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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 | $1.1M | 0.2%Prev: 0.1% | 46,616 SH | Increased+15,704 SH |
| ALPHABET INC | CAP STK CL C | $355K | 0.1%Prev: 0.1% | 1,207 SH | Increased-259 SH |
| AMAZON COM INC | COM | $400K | 0.1%Prev: 0.0% | 1,895 SH | Increased+827 SH |
| APPLE INC | COM | $791K | 0.1%Prev: 0.2% | 3,114 SH | Decreased-886 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $413K | 0.1%Prev: 0.0% | 8,716 SH | Increased+1,475 SH |
| BOEING CO | COM | $733K | 0.1% | 3,523 SH | New |
| BROADCOM INC | COM | $321K | 0.1% | 1,024 SH | New |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | $97K | 0.0% | 15,165 SH | New |
| HASBRO INC | COM | $221K | 0.0% | 2,466 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $1.9M | 0.3% | 41,491 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $377K | 0.1%Prev: 0.0% | 1,959 SH | Increased+737 SH |
| ISHARES SILVER TR | ISHARES | $230K | 0.0% | 3,390 SH | New |
| ISHARES TR | CORE 60/40 BALAN | $376K | 0.1% | 5,807 SH | New |
| ISHARES TR | CORE 80/20 AGGRE | $750K | 0.1% | 8,430 SH | New |
| ISHARES TR | CORE INTL AGGR | $40.5M | 6.6%Prev: 5.9% | 813,058 SH | Increased+218,496 SH |
| ISHARES TR | CORE MSCI TOTAL | $834K | 0.1%Prev: 0.1% | 9,515 SH | Increased+68 SH |
| ISHARES TR | ESG AWARE MSCI | $904K | 0.1%Prev: 0.1% | 19,019 SH | Increased+5,868 SH |
| ISHARES TR | ESG AWR MSCI EM | $747K | 0.1% | 16,256 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $1.4M | 0.2% | 11,290 SH | New |
| ISHARES TR | GL TIMB FORE ETF | $266K | 0.0%Prev: 0.2% | 3,731 SH | Decreased-6,384 SH |
| ISHARES TR | GLOBAL REIT ETF | $17.2M | 2.8%Prev: 2.5% | 676,301 SH | Increased+125,144 SH |
| ISHARES TR | MSCI EAFE ETF | $221K | 0.0% | 2,238 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $22.6M | 3.7%Prev: 3.9% | 212,459 SH | Increased+26,940 SH |
| ISHARES TR | NEW YORK MUN ETF | $392K | 0.1%Prev: 0.1% | 7,372 SH | Increased+1,005 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $5.3M | 0.9% | 105,688 SH | New |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $144K | 0.0%Prev: 0.0% | 20,892 SH | Increased+10,150 SH |
| MICRON TECHNOLOGY INC | COM | $364K | 0.1% | 1,000 SH | New |
| MICROSOFT CORP | COM | $566K | 0.1%Prev: 0.1% | 1,524 SH | Decreased+152 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $3.0M | 0.5%Prev: 0.4% | 134,150 SH | Increased+46,289 SH |
| NVIDIA CORPORATION | COM | $14.3M | 2.3%Prev: 0.1% | 81,170 SH | Increased+78,006 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $300K | 0.0% | 5,095 SH | New |
| SPDR GOLD TR | GOLD SHS | $411K | 0.1% | 946 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $75.1M | 12.3% | 1,376,698 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $542K | 0.1%Prev: 0.1% | 827 SH | Increased+123 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $57.8M | 9.5% | 1,480,033 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MR | $58.6M | 9.6% | 797,786 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $373K | 0.1%Prev: 0.0% | 7,770 SH | Increased+3,561 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $7.6M | 1.3%Prev: 1.0% | 36,767 SH | Increased+6,930 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $216.0M | 35.4%Prev: 34.0% | 668,053 SH | Increased+25,301 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $22.2M | 3.6%Prev: 3.0% | 292,105 SH | Increased+32,897 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $21.0M | 3.4%Prev: 3.2% | 387,370 SH | Increased+20,654 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.7M | 1.1%Prev: 0.9% | 45,606 SH | Increased+8,882 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $354K | 0.1%Prev: 0.1% | 2,537 SH | Increased-239 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $11.5M | 1.9% | 149,695 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $2.9M | 0.5%Prev: 0.5% | 58,701 SH | Increased+4,617 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $203K | 0.0% | 3,125 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $3.1M | 0.5%Prev: 0.4% | 43,214 SH | Increased+7,048 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $9.0M | 1.5%Prev: 1.3% | 79,172 SH | Increased+13,329 SH |
| WALMART INC | COM | $255K | 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 |