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Institutional Investment Manager
Baystate Wealth Management LLC
Baystate Wealth Management LLC (CIK: 0001546408) incorporated in Massachusetts, located at One Marina Park Drive, Boston, MA. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 53 holdings with a total value of $461,975,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD INTL EQUITY INDEX F 1,159,327 43,625,000 9.44%
52 ISHARES TR 362,303 44,176,000 9.56%
53 SPDR INDEX SHS FDS 4,038,876 106,909,000 23.14%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001546408-16-000010, filed 2016.10.06).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.