Instuitional Investor - Boston Standard Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Boston Standard Wealth Management, Llc |
Portfolio Value | $514,624,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 662,446 | $191,983,000 | 37.3% | |
2. | BND | 816,301 | $58,700,000 | 11.4% | |
3. | Ishares Tr | 690,338 | $34,462,000 | 6.69% | |
4. | Spdr Index Shs Fds | 998,144 | $34,067,000 | 6.61% | |
5. | Spdr Series Trust | 348,004 | $24,858,000 | 4.83% |