Filling information for Boston Standard Wealth Management, LLC as Treemap, investor disclosed 41 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
921910733 | 921910733 | VANGUARD WORLD FD | ESG US STK ETF | 5703000 | 72786 | |
46434V647 | 46434V647 | ISHARES TR | GLOBAL REIT ETF | 11088000 | 482699 | |
78468R739 | 78468R739 | SPDR SER TR | NUVEEN BLMBRG SH | 1130000 | 24002 | |
003261104 | 003261104 | ABRDN ETFS | BBRG ALL COMD K1 | 600000 | 29745 | |
464289867 | 464289867 | ISHARES TR | GRWT ALLOCAT ETF | 283000 | 5502 | |
25058X105 | 25058X105 | DESKTOP METAL INC | COM CL A | 3648000 | 2060825 | |
06738C778 | 06738C778 | BARCLAYS BANK PLC | DJ UBS CMDT ETN36 | 220000 | 7194 | |
78468R101 | 78468R101 | SPDR SER TR | PORTFOLIO SH TSR | 17078000 | 593191 | |
921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 41929000 | 576821 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 691000 | 2029 | |
46137V597 | 46137V597 | INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 813000 | 4734 | |
78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 11965000 | 308069 | |
464288174 | 464288174 | ISHARES TR | GL TIMB FORE ETF | 5979000 | 83393 | |
922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 278000 | 2869 | |
46435U663 | 46435U663 | ISHARES TR | ESG AWARE MSCI | 471000 | 13264 | |
78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 1918000 | 65137 | |
922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 4408000 | 92953 | |
G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 226000 | 731 | |
78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 2178000 | 63349 | |
78463X889 | 78463X889 | SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 30073000 | 924198 | |
78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 18862000 | 346480 | |
464289859 | 464289859 | ISHARES TR | AGGRES ALLOC ETF | 490000 | 7393 | |
037833100 | 037833100 | APPLE INC | COM | 1386000 | 7147 | |
46432F834 | 46432F834 | ISHARES TR | CORE MSCI TOTAL | 573000 | 9158 | |
46435G672 | 46435G672 | ISHARES TR | CORE INTL AGGR | 25035000 | 507920 | |
921910725 | 921910725 | VANGUARD WORLD FD | ESG INTL STK ETF | 1892000 | 35621 | |
922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 12688000 | 233201 | |
78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 9384000 | 102195 | |
67092P870 | 67092P870 | NUSHARES ETF TR | NUVEEN ESG US | 1640000 | 74599 | |
78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 420000 | 16544 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 137984000 | 626404 | |
92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 375000 | 7672 | |
464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 14828000 | 138934 | |
78463X871 | 78463X871 | SPDR INDEX SHS FDS | S&P INTL SMLCP | 290000 | 9490 | |
922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 13322000 | 327480 | |
37611X100 | 37611X100 | GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 1128000 | 606634 | |
464288570 | 464288570 | ISHARES TR | MSCI KLD400 SOC | 1080000 | 12835 | |
922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 4550000 | 30569 | |
922042718 | 922042718 | VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 3896000 | 35268 | |
204833206 | 204833206 | COMPUTE HEALTH ACQUISITIN CO | UNIT 99/99/9999 | 108000 | 10000 | |
46434G863 | 46434G863 | ISHARES INC | ESG AWR MSCI EM | 406000 | 12836 |