Boston Standard Wealth Management, LLC Incresed Positions in Q2 2025

Boston Standard Wealth Management, LLC

  • $555 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
34.1K
+ 5.3%
$243.75 - $303.93 $8.31M - $10.4M
677K $206M
NVDA
Nvidia Corp

Technology
78.3K
+ 2473.32%
$94.31 - $157.99 $7.38M - $12.4M
81.4K $12.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
129K
+ 17.78%
$72.02 - $73.82 $9.29M - $9.53M
855K $62.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
120K
+ 20.2%
$50.09 - $51.09 $6.02M - $6.14M
715K $36.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
65K
+ 6.9%
$32.66 - $40.75 $2.12M - $2.65M
1.01M $40.7M
MUB
Ishares National Muni Bond ETF

ETFs
47.3K
+ 25.52%
$102.31 - $105.8 $4.84M - $5.01M
233K $24.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
36.5K
+ 14.07%
$54.19 - $67.22 $1.98M - $2.45M
296K $19.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.3K
+ 7.71%
$39.89 - $49.46 $1.13M - $1.4M
395K $19.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
38.2K
+ 11.38%
$35.35 - $42.68 $1.35M - $1.63M
374K $15.9M
REET
Ishares Global Reit ETF

ETFs
61.3K
+ 11.11%
$21.59 - $25.16 $1.32M - $1.54M
612K $15.1M
VXF
Vanguard Extended Market ETF

ETFs
5.35K
+ 17.93%
$150.43 - $192.71 $805K - $1.03M
35.2K $6.78M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15.5K
+ 42.12%
$91.43 - $91.74 $1.42M - $1.42M
52.3K $4.8M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
4.53K
+ 6.88%
$86.93 - $109.64 $394K - $497K
70.4K $7.72M
SPTS
Spdr Portfolio Short Term Trea

ETFs
22.9K
+ 3.16%
$29.07 - $29.38 $666K - $673K
748K $21.9M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
31.8K
+ 36.14%
$21.71 - $22.3 $689K - $708K
120K $2.65M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.17K
+ 8.75%
$52.84 - $65.52 $167K - $207K
39.3K $2.58M
SPSB
Spdr Portfolio Short Term Corp

ETFs
13K
+ 17.74%
$29.82 - $30.19 $387K - $392K
86.2K $2.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.88K
+ 2.63%
$34.72 - $42.74 $65.3K - $80.4K
73.4K $3.14M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
3.37K
+ 8.17%
$33.13 - $40.67 $112K - $137K
44.6K $1.81M
MSFT
Microsoft Corp

Technology
163
+ 11.88%
$354.56 - $497.45 $57.8K - $81.1K
1.54K $763K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
9.14K
+ 29.55%
$19.55 - $21.78 $179K - $199K
40K $831K
BNDX
Vanguard Total International B

ETFs
3.26K
+ 77.36%
$48.77 - $49.55 $159K - $161K
7.47K $369K
RSP
Invesco S&P 500 Equal Weight E

ETFs
768
+ 62.85%
$152.93 - $181.74 $117K - $140K
1.99K $361K
AMZN
Amazon Com Inc

Consumer Cyclical
523
+ 48.97%
$167.32 - $223.3 $87.5K - $117K
1.59K $349K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.67K
+ 7.05%
$47.02 - $47.83 $126K - $128K
40.6K $1.94M
AOA
Ishares Tr Core Aggressive All

ETFs
756
+ 10.6%
$69.46 - $83.4 $52.5K - $63.1K
7.89K $657K
SPY
Spdr S&P 500 ETF Trust

ETFs
106
+ 15.06%
$496.48 - $617.85 $52.6K - $65.5K
810 $500K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
711
+ 5.06%
$30.87 - $39.17 $21.9K - $27.8K
14.8K $578K
AOR
Ishares Tr Core Growth Allocat

ETFs
543
+ 8.08%
$53.36 - $61.57 $29K - $33.4K
7.26K $445K
JMIA
Jumia Technologies Ag

Consumer Cyclical
10.4K
+ 96.35%
$1.73 - $4.02 $17.9K - $41.6K
21.1K $84K
DJP
Barclays Bank PLC

ETFs
1.48K
+ 20.37%
N/A
8.72K $281K
NYF
Ishares New York Muni Bond ETF

ETFs
528
+ 8.29%
$51.29 - $53.06 $27.1K - $28K
6.9K $359K
Activity Summary
Buys All Purchases 38 New Holdings 5 Increased Positions 33 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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