Boston-Standard-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "DJP",
  "ACN",
  null,
  null,
  "JMIA",
  null,
  "MUB",
  null,
  "MSFT",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SPDW",
  null,
  null,
  null,
  null,
  null,
  null,
  "VXF",
  "VWO",
  null,
  "VSS",
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  "VEU",
  "ESGV",
  "BNDX",
  "BND",
  "VT",
  null,
  null,
  null,
  null,
  "IXUS",
  null,
  null,
  "RSP",
  "GOOG",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-08
Total Holdings: 47
Total Value: 454916000
Accession Number: 0001630939-25-000005
Form Type: 13F-HR
CIK: boston-standard-wealth-management
Manager Name: Boston-Standard-Wealth-Management

Data Enrichment

49% identified

23 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $454.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:—

Value:$171.9M

% of Portfolio:37.8% ($171.9M/$454.9M)

921937835

BND|921937835

Shares:—

Value:$52.3M

% of Portfolio:11.5% ($52.3M/$454.9M)

78463X889

SPDW|78463X889

Shares:—

Value:$33.0M

% of Portfolio:7.3% ($33.0M/$454.9M)

46435G672

Shares:—

Value:$29.7M

% of Portfolio:6.5% ($29.7M/$454.9M)

78464A805

Shares:—

Value:$23.9M

% of Portfolio:5.3% ($23.9M/$454.9M)

78468R101

Shares:—

Value:$20.9M

% of Portfolio:4.6% ($20.9M/$454.9M)

464288414

MUB|464288414

Shares:—

Value:$19.8M

% of Portfolio:4.3% ($19.8M/$454.9M)

922042858

VWO|922042858

Shares:—

Value:$16.0M

% of Portfolio:3.5% ($16.0M/$454.9M)

922042775

VEU|922042775

Shares:—

Value:$15.2M

% of Portfolio:3.3% ($15.2M/$454.9M)

78468R853

Shares:—

Value:$13.9M

% of Portfolio:3.1% ($13.9M/$454.9M)

46434V647

Shares:—

Value:$12.8M

% of Portfolio:2.8% ($12.8M/$454.9M)

921910733

ESGV|921910733

Shares:—

Value:$6.4M

% of Portfolio:1.4% ($6.4M/$454.9M)

922908652

VXF|922908652

Shares:—

Value:$5.0M

% of Portfolio:1.1% ($5.0M/$454.9M)

922042718

VSS|922042718

Shares:—

Value:$4.3M

% of Portfolio:0.9% ($4.3M/$454.9M)

78468R663

Shares:—

Value:$3.4M

% of Portfolio:0.7% ($3.4M/$454.9M)

78463X509

Shares:—

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$454.9M)

922020805

Shares:—

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$454.9M)

78464A474

Shares:—

Value:$2.2M

% of Portfolio:0.5% ($2.2M/$454.9M)

921910725

VSGX|921910725

Shares:—

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$454.9M)

67092P870

Shares:—

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$454.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$171.9M	37.8% ($171.9M/$454.9M)	QoQ -10.43% (-$20.0M) YoY +3.74% (+$6.2M)
(BNDcusip921937835)	—	QoQ - YoY -	All Managers (Combined)	$52.3M	11.5% ($52.3M/$454.9M)	QoQ -10.92% (-$6.4M) YoY +5.71% (+$2.8M)
(SPDWcusip78463X889)	—	QoQ - YoY -	All Managers (Combined)	$33.0M	7.3% ($33.0M/$454.9M)	QoQ -3.06% (-$1.0M) YoY -1.52% (-$513.0K)
(cusip46435G672)✕	—	QoQ - YoY -	All Managers (Combined)	$29.7M	6.5% ($29.7M/$454.9M)	QoQ -13.87% (-$4.8M) YoY +4.73% (+$1.3M)
(cusip78464A805)✕	—	QoQ - YoY -	All Managers (Combined)	$23.9M	5.3% ($23.9M/$454.9M)	QoQ -3.65% (-$908.0K) YoY +3.29% (+$763.0K)
(cusip78468R101)✕	—	QoQ - YoY -	All Managers (Combined)	$20.9M	4.6% ($20.9M/$454.9M)	QoQ -0.74% (-$158.0K) YoY +0.53% (+$111.0K)
(MUBcusip464288414)	—	QoQ - YoY -	All Managers (Combined)	$19.8M	4.3% ($19.8M/$454.9M)	QoQ -11.75% (-$2.6M) YoY +5.62% (+$1.1M)
(VWOcusip922042858)	—	QoQ - YoY -	All Managers (Combined)	$16.0M	3.5% ($16.0M/$454.9M)	QoQ -7.43% (-$1.3M) YoY +6.23% (+$942.0K)
(VEUcusip922042775)	—	QoQ - YoY -	All Managers (Combined)	$15.2M	3.3% ($15.2M/$454.9M)	QoQ -4.55% (-$726.0K) YoY +3.84% (+$563.0K)
(cusip78468R853)✕	—	QoQ - YoY -	All Managers (Combined)	$13.9M	3.1% ($13.9M/$454.9M)	QoQ -12.37% (-$2.0M) YoY -1.30% (-$184.0K)
(cusip46434V647)✕	—	QoQ - YoY -	All Managers (Combined)	$12.8M	2.8% ($12.8M/$454.9M)	QoQ -9.29% (-$1.3M) YoY +1.33% (+$169.0K)
(ESGVcusip921910733)	—	QoQ - YoY -	All Managers (Combined)	$6.4M	1.4% ($6.4M/$454.9M)	QoQ -8.53% (-$594.0K) YoY +1.84% (+$115.0K)
(VXFcusip922908652)	—	QoQ - YoY -	All Managers (Combined)	$5.0M	1.1% ($5.0M/$454.9M)	QoQ -18.44% (-$1.1M) YoY -2.04% (-$105.0K)
(VSScusip922042718)	—	QoQ - YoY -	All Managers (Combined)	$4.3M	0.9% ($4.3M/$454.9M)	QoQ -11.59% (-$566.0K) YoY +2.66% (+$112.0K)
(cusip78468R663)✕	—	QoQ - YoY -	All Managers (Combined)	$3.4M	0.7% ($3.4M/$454.9M)	QoQ +27.72% (+$734.0K) YoY +127.83% (+$1.9M)
(cusip78463X509)✕	—	QoQ - YoY -	All Managers (Combined)	$2.7M	0.6% ($2.7M/$454.9M)	QoQ -5.80% (-$166.0K) YoY +6.31% (+$160.0K)
(cusip922020805)✕	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.6% ($2.6M/$454.9M)	QoQ +0.22% (+$6.0K) YoY -5.40% (-$150.0K)
(cusip78464A474)✕	—	QoQ - YoY -	All Managers (Combined)	$2.2M	0.5% ($2.2M/$454.9M)	QoQ -8.77% (-$209.0K) YoY +3.08% (+$65.0K)
(VSGXcusip921910725)	—	QoQ - YoY -	All Managers (Combined)	$2.1M	0.5% ($2.1M/$454.9M)	QoQ -3.58% (-$77.0K) YoY +2.32% (+$47.0K)
(cusip67092P870)✕	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.4% ($1.9M/$454.9M)	QoQ -8.45% (-$177.0K) YoY +7.87% (+$140.0K)