Boston Standard Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), Boston Standard Wealth Management, LLC reported 47 stock positions worth $454.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 11.5%) and Ste STR SPDR PT DW Eu ETF (SPDW, 7.3%). Compared with Q1 2024, it opened 2 new positions, sold out of 1, added to 28 and reduced 11. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +128%) and the biggest sale iShares Global Timber & Fore (WOOD, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- WINCHESTER, MA
- CIK
- 0001630939
- Portfolio Value
- $454.9M (Q2 2024)
- SEC Filing
- 0001630939-24-000004 ↗ filed Jul 10, 2024
Holdings Value
Holdings 47 stocks · $454.9M
| VTI VG Morningstar TS MKT ETF-US | 37.80% | 642,752 | $171.9M | Add +0.8% |
| BND Vanguard Total Bond Market | 11.49% | 725,675 | $52.3M | Add +6.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 7.26% | 941,380 | $33.0M | Add +0.6% |
| IAGG iShares Intl Aggregate Bond | 6.52% | 594,562 | $29.7M | Add +4.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 5.26% | 360,960 | $23.9M | Reduce -0.1% |
| SPTS SS SPDR P St Term TSY ETF | 4.60% | 724,694 | $20.9M | Add +0.7% |
| MUB iShares National Muni Bond E | 4.35% | 185,519 | $19.8M | Add +6.7% |
| VWO Vanguard Ftse Emerging Marke | 3.53% | 366,716 | $16.0M | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 3.34% | 259,208 | $15.2M | Add +3.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.07% | 335,826 | $13.9M | Add +2.3% |
| REET iShares Global REIT ETF | 2.82% | 551,157 | $12.8M | Add +3.2% |
| ESGV Vanguard ESG US Stock ETF | 1.40% | 65,843 | $6.4M | Reduce -1.8% |
| VXF Vanguard Extended Market ETF | 1.11% | 29,837 | $5.0M | Add +1.7% |
| VSS Vanguard Ftse All Wo X-US SC | 0.95% | 36,724 | $4.3M | Add +2.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.74% | 36,834 | $3.4M | Add +127.8% |
| SPEM State Street SP PTF Em ETF | 0.59% | 71,507 | $2.7M | Add +2.1% |
| VTIP Vanguard Short-Term Tips | 0.58% | 54,084 | $2.6M | Reduce -6.7% |
| SPSB SS SPDR P St C Corp. ETF | 0.48% | 73,207 | $2.2M | Add +3.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.46% | 36,166 | $2.1M | Add +2.7% |
| NUBD Nuveen ESG US Aggregate Bond | 0.42% | 87,861 | $1.9M | Add +8.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.39% | 37,923 | $1.8M | Reduce -0.9% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.35% | 41,251 | $1.6M | Add +0.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.34% | 14,851 | $1.5M | Add +1.4% |
| DM Desktop Metal Inc. Class A | 0.19% | 206,081 | $851K | No change |
| AAPL Apple Inc. | 0.19% | 4,000 | $843K | Reduce -11.5% |
| WOOD iShares Global Timber & Fore | 0.17% | 10,115 | $793K | Reduce -50.7% |
| IXUS iShares Core Intl Stock ETF | 0.14% | 9,447 | $638K | Add +1.5% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.14% | 30,912 | $628K | No change |
| MSFT Microsoft Corp. | 0.13% | 1,372 | $613K | Reduce -20.2% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 7,131 | $533K | Reduce -1.3% |
| ESML iShares ESG Aware MSCI USA S | 0.11% | 13,151 | $506K | Add +0.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 14,054 | $471K | Add +3.2% |
| NVDA Nvidia Corp. | 0.09% | 3,164 | $391K | Add +9.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 704 | $383K | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 0.08% | 6,717 | $378K | Reduce -3.8% |
| NYF iShares New York Muni Bond E | 0.07% | 6,367 | $340K | Add +0.1% |
| GWX State Street SPDR S&P Intern | 0.07% | 10,204 | $324K | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.07% | 2,776 | $313K | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,466 | $269K | Reduce -11.9% |
| ACN Accenture PLC Class A | 0.06% | 840 | $255K | No change |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 0.05% | 7,241 | $232K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,068 | $206K | New |
| XLE SS Energy Select Sector | 0.05% | 2,256 | $206K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 4,209 | $205K | Reduce -1.6% |
| DNA Ginkgo Bioworks Holdings Inc. | 0.04% | 606,634 | $203K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.04% | 1,222 | $201K | Add +0.3% |
| JMIA Jumia Technologies AG-ADR | 0.02% | 10,742 | $75K | New |
Portfolio Sells Q1 2024 → Q2 2024
| WOOD iShares Global Timber & Fore | Reduce -50.7% | 0.17% | −0.22 |
| VTIP Vanguard Short-Term Tips | Reduce -6.7% | 0.58% | −0.05 |
| TGT Target Corp. | Sold out | 0.00% | −0.05 |
| MSFT Microsoft Corp. | Reduce -20.2% | 0.13% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.9% | 0.39% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Reduce -1.8% | 1.40% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -3.8% | 0.08% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.3% | 0.12% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.6% | 0.05% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -11.9% | 0.06% | +0.00 |
| AAPL Apple Inc. | Reduce -11.5% | 0.19% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.1% | 5.26% | +0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +127.8% | 0.74% | +0.41 |
| BND Vanguard Total Bond Market | Add +6.6% | 11.49% | +0.29 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 37.80% | +0.26 |
| MUB iShares National Muni Bond E | Add +6.7% | 4.35% | +0.11 |
| VWO Vanguard Ftse Emerging Marke | Add +1.4% | 3.53% | +0.11 |
| IAGG iShares Intl Aggregate Bond | Add +4.8% | 6.52% | +0.11 |
| AMZN Amazon.com Inc. | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +9.5% | 0.09% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +3.9% | 3.34% | +0.03 |
| NUBD Nuveen ESG US Aggregate Bond | Add +8.6% | 0.42% | +0.02 |
| SPEM State Street SP PTF Em ETF | Add +2.1% | 0.59% | +0.02 |
| JMIA Jumia Technologies AG-ADR | New | 0.02% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +1.4% | 0.34% | +0.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.2% | 0.10% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.08% | +0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +3.3% | 0.48% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +0.5% | 0.07% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.3% | 0.04% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Add +1.5% | 0.14% | −0.00 |
| NYF iShares New York Muni Bond E | Add +0.1% | 0.07% | −0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +2.7% | 0.46% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +2.1% | 0.95% | −0.00 |
| GWX State Street SPDR S&P Intern | Add +0.1% | 0.07% | −0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +0.8% | 0.11% | −0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Add +0.8% | 0.35% | −0.02 |
| REET iShares Global REIT ETF | Add +3.2% | 2.82% | −0.05 |
| VXF Vanguard Extended Market ETF | Add +1.7% | 1.11% | −0.06 |
| SPTS SS SPDR P St Term TSY ETF | Add +0.7% | 4.60% | −0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.3% | 3.07% | −0.13 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.6% | 7.26% | −0.34 |
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 |