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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 | $863K | 0.1%Prev: 0.0% | 40,047 SH | Decreased-6,569 SH |
| ALPHABET INC | CAP STK CL C | $324K | 0.1%Prev: 0.0% | 1,331 SH | Decreased+97 SH |
| AMAZON COM INC | COM | $366K | 0.1%Prev: 0.0% | 1,665 SH | Decreased-202 SH |
| APPLE INC | COM | $817K | 0.1%Prev: 0.0% | 3,209 SH | Increased+1,530 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $309K | 0.1%Prev: 0.0% | 8,716 SH | Decreased |
| GINKGO BIOWORKS HLDG CLASS A | DNA | $221K | 0.0% | 15,165 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $2.0M | 0.3%Prev: 0.0% | 44,351 SH | Decreased+1,964 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $379K | 0.1%Prev: 0.0% | 1,997 SH | Decreased-15 SH |
| ISHARES INC | ESG AWR MSCI EM | $754K | 0.1% | 17,359 SH | New |
| ISHARES MSCI EAFE ETF | EFA | $206K | 0.0% | 2,207 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $432K | 0.1%Prev: 0.0% | 6,705 SH | Increased+828 SH |
| ISHARES TR | CORE 80/20 AGGRE | $764K | 0.1%Prev: 0.0% | 8,663 SH | Decreased+183 SH |
| ISHARES TR | CORE INTL AGGR | $37.8M | 6.4%Prev: 0.6% | 738,557 SH | Decreased-110,711 SH |
| ISHARES TR | CORE MSCI TOTAL | $771K | 0.1%Prev: 0.0% | 9,341 SH | Decreased-296 SH |
| ISHARES TR | ESG AWARE MSCI | $860K | 0.1%Prev: 0.0% | 19,080 SH | Decreased+455 SH |
| ISHARES TR | ESG MSCI KLD 400 | $1.4M | 0.2%Prev: 0.0% | 11,230 SH | Decreased-82 SH |
| ISHARES TR | GL TIMB FORE ETF | $264K | 0.0%Prev: 0.0% | 3,595 SH | Increased-170 SH |
| ISHARES TR | GLOBAL REIT ETF | $16.2M | 2.7%Prev: 0.3% | 633,416 SH | Decreased-46,522 SH |
| ISHARES TR | NATIONAL MUN ETF | $21.6M | 3.6%Prev: 0.4% | 202,880 SH | Decreased-22,848 SH |
| ISHARES TR | NEW YORK MUN ETF | $371K | 0.1%Prev: 0.0% | 6,949 SH | Decreased-481 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $4.8M | 0.8%Prev: 0.1% | 95,790 SH | Decreased-14,083 SH |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $225K | 0.0%Prev: 0.0% | 19,342 SH | Increased-1,742 SH |
| MICROSOFT CORP | COM | $793K | 0.1%Prev: 0.0% | 1,531 SH | Increased-11 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $2.8M | 0.5%Prev: 0.0% | 124,358 SH | Decreased-25,597 SH |
| NVIDIA CORPORATION | COM | $15.2M | 2.6%Prev: 0.2% | 81,278 SH | Decreased+144 SH |
| SELECT SECTOR SPDR TR | ENERGY | $202K | 0.0% | 2,256 SH | New |
| SPDR GOLD TR | GOLD SHS | $327K | 0.1%Prev: 0.0% | 920 SH | Decreased-26 SH |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $42.0M | 7.1% | 980,548 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.4M | 0.6% | 73,392 SH | New |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | $402K | 0.1% | 10,016 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $541K | 0.1%Prev: 0.0% | 812 SH | Decreased-86 SH |
| SPDR SER TR | BLOOMBERG 1-3 MO | $7.2M | 1.2% | 78,686 SH | New |
| SPDR SER TR | NUVEEN BLMBRG SH | $2.0M | 0.3% | 41,731 SH | New |
| SPDR SER TR | PORTFOLI S&P1500 | $27.6M | 4.6% | 342,411 SH | New |
| SPDR SER TR | PORTFOLIO S&P600 | $17.4M | 2.9% | 376,264 SH | New |
| SPDR SER TR | PORTFOLIO SH TSR | $23.0M | 3.9% | 785,241 SH | New |
| SPDR SER TR | PORTFOLIO SHORT | $2.7M | 0.5% | 89,222 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $66.0M | 11.1% | 887,904 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $378K | 0.1%Prev: 0.0% | 7,641 SH | Increased+1,353 SH |
| VANGUARD ESG US STOCK ETF | ESGV | $9.6M | 1.6% | 81,171 SH | New |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.5M | 1.3%Prev: 0.1% | 35,804 SH | Decreased-602 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $218.8M | 36.8%Prev: 3.6% | 666,665 SH | Decreased-667 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $21.0M | 3.5%Prev: 0.4% | 294,861 SH | Decreased-2,105 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $21.0M | 3.5%Prev: 0.3% | 387,620 SH | Decreased+4,791 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.5M | 1.1%Prev: 0.1% | 45,519 SH | Decreased+1,432 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $359K | 0.1%Prev: 0.0% | 2,605 SH | Decreased-163 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.7M | 0.5%Prev: 0.0% | 53,667 SH | Decreased-8,319 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $3.1M | 0.5%Prev: 0.1% | 45,258 SH | Decreased+2,512 SH |
| WALMART INC | COM | $213K | 0.0%Prev: 0.0% | 2,063 SH | Decreased |
| 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 |