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 (2015Q4)
Portfolio Summary: 18 holdings with a total value of $101,259,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 272,215 28,670,000 28.31%
2 VANGUARD INTL EQUITY INDEX F 366,902 16,085,000 15.89%
3 VANGUARD BD INDEX FDS 140,107 11,293,000 11.15%
4 VANGUARD CHARLOTTE FDS 165,824 8,754,000 8.65%
5 VANGUARD BD INDEX FDS 74,353 5,913,000 5.84%
6 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 197,676 4,232,000 4.18%
7 SPDR INDEX SHS FDS 89,585 4,231,000 4.18%
8 VANGUARD INDEX FDS 42,076 3,554,000 3.51%
9 PIMCO ETF TRUST 1-5 US TIP IDX ETF 69,042 3,529,000 3.49%
10 POWERSHARES ETF TRUST 27,813 2,633,000 2.60%
11 VANGUARD INTL EQUITY INDEX F 68,862 2,252,000 2.22%
12 ISHARES TR 42,440 2,062,000 2.04%
13 VANGUARD INDEX FDS 34,445 2,002,000 1.98%
14 SPDR SERIES TRUST 34,760 1,796,000 1.77%
15 VANGUARD INTL EQUITY INDEX F 17,311 1,622,000 1.60%
16 ISHARES TR 40,000 1,157,000 1.14%
17 SPDR SERIES TRUST FTSE INT GVT ETF 16,934 854,000 0.84%
18 ISHARES 18,155 620,000 0.61%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001630939-16-000005, filed 2016.01.07).

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.