Boston Standard Wealth Management, LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
31 CHURCH STREET WINCHESTER, MA 01890
As of the latest 13F report, the guru’s equity portfolio contained 39 stocks valued at a total of $311.00Mil. The top holdings were VTI(32.99%), BND(11.29%), and SPDW(8.06%).
According to GuruFocus data, these were Boston Standard Wealth Management, LLC’s top five trades of the quarter.
Vanguard Total Bond Market ETF
During the quarter, Boston Standard Wealth Management, LLC bought 460,441 shares of NAS:BND for a total holding of 463,453. The trade had a 11.22% impact on the equity portfolio. During the quarter, the stock traded for an average price of $75.86.
On 07/12/2022, Vanguard Total Bond Market ETF traded for a price of $75.33 per share and a market cap of $80.87Bil. The stock has returned -10.77% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
SPDR Portfolio Aggregate Bond ETF
Boston Standard Wealth Management, LLC reduced their investment in ARCA:SPAB by 1,273,420 shares. The trade had a 10.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $26.56.
On 07/12/2022, SPDR Portfolio Aggregate Bond ETF traded for a price of $26.39 per share and a market cap of $6.29Bil. The stock has returned -10.55% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard FTSE Emerging Markets ETF
During the quarter, Boston Standard Wealth Management, LLC bought 36,784 shares of ARCA:VWO for a total holding of 244,859. The trade had a 0.49% impact on the equity portfolio. During the quarter, the stock traded for an average price of $42.94.
On 07/12/2022, Vanguard FTSE Emerging Markets ETF traded for a price of $40.36 per share and a market cap of $69.11Bil. The stock has returned -21.26% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 11.55 and a price-book ratio of 1.72.
Ginkgo Bioworks Holdings Inc
The guru established a new position worth 606,634 shares in NYSE:DNA, giving the stock a 0.46% weight in the equity portfolio. Shares traded for an average price of $3.06 during the quarter.
On 07/12/2022, Ginkgo Bioworks Holdings Inc traded for a price of $2.99 per share and a market cap of $5.31Bil. The stock has returned 0.00% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10. There is insufficient data to calculate the stock’s profitability rating.
In terms of valuation, Ginkgo Bioworks Holdings Inc has a price-book ratio of 3.15, a EV-to-Ebitda ratio of -1.76 and a price-sales ratio of 11.80.
SPDR Portfolio Short Term Treasury ETF
Boston Standard Wealth Management, LLC reduced their investment in ARCA:SPTS by 50,366 shares. The trade had a 0.43% impact on the equity portfolio. During the quarter, the stock traded for an average price of $29.48.
On 07/12/2022, SPDR Portfolio Short Term Treasury ETF traded for a price of $29.41 per share and a market cap of $3.26Bil. The stock has returned -3.80% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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