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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 (2016Q4)
Portfolio Summary: 21 holdings with a total value of $126,273,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 385,601 44,467,000 35.21%
2 VANGUARD INTL EQUITY INDEX F 415,087 18,339,000 14.52%
3 VANGUARD BD INDEX FDS 176,986 14,299,000 11.32%
4 VANGUARD CHARLOTTE FDS 199,678 10,841,000 8.59%
5 VANGUARD INDEX FDS 80,978 7,766,000 6.15%
6 VANGUARD BD INDEX FDS 78,845 6,264,000 4.96%
7 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 181,188 4,390,000 3.48%
8 SPDR INDEX SHS FDS 87,080 4,081,000 3.23%
9 VANGUARD INTL EQUITY INDEX F 90,536 3,239,000 2.57%
10 PIMCO ETF TRUST 1-5 US TIP IDX ETF 52,445 2,752,000 2.18%
11 ISHARES TR 38,707 2,075,000 1.64%
12 ISHARES TR 14,295 1,546,000 1.22%
13 ISHARES TR 16,537 1,362,000 1.08%
14 VANGUARD INTL EQUITY INDEX F 13,680 1,286,000 1.02%
15 SPDR SERIES TRUST FTSE INT GVT ETF 16,424 854,000 0.68%
16 VANGUARD INDEX FDS 8,551 522,000 0.41%
17 ISHARES 14,789 521,000 0.41%
18 ISHARES TR 10,244 484,000 0.38%
19 ISHARES 10,969 445,000 0.35%
20 POWERSHARES ETF TRUST 3,374 389,000 0.31%
21 ISHARES TR 3,344 351,000 0.28%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001630939-17-000001, filed 2017.01.12).

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.