Boston Standard Wealth Management, LLC Portfolio Holdings

Boston Standard Wealth Management, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $515 Billion distributed in 48 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 $192B, Vanguard Bd Index Fd Inc Total with a value of $58.7B, Ishares Tr Core Intl Aggregate with a value of $34.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $34.1B, and Spdr Portfolio S&P 1500 Compos with a value of $24.9B.

Examining the 13F form we can see an increase of $983M in the current position value, from $514B to 515B.

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