Boston Standard Wealth Management, LLC Incresed Positions in Q3 2024

Boston Standard Wealth Management, LLC

  • $514 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
20.6K
+ 3.2%
$255.18 - $283.2 $5.25M - $5.83M
663K $188B
NVDA
Nvidia Corp

Technology
126K
+ 3972.82%
$98.91 - $134.91 $12.4M - $17M
129K $15.6B
BND
Vanguard Bd Index Fd Inc Total

ETFs
46.4K
+ 6.39%
$71.45 - $75.64 $3.31M - $3.51M
772K $58B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
44.4K
+ 7.47%
$49.77 - $51.95 $2.21M - $2.31M
639K $33.1B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25.1K
+ 2.66%
$33.74 - $37.96 $846K - $952K
966K $36.3B
REET
Ishares Global Reit ETF

ETFs
27.1K
+ 4.92%
$23.07 - $27.17 $625K - $736K
578K $15.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.1K
+ 5.2%
$41.9 - $48.26 $799K - $920K
386K $18.5B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
15.9K
+ 4.73%
$41.02 - $46.01 $652K - $731K
352K $16B
VEU
Vanguard Ftse All World Ex Us

ETFs
14.7K
+ 5.68%
$56.47 - $63.69 $831K - $938K
274K $17.3B
MUB
Ishares National Muni Bond ETF

ETFs
10.8K
+ 5.83%
$106.13 - $108.7 $1.15M - $1.18M
196K $21.3B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
3.91K
+ 10.65%
$112.99 - $126.45 $442K - $495K
40.6K $5.12B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.53K
+ 2.14%
$36.02 - $41.68 $55K - $63.7K
73K $3.02B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.07K
+ 2.95%
$55.06 - $62.25 $58.8K - $66.5K
37.2K $2.29B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.27K
+ 3.08%
$37.68 - $42.0 $47.9K - $53.4K
42.5K $1.77B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.65K
+ 3.01%
$21.61 - $22.87 $57.2K - $60.6K
90.5K $2.06B
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.86K
+ 3.91%
$29.58 - $30.31 $84.6K - $86.7K
76.1K $2.3B
DSI
Ishares Msci Kld 400 Social Et

ETFs
341
+ 2.3%
$97.81 - $108.79 $33.4K - $37.1K
15.2K $1.65B
RSP
Invesco S&P 500 Equal Weight E

ETFs
426
+ 34.86%
$162.83 - $179.16 $69.4K - $76.3K
1.65K $295M
BNDX
Vanguard Total International B

ETFs
1.6K
+ 37.97%
$48.42 - $50.35 $77.4K - $80.5K
5.81K $292M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
480
+ 3.65%
$38.03 - $42.06 $18.3K - $20.2K
13.6K $570M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
490
+ 3.49%
$32.04 - $37.11 $15.7K - $18.2K
14.5K $530M
ACN
Accenture PLC

Technology
22
+ 2.62%
$295.44 - $355.81 $6.5K - $7.83K
862 $305M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
116
+ 0.31%
$47.01 - $48.2 $5.45K - $5.59K
38K $1.83B
MSFT
Microsoft Corp

Technology
144
+ 10.5%
$395.15 - $467.56 $56.9K - $67.3K
1.52K $652M
DJP
Barclays Bank PLC

ETFs
1.12K
+ 15.41%
$32.3 - $32.3 $36K - $36K
8.36K $269M
JMIA
Jumia Technologies Ag

Consumer Cyclical
9.46K
+ 88.06%
$4.16 - $14.56 $39.3K - $138K
20.2K $108M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
90
+ 0.88%
$30.27 - $34.42 $2.72K - $3.1K
10.3K $351M
AOR
Ishares Tr Core Growth Allocat

ETFs
46
+ 0.68%
$55.15 - $59.31 $2.54K - $2.73K
6.76K $401M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.28%
$517.38 - $573.86 $1.03K - $1.15K
706 $405M
AMZN
Amazon Com Inc

Consumer Cyclical
136
+ 12.73%
$161.02 - $200.0 $21.9K - $27.2K
1.2K $224M
NYF
Ishares New York Muni Bond ETF

ETFs
6
+ 0.09%
$53.13 - $54.36 $319 - $326
6.37K $346M
GOOG
Alphabet Inc.

Communication Services
43
+ 2.93%
$149.54 - $192.66 $6.43K - $8.28K
1.51K $252M
Activity Summary
Buys All Purchases 35 New Holdings 2 Increased Positions 33 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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