Boston Standard Wealth Management, LLC at 2023-06-30

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 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
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

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