BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $606M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$606M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.43M
3
+$1.16M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$787K

Top Sells

1
+$7.22M
2
+$756K
3
+$247K
4
DNA icon
Ginkgo Bioworks
DNA
+$221K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$41.1K

Sector Composition

1 Technology 2.85%
2 Consumer Discretionary 0.14%
3 Industrials 0.13%
4 Communication Services 0.07%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$580B
$225M 37.06%
669,718
+3,053
BND icon
2
Vanguard Total Bond Market
BND
$147B
$68.2M 11.26%
920,885
+32,981
SPDW icon
3
SPDR Portfolio Developed World ex-US ETF
SPDW
$35.9B
$44M 7.27%
991,592
+11,044
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
$39.4M 6.5%
787,162
+48,605
SPTM icon
5
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.1B
$27.5M 4.54%
333,247
-9,164
SPTS icon
6
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.67B
$24.1M 3.99%
824,795
+39,554
MUB icon
7
iShares National Muni Bond ETF
MUB
$42.3B
$22.5M 3.72%
210,231
+7,351
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$57.2B
$21.9M 3.61%
297,682
+2,821
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$21.2M 3.5%
394,426
+6,806
SPSM icon
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$18.1M 2.99%
386,674
+10,410
REET icon
11
iShares Global REIT ETF
REET
$4.46B
$16.6M 2.74%
664,644
+31,228
NVDA icon
12
NVIDIA
NVDA
$4.65T
$15.1M 2.5%
81,222
-56
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.9B
$9.57M 1.58%
79,125
-2,046
VXF icon
14
Vanguard Extended Market ETF
VXF
$25.6B
$7.68M 1.27%
36,741
+937
VSS icon
15
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.8B
$6.76M 1.12%
47,198
+1,679
JMUB icon
16
JPMorgan Municipal ETF
JMUB
$6.82B
$5.12M 0.85%
101,384
+5,594
SPEM icon
17
SPDR Portfolio Emerging Markets ETF
SPEM
$16.4B
$3.44M 0.57%
73,428
+36
VSGX icon
18
Vanguard ESG International Stock ETF
VSGX
$5.93B
$3.2M 0.53%
44,684
-574
NUBD icon
19
Nuveen ESG US Aggregate Bond ETF
NUBD
$475M
$2.95M 0.49%
132,063
+7,705
SPSB icon
20
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.64B
$2.79M 0.46%
92,465
+3,243
VTIP icon
21
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.4B
$2.77M 0.46%
55,906
+2,239
PRFZ icon
22
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.67B
$2.03M 0.34%
44,266
-85
SHM icon
23
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
$2.03M 0.33%
42,216
+485
DSI icon
24
iShares MSCI KLD 400 Social ETF
DSI
$5.15B
$1.45M 0.24%
11,261
+31
BCI icon
25
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.2B
$910K 0.15%
46,616
+6,569
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