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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 | $1.2M | 0.2%Prev: 0.1% | 46,615 SH | Increased+6,568 SH |
| ALPHABET INC | CAP STK CL C | $411K | 0.1%Prev: 0.1% | 1,207 SH | Increased-124 SH |
| AMAZON COM INC | COM | $463K | 0.1%Prev: 0.1% | 1,860 SH | Increased+195 SH |
| APPLE INC | COM | $569K | 0.1%Prev: 0.1% | 1,707 SH | Decreased-1,502 SH |
| BARCLAYS BANK PLC | DJUBS CMDT ETN36 | $382K | 0.1%Prev: 0.1% | 7,414 SH | Increased-1,302 SH |
| BOEING CO | COM | $655K | 0.1% | 3,523 SH | New |
| BROADCOM INC | COM | $485K | 0.1% | 1,381 SH | New |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | $217K | 0.0% | 1,611 SH | New |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | $195K | 0.0% | 15,165 SH | New |
| HASBRO INC | COM | $216K | 0.0% | 2,466 SH | New |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | $2.1M | 0.3%Prev: 0.3% | 40,300 SH | Increased-4,051 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $420K | 0.1%Prev: 0.1% | 2,018 SH | Increased+21 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $280K | 0.0% | 5,916 SH | New |
| ISHARES INC | ESG AWR MSCI EM | $829K | 0.1%Prev: 0.1% | 15,314 SH | Increased-2,045 SH |
| ISHARES TR | CORE 60 BALA ETF | $391K | 0.1% | 5,705 SH | New |
| ISHARES TR | CORE 80 20 ETF | $835K | 0.1% | 8,579 SH | New |
| ISHARES TR | CORE INTL AGGR | $27.0M | 3.9%Prev: 6.4% | 548,060 SH | Decreased-190,497 SH |
| ISHARES TR | CORE MSCI TOTAL | $915K | 0.1%Prev: 0.1% | 9,636 SH | Increased+295 SH |
| ISHARES TR | ESG AWARE MSCI | $969K | 0.1%Prev: 0.1% | 18,641 SH | Increased-439 SH |
| ISHARES TR | ESG MSCI KLD ETF | $1.7M | 0.2% | 11,337 SH | New |
| ISHARES TR | GL TIMB FORE ETF | $253K | 0.0%Prev: 0.0% | 3,765 SH | Decreased+170 SH |
| ISHARES TR | GLOBAL REIT ETF | $17.8M | 2.6%Prev: 2.7% | 690,979 SH | Increased+57,563 SH |
| ISHARES TR | MSCI EAFE ETF | $248K | 0.0% | 2,391 SH | New |
| JUMIA TECHNOLOGIES AG | SPONSORED ADS | $157K | 0.0%Prev: 0.0% | 23,584 SH | Decreased+4,242 SH |
| MICRON TECHNOLOGY INC | COM | $533K | 0.1% | 500 SH | New |
| MICROSOFT CORP | COM | $783K | 0.1%Prev: 0.1% | 1,526 SH | Decreased-5 SH |
| NUSHARES ETF TR | NUVEEN ESG US | $3.2M | 0.5%Prev: 0.5% | 152,962 SH | Increased+28,604 SH |
| NVIDIA CORPORATION | COM | $18.5M | 2.7%Prev: 2.6% | 81,081 SH | Increased-197 SH |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $318K | 0.0% | 5,162 SH | New |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $201K | 0.0% | 1,334 SH | New |
| SPDR GOLD TR | GOLD SH | $523K | 0.1% | 1,373 SH | New |
| SPDR INDEX SHS FDS | ST INTL CAP ETF | $408K | 0.1% | 8,949 SH | New |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $3.9M | 0.6% | 74,904 SH | New |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $47.6M | 6.8% | 948,310 SH | New |
| SPDR SERIES TRUST | ST NUVE TERM ETF | $2.0M | 0.3% | 43,420 SH | New |
| SPDR SERIES TRUST | ST SHO TREAS ETF | $27.2M | 3.9% | 948,260 SH | New |
| SPDR SERIES TRUST | ST SHOR CORP ETF | $3.2M | 0.5% | 108,792 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $19.8M | 2.8% | 216,366 SH | New |
| SPDR SERIES TRUST | ST STR SP600 SML | $19.9M | 2.9% | 376,161 SH | New |
| SPDR SERIES TRUST ETF | ST STR PR SP1500 | $32.2M | 4.6% | 349,333 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $688K | 0.1% | 902 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.8M | 0.3%Prev: 11.1% | 26,060 SH | Decreased-861,844 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $17.7M | 2.5%Prev: 0.1% | 378,454 SH | Increased+370,813 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $8.5M | 1.2%Prev: 1.3% | 36,871 SH | Increased+1,067 SH |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | $252.0M | 36.2% | 673,489 SH | New |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $24.8M | 3.6%Prev: 3.5% | 298,767 SH | Increased+3,906 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $23.0M | 3.3%Prev: 3.5% | 387,977 SH | Increased+357 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $6.9M | 1.0%Prev: 1.1% | 44,166 SH | Increased-1,353 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $431K | 0.1%Prev: 0.1% | 2,732 SH | Increased+127 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $72.0M | 10.4% | 978,493 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $3.4M | 0.5%Prev: 0.5% | 68,070 SH | Increased+14,403 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $30.6M | 4.4% | 645,412 SH | New |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | $303K | 0.0% | 3,110 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $255K | 0.0% | 3,606 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $3.5M | 0.5%Prev: 0.5% | 42,788 SH | Increased-2,470 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $10.8M | 1.6% | 79,634 SH | New |
| VANGUARD WORLD FD | INF TECH ETF | $226K | 0.0% | 1,800 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 |