Boston Standard Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Winchester, MA
CIK
0001630939
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 47 513,641 VTI, BND, SPDW, IAGG 13F-HR 10/7/2024 000163093924000005
Q2 2024 47 454,916 VTI, BND, SPDW, IAGG 13F-HR 7/10/2024 000163093924000004
Q1 2024 46 441,581 VTI, BND, SPDW, IAGG 13F-HR 4/11/2024 000163093924000003
Q4 2023 43 378,828 VTI, BND, SPDW, IAGG 13F-HR 1/8/2024 000163093924000002
Q3 2023 43 378,828 VTI, BND, SPDW, IAGG 13F-HR 10/10/2023 000163093923000006
Q2 2023 41 391,016 VTI, BND, SPDW, IAGG 13F-HR 7/6/2023 000163093923000005
Q1 2023 40 348,440 VTI, BND, SPDW, IAGG 13F-HR 4/4/2023 000163093923000004
Q4 2022 40 337,008 VTI, BND, SPDW, IAGG 13F-HR 1/10/2023 000163093923000003
Q3 2022 37 297,622 VTI, BND, SPDW, IAGG 13F-HR 10/13/2022 000163093922000005
Q2 2022 39 310,727 VTI, BND, SPDW, IAGG 13F-HR 7/12/2022 000163093922000004
Q1 2022 40 348,841 VTI, SPAB, SPDW, IAGG 13F-HR 4/12/2022 000163093922000003
Q4 2021 39 358,573 VTI, SPAB, SPDW, IAGG 13F-HR 1/18/2022 000163093922000002
Q3 2021 40 334,640 VTI, SPAB, SPDW, IAGG 13F-HR 10/7/2021 000163093921000005
Q2 2021 37 330,521 VTI, SPAB, SPDW, IAGG 13F-HR 7/13/2021 000163093921000004
Q1 2021 37 307,356 VTI, SPAB, SPDW, SPTM 13F-HR 4/19/2021 000163093921000003
Q4 2020 35 268,629 VTI, SPTM, SPAB, SPDW 13F-HR 1/12/2021 000163093921000002
Q3 2020 36 237,281 SPTM, VTI, SPAB, SPDW 13F-HR 10/20/2020 000163093920000006
Q2 2020 34 221,350 SPTM, SPAB, SPDW, VTI 13F-HR 7/6/2020 000163093920000005
Q1 2020 32 184,019 SPTM, SPAB, IAGG, SPDW 13F-HR 4/13/2020 000163093920000004
Q4 2019 31 223,935 SPTM, SPAB, SPDW, VTI 13F-HR 1/6/2020 000163093920000003
Q3 2019 29 207,397 SPTM, SPAB, SPDW, IAGG 13F-HR 10/8/2019 000163093919000005
Q2 2019 33 204,452 SPTM, SPAB, SPDW, VTI 13F-HR 7/9/2019 000163093919000004
Q1 2019 32 192,176 SPTM, SPAB, SPDW, VTI 13F-HR 4/11/2019 000163093919000003
Q4 2018 29 168,073 SPTM, SPAB, SPDW, IAGG 13F-HR 1/10/2019 000163093919000001
Q3 2018 30 183,878 SPTM, SPAB, SPDW, VTI 13F-HR 10/3/2018 000163093918000005
Q1 2018 28 159,844 SPTM, SPAB, VTI, SPDW RESTATEMENT 4/10/2018 000163093918000004
Q4 2017 29 157,237 SPTM, SPAB, VTI, SPDW 13F-HR 1/9/2018 000163093918000001
Q3 2017 21 149,580 VTI, VEU, BND, BNDX 13F-HR 10/12/2017 000163093917000004
Q2 2017 21 143,700 VTI, VEU, BND, BNDX 13F-HR 7/7/2017 000163093917000003
Q1 2017 21 130,317 VTI, VEU, BND, BNDX 13F-HR 4/6/2017 000163093917000002
Q4 2016 21 126,273 VTI, VEU, BND, BNDX 13F-HR 1/12/2017 000163093917000001
Q3 2016 23 123,656 VTI, VEU, BND, BNDX 13F-HR 10/11/2016 000163093916000008
Q2 2016 24 114,890 VTI, VEU, BND, BNDX 13F-HR 7/11/2016 000163093916000007
Q1 2016 24 109,070 VTI, VEU, BND, BNDX 13F-HR 4/7/2016 000163093916000006
Q4 2015 18 101,259 VTI, VEU, BND, BNDX 13F-HR 1/7/2016 000163093916000005
Q3 2015 23 100,357 VTI, VEU, BND, BNDX 13F-HR 10/9/2015 000163093915000004
Q2 2015 26 106,900 VTI, VEU, BND, BNDX 13F-HR 7/13/2015 000163093915000003
Q1 2015 25 107,177 VTI, VEU, BND, BNDX 13F-HR 4/15/2015 000163093915000002
Q4 2014 27 101,151 VTI, VEU, BND, BNDX 13F-HR 1/21/2015 000163093915000001
Additional filings from Boston Standard Wealth Management, LLC that have since been restated