Instuitional Investor - Boston Standard Wealth Management, Llc
Fund Profile
Filing Period:
Fund Name: | Boston Standard Wealth Management, Llc |
Portfolio Value | $555,132,000 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Index Fds | 676,828 | $205,708,000 | 37.06% | |
2. | BND | 854,729 | $62,934,000 | 11.34% | |
3. | Spdr Index Shs Fds | 1,006,361 | $40,748,000 | 7.34% | |
4. | Ishares Tr | 714,668 | $36,512,000 | 6.58% | |
5. | Spdr Series Trust | 341,551 | $25,579,000 | 4.61% |