Boston Standard Wealth Management, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $442 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $166B, Vanguard Bd Index Fd Inc Total with a value of $49.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $33.5B, Ishares Tr Core Intl Aggregate with a value of $28.3B, and Spdr Portfolio S&P 1500 Compos with a value of $23.2B.

Examining the 13F form we can see an increase of $62.8B in the current position value, from $379B to 442B.

Below you can find more details about Boston Standard Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $442 Billion
ETFs: $435 Billion
Technology: $3.87 Billion
Healthcare: $704 Million
Communication Services: $254 Million
Consumer Defensive: $207 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $442 Billion
  • Prior Value $379 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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