Boston Standard Wealth Management, LLC
CIK Number: 0001630939
454.92M
Market Value
45
# of Holdings
19 months
Avg. Holding Period
26.09%
Win Rate
9.37%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 296.15 | +0.88% | 662.45K | -0.13% | 191.98M | 193.04 | 37.31% |
| 2 | BND | Vanguard Total ... | 72.56 | -0.19% | 816.3K | +5.73% | 58.7M | 73.95 | 11.41% |
| 3 | IAGG | iShares Core In... | 50.91 | +0.04% | 690.34K | +8.03% | 34.46M | 52.2 | 6.70% |
| 4 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 998.14K | +3.28% | 34.07M | 31.12 | 6.62% |
| 5 | SPTM | SPDR Portfolio ... | 73.02 | +0.89% | 348K | -3.52% | 24.86M | 38.98 | 4.83% |
| 6 | MUB | iShares Nationa... | 103.96 | +0.08% | 210.23K | +7.07% | 22.4M | 109.33 | 4.35% |
| 7 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 393.67K | +2.04% | 17.34M | 43.88 | 3.37% |
| 8 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 119.06K | -7.61% | 15.99M | 120.75 | 3.11% |
| 9 | VEU | Vanguard FTSE A... | 66.56 | +0.60% | 277.41K | +1.27% | 15.93M | 54.22 | 3.09% |
| 10 | SPSM | SPDR Portfolio ... | 41.84 | +0.88% | 354.34K | +0.75% | 15.92M | 34.32 | 3.09% |
| 11 | REET | iShares Global ... | 24.70 | -0.86% | 589.38K | +1.92% | 14.13M | 24.18 | 2.75% |
| 12 | ESGV | Vanguard ESG U.... | 106.43 | +0.99% | 66.32K | +100.00% | 6.96M | 104.89 | 1.35% |
| 13 | VXF | Vanguard Extend... | 187.50 | +1.15% | 32.51K | -1.38% | 6.17M | 134.87 | 1.20% |
| 14 | VSS | Vanguard FTSE A... | 131.48 | +0.62% | 42.63K | +4.92% | 4.88M | 106.84 | 0.95% |
| 15 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 74.54K | +2.06% | 2.86M | 35.12 | 0.56% |
| 16 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 28.95K | -10.58% | 2.65M | 91.59 | 0.51% |
| 17 | VTIP | Vanguard Short-... | 49.93 | -0.04% | 54.1K | +3.13% | 2.62M | 51.02 | 0.51% |
| 18 | SPSB | SPDR Portfolio ... | 30.02 | +0.02% | 79.82K | +4.93% | 2.38M | 30.29 | 0.46% |
| 19 | VSGX | Vanguard ESG In... | 64.87 | +0.64% | 37.88K | +1.75% | 2.15M | 53.96 | 0.42% |
| 20 | NUBD | Nuveen ESG U.S.... | 21.93 | -0.11% | 96.16K | +6.24% | 2.09M | 24.46 | 0.41% |
| 21 | SHM | SPDR Nuveen Blo... | 47.66 | +0.09% | 41.46K | +8.99% | 1.97M | 47.8 | 0.38% |
| 22 | PRFZ | Invesco FTSE RA... | 39.85 | +1.12% | 42.31K | -0.49% | 1.76M | 33.92 | 0.34% |
| 23 | DSI | iShares MSCI KL... | 112.95 | +0.67% | 15.24K | +0.30% | 1.68M | 66.09 | 0.33% |
| 24 | AAPL | Apple Inc. | 198.10 | +0.84% | 3.64K | -3.94% | 911K | 78.81 | 0.18% |
| 25 | BCI | abrdn Bloomberg... | 21.45 | +0.30% | 40.05K | +29.55% | 791K | 21.47 | 0.15% |
| 26 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 1.51K | -0.66% | 635K | 232.09 | 0.12% |
| 27 | IXUS | iShares Core MS... | 75.92 | -0.92% | 9.2K | -2.65% | 608K | 53.8 | 0.12% |
| 28 | ESML | iShares ESG Awa... | 40.38 | +0.70% | 13.65K | +0.15% | 574K | 30.9 | 0.11% |
| 29 | AOA | iShares Core Ag... | 81.58 | +0.71% | 7.26K | +1.98% | 556K | 51.98 | 0.11% |
| 30 | ESGE | iShares ESG Awa... | 38.24 | +0.31% | 14.84K | +2.00% | 495K | 36.05 | 0.10% |
| 31 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 805 | +14.02% | 472K | 455.28 | 0.09% |
| 32 | AOR | iShares Core Gr... | 60.33 | +0.48% | 7.25K | +7.26% | 416K | 48.3 | 0.08% |
| 33 | NYF | iShares New Yor... | 51.91 | +0.03% | 6.53K | +2.48% | 348K | 51.16 | 0.07% |
| 34 | BNDX | Vanguard Total ... | 49.28 | -0.07% | 6.83K | +17.69% | 335K | 51.16 | 0.07% |
| 35 | JMUB | JPMorgan Munici... | 49.41 | +0.01% | 6.63K | +100.00% | 332K | 50.15 | 0.06% |
| 36 | GWX | SPDR S&P Intern... | 36.58 | +0.88% | 10.31K | +0.12% | 319K | 32.45 | 0.06% |
| 37 | VT | Vanguard Total ... | 125.97 | +0.81% | 2.67K | -2.38% | 313K | 97.45 | 0.06% |
| 38 | ACN | Accenture plc | 313.78 | +0.66% | 862 | 0.00% | 303K | 337.19 | 0.06% |
| 39 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 1.71K | +3.70% | 300K | 171.29 | 0.06% |
| 40 | WOOD | iShares Global ... | 72.91 | -0.35% | 3.74K | -10.68% | 285K | 70.92 | 0.06% |
| 41 | DJP | iPath Bloomberg... | 35.30 | +0.44% | 8.72K | +4.30% | 280K | 30.85 | 0.05% |
| 42 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 1.46K | -2.98% | 279K | 156.8 | 0.05% |
| 43 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 1.26K | +4.65% | 276K | 197.01 | 0.05% |
| 44 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 920 | 0.00% | 223K | 243.06 | 0.04% |
| 45 | JMIA | Jumia Technolog... | 3.21 | +5.25% | 20.2K | 0.00% | 77K | 6.3 | 0.01% |