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Home > Institutional Investor > Baystate Wealth Management Llc > Profile

Instuitional Investor - Baystate Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Baystate Wealth Management Llc
Portfolio Value $1,363,695,110
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Russell Top 200 Growth Etf
 673,690 $118,044,049 8.65%
2.
Spdr S&P World Ex-Us
 2,996,341 $101,905,574 7.47%
3.
Invesco Ftse Rafi Us 1000 Etf
 2,711,265 $95,436,537 6.99%
4.
Ishares Trust
 IEF 183,590 $87,688,360 6.43%
5.
Ishares Trust
 IEF 817,022 $81,089,473 5.94%
Insider Monkey Quarterly Strategy
+275.3% Insider Monkey Quarterly Strategy
+125.2% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through May 20, 2024)