BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $595M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$555M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$9.5M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$6.14M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.95M

Top Sells

1
+$1.45M
2
+$479K
3
+$424K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$206K
5
DNA icon
Ginkgo Bioworks
DNA
+$203K

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 0.08%
3 Communication Services 0.04%
4 Consumer Staples 0.04%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$556B
$206M 37.06%
676,828
+34,076
BND icon
2
Vanguard Total Bond Market
BND
$137B
$62.9M 11.34%
854,729
+129,054
SPDW icon
3
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.8B
$40.7M 7.34%
1,006,361
+64,981
IAGG icon
4
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$36.5M 6.58%
714,668
+120,106
SPTM icon
5
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.7B
$25.6M 4.61%
341,551
-19,409
MUB icon
6
iShares National Muni Bond ETF
MUB
$40.3B
$24.3M 4.38%
232,865
+47,346
SPTS icon
7
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.78B
$21.9M 3.94%
747,610
+22,916
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$51.3B
$19.9M 3.58%
295,689
+36,481
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$19.5M 3.52%
395,006
+28,290
SPSM icon
10
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$15.9M 2.87%
374,051
+38,225
REET icon
11
iShares Global REIT ETF
REET
$3.83B
$15.1M 2.72%
612,418
+61,261
NVDA icon
12
NVIDIA
NVDA
$4.93T
$12.9M 2.32%
81,420
+78,256
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.8B
$7.72M 1.39%
70,374
+4,531
VXF icon
14
Vanguard Extended Market ETF
VXF
$24.7B
$6.78M 1.22%
35,187
+5,350
VSS icon
15
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.87B
$6.05M 1.09%
45,053
+8,329
BIL icon
16
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$4.8M 0.87%
52,349
+15,515
SPEM icon
17
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$3.14M 0.57%
73,387
+1,880
NUBD icon
18
Nuveen ESG US Aggregate Bond ETF
NUBD
$423M
$2.66M 0.48%
119,617
+31,756
SPSB icon
19
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.93B
$2.6M 0.47%
86,194
+12,987
VTIP icon
20
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$2.58M 0.47%
51,415
-2,669
VSGX icon
21
Vanguard ESG International Stock ETF
VSGX
$5.25B
$2.58M 0.46%
39,331
+3,165
SHM icon
22
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$1.94M 0.35%
40,597
+2,674
PRFZ icon
23
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.8B
$1.81M 0.33%
44,623
+3,372
DSI icon
24
iShares MSCI KLD 400 Social ETF
DSI
$5.11B
$1.3M 0.23%
11,204
-3,647
BCI icon
25
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.81B
$832K 0.15%
40,047
+9,135
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