account_balance
Investment manager · 13F filer · SEC CIK 1630939
Boston Standard Wealth Management, LLC
Reported value$696Mas of Sep 30, 2026
Positions57 4 new, 6 sold out
Top 10 weight79.9%VTI alone is 36%
FiledOct 77 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
36.2%
VCRBVanguard Malvern FDS
10.4%Added +132%
SPDWSPDR Index SHS FDS
6.8%
SPTMSPDR Series Trust ETF
4.6%Added +3%
VTEBVanguard Mun Bd FDS
4.4%New
SPTSSPDR Series Trust
3.9%Added +6%
IAGGiShares Tr
3.9%Trimmed −35%
VEUVanguard Intl Equity Index F
3.6%
VWOVanguard Intl Equity Index F
3.3%
SPSMSPDR Series Trust
2.9%
BILSPDR Series Trust
2.8%
VTIVanguard Index FDS
36.2%
VCRBVanguard Malvern FDS
10.4%+132%
SPDWSPDR Index SHS FDS
6.8%
SPTM4.6%
VTEB4.4%
SPTS3.9%
IAGG3.9%
VEU3.6%
VWO3.3%
SPSM2.9%
BIL2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 36.2% Held
VCRB Vanguard Malvern FDS 10.4% Added +132%
SPDW SPDR Index SHS FDS 6.8% Held
SPTM SPDR Series Trust ETF 4.6% Added +3%
VTEB Vanguard Mun Bd FDS 4.4% New
SPTS SPDR Series Trust 3.9% Added +6%
IAGG iShares Tr 3.9% Trimmed −35%
VEU Vanguard Intl Equity Index F 3.6% Held
VWO Vanguard Intl Equity Index F 3.3% Held
SPSM SPDR Series Trust 2.9% Held
BIL SPDR Series Trust 2.8% Trimmed −21%
NVDA NVIDIA Corp 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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