Boston Standard Wealth Management, LLC at 2023-03-31

Filling information for Boston Standard Wealth Management, LLC as Treemap, investor disclosed 40 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
921910733 921910733 VANGUARD WORLD FD ESG US STK ETF 5117000 71354 0 100
46434G863 46434G863 ISHARES INC ESG AWR MSCI EM 367000 11668 0 100
922020805 922020805 VANGUARD MALVERN FDS STRM INFPROIDX 5609000 117292 0 100
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 12404000 307037 0 100
594918104 594918104 MICROSOFT CORP COM 582000 2018 0 100
78468R101 78468R101 SPDR SER TR PORTFOLIO SH TSR 14831000 507389 0 100
46432F834 46432F834 ISHARES TR CORE MSCI TOTAL 559000 9017 0 100
37611X100 37611X100 GINKGO BIOWORKS HOLDINGS INC CL A SHS 807000 606634 0 100
464288158 464288158 ISHARES TR SHRT NAT MUN ETF 227000 2165 0 100
78463X509 78463X509 SPDR INDEX SHS FDS PORTFOLIO EMG MK 2110000 61831 0 100
464288174 464288174 ISHARES TR GL TIMB FORE ETF 5504000 76887 0 100
037833100 037833100 APPLE INC COM 1368000 8296 0 100
78468R739 78468R739 SPDR SER TR NUVEEN BLMBRG SH 845000 17772 0 100
78464A805 78464A805 SPDR SER TR PORTFOLI S&P1500 17245000 341962 0 100
46435G672 46435G672 ISHARES TR CORE INTL AGGR 23513000 480349 0 100
46137V597 46137V597 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 591000 3590 0 100
46435U663 46435U663 ISHARES TR ESG AWARE MSCI 434000 12762 0 100
92203J407 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 254000 5201 0 100
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 208000 728 0 100
78464A649 78464A649 SPDR SER TR PORTFOLIO AGRGTE 423000 16388 0 100
78464A474 78464A474 SPDR SER TR PORTFOLIO SHORT 1675000 56541 0 100
921910725 921910725 VANGUARD WORLD FD ESG INTL STK ETF 1854000 35413 0 100
78463X889 78463X889 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 28891000 899480 0 100
464288570 464288570 ISHARES TR MSCI KLD400 SOC 989000 12685 0 100
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 123085000 603060 0 100
78468R663 78468R663 SPDR SER TR BLOOMBERG 1-3 MO 1248000 13592 0 100
67092P870 67092P870 NUSHARES ETF TR NUVEEN ESG US 1596000 71393 0 100
464288414 464288414 ISHARES TR NATIONAL MUN ETF 14020000 130127 0 100
922042718 922042718 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 3709000 33955 0 100
922908652 922908652 VANGUARD INDEX FDS EXTEND MKT ETF 4211000 30035 0 100
464289867 464289867 ISHARES TR GRWT ALLOCAT ETF 264000 5270 0 100
78468R853 78468R853 SPDR SER TR PORTFOLIO S&P600 11111000 294188 0 100
204833206 204833206 COMPUTE HEALTH ACQUISITIN CO UNIT 99/99/9999 103000 10000 0 100
922042742 922042742 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 260000 2827 0 100
46434V647 46434V647 ISHARES TR GLOBAL REIT ETF 10142000 442314 0 100
921937835 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 38559000 522269 0 100
922042775 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 12353000 231023 0 100
78463X871 78463X871 SPDR INDEX SHS FDS S&P INTL SMLCP 294000 9490 0 100
464289859 464289859 ISHARES TR AGGRES ALLOC ETF 460000 7240 0 100
003261104 003261104 ABRDN ETFS BBRG ALL COMD K1 618000 29745 0 100

No more available investment products in the available period

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