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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 (2015Q3)
Portfolio Summary: 23 holdings with a total value of $100,357,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 260,057 25,205,000 25.12%
2 VANGUARD INTL EQUITY INDEX F 360,152 15,054,000 15.00%
3 VANGUARD BD INDEX FDS 137,937 11,279,000 11.24%
4 VANGUARD CHARLOTTE FDS 162,553 8,612,000 8.58%
5 VANGUARD BD INDEX FDS 76,148 6,119,000 6.10%
6 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 233,756 5,685,000 5.66%
7 SPDR INDEX SHS FDS 92,484 4,125,000 4.11%
8 PIMCO ETF TRUST 1-5 US TIP IDX ETF 74,324 3,828,000 3.81%
9 POWERSHARES ETF TRUST 41,245 3,724,000 3.71%
10 SPDR SERIES TRUST 44,809 2,340,000 2.33%
11 VANGUARD INTL EQUITY INDEX F 69,876 2,251,000 2.24%
12 VANGUARD INDEX FDS 36,935 2,008,000 2.00%
13 ISHARES TR 44,132 1,948,000 1.94%
14 VANGUARD INDEX FDS 23,572 1,894,000 1.89%
15 VANGUARD INTL EQUITY INDEX F 17,275 1,541,000 1.54%
16 ISHARES TR 13,194 919,000 0.92%
17 SPDR SERIES TRUST FTSE INT GVT ETF 17,651 916,000 0.91%
18 ISHARES TR 8,229 902,000 0.90%
19 ISHARES 18,073 608,000 0.61%
20 ISHARES TR 4,145 439,000 0.44%
21 ISHARES TR 8,992 386,000 0.38%
22 APPLE INC 2,710 296,000 0.29% SH
23 ISHARES 7,356 278,000 0.28%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001630939-15-000004, filed 2015.10.09).

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.