Boston Standard Wealth Management, LLC Portfolio Holdings by Sector
Boston Standard Wealth Management, LLC
- $442 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BND SPDW IAGG SPTM SPTS MUB VWO VEU 36 stocks |
$269 Million
61.18% of portfolio
|
  28  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$166 Million
37.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
DM 1 stocks |
$1.81 Million
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$775,000
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$724,000
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
DNA 1 stocks |
$704,000
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$291,000
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$261,000
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$254,000
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$207,000
0.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|