Boston Standard Wealth Management, LLC: 13F holdings

CIK 16309392026Q2

Positions59
Reported value$689.3m
Filed2026-07-06

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARD INDEX FDS667,332$247.2m35.9%
EWU SPDR INDEX SHS FDS946,137$47.2m6.8%
IAGG ISHARES TR849,268$42.6m6.2%
BND VANGUARD BD INDEX FDS554,009$40.5m5.9%
VANGUARD MALVERN FDS421,187$32.4m4.7%
SPYM SPDR INDEX SHS FDS339,708$30.9m4.5%
SPTS SPDR SERIES TRUST895,179$25.9m3.8%
BIL SPDR SERIES TRUST272,895$24.9m3.6%
VEU VANGUARD INTL EQUITY INDEX F296,966$24.6m3.6%
MUB ISHARES TR225,728$24.2m3.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1630939")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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