Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2024) About Boston Standard Wealth Management, LLCInvestment ActivityBoston Standard Wealth Management, LLC has $513.64 million in total holdings as of September 30, 2024.Boston Standard Wealth Management, LLC owns shares of 47 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 8.02% of the portfolio was purchased this quarter.About 2.53% of the portfolio was sold this quarter.This quarter, Boston Standard Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 33 stocks.Boston Standard Wealth Management, LLC sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $187,828,000Vanguard Total Bond Market ETF $57,989,000SPDR Portfolio Developed World ex-US ETF $36,300,000iShares Core International Aggregate Bond ETF $33,113,000SPDR Portfolio S&P 1500 Composite Stock Market ETF $25,270,000 Largest New Holdings this Quarter VANGUARD WORLD FD $6,845,000 HoldingSPDR Gold Shares $224,000 Holding Largest Purchases this Quarter NVIDIA 125,700 shares (about $15.26M)VANGUARD WORLD FD 67,336 shares (about $6.85M)Vanguard Total Stock Market ETF 20,576 shares (about $5.83M)Vanguard Total Bond Market ETF 46,373 shares (about $3.48M)iShares Core International Aggregate Bond ETF 44,442 shares (about $2.30M) Largest Sales this Quarter Ginkgo Bioworks 591,469 shares (about $4.84M)iShares Global Timber & Forestry ETF 5,930 shares (about $511.52K)SPDR Portfolio Short Term Treasury ETF 17,062 shares (about $501.78K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 4,460 shares (about $409.44K)Vanguard Short-Term Inflation-Protected Securities ETF 1,626 shares (about $80.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoston Standard Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$187,828,000$5,826,302 ▲3.2%663,32836.6%ETFBNDVanguard Total Bond Market ETF$57,989,000$3,483,105 ▲6.4%772,04811.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$36,300,000$941,852 ▲2.7%966,4567.1%ETFIAGGiShares Core International Aggregate Bond ETF$33,113,000$2,302,971 ▲7.5%639,0046.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$25,270,000$18,636 ▼-0.1%360,6944.9%ETFMUBiShares National Muni Bond ETF$21,329,000$1,175,928 ▲5.8%196,3444.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$20,811,000$501,782 ▼-2.4%707,6324.1%ETFVWOVanguard FTSE Emerging Markets ETF$18,460,000$912,552 ▲5.2%385,7873.6%ETFVEUVanguard FTSE All-World ex-US ETF$17,258,000$927,448 ▲5.7%273,9293.4%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$16,006,000$723,170 ▲4.7%351,7173.1%ETFNVDANVIDIA$15,649,000$15,264,770 ▲3,972.8%128,8643.0%Computer and TechnologyREETiShares Global REIT ETF$15,434,000$723,187 ▲4.9%578,2523.0%ETFVANGUARD WORLD FD$6,845,000$6,845,000 ▲New Holding67,3361.3%ESG US STK ETFVXFVanguard Extended Market ETF$5,998,000$568,318 ▲10.5%32,9601.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,118,000$492,593 ▲10.6%40,6351.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,015,000$63,078 ▲2.1%73,0350.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,972,000$409,437 ▼-12.1%32,3740.6%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,587,000$80,187 ▼-3.0%52,4580.5%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,303,000$86,618 ▲3.9%76,0680.4%ETFVSGXVanguard ESG International Stock ETF$2,290,000$65,685 ▲3.0%37,2340.4%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,055,000$60,145 ▲3.0%90,5100.4%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,831,000$5,584 ▲0.3%38,0390.4%FinancePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$1,767,000$52,857 ▲3.1%42,5230.3%ManufacturingDSIiShares MSCI KLD 400 Social ETF$1,653,000$37,103 ▲2.3%15,1920.3%ETFDESKTOP METAL INC$962,0000.0%206,0810.2%COM CL AAAPLApple$882,000$50,100 ▼-5.4%3,7850.2%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$686,0000.0%9,4470.1%ManufacturingMSFTMicrosoft$652,000$61,931 ▲10.5%1,5160.1%Computer and TechnologyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$632,0000.0%30,9120.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$570,000$20,072 ▲3.6%13,6310.1%ETFAOAiShares Core Aggressive Allocation ETF$562,000$947 ▼-0.2%7,1190.1%ETFESGEiShares ESG Aware MSCI EM ETF$530,000$17,856 ▲3.5%14,5440.1%ManufacturingSPYSPDR S&P 500 ETF Trust$405,000$1,147 ▲0.3%7060.1%FinanceAORiShares Core Growth Allocation ETF$401,000$2,727 ▲0.7%6,7630.1%ETFWOODiShares Global Timber & Forestry ETF$361,000$511,524 ▼-58.6%4,1850.1%ETFGWXSPDR S&P International Small Cap ETF$351,000$3,069 ▲0.9%10,2940.1%ETFNYFiShares New York Muni Bond ETF$346,000$326 ▲0.1%6,3730.1%ETFVTVanguard Total World Stock ETF$327,000$5,266 ▼-1.6%2,7320.1%ETFACNAccenture$305,000$7,784 ▲2.6%8620.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$295,000$76,256 ▲34.9%1,6480.1%ETFBNDXVanguard Total International Bond ETF$292,000$80,354 ▲38.0%5,8070.1%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$269,000$35,922 ▲15.4%8,3570.1%FinanceGOOGAlphabet$252,000$7,181 ▲2.9%1,5090.0%Computer and TechnologyAMZNAmazon.com$224,000$25,302 ▲12.7%1,2040.0%Retail/WholesaleGLDSPDR Gold Shares$224,000$224,000 ▲New Holding9200.0%FinanceDNAGinkgo Bioworks$124,000$4,836,278 ▼-97.5%15,1650.0%MedicalJMIAJumia Technologies$108,000$50,570 ▲88.1%20,2010.0%Retail/WholesaleESGVVanguard ESG US Stock ETF$0$6,362,000 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$206,000 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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