BS

Boston Standard Wealth Management, LLC

13F
Boston Standard Wealth Management, LLC
Last update 2025-07-02 48 Stocks (3 new)
Value $555.00 Mil Turnover 11 %
Countries:
Top Holdings: VTI(37.06%)BND(11.34%)SPDW(7.34%)IAGG(6.58%)SPTM(4.61%)
Summary Stock Picks Current Portfolio
Boston Standard Wealth Managem... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
676,828
205,708.0
+5.30%
37.060
+1.87%
0.050
+23.44%
+7.97%
479,375.4
 
BND
Vanguard Total Bond Market ETF
854,729
62,934.0
+17.78%
11.340
+1.71%
0.050
+2.26%
+3.72%
128,047.3
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
1,006,361
40,748.0
+6.90%
7.340
+0.47%
0.150
+14.23%
+20.93%
27,189.3
 
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
714,668
36,512.0
+20.20%
6.580
+1.11%
0.350
+1.18%
+2.34%
10,533.8
 
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
341,551
25,579.0
-5.38%
4.610
-0.28%
0.240
+22.90%
+7.85%
10,753.9
 
MUB
iShares National Muni Bond ETF
232,865
24,330.0
+25.52%
4.380
+0.89%
0.060
+1.44%
-1.20%
38,440.6
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
747,610
21,898.0
+3.16%
3.940
+0.12%
0.380
+0.74%
+2.71%
5,790.1
 
VEU
Vanguard FTSE All-World ex-US ETF
295,689
19,876.0
+14.07%
3.580
+0.44%
0.050
+14.50%
+19.21%
44,587.4
 
VWO
Vanguard FTSE Emerging Markets ETF
395,006
19,537.0
+7.71%
3.520
+0.25%
0.020
+17.64%
+15.92%
87,571.2
 
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
374,051
15,935.0
+11.38%
2.870
+0.29%
0.140
+19.53%
-1.68%
11,724.9
 

Boston Standard Wealth Management, LLC's Historical Top Holdings Breakdowns

Boston Standard Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-06-30
Add
Add
+2.23%
●
94.31 ($125.57) 157.99
$172.50
37.37%
Add 2473.32%
81,420
78,256
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+1.87%
●
243.75 ($281.15) 303.93
$310.88
10.57%
Add 5.3%
676,828
34,076
BND
Vanguard Total Bond Market ETF
2025-06-30
Add
Add
+1.71%
●
71.88 ($72.74) 73.82
$73.17
0.58%
Add 17.78%
854,729
129,054
IAGG
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
2025-06-30
Add
Add
+1.11%
●
49.99 ($50.66) 51.09
$51.09
0.84%
Add 20.2%
714,668
120,106
MUB
iShares National Muni Bond ETF
2025-06-30
Add
Add
+0.89%
●
102.31 ($103.99) 105.8
$103.61
-0.36%
Add 25.52%
232,865
47,346
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-06-30
Add
Add
+0.47%
●
32.66 ($38.31) 40.75
$40.58
5.91%
Add 6.9%
1,006,361
64,981
VEU
Vanguard FTSE All-World ex-US ETF
2025-06-30
Add
Add
+0.44%
●
54.19 ($63.27) 67.22
$67.75
7.07%
Add 14.07%
295,689
36,481
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-06-30
Add
Add
+0.29%
●
35.35 ($40.33) 42.68
$43.80
8.62%
Add 11.38%
374,051
38,225
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-06-30
Reduce
Reduce
-0.28%
●
60.34 ($69.38) 74.89
$76.54
10.32%
Reduce -5.38%
341,551
-19,409
REET
iShares Global REIT ETF
2025-06-30
Add
Add
+0.27%
●
21.59 ($24.23) 25.16
$24.95
2.95%
Add 11.11%
612,418
61,261

Boston Standard Wealth Management, LLC Total Holding History ($B)

To

Boston Standard Wealth Management, LLC's Asset Allocation

To

Boston Standard Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boston Standard Wealth Management, LLC's Hypothetical Growth since 2025-06-30

Boston Standard Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Boston Standard Wealth Management, LLC's Holdings Heat Map

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Boston Standard Wealth Management, LLC's Holdings Bubble Chart

Boston Standard Wealth Management, LLC News

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