BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $555M
This Quarter Return
-1.21%
1 Year Return
+11.01%
3 Year Return
+32.97%
5 Year Return
+46.17%
10 Year Return
–
AUM
$515M
AUM Growth
+$515M
Cap. Flow
+$8.3M
Cap. Flow %
1.61%
Top 10 Hldgs %
84.88%
Holding
49
New
2
Increased
29
Reduced
12
Closed
2

Top Buys

1
ESGV icon
Vanguard ESG US Stock ETF
ESGV
$6.96M
2
BND icon
Vanguard Total Bond Market
BND
$3.18M
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
$2.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
$1.48M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
$1.08M

Top Sells

1
NVDA icon
NVIDIA
NVDA
$1.32M
2
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$906K
3
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$313K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
$256K
5
DNA icon
Ginkgo Bioworks
DNA
$124K

Sector Composition

1 Technology 3.47%
2 Industrials 0.09%
3 Consumer Discretionary 0.07%
4 Communication Services 0.05%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$526B
$192M 37.31% 662,446 -882 -0.1% -$256K
BND icon
2
Vanguard Total Bond Market
BND
$134B
$58.7M 11.41% 816,301 +44,253 +6% +$3.18M
IAGG icon
3
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$34.5M 6.7% 690,338 +51,334 +8% +$2.56M
SPDW icon
4
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.1B
$34.1M 6.62% 998,144 +31,688 +3% +$1.08M
SPTM icon
5
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11B
$24.9M 4.83% 348,004 -12,690 -4% -$906K
MUB icon
6
iShares National Muni Bond ETF
MUB
$38.6B
$22.4M 4.35% 210,228 +13,884 +7% +$1.48M
SPTS icon
7
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.91B
$21.1M 4.1% 726,663 +19,031 +3% +$552K
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
$17.3M 3.37% 393,670 +7,883 +2% +$347K
NVDA icon
9
NVIDIA
NVDA
$4.24T
$16M 3.11% 119,057 -9,807 -8% -$1.32M
VEU icon
10
Vanguard FTSE All-World ex-US ETF
VEU
$48.6B
$15.9M 3.09% 277,407 +3,478 +1% +$200K
SPSM icon
11
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.5B
$15.9M 3.09% 354,342 +2,625 +0.7% +$118K
REET icon
12
iShares Global REIT ETF
REET
$4B
$14.1M 2.75% 589,380 +11,128 +2% +$267K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.1B
$6.96M 1.35% +66,316 New +$6.96M
VXF icon
14
Vanguard Extended Market ETF
VXF
$23.9B
$6.18M 1.2% 32,505 -455 -1% -$86.4K
VSS icon
15
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.72B
$4.88M 0.95% 42,633 +1,998 +5% +$229K
SPEM icon
16
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
$2.86M 0.56% 74,539 +1,504 +2% +$57.7K
BIL icon
17
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$2.65M 0.51% 28,948 -3,426 -11% -$313K
VTIP icon
18
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$2.62M 0.51% 54,098 +1,640 +3% +$79.4K
SPSB icon
19
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.42B
$2.38M 0.46% 79,819 +3,751 +5% +$112K
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$4.97B
$2.15M 0.42% 37,885 +651 +2% +$36.9K
NUBD icon
21
Nuveen ESG US Aggregate Bond ETF
NUBD
$417M
$2.09M 0.41% 96,156 +5,646 +6% +$123K
SHM icon
22
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$1.97M 0.38% 41,458 +3,419 +9% +$162K
PRFZ icon
23
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.54B
$1.76M 0.34% 42,315 -208 -0.5% -$8.66K
DSI icon
24
iShares MSCI KLD 400 Social ETF
DSI
$4.82B
$1.68M 0.33% 15,237 +45 +0.3% +$4.96K
AAPL icon
25
Apple
AAPL
$3.45T
$911K 0.18% 3,636 -149 -4% -$37.3K
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