Boston Standard Wealth Management, LLC Top Holdings and 13F Report (2025) About Boston Standard Wealth Management, LLCInvestment ActivityBoston Standard Wealth Management, LLC has $514.62 million in total holdings as of December 31, 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 3.55% of the portfolio was purchased this quarter.About 1.94% of the portfolio was sold this quarter.This quarter, Boston Standard Wealth Management, LLC has purchased 47 new stocks and bought additional shares in 29 stocks.Boston Standard Wealth Management, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $191,983,000Vanguard Total Bond Market ETF $58,700,000iShares Core International Aggregate Bond ETF $34,462,000SPDR Portfolio Developed World ex-US ETF $34,067,000SPDR Portfolio S&P 1500 Composite Stock Market ETF $24,858,000 Largest New Holdings this Quarter Vanguard ESG US Stock ETF $6,956,000 HoldingJPMorgan Municipal ETF $332,000 Holding Largest Purchases this Quarter Vanguard ESG US Stock ETF 66,316 shares (about $6.96M)Vanguard Total Bond Market ETF 44,253 shares (about $3.18M)iShares Core International Aggregate Bond ETF 51,334 shares (about $2.56M)iShares National Muni Bond ETF 13,884 shares (about $1.48M)SPDR Portfolio Developed World ex-US ETF 31,688 shares (about $1.08M) Largest Sales this Quarter NVIDIA 9,807 shares (about $1.32M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 12,690 shares (about $906.45K)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 3,426 shares (about $313.27K)Vanguard Total Stock Market ETF 882 shares (about $255.61K)Vanguard Extended Market ETF 455 shares (about $86.44K) 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$191,983,000$255,612 ▼-0.1%662,44637.3%ETFBNDVanguard Total Bond Market ETF$58,700,000$3,182,222 ▲5.7%816,30111.4%ETFIAGGiShares Core International Aggregate Bond ETF$34,462,000$2,562,618 ▲8.0%690,3386.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$34,067,000$1,081,522 ▲3.3%998,1446.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$24,858,000$906,449 ▼-3.5%348,0044.8%ETFMUBiShares National Muni Bond ETF$22,400,000$1,479,354 ▲7.1%210,2284.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$21,080,000$552,076 ▲2.7%726,6634.1%ETFVWOVanguard FTSE Emerging Markets ETF$17,337,000$347,163 ▲2.0%393,6703.4%ETFNVDANVIDIA$15,988,000$1,316,968 ▼-7.6%119,0573.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$15,926,000$199,673 ▲1.3%277,4073.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$15,917,000$117,915 ▲0.7%354,3423.1%ETFREETiShares Global REIT ETF$14,127,000$266,730 ▲1.9%589,3802.7%ETFESGVVanguard ESG US Stock ETF$6,956,000$6,956,000 ▲New Holding66,3161.4%ETFVXFVanguard Extended Market ETF$6,175,000$86,437 ▼-1.4%32,5051.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$4,881,000$228,749 ▲4.9%42,6330.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,860,000$57,707 ▲2.1%74,5390.6%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,647,000$313,273 ▼-10.6%28,9480.5%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,619,000$79,396 ▲3.1%54,0980.5%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,383,000$111,986 ▲4.9%79,8190.5%ETFVSGXVanguard ESG International Stock ETF$2,148,000$36,910 ▲1.7%37,8850.4%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,094,000$122,954 ▲6.2%96,1560.4%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$1,965,000$162,052 ▲9.0%41,4580.4%FinancePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$1,761,000$8,656 ▼-0.5%42,3150.3%ManufacturingDSIiShares MSCI KLD 400 Social ETF$1,680,000$4,962 ▲0.3%15,2370.3%ETFAAPLApple$911,000$37,332 ▼-3.9%3,6360.2%Computer and TechnologyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$791,000$180,433 ▲29.6%40,0470.2%ETFMSFTMicrosoft$635,000$4,216 ▼-0.7%1,5060.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$608,000$16,527 ▼-2.6%9,1970.1%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$574,000$841 ▲0.1%13,6510.1%ETFAOAiShares Core Aggressive Allocation ETF$556,000$10,798 ▲2.0%7,2600.1%ETFESGEiShares ESG Aware MSCI EM ETF$495,000$9,710 ▲2.0%14,8350.1%ManufacturingDESKTOP METAL INC$482,0000.0%206,0810.1%COM CL ASPYSPDR S&P 500 ETF Trust$472,000$58,047 ▲14.0%8050.1%FinanceAORiShares Core Growth Allocation ETF$416,000$28,158 ▲7.3%7,2540.1%ETFNYFiShares New York Muni Bond ETF$348,000$8,419 ▲2.5%6,5310.1%ETFBNDXVanguard Total International Bond ETF$335,000$50,343 ▲17.7%6,8340.1%ETFJMUBJPMorgan Municipal ETF$332,000$332,000 ▲New Holding6,6270.1%ETFGWXSPDR S&P International Small Cap ETF$319,000$371 ▲0.1%10,3060.1%ETFVTVanguard Total World Stock ETF$313,000$7,628 ▼-2.4%2,6670.1%ETFACNAccenture$303,0000.0%8620.1%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$300,000$10,708 ▲3.7%1,7090.1%ETFWOODiShares Global Timber & Forestry ETF$285,000$34,081 ▼-10.7%3,7380.1%ETFDJPiPath Bloomberg Commodity Index Total Return ETN$280,000$11,533 ▲4.3%8,7160.1%FinanceGOOGAlphabet$279,000$8,576 ▼-3.0%1,4640.1%Computer and TechnologyAMZNAmazon.com$276,000$12,267 ▲4.7%1,2600.1%Retail/WholesaleGLDSPDR Gold Shares$223,0000.0%9200.0%FinanceJMIAJumia Technologies$77,0000.0%20,2010.0%Retail/WholesaleVANGUARD WORLD FD$0$6,845,000 ▼-100.0%00.0%ESG US STK ETFDNAGinkgo Bioworks$0$124,000 ▼-100.0%00.0%MedicalShowing 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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