Instuitional Investor - Boston Standard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Boston Standard Wealth Management, Llc |
| Portfolio Value | $6,893,446,481 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 667,332 | $247,186,302 | 35.86% | |
| 2. | Spdr Index Shs Fds | 946,137 | $47,216,952 | 6.85% | |
| 3. | Ishares Tr | 849,268 | $42,637,479 | 6.19% | |
| 4. | BND | 554,009 | $40,502,825 | 5.88% | |
| 5. | Vanguard Malvern Fds - CORE BD ETF | 421,187 | $32,378,737 | 4.7% |
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