13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2018-12-31, filed 2019-01-10, with 29 holding rows worth $168,073,000 by the sum of the rows.
- Accession
- 0001630939-19-000001
- Filer
- CIK 1630939
- Filed
- 2019-01-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2018
A holdings report, 29 entries on the cover page, a total value of $5,796,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $168,073,000 with VALUE read as dollars, detected, 13F file number 028-16355. The quarter's positions are built on this report. The resolved quarter.
The cover page states a total of $5,796,000, 97% less than the sum of the rows, $168,073,000. This page uses the sum of the rows.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 1,588,387 | $49,097,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 765,366 | $21,315,000 | dollars, detected | |
| SPDW | 78463X889 | COM | 633,127 | $16,746,000 | dollars, detected | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 264,254 | $13,797,000 | dollars, detected | |
| VTI | 922908769 | COM | 105,638 | $13,483,000 | dollars, detected | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 240,759 | $7,122,000 | dollars, detected | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 207,647 | $6,719,000 | dollars, detected | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 239,893 | $6,324,000 | dollars, detected | |
| iShares Global REIT ETF | 46434V647 | SHS | 258,517 | $6,054,000 | dollars, detected | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 53,112 | $5,791,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 96,550 | $4,401,000 | dollars, detected | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 103,176 | $3,133,000 | dollars, detected | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 43,677 | $2,495,000 | dollars, detected | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 17,735 | $1,649,000 | dollars, detected | |
| Vanguard Extended Market ETF | 922908652 | SHS | 16,490 | $1,646,000 | dollars, detected | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 50,450 | $1,409,000 | dollars, detected | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 27,260 | $1,310,000 | dollars, detected | |
| VWO | 922042858 | SHS | 32,940 | $1,255,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 30,759 | $927,000 | dollars, detected | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 22,115 | $475,000 | dollars, detected | |
| ISHARES TR | 46432F834 | COM | 7,361 | $387,000 | dollars, detected | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 264,254 | $386,000 | dollars, detected | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 17,674 | $375,000 | dollars, detected | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,614 | $359,000 | dollars, detected | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 3,035 | $345,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 3,195 | $302,000 | dollars, detected | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 4,203 | $275,000 | dollars, detected | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,358 | $266,000 | dollars, detected | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 6,454 | $230,000 | dollars, detected |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-19-000001 | this filing | 2019-01-10 | acceptance time not in the bulk data set |