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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Boston-Standard-Wealth-Management
Data Enrichment
49% identified23 identified24 unidentified
Holdings
47 positions • $454.9M total value
Manager:
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81369Y506
Shares:—
Value:$206.0K
% of Portfolio:0.0% ($206.0K/$454.9M)
37611X100
Shares:—
Value:$203.0K
% of Portfolio:0.0% ($203.0K/$454.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| — | All Managers (Combined) | $232.0K | 0.1% ($232.0K/$454.9M) | |||
(cusip81369Y506)✕ | — | QoQ NEW YoY - | All Managers (Combined) | $206.0K | 0.0% ($206.0K/$454.9M) | QoQ NEW(+$206.0K) |
AMAZON COM INC(AMZNcusip023135106) | — | QoQ - YoY NEW | All Managers (Combined) | $206.0K | 0.0% ($206.0K/$454.9M) | YoY NEW(+$206.0K) |
| — | All Managers (Combined) | $205.0K | 0.0% ($205.0K/$454.9M) | |||
(cusip37611X100)✕ | — | QoQ NEW YoY - | All Managers (Combined) | $203.0K | 0.0% ($203.0K/$454.9M) | QoQ NEW(+$203.0K) |
| — | All Managers (Combined) | $201.0K | 0.0% ($201.0K/$454.9M) | |||
| — | QoQ - YoY NEW | All Managers (Combined) | $75.0K | 0.0% ($75.0K/$454.9M) | YoY NEW(+$75.0K) |