L

+50.5M+8.31%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A590.0M

97.1%

2Semiconductors14.7M

2.4%

3Consumer Electronics791.1K

0.1%

Top Industries by Stock Count

1N/A42 stocks

80.8%

2Internet Retail2 stocks

3.8%

3Semiconductors2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS668.1K shares-0.25%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS797.8K shares-13.37%2026-03-312026-04-20

SPDW SPDR INDEX SHS FDS959.8K shares-3.21%2026-03-312026-04-20

IAGG ISHARES TR813.1K shares3.29%2026-03-312026-04-20

SPTM SPDR INDEX SHS FDS336.2K shares0.88%2026-03-312026-04-20

SPTS SPDR SERIES TRUST853.0K shares3.42%2026-03-312026-04-20

MUB ISHARES TR212.5K shares1.06%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F292.1K shares-1.87%2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F387.4K shares-1.79%2026-03-312026-04-20

SPSM SPDR SERIES TRUST386.8K shares0.04%2026-03-312026-04-20

REET ISHARES TR676.3K shares1.75%2026-03-312026-04-20

NVDA NVIDIA CORPORATION81.2K shares-0.06%2026-03-312026-04-20

VCRB VANGUARD MALVERN FDS149.7K sharesnew addition2026-03-312026-04-20

BIL SPDR SERIES TRUST100.6K sharesnew addition2026-03-312026-04-20

ESGV VANGUARD WORLD FD79.2K shares0.06%2026-03-312026-04-20

VXF VANGUARD INDEX FDS36.8K shares0.07%2026-03-312026-04-20

Sponsored

VSS VANGUARD INTL EQUITY INDEX F45.6K shares-3.37%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F105.7K shares4.25%2026-03-312026-04-20

SPEM SPDR INDEX SHS FDS71.8K shares-2.20%2026-03-312026-04-20

VSGX VANGUARD WORLD FD43.2K shares-3.29%2026-03-312026-04-20

NUBD NUSHARES ETF TR134.2K shares1.58%2026-03-312026-04-20

VTIP VANGUARD MALVERN FDS58.7K shares5.00%2026-03-312026-04-20

SPSB SPDR SERIES TRUST97.1K shares5.05%2026-03-312026-04-20

SHM SPDR SERIES TRUST42.4K shares0.54%2026-03-312026-04-20

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T41.5K shares-6.27%2026-03-312026-04-20

DSI ISHARES TR11.3K shares0.26%2026-03-312026-04-20

BCI ABRDN ETFS46.6K shares0.00%2026-03-312026-04-20

ESML ISHARES TR19.0K shares0.26%2026-03-312026-04-20

IXUS ISHARES TR9.5K shares0.00%2026-03-312026-04-20

AAPL APPLE INC3.1K shares-1.64%2026-03-312026-04-20

AOA ISHARES TR8.4K shares-6.58%2026-03-312026-04-20

ESGE ISHARES TR16.3K shares-4.26%2026-03-312026-04-20

Sponsored

BA BOEING CO3.5K shares0.00%2026-03-312026-04-20

MSFT MICROSOFT CORP1.5K shares2.21%2026-03-312026-04-20

SPY SPDR S&P 500 ETF TR827 shares0.24%2026-03-312026-04-20

DJP BARCLAYS BANK PLC8.7K shares0.00%2026-03-312026-04-20

GLD SPDR GOLD TR946 shares0.00%2026-03-312026-04-20

AMZN AMAZON COM INC1.9K shares5.45%2026-03-312026-04-20

NYF ISHARES TR7.4K shares0.50%2026-03-312026-04-20

GWX SPDR INDEX SHS FDS8.9K shares-2.30%2026-03-312026-04-20

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares0.36%2026-03-312026-04-20

AOR ISHARES TR5.8K shares-7.56%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS7.8K shares11.17%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC1.0K shares0.00%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.2K shares-9.32%2026-03-312026-04-20

VT VANGUARD INTL EQUITY INDEX F2.5K shares-2.57%2026-03-312026-04-20

BROADCOM INC BROADCOM INC1.0K shares26.89%2026-03-312026-04-20

XLE SELECT SECTOR SPDR TR5.1K shares12.95%2026-03-312026-04-20

Sponsored

WOOD ISHARES TR3.7K shares0.00%2026-03-312026-04-20

WMT WALMART INC2.1K shares0.00%2026-03-312026-04-20

SLV ISHARES SILVER TR3.4K sharesnew addition2026-03-312026-04-20

HAS HASBRO INC2.5K shares0.00%2026-03-312026-04-20

EFA ISHARES TR2.2K shares0.00%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS3.1K sharesnew addition2026-03-312026-04-20

JMIA JUMIA TECHNOLOGIES AG20.9K shares9.43%2026-03-312026-04-20

DNA GINKGO BIOWORKS HOLDINGS INC15.2K sharesnew addition2026-03-312026-04-20

Sponsored

VTI

VANGUARD INDEX FDS

-0.25%

Shares668.1K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

-13.37%

Shares797.8K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR INDEX SHS FDS

-3.21%

Shares959.8K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

3.29%

Shares813.1K

Event2026-03-31

Filed2026-04-20

SPTM

SPDR INDEX SHS FDS

0.88%

Shares336.2K

Event2026-03-31

Filed2026-04-20

SPTS

SPDR SERIES TRUST

3.42%

Shares853.0K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

1.06%

Shares212.5K

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD INTL EQUITY INDEX F

-1.87%

Shares292.1K

Event2026-03-31

Filed2026-04-20

VWO

VANGUARD INTL EQUITY INDEX F

-1.79%

Shares387.4K

Event2026-03-31

Filed2026-04-20

SPSM

SPDR SERIES TRUST

0.04%

Shares386.8K

Event2026-03-31

Filed2026-04-20

REET

ISHARES TR

1.75%

Shares676.3K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.06%

Shares81.2K

Event2026-03-31

Filed2026-04-20

VCRB

VANGUARD MALVERN FDS

New

Shares149.7K

Event2026-03-31

Filed2026-04-20

BIL

SPDR SERIES TRUST

New

Shares100.6K

Event2026-03-31

Filed2026-04-20

ESGV

VANGUARD WORLD FD

0.06%

Shares79.2K

Event2026-03-31

Filed2026-04-20

VXF

VANGUARD INDEX FDS

0.07%

Shares36.8K

Event2026-03-31

Filed2026-04-20

VSS

VANGUARD INTL EQUITY INDEX F

-3.37%

Shares45.6K

Event2026-03-31

Filed2026-04-20

JMUB

J P MORGAN EXCHANGE TRADED F

4.25%

Shares105.7K

Event2026-03-31

Filed2026-04-20

SPEM

SPDR INDEX SHS FDS

-2.20%

Shares71.8K

Event2026-03-31

Filed2026-04-20

VSGX

VANGUARD WORLD FD

-3.29%

Shares43.2K

Event2026-03-31

Filed2026-04-20

NUBD

NUSHARES ETF TR

1.58%

Shares134.2K

Event2026-03-31

Filed2026-04-20

VTIP

VANGUARD MALVERN FDS

5.00%

Shares58.7K

Event2026-03-31

Filed2026-04-20

SPSB

SPDR SERIES TRUST

5.05%

Shares97.1K

Event2026-03-31

Filed2026-04-20

SHM

SPDR SERIES TRUST

0.54%

Shares42.4K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

-6.27%

Shares41.5K

Event2026-03-31

Filed2026-04-20

DSI

ISHARES TR

0.26%

Shares11.3K

Event2026-03-31

Filed2026-04-20

BCI

ABRDN ETFS

0.00%

Shares46.6K

Event2026-03-31

Filed2026-04-20

ESML

ISHARES TR

0.26%

Shares19.0K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-1.64%

Shares3.1K

Event2026-03-31

Filed2026-04-20

AOA

ISHARES TR

-6.58%

Shares8.4K

Event2026-03-31

Filed2026-04-20

ESGE

ISHARES TR

-4.26%

Shares16.3K

Event2026-03-31

Filed2026-04-20

BOEING CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

2.21%

Shares1.5K

Event2026-03-31

Filed2026-04-20

SPY

SPDR S&P 500 ETF TR

0.24%

Shares827

Event2026-03-31

Filed2026-04-20

DJP

BARCLAYS BANK PLC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

0.00%

Shares946

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

5.45%

Shares1.9K

Event2026-03-31

Filed2026-04-20

NYF

ISHARES TR

0.50%

Shares7.4K

Event2026-03-31

Filed2026-04-20

GWX

SPDR INDEX SHS FDS

-2.30%

Shares8.9K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

0.36%

Shares2.0K

Event2026-03-31

Filed2026-04-20

AOR

ISHARES TR

-7.56%

Shares5.8K

Event2026-03-31

Filed2026-04-20

BNDX

VANGUARD CHARLOTTE FDS

11.17%

Shares7.8K

Event2026-03-31

Filed2026-04-20

MICRON TECHNOLOGY INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-9.32%

Shares1.2K

Event2026-03-31

Filed2026-04-20

VANGUARD INTL EQUITY INDEX F

-2.57%

Shares2.5K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

26.89%

Shares1.0K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

12.95%

Shares5.1K

Event2026-03-31

Filed2026-04-20

WOOD

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-20

SLV

ISHARES SILVER TR

New

Shares3.4K

Event2026-03-31

Filed2026-04-20

HAS

HASBRO INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.1K

Event2026-03-31

Filed2026-04-20

JMIA

JUMIA TECHNOLOGIES AG

9.43%

Shares20.9K

Event2026-03-31

Filed2026-04-20

DNA

GINKGO BIOWORKS HOLDINGS INC

New

Shares15.2K

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available