The Analysis of Boston Standard Wealth Management, LLC's Holdings
Currently, Boston Standard Wealth Management, LLC holds 51 types of securities in its portfolio with a total value $605.8M. In the most recent quarter, they have increased their positions in BND (+33.0K shares, valued at $2.4M), IAGG (+48.6K shares, valued at $2.4M), SPTS (+39.6K shares, valued at $1.2M); decreased their positions in SPTM (-9.2K shares, valued at $756.0K), ESGV (-2.0K shares, valued at $247.5K), VSGX (-574 shares, valued at $41.1K); initiated new positions in BA (+3.5K shares, valued at $764.9K), MU (+1.0K shares, valued at $285.4K), N/A (+807 shares, valued at $279.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS669.7K shares0.46%2025-12-312026-01-07
BND VANGUARD BD INDEX FDS920.9K shares3.71%2025-12-312026-01-07 SPDW SPDR INDEX SHS FDS991.6K shares1.13%2025-12-312026-01-07 IAGG ISHARES TR787.2K shares6.58%2025-12-312026-01-07 SPTM SPDR SERIES TRUST333.2K shares-2.68%2025-12-312026-01-07 SPTS SPDR SERIES TRUST824.8K shares5.04%2025-12-312026-01-07 MUB ISHARES TR210.2K shares3.62%2025-12-312026-01-07 VEU VANGUARD INTL EQUITY INDEX F297.7K shares0.96%2025-12-312026-01-07 VWO VANGUARD INTL EQUITY INDEX F394.4K shares1.76%2025-12-312026-01-07 SPSM SPDR SERIES TRUST386.7K shares2.77%2025-12-312026-01-07 REET ISHARES TR664.6K shares4.93%2025-12-312026-01-07 NVDA NVIDIA CORPORATION81.2K shares-0.07%2025-12-312026-01-07 ESGV VANGUARD WORLD FD79.1K shares-2.52%2025-12-312026-01-07 VXF VANGUARD INDEX FDS36.7K shares2.62%2025-12-312026-01-07 VSS VANGUARD INTL EQUITY INDEX F47.2K shares3.69%2025-12-312026-01-07 JMUB J P MORGAN EXCHANGE TRADED F101.4K shares5.84%2025-12-312026-01-07 SPEM SPDR INDEX SHS FDS73.4K shares0.05%2025-12-312026-01-07 VSGX VANGUARD WORLD FD44.7K shares-1.27%2025-12-312026-01-07 NUBD NUSHARES ETF TR132.1K shares6.20%2025-12-312026-01-07 SPSB SPDR SERIES TRUST92.5K shares3.63%2025-12-312026-01-07 VTIP VANGUARD MALVERN FDS55.9K shares4.17%2025-12-312026-01-07 SHM SPDR SERIES TRUST42.2K shares1.16%2025-12-312026-01-07 DSI ISHARES TR11.3K shares0.28%2025-12-312026-01-07 BCI ABRDN ETFS46.6K shares16.40%2025-12-312026-01-07 ESML ISHARES TR19.0K shares-0.58%2025-12-312026-01-07 AAPL APPLE INC3.2K shares-1.34%2025-12-312026-01-07 AOA ISHARES TR9.0K shares4.17%2025-12-312026-01-07 IXUS ISHARES TR9.5K shares1.86%2025-12-312026-01-07 BA BOEING CO3.5K sharesnew addition2025-12-312026-01-07 ESGE ISHARES TR17.0K shares-2.19%2025-12-312026-01-07 MSFT MICROSOFT CORP1.5K shares-2.61%2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR825 shares1.60%2025-12-312026-01-07 ALPHABET INC ALPHABET INC1.3K shares0.00%2025-12-312026-01-07 AMZN AMAZON COM INC1.8K shares7.93%2025-12-312026-01-07 AOR ISHARES TR6.3K shares-6.31%2025-12-312026-01-07 NYF ISHARES TR7.3K shares5.55%2025-12-312026-01-07 GLD SPDR GOLD TR946 shares2.83%2025-12-312026-01-07 GWX SPDR INDEX SHS FDS9.2K shares-8.55%2025-12-312026-01-07 VT VANGUARD INTL EQUITY INDEX F2.6K shares-0.04%2025-12-312026-01-07 BNDX VANGUARD CHARLOTTE FDS7.0K shares-8.53%2025-12-312026-01-07 DJP BARCLAYS BANK PLC8.7K shares0.00%2025-12-312026-01-07 MU MICRON TECHNOLOGY INC1.0K sharesnew addition2025-12-312026-01-07 BROADCOM INC BROADCOM INC807 sharesnew addition2025-12-312026-01-07 WOOD ISHARES TR3.7K shares3.78%2025-12-312026-01-07 JMIA JUMIA TECHNOLOGIES AG19.1K shares-1.29%2025-12-312026-01-07 WMT WALMART INC2.1K shares0.00%2025-12-312026-01-07 EFA ISHARES TR2.2K shares1.40%2025-12-312026-01-07 HAS HASBRO INC2.5K sharesnew addition2025-12-312026-01-07 XLE SELECT SECTOR SPDR TR4.5K shares99.96%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available