Boston Standard Wealth Management, LLC
CIK 1630939 · Holdings on Jun 30, 2026 · First reported Jul 6, 2026
Top ten holdings
Q2 2026- VTI35.86%
- SPDW6.85%
- IAGG6.19%
- BND5.88%
- VCRB4.70%
- SPTM4.48%
- SPTS3.76%
- BIL3.62%
- VEU3.57%
- MUB3.51%
Share classes counted separately78.42%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BNDWeight decreased · -3.71 pp9.59% → 5.88%Shares -243.78K (-30.56%)
- VCRBWeight increased · +2.81 pp1.89% → 4.70%Shares +271.49K (+181.36%)
- BILWeight increased · +2.11 pp1.51% → 3.62%Shares +172.29K (+171.25%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $247.19M | 35.86% | 667.33K shares | 35.36% → 35.86%+0.50 pp -721 (-0.11%) | Reduced | ▾ |
| 02 | SPDWSTE STR SPDR PT DW EU ETFSTATE STREET SPD View history and evidence | $47.22M | 6.85% | 946.14K shares | 7.29% → 6.85%-0.44 pp -13.63K (-1.42%) | Reduced | ▾ |
| 03 | IAGGISHARES INTL AGGREGATE BONDCORE INTL AGGR View history and evidence | $42.64M | 6.19% | 849.27K shares | 6.64% → 6.19%-0.45 pp +36.21K (+4.45%) | Added | ▾ |
| 04 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MR View history and evidence | $40.50M | 5.88% | 554.01K shares | 9.59% → 5.88%-3.71 pp -243.78K (-30.56%) | Reduced | ▾ |
| 05 | VCRBVANGUARD CORE BOND ETFCORE BD ETF View history and evidence | $32.38M | 4.70% | 421.19K shares | 1.89% → 4.70%+2.81 pp +271.49K (+181.36%) | Added | ▾ |
| 06 | SPTMSS SPDR P S&P 1500 COMP ETFSTATE STREET SPD View history and evidence | $30.88M | 4.48% | 339.71K shares | 4.38% → 4.48%+0.10 pp +3.54K (+1.05%) | Added | ▾ |
| 07 | SPTSSS SPDR P ST TERM TSY ETFST SHO TREAS ETF View history and evidence | $25.89M | 3.76% | 895.18K shares | 4.06% → 3.76%-0.30 pp +42.18K (+4.95%) | Added | ▾ |
| 08 | BILSS SPDR BB 1-3M T-BILL ETFST STR BLO 1 ETF View history and evidence | $24.94M | 3.62% | 272.89K shares | 1.51% → 3.62%+2.11 pp +172.29K (+171.25%) | Added | ▾ |
| 09 | VEUVANGUARD FTSE ALL-WORLD EX-UALLWRLD EX US View history and evidence | $24.63M | 3.57% | 296.97K shares | 3.64% → 3.57%-0.07 pp +4.86K (+1.66%) | Added | ▾ |
| 10 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $24.20M | 3.51% | 225.73K shares | 3.69% → 3.51%-0.18 pp +13.27K (+6.25%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SLV ISHARES SILVER TRUST | Non-derivative | -3,390 | -$229.76K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1630939 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6893446481
}Research all 59 reported holdings.
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