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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 (2016Q1)
Portfolio Summary: 24 holdings with a total value of $109,070,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 309,331 32,461,000 29.76%
2 VANGUARD INTL EQUITY INDEX F 391,611 17,035,000 15.62%
3 VANGUARD BD INDEX FDS 149,386 12,347,000 11.32%
4 VANGUARD CHARLOTTE FDS 169,611 9,257,000 8.49%
5 VANGUARD BD INDEX FDS 72,247 5,818,000 5.33%
6 VANGUARD INDEX FDS 58,055 4,787,000 4.39%
7 SPDR INDEX SHS FDS 87,368 4,269,000 3.91%
8 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 172,335 3,714,000 3.41%
9 PIMCO ETF TRUST 1-5 US TIP IDX ETF 61,582 3,220,000 2.95%
10 VANGUARD INTL EQUITY INDEX F 69,420 2,403,000 2.20%
11 ISHARES TR 42,403 2,006,000 1.84%
12 POWERSHARES ETF TRUST 20,277 1,908,000 1.75%
13 VANGUARD INTL EQUITY INDEX F 16,581 1,558,000 1.43%
14 VANGUARD INDEX FDS 26,528 1,531,000 1.40%
15 SPDR SERIES TRUST 27,120 1,506,000 1.38%
16 ISHARES TR 8,998 1,003,000 0.92%
17 ISHARES TR 13,006 999,000 0.92%
18 SPDR SERIES TRUST FTSE INT GVT ETF 17,304 934,000 0.86%
19 ISHARES 19,115 666,000 0.61%
20 ISHARES TR 9,780 444,000 0.41%
21 ISHARES TR 3,520 373,000 0.34%
22 ISHARES 8,872 350,000 0.32%
23 APPLE COMPUTER INC 2,266 248,000 0.23%
24 ISHARES TR 2,731 233,000 0.21%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001630939-16-000006, filed 2016.04.07).

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.