Baystate Wealth Management LLC ETFs

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHP Schwab Strategic Us Tips ETF	$0	$9,000 0.0% of portfolio	181	Q2 2023 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$9,000 0.0% of portfolio	197	Q4 2023 Added 1.55%
SDS Proshares Tr Ultrashort S&P 50	$0	$9,000 0.0% of portfolio	305	Q4 2023 New
IEI Ishares Barclays 3 7 Yr Treas	$0	$9,000 0.0% of portfolio	82	Q4 2023 Reduced 41.43%
QYLD Global X Fdsnasdaq 100 Covered	$0	$9,000 0.0% of portfolio	538	Q4 2023 New
VONG Vanguard Russell 1000 Growth E	$0	$8,000 0.0% of portfolio	107	Q2 2023 New
DJP Barclays Bank PLC	$0	$8,000 0.0% of portfolio	264	Q2 2023 New
PFEB Innovator U.S. Equity Power Bu	$0	$8,000 0.0% of portfolio	259	Q2 2023 New
BOND Pimco Active Bond Exchange Tra	$0	$8,000 0.0% of portfolio	96	Q4 2023 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$8,000 0.0% of portfolio	342	Q4 2023 New
BLV Vanguard Bd Index Fd Inc Long	$0	$8,000 0.0% of portfolio	111	Q4 2023 Added 1.83%
SPYD Spdr Portfolio S&P 500 High Di	$0	$7,000 0.0% of portfolio	201	Q4 2023 New
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$7,000 0.0% of portfolio	105	Q3 2023 Added 0.96%
IEF Ishares Barclays	$0	$7,000 0.0% of portfolio	77	Q4 2023 Reduced 6.1%
VXF Vanguard Extended Market ETF	$0	$6,000 0.0% of portfolio	41	Q2 2023 Reduced 99.49%
KOMP Spdr S&P Kensho New Economies	$0	$6,000 0.0% of portfolio	148	Q3 2023 Added 0.68%
LIT Global X Fds Global X Lithium	$0	$6,000 0.0% of portfolio	137	Q3 2023 Added 0.74%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$6,000 0.0% of portfolio	203	Q4 2023 Added 35.33%
VOOG Vanguard S&P 500 Growth ETF	$0	$6,000 0.0% of portfolio	23	Q4 2023 Reduced 58.18%
XVV Ishares Tr Esg Screened S&P 50	$0	$6,000 0.0% of portfolio	169	Q4 2023 Added 1.2%
SMH Vaneck ETF Tr Semiconductor Et	$0	$6,000 0.0% of portfolio	40	Q2 2023 New
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$6,000 0.0% of portfolio	148	Q4 2023 Added 0.68%
IGM Ishares Expanded Tech Sector E	$0	$6,000 0.0% of portfolio	14	Q3 2023 New
SMMD Ishares Tr Russell 2500 ETF	$0	$5,000 0.0% of portfolio	84	Q3 2023 New
HAIL Spdr S&P Kensho Smart Mobility	$0	$5,000 0.0% of portfolio	183	Q4 2023 Added 0.55%
SLYG Spdr S&P 600 Small Cap Growth	$0	$5,000 0.0% of portfolio	61	Q2 2023 New
NMAI Nuveen Multi Asset Income Fund	$0	$5,000 0.0% of portfolio	444	Q4 2023 New
PICK Ishares Inc Msci Global Select	$0	$5,000 0.0% of portfolio	139	Q4 2023 Reduced 48.33%
EMLP First Tr Exchange Traded Iv	$0	$5,000 0.0% of portfolio	203	Q4 2023 Added 0.5%
DLN Wisdomtree Tr U.S Largecap Div	$0	$5,000 0.0% of portfolio	82	Q4 2023 Added 1.23%
DHS Wisdomtree Tr U.S	$0	$5,000 0.0% of portfolio	66	Q4 2023 Added 1.54%
XLI Industrial Sector Spdr	$0	$5,000 0.0% of portfolio	49	Q4 2023 Added 133.33%
SOXX Ishares Semiconductor ETF	$0	$5,000 0.0% of portfolio	10	Q2 2023 New
SCHE Schwab Strategic Tr Us Emergin	$0	$4,000 0.0% of portfolio	163	Q4 2023 Added 3.16%
XLC Select Sector Spdr Tr Communic	$0	$4,000 0.0% of portfolio	68	Q4 2023 Reduced 26.88%
PSCT Invesco S&P Smallcap Informati	$0	$4,000 0.0% of portfolio	87	Q3 2023 Added 200.0%
IWL Ishares Tr Russell 200 ETF	$0	$4,000 0.0% of portfolio	35	Q2 2023 New
XMMO Invesco Exchange Traded Fd Tr	$0	$4,000 0.0% of portfolio	50	Q2 2023 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$4,000 0.0% of portfolio	170	Q4 2023 New
VEGI Ishares Inc Msci Global Agricu	$0	$4,000 0.0% of portfolio	128	Q4 2023 Reduced 49.21%
MOAT Vaneck Morningstar Wide Moat E	$0	$4,000 0.0% of portfolio	52	Q4 2023 Added 1.96%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$4,000 0.0% of portfolio	87	Q4 2023 Added 1.16%
FDIS Fidelity Covington Tr Msci Con	$0	$4,000 0.0% of portfolio	53	Q4 2023 Added 1.92%
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$4,000 0.0% of portfolio	52	Q3 2023 Added 1.96%
FDN First Tr Fd Dow Jones	$0	$4,000 0.0% of portfolio	24	Q2 2023 New
ARKG Ark Genomic Revolution ETF (De	$0	$4,000 0.0% of portfolio	147	Q2 2023 New
FDL First Tr Morningstar Dividend	$0	$3,000 0.0% of portfolio	102	Q4 2023 Reduced 36.65%
DIVB Ishares Tr U S Divid & Buyback	$0	$3,000 0.0% of portfolio	90	Q4 2023 New
MFEM Pimco Rafi Dynamic Multi Facto	$0	$3,000 0.0% of portfolio	186	Q4 2023 Added 1.09%
USCI United States Commodity Index Funds Trust	$388M	$3,000 0.0% of portfolio	60	Q2 2023 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.