Boston Standard Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Boston Standard Wealth Management, LLC reported 46 stock positions worth $441.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.5% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.2%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.6%). Compared with Q4 2023, it opened 4 new positions, sold out of 1, added to 29 and reduced 10. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +0%) and the biggest sale iShares Global Timber & Fore (WOOD, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $441.6M (Q1 2024)
- SEC Filing
- 0001630939-24-000003 ↗ filed Apr 11, 2024
Holdings Value
Holdings 46 stocks · $441.6M
| VTI VG Morningstar TS MKT ETF-US | 37.53% | 637,689 | $165.7M | Add +0.0% |
| BND Vanguard Total Bond Market | 11.20% | 680,990 | $49.5M | Add +12.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.59% | 935,755 | $33.5M | Add +2.3% |
| IAGG iShares Intl Aggregate Bond | 6.42% | 567,348 | $28.3M | Add +9.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 5.25% | 361,445 | $23.2M | Add +5.8% |
| SPTS SS SPDR P St Term TSY ETF | 4.71% | 719,616 | $20.8M | Add +11.1% |
| MUB iShares National Muni Bond E | 4.24% | 173,925 | $18.7M | Add +15.6% |
| VWO Vanguard Ftse Emerging Marke | 3.42% | 361,647 | $15.1M | Add +7.4% |
| VEU Vanguard Ftse All-World Ex-U | 3.31% | 249,561 | $14.6M | Add +2.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.20% | 328,317 | $14.1M | Add +5.6% |
| REET iShares Global REIT ETF | 2.86% | 533,991 | $12.6M | Add +8.7% |
| ESGV Vanguard ESG US Stock ETF | 1.41% | 67,037 | $6.2M | Reduce -2.7% |
| VXF Vanguard Extended Market ETF | 1.16% | 29,333 | $5.1M | Reduce -4.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.95% | 35,976 | $4.2M | Add +3.4% |
| VTIP Vanguard Short-Term Tips | 0.63% | 57,945 | $2.8M | Reduce -24.8% |
| SPEM State Street SP PTF Em ETF | 0.57% | 70,016 | $2.5M | Add +7.5% |
| SPSB SS SPDR P St C Corp. ETF | 0.48% | 70,847 | $2.1M | Add +8.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.46% | 35,211 | $2.0M | Add +3.5% |
| SHM SS SPDR N Ice St Muni ETF | 0.41% | 38,288 | $1.8M | Add +16.1% |
| DESKTOP METAL INC | 0.41% | 2,060,825 | $1.8M | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.40% | 80,885 | $1.8M | Add +7.3% |
| WOOD iShares Global Timber & Fore | 0.39% | 20,507 | $1.7M | Reduce -71.5% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.36% | 40,902 | $1.6M | Add +17.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 16,166 | $1.5M | Reduce -60.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.33% | 14,647 | $1.5M | Add +11.1% |
| AAPL Apple Inc. | 0.18% | 4,521 | $775K | Reduce -2.5% |
| MSFT Microsoft Corp. | 0.16% | 1,720 | $724K | Reduce -9.3% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.16% | 606,634 | $704K | No change |
| IXUS iShares Core Intl Stock ETF | 0.14% | 9,305 | $631K | Add +1.6% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.14% | 30,912 | $611K | Add +3.9% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 7,222 | $531K | Reduce -2.7% |
| ESML iShares ESG Aware MSCI USA S | 0.12% | 13,041 | $525K | Add +3.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 13,613 | $439K | Add +10.4% |
| AOR iShares Core 60/40 Balanced | 0.09% | 6,980 | $389K | Add +24.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 702 | $367K | Add +10.2% |
| NYF iShares New York Muni Bond E | 0.08% | 6,360 | $342K | Add +3.2% |
| GWX State Street SPDR S&P Intern | 0.07% | 10,193 | $331K | Add +7.9% |
| VT Vanguard Tot World STK ETF | 0.07% | 2,762 | $305K | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.07% | 840 | $291K | Add +14.9% |
| NVDA Nvidia Corp. | 0.06% | 289 | $261K | New |
| GOOG Alphabet Inc. Class C | 0.06% | 1,665 | $254K | New |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 7,241 | $225K | Add +0.7% |
| XLE SS Energy Select Sector | 0.05% | 2,256 | $213K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 4,276 | $210K | Reduce -49.9% |
| TGT Target Corp. | 0.05% | 1,170 | $207K | New |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,219 | $206K | New |
Portfolio Sells Q4 2023 → Q1 2024
| WOOD iShares Global Timber & Fore | Reduce -71.5% | 0.39% | −1.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -60.6% | 0.34% | −0.66 |
| VTIP Vanguard Short-Term Tips | Reduce -24.8% | 0.63% | −0.33 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.11 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -49.9% | 0.05% | −0.06 |
| AAPL Apple Inc. | Reduce -2.5% | 0.18% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -2.7% | 0.12% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -2.3% | 0.07% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -4.7% | 1.16% | +0.00 |
| MSFT Microsoft Corp. | Reduce -9.3% | 0.16% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.7% | 1.41% | +0.05 |
Portfolio Buys Q4 2023 → Q1 2024
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 37.53% | +1.78 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +5.8% | 5.25% | +0.52 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +5.6% | 3.20% | +0.17 |
| MUB iShares National Muni Bond E | Add +15.6% | 4.24% | +0.16 |
| REET iShares Global REIT ETF | Add +8.7% | 2.86% | +0.12 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.3% | 7.59% | +0.11 |
| BND Vanguard Total Bond Market | Add +12.9% | 11.20% | +0.09 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +17.7% | 0.36% | +0.06 |
| NVDA Nvidia Corp. | New | 0.06% | +0.06 |
| GOOG Alphabet Inc. Class C | New | 0.06% | +0.06 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +11.1% | 0.33% | +0.05 |
| TGT Target Corp. | New | 0.05% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | New | 0.05% | +0.05 |
| AOR iShares Core 60/40 Balanced | Add +24.3% | 0.09% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.2% | 0.08% | +0.01 |
| SHM SS SPDR N Ice St Muni ETF | Add +16.1% | 0.41% | +0.01 |
| ACN Accenture PLC Class A | Add +14.9% | 0.07% | +0.01 |
| ESML iShares ESG Aware MSCI USA S | Add +3.0% | 0.12% | +0.01 |
| VSGX Vanguard ESG Intl Stock ETF | Add +3.5% | 0.46% | +0.01 |
| GWX State Street SPDR S&P Intern | Add +7.9% | 0.07% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +10.4% | 0.10% | +0.00 |
| IXUS iShares Core Intl Stock ETF | Add +1.6% | 0.14% | −0.00 |
| SPEM State Street SP PTF Em ETF | Add +7.5% | 0.57% | −0.00 |
| NYF iShares New York Muni Bond E | Add +3.2% | 0.08% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +2.9% | 3.31% | −0.01 |
| DJP Ipath Bloomberg Commodity Inc. | Add +0.7% | 0.05% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Add +7.3% | 0.40% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Add +3.4% | 0.95% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +8.7% | 0.48% | −0.03 |
| BCI Abrdn Bloomberg All Commodit | Add +3.9% | 0.14% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +7.4% | 3.42% | −0.06 |
| SPTS SS SPDR P St Term TSY ETF | Add +11.1% | 4.71% | −0.20 |
| IAGG iShares Intl Aggregate Bond | Add +9.3% | 6.42% | −0.26 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $689.3M | VTI, SPDW, IAGG, BND, VCRB |
| Q1 2026 | 56 | $610.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2025 | 51 | $605.8M | VTI, BND, SPDW, IAGG, SPTM |
| Q3 2025 | 49 | $594.7M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2025 | 48 | $555.1M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2025 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q4 2024 | 47 | $514.6M | VTI, BND, IAGG, SPDW, SPTM |
| Q3 2024 | 47 | $513.6M | VTI, BND, SPDW, IAGG, SPTM |
| Q2 2024 | 47 | $454.9M | VTI, BND, SPDW, IAGG, SPTM |
| Q1 2024 | 46 | $441.6M | VTI, BND, SPDW, IAGG, SPTM |