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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78468R739

Shares:—

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$454.9M)

46137V597

Shares:—

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$454.9M)

464288570

Shares:—

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$454.9M)

25058X303

Shares:—

Value:$851.0K

% of Portfolio:0.2% ($851.0K/$454.9M)

Apple Inc.

AAPL|037833100

Shares:—

Value:$843.0K

% of Portfolio:0.2% ($843.0K/$454.9M)

464288174

Shares:—

Value:$793.0K

% of Portfolio:0.2% ($793.0K/$454.9M)

46432F834

IXUS|46432F834

Shares:—

Value:$638.0K

% of Portfolio:0.1% ($638.0K/$454.9M)

003261104

Shares:—

Value:$628.0K

% of Portfolio:0.1% ($628.0K/$454.9M)

MICROSOFT CORP

MSFT|594918104

Shares:—

Value:$613.0K

% of Portfolio:0.1% ($613.0K/$454.9M)

464289859

Shares:—

Value:$533.0K

% of Portfolio:0.1% ($533.0K/$454.9M)

46435U663

Shares:—

Value:$506.0K

% of Portfolio:0.1% ($506.0K/$454.9M)

46434G863

Shares:—

Value:$471.0K

% of Portfolio:0.1% ($471.0K/$454.9M)

NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$391.0K

% of Portfolio:0.1% ($391.0K/$454.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:—

Value:$383.0K

% of Portfolio:0.1% ($383.0K/$454.9M)

464289867

Shares:—

Value:$378.0K

% of Portfolio:0.1% ($378.0K/$454.9M)

464288323

Shares:—

Value:$340.0K

% of Portfolio:0.1% ($340.0K/$454.9M)

78463X871

Shares:—

Value:$324.0K

% of Portfolio:0.1% ($324.0K/$454.9M)

922042742

VT|922042742

Shares:—

Value:$313.0K

% of Portfolio:0.1% ($313.0K/$454.9M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$269.0K

% of Portfolio:0.1% ($269.0K/$454.9M)

Accenture plc

ACN|G1151C101

Shares:—

Value:$255.0K

% of Portfolio:0.1% ($255.0K/$454.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R739)✕	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.4% ($1.8M/$454.9M)	QoQ -8.90% (-$175.0K) YoY -1.43% (-$26.0K)
(cusip46137V597)✕	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.3% ($1.6M/$454.9M)	QoQ -10.67% (-$188.0K) YoY -2.11% (-$34.0K)
(cusip464288570)✕	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.3% ($1.5M/$454.9M)	QoQ -8.21% (-$138.0K) YoY +4.40% (+$65.0K)
(cusip25058X303)✕	—	QoQ - YoY NEW	All Managers (Combined)	$851.0K	0.2% ($851.0K/$454.9M)	QoQ +76.55% (+$369.0K) YoY NEW(+$851.0K)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$843.0K	0.2% ($843.0K/$454.9M)	QoQ -7.46% (-$68.0K) YoY +8.77% (+$68.0K)
(cusip464288174)✕	—	QoQ - YoY -	All Managers (Combined)	$793.0K	0.2% ($793.0K/$454.9M)	QoQ +178.24% (+$508.0K) YoY -54.16% (-$937.0K)
(IXUScusip46432F834)	—	QoQ - YoY -	All Managers (Combined)	$638.0K	0.1% ($638.0K/$454.9M)	QoQ +4.93% (+$30.0K) YoY +1.10% (+$7.0K)
(cusip003261104)✕	—	QoQ - YoY -	All Managers (Combined)	$628.0K	0.1% ($628.0K/$454.9M)	QoQ -20.60% (-$163.0K) YoY +2.78% (+$17.0K)
MICROSOFT CORP(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$613.0K	0.1% ($613.0K/$454.9M)	QoQ -3.46% (-$22.0K) YoY -15.33% (-$111.0K)
(cusip464289859)✕	—	QoQ - YoY -	All Managers (Combined)	$533.0K	0.1% ($533.0K/$454.9M)	QoQ -4.13% (-$23.0K) YoY +0.37% (+$2.0K)
(cusip46435U663)✕	—	QoQ - YoY -	All Managers (Combined)	$506.0K	0.1% ($506.0K/$454.9M)	QoQ -11.84% (-$68.0K) YoY -3.61% (-$19.0K)
(cusip46434G863)✕	—	QoQ - YoY -	All Managers (Combined)	$471.0K	0.1% ($471.0K/$454.9M)	QoQ -4.84% (-$24.0K) YoY +7.28% (+$32.0K)
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$391.0K	0.1% ($391.0K/$454.9M)	QoQ -97.55% (-$15.6M) YoY +49.80% (+$130.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	—	QoQ - YoY -	All Managers (Combined)	$383.0K	0.1% ($383.0K/$454.9M)	QoQ -18.85% (-$89.0K) YoY +4.35% (+$16.0K)
(cusip464289867)✕	—	QoQ - YoY -	All Managers (Combined)	$378.0K	0.1% ($378.0K/$454.9M)	QoQ -9.13% (-$38.0K) YoY -2.82% (-$11.0K)
(cusip464288323)✕	—	QoQ - YoY -	All Managers (Combined)	$340.0K	0.1% ($340.0K/$454.9M)	QoQ -2.29% (-$8.0K) YoY -0.58% (-$2.0K)
(cusip78463X871)✕	—	QoQ - YoY -	All Managers (Combined)	$324.0K	0.1% ($324.0K/$454.9M)	QoQ +1.56% (+$5.0K) YoY -2.11% (-$7.0K)
(VTcusip922042742)	—	QoQ - YoY -	All Managers (Combined)	$313.0K	0.1% ($313.0K/$454.9M)	QoQ 0.00% (+$0) YoY +2.62% (+$8.0K)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$269.0K	0.1% ($269.0K/$454.9M)	QoQ -3.58% (-$10.0K) YoY +5.90% (+$15.0K)
Accenture plc(ACNcusipG1151C101)	—	QoQ - YoY -	All Managers (Combined)	$255.0K	0.1% ($255.0K/$454.9M)	QoQ -15.84% (-$48.0K) YoY -12.37% (-$36.0K)