- New Purchases: SPTS,
- Added Positions: SPTM, SPAB, IAGG, MUB, SPDW, SPSM, SPEM, WOOD, AOR, GWX, SPSB, VWO, VSS, VT,
- Reduced Positions: VEU, AOA, PRFZ,
- Sold Out: SHM, FLRN, DJP, AOM,
For the details of Boston Standard Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/boston+standard+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Boston Standard Wealth Management, LLC- SPDR Russell 3000 ETF (SPTM) - 1,763,725 shares, 33.37% of the total portfolio. Shares added by 2.80%
- SPDR Barclays Aggregate Bond ETF (SPAB) - 854,083 shares, 13.04% of the total portfolio. Shares added by 3.51%
- SPDR Portfolio World ex- US ETF (SPDW) - 691,845 shares, 10.46% of the total portfolio. Shares added by 1.92%
- iShares International Aggregate Bond Fund (IAGG) - 294,180 shares, 8.45% of the total portfolio. Shares added by 4.71%
- Vanguard Total Stock Market ETF (VTI) - 107,451 shares, 8.35% of the total portfolio. Shares added by 0.16%
Boston Standard Wealth Management, LLC initiated holding in SPDR Barclays Short Term Treasury ETF. The purchase prices were between $29.82 and $30.11, with an estimated average price of $29.98. The stock is now traded at around $30.07. The impact to a portfolio due to this purchase was 5.35%. The holding were 345,994 shares as of .
Added: iShares Core Growth Allocation ETF (AOR)Boston Standard Wealth Management, LLC added to a holding in iShares Core Growth Allocation ETF by 22.07%. The purchase prices were between $44.44 and $46.02, with an estimated average price of $45.46. The stock is now traded at around $45.42. The impact to a portfolio due to this purchase was 0.02%. The holding were 5,625 shares as of .
Sold Out: SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM)Boston Standard Wealth Management, LLC sold out a holding in SPDR Nuveen Barclays Short Term Municipal Bond ETF. The sale prices were between $48.76 and $49.36, with an estimated average price of $49.1.
Sold Out: SPDR Barclays Investment Grade Floating Rate ETF (FLRN)Boston Standard Wealth Management, LLC sold out a holding in SPDR Barclays Investment Grade Floating Rate ETF. The sale prices were between $30.44 and $30.7, with an estimated average price of $30.57.
Sold Out: iPath Bloomberg Commodity Index Total Return ETN d (DJP)Boston Standard Wealth Management, LLC sold out a holding in iPath Bloomberg Commodity Index Total Return ETN d. The sale prices were between $21.13 and $22.84, with an estimated average price of $21.9.
Sold Out: iShares Core Moderate Allocation ETF (AOM)Boston Standard Wealth Management, LLC sold out a holding in iShares Core Moderate Allocation ETF. The sale prices were between $38.12 and $39.11, with an estimated average price of $38.74.
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