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CIK 0001630939 • 6 13F filings • Apr 8, 2025 – Jul 6, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN ETFS | BBRG ALL COMD K1 | $910K | 0.2%Prev: 0.2% | 46,616 SH | Decreased+1 SH |
| ALPHABET INC | CAP STK CL C | $418K | 0.1%Prev: 0.1% | 1,331 SH | Increased+124 SH |
| AMAZON COM INC | COM | $415K | 0.1%Prev: 0.1% | 1,797 SH | Decreased-63 SH |
| APPLE INC | COM | $861K | 0.1%Prev: 0.1% | 3,166 SH | Increased+1,459 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $328K | 0.1%Prev: 0.1% | 8,716 SH | Decreased+1,302 SH |
| BOEING CO | COM | $765K | 0.1%Prev: 0.1% | 3,523 SH | Increased |
| BROADCOM INC | COM | $279K | 0.0%Prev: 0.1% | 807 SH | Decreased-574 SH |
| HASBRO INC | COM | $202K | 0.0%Prev: 0.0% | 2,466 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $2.0M | 0.3%Prev: 0.3% | 44,266 SH | Decreased+3,966 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $374K | 0.1%Prev: 0.1% | 1,952 SH | Decreased-66 SH |
| ISHARES TR | CORE 60/40 BALAN | $408K | 0.1% | 6,282 SH | New |
| ISHARES TR | CORE 80/20 AGGRE | $808K | 0.1% | 9,024 SH | New |
| ISHARES TR | CORE INTL AGGR | $39.4M | 6.5%Prev: 3.9% | 787,162 SH | Increased+239,102 SH |
| ISHARES TR | CORE MSCI TOTAL | $805K | 0.1%Prev: 0.1% | 9,515 SH | Decreased-121 SH |
| ISHARES TR | ESG AWARE MSCI | $872K | 0.1%Prev: 0.1% | 18,969 SH | Decreased+328 SH |
| ISHARES TR | ESG AWR MSCI EM | $750K | 0.1% | 16,979 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $1.5M | 0.2% | 11,261 SH | New |
| ISHARES TR | GL TIMB FORE ETF | $269K | 0.0%Prev: 0.0% | 3,731 SH | Increased-34 SH |
| ISHARES TR | GLOBAL REIT ETF | $16.6M | 2.7%Prev: 2.6% | 664,644 SH | Decreased-26,335 SH |
| ISHARES TR | MSCI EAFE ETF | $215K | 0.0%Prev: 0.0% | 2,238 SH | Decreased-153 SH |
| ISHARES TR | NATIONAL MUN ETF | $22.5M | 3.7% | 210,231 SH | New |
| ISHARES TR | NEW YORK MUN ETF | $392K | 0.1% | 7,335 SH | New |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $5.1M | 0.8% | 101,384 SH | New |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $238K | 0.0%Prev: 0.0% | 19,092 SH | Increased-4,492 SH |
| MICRON TECHNOLOGY INC | COM | $285K | 0.0%Prev: 0.1% | 1,000 SH | Decreased+500 SH |
| MICROSOFT CORP | COM | $721K | 0.1%Prev: 0.1% | 1,491 SH | Decreased-35 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $3.0M | 0.5%Prev: 0.5% | 132,063 SH | Decreased-20,899 SH |
| NVIDIA CORPORATION | COM | $15.1M | 2.5%Prev: 2.7% | 81,222 SH | Decreased+141 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $202K | 0.0% | 4,511 SH | New |
| SPDR GOLD TR | GOLD SHS | $375K | 0.1% | 946 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $44.0M | 7.3% | 991,592 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.4M | 0.6% | 73,428 SH | New |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $374K | 0.1% | 9,160 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $563K | 0.1% | 825 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $74.6M | 12.3% | 1,679,397 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MR | $68.2M | 11.3% | 920,885 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $338K | 0.1%Prev: 2.5% | 6,989 SH | Decreased-371,465 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.7M | 1.3%Prev: 1.2% | 36,741 SH | Decreased-130 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $224.5M | 37.1% | 669,718 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $21.9M | 3.6%Prev: 3.6% | 297,682 SH | Decreased-1,085 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $21.2M | 3.5%Prev: 3.3% | 394,426 SH | Decreased+6,449 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.8M | 1.1%Prev: 1.0% | 47,198 SH | Decreased+3,032 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $367K | 0.1%Prev: 0.1% | 2,604 SH | Decreased-128 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.8M | 0.5%Prev: 0.5% | 55,906 SH | Decreased-12,164 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $3.2M | 0.5%Prev: 0.5% | 44,684 SH | Decreased+1,896 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $9.6M | 1.6%Prev: 1.6% | 79,125 SH | Decreased-509 SH |
| WALMART INC | COM | $230K | 0.0% | 2,063 SH | New |
| Q3 2025 |
| 13F-HR |
| 0001630939-25-000008 |
| $594.7M |
| View |
| Jul 6, 2026 | Q2 2026 | 13F-HR | 0001630939-26-000006 | $6.89B | View |
| Jul 2, 2025 | Q2 2025 | 13F-HR | 0001630939-25-000007 | $555.1M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001630939-26-000004 | $610.9M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001630939-25-000005 | $505.0M | View |