Instuitional Investor - Boston Standard Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Boston Standard Wealth Management, Llc |
Portfolio Value | $378,828,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 637,635 | $135,440,000 | 35.75% | |
2. | BND | 603,066 | $42,082,000 | 11.1% | |
3. | Spdr Index Shs Fds | 914,725 | $28,366,000 | 7.48% | |
4. | Ishares Tr | 518,831 | $25,309,000 | 6.68% | |
5. | Spdr Ser Tr | 647,500 | $18,596,000 | 4.9% |