
Entity | Amount | Change
09/30/2022 to 12/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
605,920 | +49,163 | $115,846 |
VTI | 605,920 | +49,163 | $115,846 |
![]() |
527,022 | +39,982 | $37,861 |
BND | 527,022 | +39,982 | $37,861 |
![]() |
944,220 | +33,514 | $28,034 |
SPDW | 944,220 | +33,514 | $28,034 |
![]() |
493,868 | +21,712 | $23,483 |
IAGG | 493,868 | +21,712 | $23,483 |
![]() |
342,773 | +10,827 | $16,210 |
SPTM | 342,773 | +10,827 | $16,210 |
![]() |
520,866 | +15,942 | $15,048 |
SPTS | 520,866 | +15,942 | $15,048 |
![]() |
129,563 | +17,556 | $13,671 |
MUB | 129,563 | +17,556 | $13,671 |
![]() |
310,872 | +31,205 | $12,118 |
VWO | 310,872 | +31,205 | $12,118 |
![]() |
232,637 | +21,157 | $11,664 |
VEU | 232,637 | +21,157 | $11,664 |
![]() |
296,290 | +7,951 | $10,954 |
SPSM | 296,290 | +7,951 | $10,954 |
![]() |
446,534 | +22,126 | $10,140 |
REET | 446,534 | +22,126 | $10,140 |
![]() |
121,881 | +8,484 | $5,693 |
VTIP | 121,881 | +8,484 | $5,693 |
![]() |
77,252 | +5,511 | $5,620 |
WOOD | 77,252 | +5,511 | $5,620 |
![]() |
81,857 | +1,028 | $5,391 |
ESGV | 81,857 | +1,028 | $5,391 |
![]() |
30,477 | +4,366 | $4,049 |
VXF | 30,477 | +4,366 | $4,049 |
![]() |
34,696 | +3,518 | $3,567 |
VSS | 34,696 | +3,518 | $3,567 |
![]() |
62,235 | +3,285 | $2,051 |
SPEM | 62,235 | +3,285 | $2,051 |
![]() |
41,162 | +91 | $2,025 |
VSGX | 41,162 | +91 | $2,025 |
![]() |
84,461 | +440 | $1,839 |
NUBD | 84,461 | +440 | $1,839 |
![]() |
61,319 | +4,257 | $1,802 |
SPSB | 61,319 | +4,257 | $1,802 |
![]() |
8,328 | -380 | $1,082 |
AAPL | 8,328 | -380 | $1,082 |
![]() |
606,634 | UNCH | $1,025 |
DNA | 606,634 | UNCH | $1,025 |
![]() |
12,044 | +676 | $865 |
DSI | 12,044 | +676 | $865 |
![]() |
17,616 | -57 | $828 |
SHM | 17,616 | -57 | $828 |
![]() |
29,745 | +29,745 | $656 |
BCI | 29,745 | +29,745 | $656 |
![]() |
6,309 | +6,309 | $577 |
BIL | 6,309 | +6,309 | $577 |
![]() |
3,631 | +19 | $575 |
PRFZ | 3,631 | +19 | $575 |
![]() |
9,017 | -357 | $522 |
IXUS | 9,017 | -357 | $522 |
![]() |
15,343 | -32 | $505 |
ESML | 15,343 | -32 | $505 |
![]() |
2,043 | -45 | $490 |
MSFT | 2,043 | -45 | $490 |
![]() |
16,322 | +16,322 | $410 |
SPAB | 16,322 | +16,322 | $410 |
![]() |
6,712 | -14 | $401 |
AOA | 6,712 | -14 | $401 |
![]() |
12,606 | +653 | $379 |
ESGE | 12,606 | +653 | $379 |
![]() |
1,079 | +4 | $288 |
ACN | 1,079 | +4 | $288 |
![]() |
9,490 | +1,802 | $279 |
GWX | 9,490 | +1,802 | $279 |
![]() |
5,294 | -50 | $250 |
AOR | 5,294 | -50 | $250 |
![]() |
2,883 | -498 | $248 |
VT | 2,883 | -498 | $248 |
![]() |
5,007 | -1,162 | $237 |
BNDX | 5,007 | -1,162 | $237 |
![]() |
2,159 | -12 | $225 |
SUB | 2,159 | -12 | $225 |
![]() |
10,000 | +0 | $101 |
CPUH.U | 10,000 | UNCH | $101 |
See Summary: Boston Standard Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Boston Standard Wealth Management LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BCI | +29,745 | +$656 |
BIL | +6,309 | +$577 |
SPAB | +16,322 | +$410 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
CPUH | -10,000 | -$99 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VTI | +49,163 | +$15,925 |
BND | +39,982 | +$3,120 |
SPDW | +33,514 | +$4,538 |
VWO | +31,205 | +$1,913 |
REET | +22,126 | +$1,113 |
IAGG | +21,712 | +$666 |
VEU | +21,157 | +$2,283 |
MUB | +17,556 | +$2,181 |
SPTS | +15,942 | +$451 |
SPTM | +10,827 | +$1,568 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BNDX | -1,162 | -$57 |
VT | -498 | -$19 |
AAPL | -380 | -$121 |
IXUS | -357 | +$45 |
SHM | -57 | +$13 |
AOR | -50 | +$11 |
MSFT | -45 | +$4 |
ESML | -32 | +$33 |
AOA | -14 | +$28 |
![]() At 12/31/2022: $337,009 At 09/30/2022: $297,622 Boston Standard Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Boston Standard Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |