Boston Standard Wealth Management, LLC Q2 2025 Filing
Filed July 2, 2025
Portfolio Value
$555.1B
Holdings
48
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 676,828 | $205.7B | 37.06% | |
| 2 | BNDVANGUARD BD INDEX FDS | 854,729 | $62.9B | 11.34% | |
| 3 | SPDWSPDR INDEX SHS FDS | 1,006,361 | $40.7B | 7.34% | |
| 4 | IAGGISHARES TR | 714,668 | $36.5B | 6.58% | |
| 5 | SPTMSPDR SER TR | 341,551 | $25.6B | 4.61% | |
| 6 | MUBISHARES TR | 232,865 | $24.3B | 4.38% | |
| 7 | SPTSSPDR SER TR | 747,610 | $21.9B | 3.94% | |
| 8 | VEUVANGUARD INTL EQUITY INDEX F | 295,689 | $19.9B | 3.58% | |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 395,006 | $19.5B | 3.52% | |
| 10 | SPSMSPDR SER TR | 374,051 | $15.9B | 2.87% | |
| 11 | REETISHARES TR | 612,418 | $15.1B | 2.72% | |
| 12 | NVDANVIDIA CORPORATION | 81,420 | $12.9B | 2.32% | |
| 13 | ESGVVANGUARD WORLD FD | 70,374 | $7.7B | 1.39% | |
| 14 | VXFVANGUARD INDEX FDS | 35,187 | $6.8B | 1.22% | |
| 15 | VSSVANGUARD INTL EQUITY INDEX F | 45,053 | $6.1B | 1.09% | |
| 16 | BILSPDR SER TR | 52,349 | $4.8B | 0.87% | |
| 17 | SPEMSPDR INDEX SHS FDS | 73,387 | $3.1B | 0.57% | |
| 18 | NUBDNUSHARES ETF TR | 119,617 | $2.7B | 0.48% | |
| 19 | SPSBSPDR SER TR | 86,194 | $2.6B | 0.47% | |
| 20 | VTIPVANGUARD MALVERN FDS | 51,415 | $2.6B | 0.47% | |
| 21 | VSGXVANGUARD WORLD FD | 39,331 | $2.6B | 0.46% | |
| 22 | SHMSPDR SER TR | 40,597 | $1.9B | 0.35% | |
| 23 | PRFZINVESCO EXCHANGE TRADED FD T | 44,623 | $1.8B | 0.33% | |
| 24 | DSIISHARES TR | 11,204 | $1.3B | 0.23% | |
| 25 | BCIABRDN ETFS | 40,047 | $832.0M | 0.15% | |
| 26 | MSFTMICROSOFT CORP | 1,535 | $763.0M | 0.14% | |
| 27 | IXUSISHARES TR | 9,341 | $722.0M | 0.13% | |
| 28 | AAPLAPPLE INC | 3,462 | $710.0M | 0.13% | |
| 29 | ESMLISHARES TR | 16,390 | $677.0M | 0.12% | |
| 30 | AOAISHARES TR | 7,887 | $658.0M | 0.12% | |
| 31 | ESGEISHARES INC | 14,765 | $578.0M | 0.10% | |
| 32 | SPYSPDR S&P 500 ETF TR | 810 | $500.0M | 0.09% | |
| 33 | JMUBJ P MORGAN EXCHANGE TRADED F | 9,507 | $472.0M | 0.09% | |
| 34 | AORISHARES TR | 7,260 | $447.0M | 0.08% | |
| 35 | GWXSPDR INDEX SHS FDS | 10,016 | $372.0M | 0.07% | |
| 36 | BNDXVANGUARD CHARLOTTE FDS | 7,465 | $370.0M | 0.07% | |
| 37 | RSPINVESCO EXCHANGE TRADED FD T | 1,990 | $362.0M | 0.07% | |
| 38 | NYFISHARES TR | 6,895 | $360.0M | 0.06% | |
| 39 | AMZNAMAZON COM INC | 1,591 | $349.0M | 0.06% | |
| 40 | VTVANGUARD INTL EQUITY INDEX F | 2,598 | $334.0M | 0.06% | |
| 41 | DJPBARCLAYS BANK PLC | 8,716 | $296.0M | 0.05% | |
| 42 | GQ9SPDR GOLD TR | 920 | $280.0M | 0.05% | |
| 43 | WOODISHARES TR | 3,596 | $264.0M | 0.05% | |
| 44 | GOOGALPHABET INC | 1,330 | $236.0M | 0.04% | |
| 45 | WMTWALMART INC | 2,390 | $234.0M | 0.04% | |
| 46 | ACNACCENTURE PLC IRELAND | 695 | $208.0M | 0.04% | |
| 47 | JMIAJUMIA TECHNOLOGIES AG | 21,092 | $85.0M | 0.02% | |
| 48 | DM*DESKTOP METAL INC | 159,682 | $0 | 0.00% |