Boston Standard Wealth Management, LLC
CIK Number: 0001630939
Main Sectors:
Top Industries:
Filing Date: Apr 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 320.51 | +0.30% | 642.75K | -2.97% | 171.94M | 193.04 | 37.80% | Share |
| 2 | BND | Vanguard Total ... | 74.51 | +0.32% | 725.67K | -11.1% | 52.28M | 73.95 | 11.49% | Share |
| 3 | SPDW | SPDR Portfolio ... | 42.33 | +0.95% | 941.38K | -5.69% | 33.02M | 31.12 | 7.26% | Share |
| 4 | IAGG | iShares Core In... | 51.30 | +0.09% | 594.56K | -13.87% | 29.68M | 52.2 | 6.52% | Share |
| 5 | SPTM | SPDR Portfolio ... | 78.76 | +0.22% | 360.96K | +3.72% | 23.95M | 40.02 | 5.26% | Share |
| 6 | SPTS | SPDR Portfolio ... | 29.32 | +0.07% | 724.69K | -0.27% | 20.92M | 29.85 | 4.60% | Share |
| 7 | MUB | iShares Nationa... | 105.84 | +0.56% | 185.52K | -11.75% | 19.77M | 109.33 | 4.35% | Share |
| 8 | VWO | Vanguard Emergi... | 52.48 | +0.98% | 366.72K | -6.85% | 16.05M | 43.88 | 3.53% | Share |
| 9 | VEU | Vanguard FTSE A... | 70.39 | +0.93% | 259.21K | -6.56% | 15.2M | 54.22 | 3.34% | Share |
| 10 | SPSM | SPDR Portfolio ... | 46.36 | -0.11% | 335.83K | -5.23% | 13.95M | 34.32 | 3.07% | Share |
| 11 | REET | iShares Global ... | 25.57 | -0.12% | 551.16K | -6.49% | 12.81M | 24.18 | 2.82% | Share |
| 12 | ESGV | Vanguard ESG U.... | 115.75 | +0.38% | 65.84K | -0.71% | 6.36M | 104.89 | 1.40% | Share |
| 13 | VXF | Vanguard Extend... | 208.76 | +0.47% | 29.84K | -8.21% | 5.04M | 134.87 | 1.11% | Share |
| 14 | VSS | Vanguard FTSE A... | 142.27 | +0.99% | 36.72K | -13.86% | 4.32M | 106.84 | 0.95% | Share |
| 15 | BIL | SPDR Bloomberg ... | 91.55 | +0.02% | 36.83K | +27.24% | 3.38M | 91.62 | 0.74% | Share |
| 16 | SPEM | SPDR Portfolio ... | 45.20 | +0.84% | 71.51K | -4.07% | 2.69M | 35.12 | 0.59% | Share |
| 17 | VTIP | Vanguard Short-... | 50.74 | +0.04% | 54.08K | -0.03% | 2.63M | 51.02 | 0.58% | Share |
| 18 | SPSB | SPDR Portfolio ... | 30.25 | +0.02% | 73.21K | -8.28% | 2.17M | 30.29 | 0.48% | Share |
| 19 | VSGX | Vanguard ESG In... | 68.65 | +0.96% | 36.17K | -4.54% | 2.07M | 53.96 | 0.46% | Share |
| 20 | NUBD | Nuveen ESG U.S.... | 22.49 | +0.29% | 87.86K | -8.63% | 1.92M | 24.46 | 0.42% | Share |
| 21 | SHM | SPDR Nuveen Blo... | 48.37 | +0.14% | 37.92K | -8.53% | 1.79M | 47.8 | 0.39% | Share |
| 22 | PRFZ | Invesco FTSE RA... | 45.20 | +0.24% | 41.25K | -2.51% | 1.57M | 33.92 | 0.35% | Share |
| 23 | DSI | iShares MSCI KL... | 121.46 | +0.23% | 14.85K | -2.53% | 1.54M | 66.09 | 0.34% | Share |
| 24 | DM | Desktop Metal, ... | 4.96 | +1.02% | 206.08K | 0.00% | 851K | 4.07 | 0.19% | Share |
| 25 | AAPL | Apple Inc. | 237.88 | -0.76% | 4K | +10.01% | 843K | 91.85 | 0.19% | Share |
| 26 | WOOD | iShares Global ... | 76.05 | +0.01% | 10.12K | +170.60% | 793K | 73.76 | 0.17% | Share |
| 27 | IXUS | iShares Core MS... | 81.08 | +0.90% | 9.45K | +2.72% | 638K | 54.22 | 0.14% | Share |
| 28 | BCI | abrdn Bloomberg... | 21.15 | +0.76% | 30.91K | -22.81% | 628K | 21.47 | 0.14% | Share |
| 29 | MSFT | Microsoft Corpo... | 498.20 | +0.65% | 1.37K | -8.9% | 613K | 232.09 | 0.13% | Share |
| 30 | AOA | iShares Core Ag... | 86.46 | +0.45% | 7.13K | -1.78% | 533K | 51.98 | 0.12% | Share |
| 31 | ESML | iShares ESG Awa... | 45.05 | +0.22% | 13.15K | -3.66% | 506K | 30.9 | 0.11% | Share |
| 32 | ESGE | iShares ESG Awa... | 41.30 | +0.76% | 14.05K | -5.26% | 471K | 36.05 | 0.10% | Share |
| 33 | NVDA | NVIDIA Corporat... | 168.31 | +0.77% | 3.16K | -97.34% | 391K | 120.75 | 0.09% | Share |
| 34 | SPY | SPDR S&P 500 ET... | 648.84 | +0.25% | 704 | -12.55% | 383K | 455.28 | 0.08% | Share |
| 35 | AOR | iShares Core 60... | 63.45 | +0.36% | 6.72K | -7.4% | 378K | 48.3 | 0.08% | Share |
| 36 | NYF | iShares New Yor... | 52.88 | +0.66% | 6.37K | -2.51% | 340K | 51.16 | 0.07% | Share |
| 37 | GWX | SPDR S&P Intern... | 39.87 | +1.08% | 10.2K | -0.99% | 324K | 32.45 | 0.07% | Share |
| 38 | VT | Vanguard Total ... | 135.11 | +0.54% | 2.78K | +4.09% | 313K | 98.18 | 0.07% | Share |
| 39 | GOOG | Alphabet Inc. | 234.16 | -0.43% | 1.47K | +0.14% | 269K | 156.8 | 0.06% | Share |
| 40 | ACN | Accenture plc | 255.61 | +0.26% | 840 | -2.55% | 255K | 337.19 | 0.06% | Share |
| 41 | DJP | iPath Bloomberg... | 34.69 | +0.84% | 7.24K | -16.92% | 232K | 30.85 | 0.05% | Share |
| 42 | AMZN | Amazon.com, Inc... | 235.84 | +1.51% | 1.07K | -15.24% | 206K | 197.01 | 0.05% | Share |
| 43 | XLE | Energy Select S... | 87.18 | -0.21% | 2.26K | +100.00% | 206K | 93.45 | 0.05% | Share |
| 44 | BNDX | Vanguard Total ... | 49.44 | +0.08% | 4.21K | -38.41% | 205K | 51.16 | 0.05% | Share |
| 45 | DNA | Ginkgo Bioworks... | 11.19 | +0.36% | 606.63K | +100.00% | 203K | 0.33463 | 0.04% | Share |
| 46 | RSP | Invesco S&P 500... | 188.38 | -0.03% | 1.22K | -28.5% | 201K | 171.29 | 0.04% | Share |
| 47 | JMIA | Jumia Technolog... | 9.39 | +5.98% | 10.74K | -46.82% | 75K | 6.3 | 0.02% | Share |