13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-10-13, with 37 holding rows worth $297,622,000.
- Accession
- 0001630939-22-000005
- Filer
- CIK 1630939
- Filed
- 2022-10-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 38 entries on the cover page, a total value of $297,622,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $297,622,000 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 |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 556,757 | $99,921,000 | dollars, detected | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 487,040 | $34,741,000 | dollars, detected | |
| SPDW | 78463X889 | COM | 910,706 | $23,496,000 | dollars, detected | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 472,156 | $22,817,000 | dollars, detected | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 331,946 | $14,642,000 | dollars, detected | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 504,924 | $14,597,000 | dollars, detected | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 112,007 | $11,490,000 | dollars, detected | |
| VWO | 922042858 | SHS | 279,667 | $10,205,000 | dollars, detected | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 288,339 | $9,821,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 211,480 | $9,381,000 | dollars, detected | |
| iShares Global REIT ETF | 46434V647 | SHS | 424,408 | $9,027,000 | dollars, detected | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 113,397 | $5,456,000 | dollars, detected | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 80,829 | $5,085,000 | dollars, detected | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 71,741 | $4,694,000 | dollars, detected | |
| Vanguard Extended Market ETF | 922908652 | SHS | 26,111 | $3,319,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 31,178 | $2,894,000 | dollars, detected | |
| GINKGO BIOWORKS HOLDINGS INC | 37611X100 | CL A SHS | 606,634 | $1,893,000 | dollars, detected | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 58,950 | $1,830,000 | dollars, detected | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 84,021 | $1,819,000 | dollars, detected | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 41,071 | $1,784,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 57,062 | $1,667,000 | dollars, detected | |
| Apple Inc | 037833100 | COM | 8,708 | $1,203,000 | dollars, detected | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 17,673 | $815,000 | dollars, detected | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 11,368 | $761,000 | dollars, detected | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 3,612 | $526,000 | dollars, detected | |
| Microsoft Corp | 594918104 | COM | 2,088 | $486,000 | dollars, detected | |
| ISHARES TR | 46432F834 | COM | 9,374 | $477,000 | dollars, detected | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 15,375 | $472,000 | dollars, detected | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 6,726 | $373,000 | dollars, detected | |
| ISHARES INC | 46434G863 | COM | 11,953 | $331,000 | dollars, detected | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,169 | $294,000 | dollars, detected | |
| Accenture Plc Class A | G1151C101 | COM | 1,075 | $277,000 | dollars, detected | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 3,381 | $267,000 | dollars, detected | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 5,344 | $239,000 | dollars, detected | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,171 | $223,000 | dollars, detected | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 7,688 | $200,000 | dollars, detected | |
| COMPUTE HEALTH ACQUISITIN CO | 204833206 | UNIT 99/99/9999 | 10,000 | $99,000 | dollars, detected |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-22-000005 | this filing | 2022-10-13 | acceptance time not in the bulk data set |