Boston Standard Wealth Management, LLC Incresed Positions in Q4 2024

Boston Standard Wealth Management, LLC

  • $515 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
51.3K
+ 8.03%
$49.87 - $52.46 $2.56M - $2.69M
690K $34.5B
MUB
Ishares National Muni Bond ETF

ETFs
13.9K
+ 7.07%
$105.78 - $108.7 $1.47M - $1.51M
210K $22.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
44.3K
+ 5.73%
$71.75 - $75.11 $3.18M - $3.32M
816K $58.7B
SPTS
Spdr Portfolio Short Term Trea

ETFs
19K
+ 2.69%
$28.88 - $29.33 $550K - $558K
727K $21.1B
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
9.14K
+ 29.55%
$19.27 - $20.9 $176K - $191K
40K $791M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.42K
+ 8.99%
$47.26 - $48.18 $162K - $165K
41.5K $1.97B
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.75K
+ 4.93%
$29.77 - $30.19 $112K - $113K
79.8K $2.38B
SPY
Spdr S&P 500 ETF Trust

ETFs
99
+ 14.02%
$567.81 - $607.81 $56.2K - $60.2K
805 $472M
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 4.65%
$180.88 - $232.93 $10.1K - $13K
1.26K $276M
BNDX
Vanguard Total International B

ETFs
1.03K
+ 17.69%
$48.91 - $50.61 $50.2K - $52K
6.83K $335M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.64K
+ 3.13%
$48.33 - $49.08 $79.3K - $80.5K
54.1K $2.62B
DSI
Ishares Msci Kld 400 Social Et

ETFs
45
+ 0.3%
$107.41 - $115.71 $4.83K - $5.21K
15.2K $1.68B
AOR
Ishares Tr Core Growth Allocat

ETFs
491
+ 7.26%
$57.32 - $59.66 $28.1K - $29.3K
7.25K $416M
DJP
Barclays Bank PLC

ETFs
359
+ 4.3%
N/A
8.72K $280M
RSP
Invesco S&P 500 Equal Weight E

ETFs
61
+ 3.7%
$174.22 - $187.62 $10.6K - $11.4K
1.71K $300M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
20
+ 0.15%
$41.09 - $45.94 $822 - $919
13.7K $574M
NYF
Ishares New York Muni Bond ETF

ETFs
158
+ 2.48%
$52.85 - $54.34 $8.35K - $8.59K
6.53K $348M
AOA
Ishares Tr Core Aggressive All

ETFs
141
+ 1.98%
$76.61 - $79.88 $10.8K - $11.3K
7.26K $556M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
12
+ 0.12%
$30.93 - $33.94 $371 - $407
10.3K $319M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
291
+ 2.0%
$33.39 - $37.66 $9.72K - $11K
14.8K $495M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.63K
+ 0.75%
$44.33 - $49.55 $116K - $130K
354K $15.9B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
651
+ 1.75%
$56.61 - $61.63 $36.9K - $40.1K
37.9K $2.15B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.5K
+ 2.06%
$38.37 - $42.82 $57.7K - $64.4K
74.5K $2.86B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2K
+ 4.92%
$114.08 - $125.68 $228K - $251K
42.6K $4.88B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.88K
+ 2.04%
$44.04 - $49.49 $347K - $390K
394K $17.3B
REET
Ishares Global Reit ETF

ETFs
11.1K
+ 1.92%
$23.43 - $26.54 $261K - $295K
589K $14.1B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.48K
+ 1.27%
$57.29 - $63.1 $199K - $219K
277K $15.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
31.7K
+ 3.28%
$34.13 - $37.35 $1.08M - $1.18M
998K $34.1B
Activity Summary
Buys All Purchases 31 New Holdings 2 Increased Positions 29 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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