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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 | $628K | 0.1% | 30,912 SH | |
| ACCENTURE PLC IRELAND | SHS CLASS A | $255K | 0.1% | 840 SH | |
| ALPHABET INC | CAP STK CL C | $269K | 0.1% | 1,466 SH | |
| AMAZON COM INC | COM | $206K | 0.0% | 1,068 SH | |
| APPLE INC | COM | $843K | 0.2% | 4,000 SH | |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $232K | 0.0% | 7,241 SH | |
| DESKTOP METAL INC | COM CL A | $851K | 0.2% | 206,081 SH | |
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | $203K | 0.0% | 606,634 SH | |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | $1.6M | 0.3% | 41,251 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $201K | 0.0% | 1,222 SH | |
| ISHARES INC | ESG AWR MSCI EM | $471K | 0.1% | 14,054 SH | |
| ISHARES TR | AGGRES ALLOC ETF | $533K | 0.1% | 7,131 SH | |
| ISHARES TR | CORE INTL AGGR | $29.7M | 5.9% | 594,562 SH | |
| ISHARES TR | CORE MSCI TOTAL | $638K | 0.1% | 9,447 SH | |
| ISHARES TR | ESG AWARE MSCI | $506K | 0.1% | 13,151 SH | |
| ISHARES TR | GL TIMB FORE ETF | $793K | 0.2% | 10,115 SH | |
| ISHARES TR | GLOBAL REIT ETF | $12.8M | 2.5% | 551,157 SH | |
| ISHARES TR | GRWT ALLOCAT ETF | $378K | 0.1% | 6,717 SH | |
| ISHARES TR | MSCI KLD400 SOC | $1.5M | 0.3% | 14,851 SH | |
| ISHARES TR | NATIONAL MUN ETF | $19.8M | 3.9% | 185,519 SH | |
| ISHARES TR | NEW YORK MUN ETF | $340K | 0.1% | 6,367 SH | |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $75K | 0.0% | 10,742 SH | |
| MICROSOFT CORP | COM | $613K | 0.1% | 1,372 SH | |
| NUSHARES ETF TR | NUVEEN ESG US | $1.9M | 0.4% | 87,861 SH | |
| NVIDIA CORPORATION | COM | $391K | 0.1% | 3,164 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $206K | 0.0% | 2,256 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $33.0M | 6.5% | 941,380 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.7M | 0.5% | 71,507 SH | |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $324K | 0.1% | 10,204 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $383K | 0.1% | 704 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $3.4M | 0.7% | 36,834 SH | |
| SPDR SER TR | NUVEEN BLMBRG SH | $1.8M | 0.4% | 37,923 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $23.9M | 4.7% | 360,960 SH | |
| SPDR SER TR | PORTFOLIO S&P600 | $13.9M | 2.8% | 335,826 SH | |
| SPDR SER TR | PORTFOLIO SH TSR | $20.9M | 4.1% | 724,694 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $2.2M | 0.4% | 73,207 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $52.3M | 10.4% | 725,675 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $205K | 0.0% | 4,209 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $5.0M | 1.0% | 29,837 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $171.9M | 34.0% | 642,752 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $15.2M | 3.0% | 259,208 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $16.0M | 3.2% | 366,716 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $4.3M | 0.9% | 36,724 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $313K | 0.1% | 2,776 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.6M | 0.5% | 54,084 SH | |
| VANGUARD WORLD FD | ESG INTL STK ETF | $2.1M | 0.4% | 36,166 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $6.4M | 1.3% | 65,843 SH |
| 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 |