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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 (2016Q2)
Portfolio Summary: 24 holdings with a total value of $114,890,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 339,769 36,410,000 31.69%
2 VANGUARD INTL EQUITY INDEX F 404,514 17,333,000 15.09%
3 VANGUARD BD INDEX FDS 161,120 13,582,000 11.82%
4 VANGUARD CHARLOTTE FDS 180,747 10,068,000 8.76%
5 VANGUARD INDEX FDS 71,596 6,116,000 5.32%
6 VANGUARD BD INDEX FDS 73,723 5,976,000 5.20%
7 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 197,428 4,882,000 4.25%
8 SPDR INDEX SHS FDS 84,034 4,232,000 3.68%
9 PIMCO ETF TRUST 1-5 US TIP IDX ETF 58,557 3,094,000 2.69%
10 VANGUARD INTL EQUITY INDEX F 65,499 2,308,000 2.01%
11 ISHARES TR 38,302 1,733,000 1.51%
12 VANGUARD INTL EQUITY INDEX F 13,222 1,231,000 1.07%
13 ISHARES TR 10,321 1,176,000 1.02%
14 ISHARES TR 13,330 1,031,000 0.90%
15 VANGUARD INDEX FDS 17,070 991,000 0.86%
16 SPDR SERIES TRUST FTSE INT GVT ETF 17,162 942,000 0.82%
17 POWERSHARES ETF TRUST 8,158 794,000 0.69%
18 ISHARES 19,189 677,000 0.59%
19 SPDR SERIES TRUST 10,937 625,000 0.54%
20 ISHARES TR 9,951 456,000 0.40%
21 ISHARES 10,817 433,000 0.38%
22 ISHARES TR 3,329 354,000 0.31%
23 ISHARES TR 2,633 228,000 0.20%
24 APPLE COMPUTER INC 2,280 218,000 0.19%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001630939-16-000007, filed 2016.07.11).

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.