13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2021-12-31, filed 2022-01-18, with 39 holding rows worth $358,573,000.
- Accession
- 0001630939-22-000002
- Filer
- CIK 1630939
- Filed
- 2022-01-18
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2021
A holdings report, 40 entries on the cover page, a total value of $358,573,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $358,573,400 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 |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 521,275 | $125,857,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 1,235,730 | $36,602,000 | dollars, detected | |
| SPDW | 78463X889 | COM | 805,010 | $29,367,000 | dollars, detected | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 480,212 | $26,186,000 | dollars, detected | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 339,239 | $19,829,000 | dollars, detected | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 5,706,945 | $17,366,000 | dollars, detected | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 110,488 | $12,848,000 | dollars, detected | |
| iShares Global REIT ETF | 46434V647 | SHS | 407,838 | $12,484,000 | dollars, detected | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 268,067 | $11,980,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 187,574 | $11,495,000 | dollars, detected | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 171,600 | $7,120,000 | dollars, detected | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 77,807 | $6,839,000 | dollars, detected | |
| VWO | 922042858 | SHS | 133,700 | $6,613,000 | dollars, detected | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 67,767 | $6,234,000 | dollars, detected | |
| Vanguard Extended Market ETF | 922908652 | SHS | 22,235 | $4,066,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 27,308 | $3,658,000 | dollars, detected | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 57,003 | $2,930,000 | dollars, detected | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 36,610 | $2,271,000 | dollars, detected | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 84,002 | $2,157,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 60,001 | $1,858,000 | dollars, detected | |
| Apple Inc | 037833100 | COM | 7,864 | $1,396,000 | dollars, detected | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 24,607 | $1,210,000 | dollars, detected | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 12,373 | $1,131,000 | dollars, detected | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 10,060 | $935,000 | dollars, detected | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 31,913 | $734,000 | dollars, detected | |
| Microsoft Corp | 594918104 | COM | 2,148 | $722,000 | dollars, detected | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 14,493 | $584,000 | dollars, detected | |
| ISHARES TR | 46432F834 | COM | 7,985 | $566,000 | dollars, detected | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 2,763 | $530,000 | dollars, detected | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 6,084 | $443,000 | dollars, detected | |
| ISHARES INC | 46434G863 | COM | 9,924 | $394,000 | dollars, detected | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 3,587 | $385,000 | dollars, detected | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,159 | $340,000 | dollars, detected | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 7,688 | $290,000 | dollars, detected | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 5,029 | $287,000 | dollars, detected | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 9,853 | $283,000 | dollars, detected | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 2,900 | $246,000 | dollars, detected | |
| TARGET CORP COM | 87612E106 | Stock | 1,030 | $238,000 | dollars, detected | |
| COMPUTE HEALTH ACQUISITIN CO | 204833107 | COM CL A | 10,000 | $99,400 | dollars, detected |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-22-000002 | this filing | 2022-01-18 | acceptance time not in the bulk data set |