Universe · entity
Boston Standard Wealth Management, LLC
Institutional manager (13F) · CIK 1630939
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $610M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $216M | 668,053 |
| 2 | VANGUARD BD INDEX FDS | $59M | 797,786 |
| 3 | SPDR INDEX SHS FDS | $45M | 959,770 |
| 4 | ISHARES TR | $41M | 813,058 |
| 5 | SPDR INDEX SHS FDS | $27M | 336,170 |
| 6 | SPDR SERIES TRUST | $25M | 852,998 |
| 7 | ISHARES TR | $23M | 212,459 |
| 8 | VANGUARD INTL EQUITY INDEX F | $22M | 292,105 |
| 9 | VANGUARD INTL EQUITY INDEX F | $21M | 387,370 |
| 10 | SPDR SERIES TRUST | $19M | 386,844 |
| 11 | ISHARES TR | $17M | 676,301 |
| 12 | NVIDIA CORPORATION | $14M | 81,170 |
| 13 | VANGUARD MALVERN FDS | $12M | 149,695 |
| 14 | SPDR SERIES TRUST | $9M | 100,608 |
| 15 | VANGUARD WORLD FD | $9M | 79,172 |
| 16 | VANGUARD INDEX FDS | $8M | 36,767 |
| 17 | VANGUARD INTL EQUITY INDEX F | $7M | 45,606 |
| 18 | J P MORGAN EXCHANGE TRADED F | $5M | 105,688 |
| 19 | SPDR INDEX SHS FDS | $3M | 71,809 |
| 20 | VANGUARD WORLD FD | $3M | 43,214 |
| 21 | NUSHARES ETF TR | $3M | 134,150 |
| 22 | VANGUARD MALVERN FDS | $3M | 58,701 |
| 23 | SPDR SERIES TRUST | $3M | 97,138 |
| 24 | SPDR SERIES TRUST | $2M | 42,445 |
| 25 | INVESCO EXCHANGE TRADED FD T | $2M | 41,491 |
| 26 | ISHARES TR | $1M | 11,290 |
| 27 | ABRDN ETFS | $1M | 46,616 |
| 28 | ISHARES TR | $904k | 19,019 |
| 29 | ISHARES TR | $834k | 9,515 |
| 30 | APPLE INC | $791k | 3,114 |
| 31 | ISHARES TR | $750k | 8,430 |
| 32 | ISHARES TR | $747k | 16,256 |
| 33 | BOEING CO | $733k | 3,523 |
| 34 | MICROSOFT CORP | $566k | 1,524 |
| 35 | SPDR S&P 500 ETF TR | $542k | 827 |
| 36 | BARCLAYS BANK PLC | $413k | 8,716 |
| 37 | SPDR GOLD TR | $411k | 946 |
| 38 | AMAZON COM INC | $400k | 1,895 |
| 39 | ISHARES TR | $392k | 7,372 |
| 40 | SPDR INDEX SHS FDS | $386k | 8,949 |
| 41 | INVESCO EXCHANGE TRADED FD T | $377k | 1,959 |
| 42 | ISHARES TR | $376k | 5,807 |
| 43 | VANGUARD CHARLOTTE FDS | $373k | 7,770 |
| 44 | MICRON TECHNOLOGY INC | $364k | 1,000 |
| 45 | ALPHABET INC | $355k | 1,207 |
| 46 | VANGUARD INTL EQUITY INDEX F | $354k | 2,537 |
| 47 | BROADCOM INC | $321k | 1,024 |
| 48 | SELECT SECTOR SPDR TR | $300k | 5,095 |
| 49 | ISHARES TR | $266k | 3,731 |
| 50 | WALMART INC | $255k | 2,063 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.