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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 | $1.0M | 0.0%Prev: 0.1% | 46,616 SH | Increased+6,569 SH |
| ALPHABET INC | CAP STK CL C | $441K | 0.0%Prev: 0.0% | 1,234 SH | Increased-96 SH |
| AMAZON COM INC | COM | $453K | 0.0%Prev: 0.1% | 1,867 SH | Increased+276 SH |
| APPLE INC | COM | $495K | 0.0%Prev: 0.1% | 1,679 SH | Decreased-1,783 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $380K | 0.0%Prev: 0.1% | 8,716 SH | Increased |
| BOEING CO | COM | $764K | 0.0% | 3,523 SH | New |
| BROADCOM INC | COM | $453K | 0.0% | 1,219 SH | New |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $437K | 0.0% | 3,011 SH | New |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | $165K | 0.0% | 15,165 SH | New |
| HASBRO INC | COM | $204K | 0.0% | 2,475 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $2.4M | 0.0%Prev: 0.3% | 42,387 SH | Increased-2,236 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $431K | 0.0%Prev: 0.1% | 2,012 SH | Increased+22 SH |
| ISHARES TR | CORE 60/40 BALAN | $408K | 0.0%Prev: 0.1% | 5,877 SH | Decreased-1,383 SH |
| ISHARES TR | CORE 80/20 AGGRE | $827K | 0.0%Prev: 0.1% | 8,480 SH | Increased+593 SH |
| ISHARES TR | CORE INTL AGGR | $42.6M | 0.6%Prev: 6.6% | 849,268 SH | Increased+134,600 SH |
| ISHARES TR | CORE MSCI TOTAL | $912K | 0.0%Prev: 0.1% | 9,637 SH | Increased+296 SH |
| ISHARES TR | ESG AWARE MSCI | $1.0M | 0.0%Prev: 0.1% | 18,625 SH | Increased+2,235 SH |
| ISHARES TR | ESG AWR MSCI EM | $824K | 0.0% | 15,405 SH | New |
| ISHARES TR | ESG MSCI KLD 400 | $1.6M | 0.0%Prev: 0.2% | 11,312 SH | Increased+108 SH |
| ISHARES TR | GL TIMB FORE ETF | $249K | 0.0%Prev: 0.0% | 3,765 SH | Decreased+169 SH |
| ISHARES TR | GLOBAL REIT ETF | $18.8M | 0.3%Prev: 2.7% | 679,938 SH | Increased+67,520 SH |
| ISHARES TR | MSCI EAFE ETF | $247K | 0.0% | 2,392 SH | New |
| ISHARES TR | NATIONAL MUN ETF | $24.2M | 0.4%Prev: 4.4% | 225,728 SH | Decreased-7,137 SH |
| ISHARES TR | NEW YORK MUN ETF | $399K | 0.0%Prev: 0.1% | 7,430 SH | Increased+535 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $5.5M | 0.1%Prev: 0.1% | 109,873 SH | Increased+100,366 SH |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $155K | 0.0%Prev: 0.0% | 21,084 SH | Increased-8 SH |
| MICRON TECHNOLOGY INC | COM | $741K | 0.0% | 700 SH | New |
| MICROSOFT CORP | COM | $594K | 0.0%Prev: 0.1% | 1,542 SH | Decreased+7 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $3.3M | 0.0%Prev: 0.5% | 149,955 SH | Increased+30,338 SH |
| NVIDIA CORPORATION | COM | $15.9M | 0.2%Prev: 2.3% | 81,134 SH | Increased-286 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $227K | 0.0% | 6,644 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $270K | 0.0% | 5,132 SH | New |
| SPDR GOLD TR | GOLD SHS | $355K | 0.0%Prev: 0.1% | 946 SH | Increased+26 SH |
| SPDR INDEX SHS FDS | STATE STREET SPD | $82.2M | 1.2% | 1,367,640 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $670K | 0.0%Prev: 0.1% | 898 SH | Increased+88 SH |
| SPDR SERIES TRUST | ST NUVE TERM ETF | $2.0M | 0.0% | 42,429 SH | New |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $25.9M | 0.4% | 895,179 SH | New |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $3.1M | 0.0% | 102,413 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $24.9M | 0.4% | 272,895 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $21.8M | 0.3% | 376,832 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MR | $40.5M | 0.6% | 554,009 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $304K | 0.0%Prev: 0.1% | 6,288 SH | Decreased-1,177 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $9.0M | 0.1%Prev: 1.2% | 36,406 SH | Increased+1,219 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $247.2M | 3.6%Prev: 37.1% | 667,332 SH | Increased-9,496 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $24.6M | 0.4%Prev: 3.6% | 296,966 SH | Increased+1,277 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $22.7M | 0.3%Prev: 3.5% | 382,829 SH | Increased-12,177 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.8M | 0.1%Prev: 1.1% | 44,087 SH | Increased-966 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $433K | 0.0%Prev: 0.1% | 2,768 SH | Increased+170 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $32.4M | 0.5% | 421,187 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.1M | 0.0%Prev: 0.5% | 61,986 SH | Increased+10,571 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $254K | 0.0% | 3,599 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $3.5M | 0.1%Prev: 0.5% | 42,746 SH | Increased+3,415 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $10.6M | 0.2%Prev: 1.4% | 79,946 SH | Increased+9,572 SH |
| VANGUARD WORLD FD | INF TECH ETF | $212K | 0.0% | 1,800 SH | New |
| WALMART INC | COM | $222K | 0.0%Prev: 0.0% | 2,063 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 |