Instuitional Investor - Boston Standard Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Boston Standard Wealth Management, Llc |
Portfolio Value | $505,046,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 642,752 | $171,942,000 | 37.8% | |
2. | BND | 725,675 | $52,285,000 | 11.49% | |
3. | Spdr Index Shs Fds | 941,380 | $33,024,000 | 7.26% | |
4. | Ishares Tr | 594,562 | $29,680,000 | 6.52% | |
5. | Spdr Series Trust | 360,960 | $23,950,000 | 5.26% |