Boston Standard Wealth Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 676,828 | 666,665 | -10,163 | 205,708,000 | 218,779,000 | 36.79% | +13,071,000 |
| VANGUARD ESG US STOCK ETF | 0 | 81,171 | +81,171 | 0 | 9,614,000 | 1.62% | +9,614,000 |
| J P MORGAN EXCHANGE TRADED F | 9,507 | 95,790 | +86,283 | 472,000 | 4,835,000 | 0.81% | +4,363,000 |
| VANGUARD BD INDEX FDS | 854,729 | 887,904 | +33,175 | 62,934,000 | 66,033,000 | 11.10% | +3,099,000 |
| SPDR SER TR | 52,349 | 78,686 | +26,337 | 4,802,000 | 7,220,000 | 1.21% | +2,418,000 |
| NVIDIA CORPORATION(NVDA) | 81,420 | 81,278 | -142 | 12,863,000 | 15,165,000 | 2.55% | +2,302,000 |
| SPDR SER TR | 341,551 | 342,411 | +860 | 25,579,000 | 27,615,000 | 4.64% | +2,036,000 |
| SPDR SER TR | 374,051 | 376,264 | +2,213 | 15,935,000 | 17,429,000 | 2.93% | +1,494,000 |
| VANGUARD INTL EQUITY INDEX F | 395,006 | 387,620 | -7,386 | 19,537,000 | 21,001,000 | 3.53% | +1,464,000 |
| ISHARES TR | 714,668 | 738,557 | +23,889 | 36,512,000 | 37,836,000 | 6.36% | +1,324,000 |
| SPDR INDEX SHS FDS | 1,006,361 | 980,548 | -25,813 | 40,748,000 | 41,958,000 | 7.06% | +1,210,000 |
| VANGUARD INTL EQUITY INDEX F | 295,689 | 294,861 | -828 | 19,876,000 | 21,044,000 | 3.54% | +1,168,000 |
| SPDR SER TR | 747,610 | 785,241 | +37,631 | 21,898,000 | 23,023,000 | 3.87% | +1,125,000 |
| ISHARES TR | 612,418 | 633,416 | +20,998 | 15,127,000 | 16,190,000 | 2.72% | +1,063,000 |
| VANGUARD INDEX FDS | 35,187 | 35,804 | +617 | 6,781,000 | 7,495,000 | 1.26% | +714,000 |
| VANGUARD WORLD FD | 39,331 | 45,258 | +5,927 | 2,576,000 | 3,140,000 | 0.53% | +564,000 |
| VANGUARD INTL EQUITY INDEX F | 45,053 | 45,519 | +466 | 6,055,000 | 6,489,000 | 1.09% | +434,000 |
| SPDR INDEX SHS FDS | 73,387 | 73,392 | +5 | 3,137,000 | 3,435,000 | 0.58% | +298,000 |
| GINKGO BIOWORKS HLDG CLASS A | 0 | 15,165 | +15,165 | 0 | 221,000 | 0.04% | +221,000 |
| ISHARES MSCI EAFE ETF | 0 | 2,207 | +2,207 | 0 | 206,000 | 0.03% | +206,000 |
| SELECT SECTOR SPDR TR | 0 | 2,256 | +2,256 | 0 | 202,000 | 0.03% | +202,000 |
| INVESCO EXCHANGE TRADED FD T | 44,623 | 44,351 | -272 | 1,815,000 | 2,014,000 | 0.34% | +199,000 |
| ISHARES TR | 16,390 | 19,080 | +2,690 | 677,000 | 860,000 | 0.14% | +183,000 |
| ISHARES INC | 14,765 | 17,359 | +2,594 | 578,000 | 754,000 | 0.13% | +176,000 |
| JUMIA TECHNOLOGIES AG | 21,092 | 19,342 | -1,750 | 85,000 | 225,000 | 0.04% | +140,000 |
| VANGUARD MALVERN FDS | 51,415 | 53,667 | +2,252 | 2,585,000 | 2,717,000 | 0.46% | +132,000 |
| NUSHARES ETF TR | 119,617 | 124,358 | +4,741 | 2,663,000 | 2,792,000 | 0.47% | +129,000 |
| ISHARES TR | 11,204 | 11,230 | +26 | 1,302,000 | 1,415,000 | 0.24% | +113,000 |
| APPLE INC(AAPL) | 3,462 | 3,209 | -253 | 710,000 | 817,000 | 0.14% | +107,000 |
| ISHARES TR | 7,887 | 8,663 | +776 | 658,000 | 764,000 | 0.13% | +106,000 |
| SPDR SER TR | 86,194 | 89,222 | +3,028 | 2,602,000 | 2,703,000 | 0.45% | +101,000 |
| ALPHABET INC(GOOG) | 1,330 | 1,331 | +1 | 236,000 | 324,000 | 0.05% | +88,000 |
| SPDR SER TR | 40,597 | 41,731 | +1,134 | 1,942,000 | 2,012,000 | 0.34% | +70,000 |
| ISHARES TR | 9,341 | 9,341 | 0 | 722,000 | 771,000 | 0.13% | +49,000 |
| SPDR GOLD TR(GLD) | 920 | 920 | 0 | 280,000 | 327,000 | 0.05% | +47,000 |
| SPDR S&P 500 ETF TR(SPY) | 810 | 812 | +2 | 500,000 | 541,000 | 0.09% | +41,000 |
| ABRDN ETFS | 40,047 | 40,047 | 0 | 832,000 | 863,000 | 0.15% | +31,000 |
| MICROSOFT CORP(MSFT) | 1,535 | 1,531 | -4 | 763,000 | 793,000 | 0.13% | +30,000 |
| SPDR INDEX SHS FDS | 10,016 | 10,016 | 0 | 372,000 | 402,000 | 0.07% | +30,000 |
| VANGUARD INTL EQUITY INDEX F | 2,598 | 2,605 | +7 | 334,000 | 359,000 | 0.06% | +25,000 |
| AMAZON COM INC(AMZN) | 1,591 | 1,665 | +74 | 349,000 | 366,000 | 0.06% | +17,000 |
| INVESCO EXCHANGE TRADED FD T | 1,990 | 1,997 | +7 | 362,000 | 379,000 | 0.06% | +17,000 |
| BARCLAYS BANK PLC(DJP) | 8,716 | 8,716 | 0 | 296,000 | 309,000 | 0.05% | +13,000 |
| ISHARES TR | 6,895 | 6,949 | +54 | 360,000 | 371,000 | 0.06% | +11,000 |
| VANGUARD CHARLOTTE FDS | 7,465 | 7,641 | +176 | 370,000 | 378,000 | 0.06% | +8,000 |
| ISHARES TR | 3,596 | 3,595 | -1 | 264,000 | 264,000 | 0.04% | 0 |
| DESKTOP METAL INC | 159,682 | 0 | -159,682 | 0 | 0 | — | 0 |
| ISHARES TR | 7,260 | 6,705 | -555 | 447,000 | 432,000 | 0.07% | -15,000 |
| WALMART INC(WMT) | 2,390 | 2,063 | -327 | 234,000 | 213,000 | 0.04% | -21,000 |
| ACCENTURE PLC IRELAND | 695 | 0 | -695 | 208,000 | 0 | — | -208,000 |
| ISHARES TR | 232,865 | 202,880 | -29,985 | 24,330,000 | 21,605,000 | 3.63% | -2,725,000 |
| VANGUARD WORLD FD | 70,374 | 0 | -70,374 | 7,716,000 | 0 | — | -7,716,000 |