Boston Standard Wealth Management, LLC
CIK 0001630939
Annualised vol
1.274668%
Beta
0.050083
HHI
1540.885405
Top-10 weight
78.402201%
VaR 95%
0.115744%
VaR 99%
0.205626%
Max drawdown
2.277113%
Matched value
3.041581%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| NVDA | REDUCED | 81,134 | 81,170 | -0.04% | 15,901,481 |
| BA | UNCHANGED | 3,523 | 3,523 | 0.0% | 763,540 |
| MU | REDUCED | 700 | 1,000 | -30.0% | 740,628 |
| MSFT | ADDED | 1,542 | 1,524 | 1.18% | 594,300 |
| AAPL | REDUCED | 1,679 | 3,114 | -46.08% | 495,136 |
| AMZN | REDUCED | 1,867 | 1,895 | -1.48% | 452,974 |
| AVGO | ADDED | 1,219 | 1,024 | 19.04% | 452,580 |
| GOOGL | ADDED | 1,234 | 1,207 | 2.24% | 441,065 |
| ATMP | UNCHANGED | 8,716 | 8,716 | 0.0% | 380,018 |
| WMT | UNCHANGED | 2,063 | 2,063 | 0.0% | 221,638 |
| HAS | ADDED | 2,475 | 2,466 | 0.36% | 204,027 |
| DNA | UNCHANGED | 15,165 | 15,165 | 0.0% | 164,995 |
| JMIA | ADDED | 21,084 | 20,892 | 0.92% | 154,594 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 247,186,302 | 35.86 | 667332.0 | |
| - | SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 | 47,216,952 | 6.85 | 946137.0 | |
| - | ISHARES TR | CORE INTL AGGR | 46435G672 | 42,637,479 | 6.19 | 849268.0 | |
| - | VANGUARD BD INDEX FDS | TOTAL BND MR | 921937835 | 40,502,825 | 5.88 | 554009.0 | |
| - | VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | 32,378,737 | 4.7 | 421187.0 | |
| - | SPDR INDEX SHS FDS | STATE STREET SPD | 78464A805 | 30,877,753 | 4.48 | 339708.0 | |
| - | SPDR SERIES TRUST | ST SHO TREAS ETF | 78468R101 | 25,887,684 | 3.76 | 895179.0 | |
| - | SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | 24,941,221 | 3.62 | 272895.0 | |
| - | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 24,633,301 | 3.57 | 296966.0 | |
| - | ISHARES TR | NATIONAL MUN ETF | 464288414 | 24,199,122 | 3.51 | 225728.0 | |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 22,745,534 | 3.3 | 382829.0 | |
| - | SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | 21,812,944 | 3.16 | 376832.0 | |
| - | ISHARES TR | GLOBAL REIT ETF | 46434V647 | 18,796,873 | 2.73 | 679938.0 | |
| NVDA | REDUCED | NVIDIA CORPORATION | COM | 67066G104 | 15,901,481 | 2.31 | 81134.0 |
| - | VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 10,614,869 | 1.54 | 79946.0 | |
| - | VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 8,973,982 | 1.3 | 36406.0 | |
| - | VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 6,805,653 | 0.99 | 44087.0 | |
| - | J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | 5,543,619 | 0.8 | 109873.0 | |
| - | SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 | 3,752,645 | 0.54 | 72835.0 | |
| - | VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 3,486,333 | 0.51 | 42746.0 | |
| - | NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | 3,304,995 | 0.48 | 149955.0 | |
| - | VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 3,073,264 | 0.45 | 61986.0 | |
| - | SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | 3,062,437 | 0.44 | 102413.0 | |
| - | INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 | 2,371,556 | 0.34 | 42387.0 | |
| - | SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | 2,030,238 | 0.29 | 42429.0 | |
| - | ISHARES TR | ESG MSCI KLD 400 | 464288570 | 1,609,978 | 0.23 | 11312.0 | |
| - | ISHARES TR | ESG AWARE MSCI | 46435U663 | 1,040,222 | 0.15 | 18625.0 | |
| - | ABRDN ETFS | BBRG ALL COMD K1 | 003261104 | 1,037,896 | 0.15 | 46616.0 | |
| - | ISHARES TR | CORE MSCI TOTAL | 46432F834 | 912,097 | 0.13 | 9637.0 | |
| - | ISHARES TR | CORE 80/20 AGGRE | 464289859 | 827,412 | 0.12 | 8480.0 | |
| - | ISHARES TR | ESG AWR MSCI EM | 46434G863 | 823,760 | 0.12 | 15405.0 | |
| BA | UNCHANGED | BOEING CO | COM | 097023105 | 763,540 | 0.11 | 3523.0 |
| MU | REDUCED | MICRON TECHNOLOGY INC | COM | 595112103 | 740,628 | 0.11 | 700.0 |
| - | SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 670,460 | 0.1 | 898.0 | |
| MSFT | ADDED | MICROSOFT CORP | COM | 594918104 | 594,300 | 0.09 | 1542.0 |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 495,136 | 0.07 | 1679.0 |
| AMZN | REDUCED | AMAZON COM INC | COM | 023135106 | 452,974 | 0.07 | 1867.0 |
| AVGO | ADDED | BROADCOM INC | COM | 11135F101 | 452,580 | 0.07 | 1219.0 |
| GOOGL | ADDED | ALPHABET INC | CAP STK CL C | 02079K107 | 441,065 | 0.06 | 1234.0 |
| - | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 433,444 | 0.06 | 2768.0 | |
| - | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 431,076 | 0.06 | 2012.0 | |
| - | ISHARES TR | CORE 60/40 BALAN | 464289867 | 407,692 | 0.06 | 5877.0 | |
| - | ISHARES TR | NEW YORK MUN ETF | 464288323 | 399,124 | 0.06 | 7430.0 | |
| - | SPDR INDEX SHS FDS | STATE STREET SPD | 78463X871 | 393,225 | 0.06 | 8960.0 | |
| ATMP | UNCHANGED | BARCLAYS BANK PLC | DJUBS CMDT ETN36 | 06738C778 | 380,018 | 0.06 | 8716.0 |
| - | SPDR GOLD TR | GOLD SHS | 78463V107 | 355,119 | 0.05 | 946.0 | |
| - | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 303,606 | 0.04 | 6288.0 | |
| - | SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 | 270,464 | 0.04 | 5132.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 253,876 | 0.04 | 3599.0 | |
| - | ISHARES TR | GL TIMB FORE ETF | 464288174 | 249,027 | 0.04 | 3765.0 | |
| - | ISHARES TR | MSCI EAFE ETF | 464287465 | 246,668 | 0.04 | 2392.0 | |
| - | FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734Y109 | 232,650 | 0.03 | 1611.0 | |
| - | SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 227,181 | 0.03 | 6644.0 | |
| WMT | UNCHANGED | WALMART INC | COM | 931142103 | 221,638 | 0.03 | 2063.0 |
| - | VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 212,139 | 0.03 | 1800.0 | |
| - | FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33735B108 | 204,238 | 0.03 | 1400.0 | |
| HAS | ADDED | HASBRO INC | COM | 418056107 | 204,027 | 0.03 | 2475.0 |
| DNA | UNCHANGED | GINKGO BIOWORKS HOLDINGS INC | CL A NEW | 37611X209 | 164,995 | 0.02 | 15165.0 |
| JMIA | ADDED | JUMIA TECHNOLOGIES AG | SPONSORED ADS | 48138M105 | 154,594 | 0.02 | 21084.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-06 | 6,893,446,481 | 59 | 1.274668 | 0.050083 | 2.277113 |
| 2026-03-31 | 2026-04-20 | 610,855,679 | 56 | 1.286324 | 0.050713 | 2.29878 |
| 2025-12-31 | 2026-01-07 | 605,822,186 | 51 | 1.369698 | 0.053997 | 2.450978 |
| 2025-09-30 | 2025-10-06 | 594,700,000 | 49 | 1.344438 | 0.051744 | 2.414751 |
| 2025-03-31 | 2025-04-08 | 505,046,000 | 47 | 0.142656 | 0.00663 | 0.209057 |
| 2024-12-31 | 2025-01-27 | 514,624,000 | 47 | 1.623225 | 0.062012 | 2.910141 |