Filed: 1/27/2025ACC: 0001630939-25-000003
📋 What this filing means
BOSTON STANDARD WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $514.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$514.62M
Total AUM (reported)
7.17M
Total Shares
Allocation by class
TOTAL STK MKT$191.98M37.3%
TOTAL BND MRKT$58.70M11.4%
CORE INTL AGGR$34.46M6.7%
PORTFOLIO DEVLPD$34.07M6.6%
PORTFOLI S&P1500$24.86M4.8%
NATIONAL MUN ETF$22.40M4.4%
PORTFOLIO SH TSR$21.08M4.1%
Portfolio Concentration
Top 3$285.14M55.4%
4–10$151.66M29.5%
11–25$69.12M13.4%
Rest$8.70M1.7%
Top 3 weight
55.4%
Top 10 weight
84.9%
Voting Authority Distribution
Total shares with voting rights: 7.17M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
VANGUARD INDEX FDS
SOLEShares662.45K
TypeSH
Market value$191.98M
37.31%
Sole
0.00
Shared
0.00
None
662.45K
VANGUARD BD INDEX FDS
SOLEShares816.30K
TypeSH
Market value$58.70M
11.41%
Sole
0.00
Shared
0.00
None
816.30K
ISHARES TR
SOLEShares690.34K
TypeSH
Market value$34.46M
6.70%
Sole
0.00
Shared
0.00
None
690.34K
SPDR INDEX SHS FDS
SOLEShares998.14K
TypeSH
Market value$34.07M
6.62%
Sole
0.00
Shared
0.00
None
998.14K
SPDR SER TR
SOLEShares348K
TypeSH
Market value$24.86M
4.83%
Sole
0.00
Shared
0.00
None
348K
ISHARES TR
SOLEShares210.23K
TypeSH
Market value$22.40M
4.35%
Sole
0.00
Shared
0.00
None
210.23K
SPDR SER TR
SOLEShares726.66K
TypeSH
Market value$21.08M
4.10%
Sole
0.00
Shared
0.00
None
726.66K
VANGUARD INTL EQUITY INDEX F
SOLEShares393.67K
TypeSH
Market value$17.34M
3.37%
Sole
0.00
Shared
0.00
None
393.67K
NVIDIA CORPORATION
SOLEShares119.06K
TypeSH
Market value$15.99M
3.11%
Sole
0.00
Shared
0.00
None
119.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares277.41K
TypeSH
Market value$15.93M
3.09%
Sole
0.00
Shared
0.00
None
277.41K
SPDR SER TR
SOLEShares354.34K
TypeSH
Market value$15.92M
3.09%
Sole
0.00
Shared
0.00
None
354.34K
ISHARES TR
SOLEShares589.38K
TypeSH
Market value$14.13M
2.75%
Sole
0.00
Shared
0.00
None
589.38K
VANGUARD WORLD FD
SOLEShares66.32K
TypeSH
Market value$6.96M
1.35%
Sole
0.00
Shared
0.00
None
66.32K
VANGUARD INDEX FDS
SOLEShares32.51K
TypeSH
Market value$6.17M
1.20%
Sole
0.00
Shared
0.00
None
32.51K
VANGUARD INTL EQUITY INDEX F
SOLEShares42.63K
TypeSH
Market value$4.88M
0.95%
Sole
0.00
Shared
0.00
None
42.63K
SPDR INDEX SHS FDS
SOLEShares74.54K
TypeSH
Market value$2.86M
0.56%
Sole
0.00
Shared
0.00
None
74.54K
SPDR SER TR
SOLEShares28.95K
TypeSH
Market value$2.65M
0.51%
Sole
0.00
Shared
0.00
None
28.95K
VANGUARD MALVERN FDS
SOLEShares54.10K
TypeSH
Market value$2.62M
0.51%
Sole
0.00
Shared
0.00
None
54.10K
SPDR SER TR
SOLEShares79.82K
TypeSH
Market value$2.38M
0.46%
Sole
0.00
Shared
0.00
None
79.82K
VANGUARD WORLD FD
SOLEShares37.88K
TypeSH
Market value$2.15M
0.42%
Sole
0.00
Shared
0.00
None
37.88K
NUSHARES ETF TR
SOLEShares96.16K
TypeSH
Market value$2.09M
0.41%
Sole
0.00
Shared
0.00
None
96.16K
SPDR SER TR
SOLEShares41.46K
TypeSH
Market value$1.97M
0.38%
Sole
0.00
Shared
0.00
None
41.46K
INVESCO EXCHANGE TRADED FD T
SOLEShares42.31K
TypeSH
Market value$1.76M
0.34%
Sole
0.00
Shared
0.00
None
42.31K
ISHARES TR
SOLEShares15.24K
TypeSH
Market value$1.68M
0.33%
Sole
0.00
Shared
0.00
None
15.24K
APPLE INC
SOLEShares3.64K
TypeSH
Market value$911.0K
0.18%
Sole
0.00
Shared
0.00
None
3.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 662.45K | SH | $191.98M 37.31% | 0.00 | 0.00 | 662.45K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 816.30K | SH | $58.70M 11.41% | 0.00 | 0.00 | 816.30K |
ISHARES TRSOLE | CORE INTL AGGR | 690.34K | SH | $34.46M 6.70% | 0.00 | 0.00 | 690.34K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 998.14K | SH | $34.07M 6.62% | 0.00 | 0.00 | 998.14K |
SPDR SER TRSOLE | PORTFOLI S&P1500 | 348K | SH | $24.86M 4.83% | 0.00 | 0.00 | 348K |
ISHARES TRSOLE | NATIONAL MUN ETF | 210.23K | SH | $22.40M 4.35% | 0.00 | 0.00 | 210.23K |
SPDR SER TRSOLE | PORTFOLIO SH TSR | 726.66K | SH | $21.08M 4.10% | 0.00 | 0.00 | 726.66K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 393.67K | SH | $17.34M 3.37% | 0.00 | 0.00 | 393.67K |
NVIDIA CORPORATIONSOLE | COM | 119.06K | SH | $15.99M 3.11% | 0.00 | 0.00 | 119.06K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 277.41K | SH | $15.93M 3.09% | 0.00 | 0.00 | 277.41K |
SPDR SER TRSOLE | PORTFOLIO S&P600 | 354.34K | SH | $15.92M 3.09% | 0.00 | 0.00 | 354.34K |
ISHARES TRSOLE | GLOBAL REIT ETF | 589.38K | SH | $14.13M 2.75% | 0.00 | 0.00 | 589.38K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 66.32K | SH | $6.96M 1.35% | 0.00 | 0.00 | 66.32K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 32.51K | SH | $6.17M 1.20% | 0.00 | 0.00 | 32.51K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 42.63K | SH | $4.88M 0.95% | 0.00 | 0.00 | 42.63K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 74.54K | SH | $2.86M 0.56% | 0.00 | 0.00 | 74.54K |
SPDR SER TRSOLE | BLOOMBERG 1-3 MO | 28.95K | SH | $2.65M 0.51% | 0.00 | 0.00 | 28.95K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 54.10K | SH | $2.62M 0.51% | 0.00 | 0.00 | 54.10K |
SPDR SER TRSOLE | PORTFOLIO SHORT | 79.82K | SH | $2.38M 0.46% | 0.00 | 0.00 | 79.82K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 37.88K | SH | $2.15M 0.42% | 0.00 | 0.00 | 37.88K |
NUSHARES ETF TRSOLE | NUVEEN ESG US | 96.16K | SH | $2.09M 0.41% | 0.00 | 0.00 | 96.16K |
SPDR SER TRSOLE | NUVEEN BLMBRG SH | 41.46K | SH | $1.97M 0.38% | 0.00 | 0.00 | 41.46K |
INVESCO EXCHANGE TRADED FD TSOLE | FTSE RAFI 1500 | 42.31K | SH | $1.76M 0.34% | 0.00 | 0.00 | 42.31K |
ISHARES TRSOLE | MSCI KLD400 SOC | 15.24K | SH | $1.68M 0.33% | 0.00 | 0.00 | 15.24K |
APPLE INCSOLE | COM | 3.64K | SH | $911.0K 0.18% | 0.00 | 0.00 | 3.64K |
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