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| Name: |
Boston Standard Wealth Management LLC |
| City: |
WINCHESTER |
| State: |
MA |
| Zip: |
01890 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ESGV |
Vanguard Esg Us Stock Etf |
12 |
- |
$0.00 |
$6,247,000 |
67,037 |
1.41% |
1,066,000 |
-1,847 |
0.178 |
N/A |
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VXF |
Vanguard Extended Market VI... |
13 |
- |
$172.45 |
$5,141,000 |
29,333 |
1.16% |
731,000 |
-1,434 |
0.037 |
Closed - End Fund - E... |
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VTIP |
Vanguard Short Term Inflati... |
15 |
- |
$48.09 |
$2,775,000 |
57,945 |
0.63% |
-867,000 |
-19,078 |
0.003 |
N/A |
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WOOD |
iShares S&P Global Timber &... |
22 |
- |
$83.75 |
$1,730,000 |
20,507 |
0.39% |
-3,596,000 |
-51,450 |
0.579 |
Closed - End Fund - Debt |
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BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
24 |
- |
$0.00 |
$1,484,000 |
16,166 |
0.34% |
-2,288,000 |
-24,911 |
0.002 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
26 |
- |
$187.43 |
$775,000 |
4,521 |
0.18% |
-19,000 |
-116 |
0 |
Personal Computers |
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MSFT |
Microsoft Corp |
27 |
- |
$416.56 |
$724,000 |
1,720 |
0.16% |
125,000 |
-176 |
0 |
Application Software |
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AOA |
iShares Trust |
31 |
- |
$73.62 |
$531,000 |
7,222 |
0.12% |
60,000 |
-199 |
0.04 |
Closed - End Fund - Debt |
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VT |
Vanguard Total World Stock ... |
38 |
- |
$111.24 |
$305,000 |
2,762 |
0.07% |
41,000 |
-66 |
0.002 |
Closed - End Fund - E... |
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BNDX |
Vanguard Total Internationa... |
44 |
- |
$48.60 |
$210,000 |
4,276 |
0.05% |
-198,000 |
-4,250 |
0 |
N/A |
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