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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 | $832K | 0.1%Prev: 0.2% | 40,047 SH | Decreased-6,569 SH |
| ACCENTURE PLC IRELAND | SHS CLASS A | $208K | 0.0% | 695 SH | New |
| ALPHABET INC | CAP STK CL C | $236K | 0.0%Prev: 0.1% | 1,330 SH | Decreased+123 SH |
| AMAZON COM INC | COM | $349K | 0.1%Prev: 0.1% | 1,591 SH | Decreased-304 SH |
| APPLE INC | COM | $710K | 0.1%Prev: 0.1% | 3,462 SH | Decreased+348 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $296K | 0.1%Prev: 0.1% | 8,716 SH | Decreased |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $1.8M | 0.3%Prev: 0.3% | 44,623 SH | Decreased+3,132 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $362K | 0.1%Prev: 0.1% | 1,990 SH | Decreased+31 SH |
| ISHARES INC | ESG AWR MSCI EM | $578K | 0.1% | 14,765 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $447K | 0.1%Prev: 0.1% | 7,260 SH | Increased+1,453 SH |
| ISHARES TR | CORE 80/20 AGGRE | $658K | 0.1%Prev: 0.1% | 7,887 SH | Decreased-543 SH |
| ISHARES TR | CORE INTL AGGR | $36.5M | 6.6%Prev: 6.6% | 714,668 SH | Decreased-98,390 SH |
| ISHARES TR | CORE MSCI TOTAL | $722K | 0.1%Prev: 0.1% | 9,341 SH | Decreased-174 SH |
| ISHARES TR | ESG AWARE MSCI | $677K | 0.1%Prev: 0.1% | 16,390 SH | Decreased-2,629 SH |
| ISHARES TR | ESG MSCI KLD 400 | $1.3M | 0.2%Prev: 0.2% | 11,204 SH | Decreased-86 SH |
| ISHARES TR | GL TIMB FORE ETF | $264K | 0.0%Prev: 0.0% | 3,596 SH | Decreased-135 SH |
| ISHARES TR | GLOBAL REIT ETF | $15.1M | 2.7%Prev: 2.8% | 612,418 SH | Decreased-63,883 SH |
| ISHARES TR | NATIONAL MUN ETF | $24.3M | 4.4%Prev: 3.7% | 232,865 SH | Increased+20,406 SH |
| ISHARES TR | NEW YORK MUN ETF | $360K | 0.1%Prev: 0.1% | 6,895 SH | Decreased-477 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $472K | 0.1%Prev: 0.9% | 9,507 SH | Decreased-96,181 SH |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $85K | 0.0%Prev: 0.0% | 21,092 SH | Decreased+200 SH |
| MICROSOFT CORP | COM | $763K | 0.1%Prev: 0.1% | 1,535 SH | Increased+11 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $2.7M | 0.5%Prev: 0.5% | 119,617 SH | Decreased-14,533 SH |
| NVIDIA CORPORATION | COM | $12.9M | 2.3%Prev: 2.3% | 81,420 SH | Decreased+250 SH |
| SPDR GOLD TR | GOLD SHS | $280K | 0.1%Prev: 0.1% | 920 SH | Decreased-26 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $40.7M | 7.3% | 1,006,361 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.1M | 0.6% | 73,387 SH | New |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $372K | 0.1% | 10,016 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $500K | 0.1%Prev: 0.1% | 810 SH | Decreased-17 SH |
| SPDR SER TR | BLOOMBERG 1-3 MO | $4.8M | 0.9% | 52,349 SH | New |
| SPDR SER TR | NUVEEN BLMBRG SH | $1.9M | 0.3% | 40,597 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $25.6M | 4.6% | 341,551 SH | New |
| SPDR SER TR | PORTFOLIO S&P600 | $15.9M | 2.9% | 374,051 SH | New |
| SPDR SER TR | PORTFOLIO SH TSR | $21.9M | 3.9% | 747,610 SH | New |
| SPDR SER TR | PORTFOLIO SHORT | $2.6M | 0.5% | 86,194 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $62.9M | 11.3% | 854,729 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $370K | 0.1%Prev: 0.1% | 7,465 SH | Decreased-305 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $6.8M | 1.2%Prev: 1.3% | 35,187 SH | Decreased-1,580 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $205.7M | 37.1%Prev: 35.4% | 676,828 SH | Decreased+8,775 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $19.9M | 3.6%Prev: 3.6% | 295,689 SH | Decreased+3,584 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $19.5M | 3.5%Prev: 3.4% | 395,006 SH | Decreased+7,636 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.1M | 1.1%Prev: 1.1% | 45,053 SH | Decreased-553 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $334K | 0.1%Prev: 0.1% | 2,598 SH | Decreased+61 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.6M | 0.5%Prev: 0.5% | 51,415 SH | Decreased-7,286 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $2.6M | 0.5%Prev: 0.5% | 39,331 SH | Decreased-3,883 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $7.7M | 1.4%Prev: 1.5% | 70,374 SH | Decreased-8,798 SH |
| WALMART INC | COM | $234K | 0.0%Prev: 0.0% | 2,390 SH | Decreased+327 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 |