13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2019-12-31, filed 2020-01-06, with 31 holding rows worth $223,935,000.
- Accession
- 0001630939-20-000003
- Filer
- CIK 1630939
- Filed
- 2020-01-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2019
A holdings report, 31 entries on the cover page, a total value of $223,935,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $223,935,000 with VALUE read as dollars, detected, 13F file number 028-16355. The quarter's positions are built on this report. The resolved quarter.
The 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 | 1,797,697 | $71,656,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 877,551 | $25,782,000 | dollars, detected | |
| SPDW | 78463X889 | COM | 688,539 | $21,586,000 | dollars, detected | |
| VTI | 922908769 | COM | 108,930 | $17,823,000 | dollars, detected | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 298,413 | $16,350,000 | dollars, detected | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 350,329 | $10,496,000 | dollars, detected | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 278,575 | $9,090,000 | dollars, detected | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 230,186 | $8,653,000 | dollars, detected | |
| iShares Global REIT ETF | 46434V647 | SHS | 283,652 | $7,834,000 | dollars, detected | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 65,614 | $7,474,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 94,395 | $5,074,000 | dollars, detected | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 54,839 | $3,674,000 | dollars, detected | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 47,898 | $2,710,000 | dollars, detected | |
| Vanguard Extended Market ETF | 922908652 | SHS | 17,636 | $2,222,000 | dollars, detected | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 51,604 | $1,644,000 | dollars, detected | |
| VWO | 922042858 | SHS | 34,369 | $1,528,000 | dollars, detected | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 28,006 | $1,375,000 | dollars, detected | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 52,238 | $1,335,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 34,034 | $1,050,000 | dollars, detected | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 19,310 | $1,032,000 | dollars, detected | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 10,810 | $988,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 7,270 | $808,000 | dollars, detected | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 31,298 | $710,000 | dollars, detected | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 4,718 | $567,000 | dollars, detected | |
| ISHARES TR | 46432F834 | COM | 7,597 | $470,000 | dollars, detected | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 7,089 | $411,000 | dollars, detected | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,101 | $345,000 | dollars, detected | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 2,521 | $345,000 | dollars, detected | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 4,167 | $338,000 | dollars, detected | |
| Apple Inc | 037833100 | COM | 978 | $287,000 | dollars, detected | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 5,809 | $278,000 | dollars, detected |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-20-000003 | this filing | 2020-01-06 | acceptance time not in the bulk data set |