Dark
Light
System
Institutional Investment Manager
Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC (CIK: 0001630939) incorporated in Massachusetts, located at 31 Church Street, Winchester, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Portfolio Summary: 27 holdings with a total value of $101,151,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 988 112,000 0.11%
2 ISHARES TR 2,415 203,000 0.20%
3 EXXON MOBIL CORP 2,408 216,000 0.21%
4 ISHARES TR 6,142 244,000 0.24%
5 APPLE INC 2,757 303,000 0.30%
6 ISHARES TR 7,342 336,000 0.33%
7 ISHARES TR 14,052 491,000 0.49%
8 ISHARES TR 4,828 513,000 0.51%
9 ISHARES TR 7,285 812,000 0.80%
10 ISHARES TR 14,287 1,072,000 1.06%
11 VANGUARD INDEX FDS 13,933 1,199,000 1.19%
12 SPDR SERIES TRUST 21,766 1,244,000 1.23%
13 SPDR SERIES TRUST LEHMAN SHORT TERM INTL 45,962 1,469,000 1.45%
14 VANGUARD INTL EQUITY INDEX F 16,160 1,521,000 1.50%
15 VANGUARD INDEX FDS 36,296 2,138,000 2.11%
16 ISHARES TR GL TIMB FORE ETF 49,190 2,592,000 2.56%
17 VANGUARD INTL EQUITY INDEX F 66,271 2,642,000 2.61%
18 POWERSHARES ETF TRUST 44,024 4,324,000 4.27%
19 SPDR SERIES TRUST 78,003 4,327,000 4.28%
20 PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 88,994 4,620,000 4.57%
21 SPDR INDEX SHS FDSDJ GLB RL ES ETF 96,680 4,851,000 4.80%
22 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 190,385 5,548,000 5.48%
23 VANGUARD BD INDEX FDS 74,687 6,011,000 5.94%
24 VANGUARD CHARLOTTE FDS 121,296 6,509,000 6.43%
25 VANGUARD BD INDEX FDS 100,675 8,413,000 8.32%
26 VANGUARD INTL EQUITY INDEX F 330,145 15,187,000 15.01%
27 VANGUARD INDEX FDS 233,861 24,254,000 23.98%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001630939-15-000001, filed 2015.01.21).

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.