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

Currently, Boston Standard Wealth Management, LLC holds 59 types of securities in its portfolio with a total value $689.3M. In the most recent quarter, they have increased their positions in VCRB (+271.5K shares, valued at $20.9M), BIL (+172.3K shares, valued at $15.7M), IAGG (+36.2K shares, valued at $1.8M); decreased their positions in BND (-243.8K shares, valued at $17.8M), SPDW (-13.6K shares, valued at $680.4K), SPSM (-10.0K shares, valued at $579.5K); initiated new positions in FYX (+1.6K shares, valued at $232.7K), SCHG (+6.6K shares, valued at $227.2K), VGT (+1.8K shares, valued at $212.1K).

1M P&L

-3.5M-0.79%

3M P&L

+2.3M+0.52%

HY P&L

+9.4M+2.21%

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/A420.9M

95.4%

2Semiconductors16.6M

3.8%

3Aerospace & Defense763.5K

0.2%

Top Industries by Stock Count

1N/A45 stocks

80.4%

2Internet Retail2 stocks

3.6%

3Semiconductors2 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS667.3K shares-0.11%2026-06-302026-07-06

SPDW SPDR INDEX SHS FDS946.1K shares-1.42%2026-06-302026-07-06

IAGG ISHARES TR849.3K shares4.45%2026-06-302026-07-06

BND VANGUARD BD INDEX FDS554.0K shares-30.56%2026-06-302026-07-06

VCRB VANGUARD MALVERN FDS421.2K shares181.36%2026-06-302026-07-06

SPTM SPDR INDEX SHS FDS339.7K shares1.05%2026-06-302026-07-06

SPTS SPDR SERIES TRUST895.2K shares4.95%2026-06-302026-07-06

BIL SPDR SERIES TRUST272.9K shares171.25%2026-06-302026-07-06

Sponsored

VEU VANGUARD INTL EQUITY INDEX F297.0K shares1.66%2026-06-302026-07-06

MUB ISHARES TR225.7K shares6.25%2026-06-302026-07-06

VWO VANGUARD INTL EQUITY INDEX F382.8K shares-1.17%2026-06-302026-07-06

SPSM SPDR SERIES TRUST376.8K shares-2.59%2026-06-302026-07-06

REET ISHARES TR679.9K shares0.54%2026-06-302026-07-06

NVDA NVIDIA CORPORATION81.1K shares-0.04%2026-06-302026-07-06

ESGV VANGUARD WORLD FD79.9K shares0.98%2026-06-302026-07-06

VXF VANGUARD INDEX FDS36.4K shares-0.98%2026-06-302026-07-06

Sponsored

VSS VANGUARD INTL EQUITY INDEX F44.1K shares-3.33%2026-06-302026-07-06

JMUB J P MORGAN EXCHANGE TRADED F109.9K shares3.96%2026-06-302026-07-06

SPEM SPDR INDEX SHS FDS72.8K shares1.43%2026-06-302026-07-06

VSGX VANGUARD WORLD FD42.7K shares-1.08%2026-06-302026-07-06

NUBD NUSHARES ETF TR150.0K shares11.78%2026-06-302026-07-06

VTIP VANGUARD MALVERN FDS62.0K shares5.60%2026-06-302026-07-06

SPSB SPDR SERIES TRUST102.4K shares5.43%2026-06-302026-07-06

PRFZ INVESCO EXCHANGE TRADED FD T42.4K shares2.16%2026-06-302026-07-06

Sponsored

SHM SPDR SERIES TRUST42.4K shares-0.04%2026-06-302026-07-06

DSI ISHARES TR11.3K shares0.19%2026-06-302026-07-06

ESML ISHARES TR18.6K shares-2.07%2026-06-302026-07-06

BCI ABRDN ETFS46.6K shares0.00%2026-06-302026-07-06

IXUS ISHARES TR9.6K shares1.28%2026-06-302026-07-06

AOA ISHARES TR8.5K shares0.59%2026-06-302026-07-06

ESGE ISHARES TR15.4K shares-5.23%2026-06-302026-07-06

BA BOEING CO3.5K shares0.00%2026-06-302026-07-06

Sponsored

MU MICRON TECHNOLOGY INC700 shares-30.00%2026-06-302026-07-06

SPDR S&P 500 ETF TR SPDR S&P 500 ETF TR898 shares8.59%2026-06-302026-07-06

MSFT MICROSOFT CORP1.5K shares1.18%2026-06-302026-07-06

AAPL APPLE INC1.7K shares-46.08%2026-06-302026-07-06

AMZN AMAZON COM INC1.9K shares-1.48%2026-06-302026-07-06

BROADCOM INC BROADCOM INC1.2K shares19.04%2026-06-302026-07-06

GOOG ALPHABET INC1.2K shares2.24%2026-06-302026-07-06

VT VANGUARD INTL EQUITY INDEX F2.8K shares9.11%2026-06-302026-07-06

Sponsored

RSP INVESCO EXCHANGE TRADED FD T2.0K shares2.71%2026-06-302026-07-06

AOR ISHARES TR5.9K shares1.21%2026-06-302026-07-06

NYF ISHARES TR7.4K shares0.79%2026-06-302026-07-06

GWX SPDR INDEX SHS FDS9.0K shares0.12%2026-06-302026-07-06

DJP BARCLAYS BANK PLC8.7K shares0.00%2026-06-302026-07-06

GLD SPDR GOLD TR946 shares0.00%2026-06-302026-07-06

BNDX VANGUARD CHARLOTTE FDS6.3K shares-19.07%2026-06-302026-07-06

XLE SELECT SECTOR SPDR TR5.1K shares0.73%2026-06-302026-07-06

Sponsored

VEA VANGUARD TAX-MANAGED FDS3.6K shares15.17%2026-06-302026-07-06

WOOD ISHARES TR3.8K shares0.91%2026-06-302026-07-06

EFA ISHARES TR2.4K shares6.88%2026-06-302026-07-06

FYX FIRST TR EXCHANGE-TRADED ALP1.6K sharesnew addition2026-06-302026-07-06

SCHG SCHWAB STRATEGIC TR6.6K sharesnew addition2026-06-302026-07-06

WMT WALMART INC2.1K shares0.00%2026-06-302026-07-06

VGT VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-07-06

FNX FIRST TR EXCHANGE-TRADED ALP1.4K sharesnew addition2026-06-302026-07-06

Sponsored

HAS HASBRO INC2.5K shares0.36%2026-06-302026-07-06

DNA GINKGO BIOWORKS HOLDINGS INC15.2K shares0.00%2026-06-302026-07-06

JMIA JUMIA TECHNOLOGIES AG21.1K shares0.92%2026-06-302026-07-06

VANGUARD INDEX FDS

-0.11%

Shares667.3K

Event2026-06-30

Filed2026-07-06

SPDW

SPDR INDEX SHS FDS

-1.42%

Shares946.1K

Event2026-06-30

Filed2026-07-06

IAGG

ISHARES TR

4.45%

Shares849.3K

Event2026-06-30

Filed2026-07-06

BND

VANGUARD BD INDEX FDS

-30.56%

Shares554.0K

Event2026-06-30

Filed2026-07-06

VCRB

VANGUARD MALVERN FDS

181.36%

Shares421.2K

Event2026-06-30

Filed2026-07-06

SPTM

SPDR INDEX SHS FDS

1.05%

Shares339.7K

Event2026-06-30

Filed2026-07-06

SPTS

SPDR SERIES TRUST

4.95%

Shares895.2K

Event2026-06-30

Filed2026-07-06

BIL

SPDR SERIES TRUST

171.25%

Shares272.9K

Event2026-06-30

Filed2026-07-06

VEU

VANGUARD INTL EQUITY INDEX F

1.66%

Shares297.0K

Event2026-06-30

Filed2026-07-06

MUB

ISHARES TR

6.25%

Shares225.7K

Event2026-06-30

Filed2026-07-06

VWO

VANGUARD INTL EQUITY INDEX F

-1.17%

Shares382.8K

Event2026-06-30

Filed2026-07-06

SPSM

SPDR SERIES TRUST

-2.59%

Shares376.8K

Event2026-06-30

Filed2026-07-06

REET

ISHARES TR

0.54%

Shares679.9K

Event2026-06-30

Filed2026-07-06

NVDA

NVIDIA CORPORATION

-0.04%

Shares81.1K

Event2026-06-30

Filed2026-07-06

ESGV

VANGUARD WORLD FD

0.98%

Shares79.9K

Event2026-06-30

Filed2026-07-06

VXF

VANGUARD INDEX FDS

-0.98%

Shares36.4K

Event2026-06-30

Filed2026-07-06

VSS

VANGUARD INTL EQUITY INDEX F

-3.33%

Shares44.1K

Event2026-06-30

Filed2026-07-06

JMUB

J P MORGAN EXCHANGE TRADED F

3.96%

Shares109.9K

Event2026-06-30

Filed2026-07-06

SPEM

SPDR INDEX SHS FDS

1.43%

Shares72.8K

Event2026-06-30

Filed2026-07-06

VSGX

VANGUARD WORLD FD

-1.08%

Shares42.7K

Event2026-06-30

Filed2026-07-06

NUBD

NUSHARES ETF TR

11.78%

Shares150.0K

Event2026-06-30

Filed2026-07-06

VTIP

VANGUARD MALVERN FDS

5.60%

Shares62.0K

Event2026-06-30

Filed2026-07-06

SPSB

SPDR SERIES TRUST

5.43%

Shares102.4K

Event2026-06-30

Filed2026-07-06

PRFZ

INVESCO EXCHANGE TRADED FD T

2.16%

Shares42.4K

Event2026-06-30

Filed2026-07-06

SHM

SPDR SERIES TRUST

-0.04%

Shares42.4K

Event2026-06-30

Filed2026-07-06

DSI

ISHARES TR

0.19%

Shares11.3K

Event2026-06-30

Filed2026-07-06

ESML

ISHARES TR

-2.07%

Shares18.6K

Event2026-06-30

Filed2026-07-06

BCI

ABRDN ETFS

0.00%

Shares46.6K

Event2026-06-30

Filed2026-07-06

IXUS

ISHARES TR

1.28%

Shares9.6K

Event2026-06-30

Filed2026-07-06

AOA

ISHARES TR

0.59%

Shares8.5K

Event2026-06-30

Filed2026-07-06

ESGE

ISHARES TR

-5.23%

Shares15.4K

Event2026-06-30

Filed2026-07-06

BOEING CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-06

MICRON TECHNOLOGY INC

-30.00%

Shares700

Event2026-06-30

Filed2026-07-06

SPDR S&P 500 ETF TR

8.59%

Shares898

Event2026-06-30

Filed2026-07-06

MSFT

MICROSOFT CORP

1.18%

Shares1.5K

Event2026-06-30

Filed2026-07-06

AAPL

APPLE INC

-46.08%

Shares1.7K

Event2026-06-30

Filed2026-07-06

AMZN

AMAZON COM INC

-1.48%

Shares1.9K

Event2026-06-30

Filed2026-07-06

BROADCOM INC

19.04%

Shares1.2K

Event2026-06-30

Filed2026-07-06

GOOG

ALPHABET INC

2.24%

Shares1.2K

Event2026-06-30

Filed2026-07-06

VANGUARD INTL EQUITY INDEX F

9.11%

Shares2.8K

Event2026-06-30

Filed2026-07-06

RSP

INVESCO EXCHANGE TRADED FD T

2.71%

Shares2.0K

Event2026-06-30

Filed2026-07-06

AOR

ISHARES TR

1.21%

Shares5.9K

Event2026-06-30

Filed2026-07-06

NYF

ISHARES TR

0.79%

Shares7.4K

Event2026-06-30

Filed2026-07-06

GWX

SPDR INDEX SHS FDS

0.12%

Shares9.0K

Event2026-06-30

Filed2026-07-06

DJP

BARCLAYS BANK PLC

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-06

GLD

SPDR GOLD TR

0.00%

Shares946

Event2026-06-30

Filed2026-07-06

BNDX

VANGUARD CHARLOTTE FDS

-19.07%

Shares6.3K

Event2026-06-30

Filed2026-07-06

XLE

SELECT SECTOR SPDR TR

0.73%

Shares5.1K

Event2026-06-30

Filed2026-07-06

VEA

VANGUARD TAX-MANAGED FDS

15.17%

Shares3.6K

Event2026-06-30

Filed2026-07-06

WOOD

ISHARES TR

0.91%

Shares3.8K

Event2026-06-30

Filed2026-07-06

EFA

ISHARES TR

6.88%

Shares2.4K

Event2026-06-30

Filed2026-07-06

FYX

FIRST TR EXCHANGE-TRADED ALP

New

Shares1.6K

Event2026-06-30

Filed2026-07-06

SCHG

SCHWAB STRATEGIC TR

New

Shares6.6K

Event2026-06-30

Filed2026-07-06

WMT

WALMART INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-06

VGT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-07-06

FNX

FIRST TR EXCHANGE-TRADED ALP

New

Shares1.4K

Event2026-06-30

Filed2026-07-06

HAS

HASBRO INC

0.36%

Shares2.5K

Event2026-06-30

Filed2026-07-06

DNA

GINKGO BIOWORKS HOLDINGS INC

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-06

JMIA

JUMIA TECHNOLOGIES AG

0.92%

Shares21.1K

Event2026-06-30

Filed2026-07-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available