13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-27, with 47 holding rows worth $514,624,000.
- Accession
- 0001630939-25-000003
- Filer
- CIK 1630939
- Filed
- 2025-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 48 entries on the cover page, a total value of $514,624,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $514,624,000 with VALUE read as dollars as filed, 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 | 662,446 | $191,983,000 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 816,301 | $58,700,000 | dollars as filed | |
| ISHARES TR | 46435G672 | CORE INTL AGGR | 690,338 | $34,462,000 | dollars as filed | |
| SPDW | 78463X889 | COM | 998,144 | $34,067,000 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 348,004 | $24,858,000 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 210,228 | $22,400,000 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 726,663 | $21,080,000 | dollars as filed | |
| VWO | 922042858 | SHS | 393,670 | $17,337,000 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 119,057 | $15,988,000 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 277,407 | $15,926,000 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 354,342 | $15,917,000 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 589,380 | $14,127,000 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 66,316 | $6,956,000 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 32,505 | $6,175,000 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 42,633 | $4,881,000 | dollars as filed | |
| SPDR Portfolio Emerging Markets ETF | 78463X509 | SHS | 74,539 | $2,860,000 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 28,948 | $2,647,000 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 54,098 | $2,619,000 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 79,819 | $2,383,000 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 37,885 | $2,148,000 | dollars as filed | |
| NUSHARES ETF TR | 67092P870 | NUVEEN ESG US | 96,156 | $2,094,000 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 41,458 | $1,965,000 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 42,315 | $1,761,000 | dollars as filed | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 15,237 | $1,680,000 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,636 | $911,000 | dollars as filed | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 40,047 | $791,000 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,506 | $635,000 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 9,197 | $608,000 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 13,651 | $574,000 | dollars as filed | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 7,260 | $556,000 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 14,835 | $495,000 | dollars as filed | |
| DESKTOP METAL INC | 25058X303 | COMMON STOCK | 206,081 | $482,000 | dollars as filed | |
| SPY | 78462F103 | SHS | 805 | $472,000 | dollars as filed | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 7,254 | $416,000 | dollars as filed | |
| ISHARES TR | 464288323 | NEW YORK MUN ETF | 6,531 | $348,000 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 6,834 | $335,000 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 6,627 | $332,000 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X871 | ST INTL CAP ETF | 10,306 | $319,000 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,667 | $313,000 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 862 | $303,000 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,709 | $300,000 | dollars as filed | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 3,738 | $285,000 | dollars as filed | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 8,716 | $280,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,464 | $279,000 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,260 | $276,000 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 920 | $223,000 | dollars as filed | |
| JUMIA TECHNOLOGIES AG SPONSORED ADS | 48138M105 | ADR | 20,201 | $77,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-25-000003 | this filing | 2025-01-27 | acceptance time not in the bulk data set |