AI Portfolio Summary
In 2025 Q4, Boston Standard Wealth Management, LLC maintained a portfolio of 53 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.5%. Conversely, Boston Standard Wealth Management, LLC completely exited their position in SPDR SER TR.
Total Positions
53
Quarter
2025 Q4
Top Holding
VTI (37.1%)
Top 10 Concentration
84.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 53
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 37.06% | 36.79% |
#1
Prev: #1
|
6.5 | 3,053 | 0.5% |
P
S
|
669,718 | $224,536,459 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 11.26% | 11.10% |
#2
Prev: #2
|
6.0 | 32,981 | 3.7% |
P
S
|
920,885 | $68,209,927 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 7.27% | 7.06% |
#3
Prev: #3
|
4.4 | 11,044 | 1.1% |
P
S
|
991,592 | $44,036,602 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 6.50% | 6.36% |
#4
Prev: #4
|
5.1 | 48,605 | 6.6% |
P
S
|
787,162 | $39,365,967 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTM
SPDR SERIES TRU...
|
ETF | 4.54% | 4.64% |
#5
Prev: #5
|
2.8 | -9,164 | -2.7% |
P
S
|
333,247 | $27,492,891 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPTS
SPDR SERIES TRU...
|
ETF | 3.99% | 3.87% |
#6
Prev: #6
|
3.6 | 39,554 | 5.0% |
P
S
|
824,795 | $24,149,989 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 3.72% | 3.63% |
#7
Prev: #7
|
2.0 | 7,351 | 3.6% |
P
S
|
210,231 | $22,517,885 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.61% | 3.54% |
#8
Prev: #8
|
1.9 | 2,821 | 1.0% |
P
S
|
297,682 | $21,897,493 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.50% | 3.53% |
#9
Prev: #9
|
1.9 | 6,806 | 1.8% |
P
S
|
394,426 | $21,204,336 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 2.99% | 2.93% |
#10
Prev: #10
|
1.7 | 10,410 | 2.8% |
P
S
|
386,674 | $18,119,549 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
REET
ISHARES TR
|
ETF | 2.74% | 2.72% |
#11
Prev: #11
|
1.6 | 31,228 | 4.9% |
P
S
|
664,644 | $16,582,877 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.50% | 2.55% |
#12
Prev: #12
|
1.5 | -56 | -0.1% |
P
S
|
81,222 | $15,147,864 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 1.58% | 1.62% |
#13
Prev: #13
|
1.1 | -2,046 | -2.5% |
P
S
|
79,125 | $9,570,972 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.27% | 1.26% |
#14
Prev: #14
|
1.0 | 937 | 2.6% |
P
S
|
36,741 | $7,683,355 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSS
VANGUARD INTL E...
|
ETF | 1.12% | 1.09% |
#15
1
Prev: #16
|
0.9 | 1,679 | 3.7% |
P
S
|
47,198 | $6,764,960 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.85% | 0.81% |
#16
1
Prev: #17
|
2.3 | 5,594 | 5.8% |
P
S
|
101,384 | $5,119,888 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.57% | 0.58% |
#17
1
Prev: #18
|
0.7 | 36 | 0.0% |
P
S
|
73,428 | $3,437,184 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.53% | 0.53% |
#18
1
Prev: #19
|
0.7 | -574 | -1.3% |
P
S
|
44,684 | $3,200,302 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NUBD
NUSHARES ETF TR
|
ETF | 0.49% | 0.47% |
#19
1
Prev: #20
|
2.2 | 7,705 | 6.2% |
P
S
|
132,063 | $2,952,270 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPSB
SPDR SERIES TRU...
|
ETF | 0.46% | 0.45% |
#20
2
Prev: #22
|
0.7 | 3,243 | 3.6% |
P
S
|
92,465 | $2,792,451 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.46% | 0.46% |
#21
Prev: #21
|
0.7 | 2,239 | 4.2% |
P
S
|
55,906 | $2,765,093 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PRFZ
INVESCO EXCHANG...
|
ETF | 0.34% | 0.34% |
#22
1
Prev: #23
|
0.6 | -85 | -0.2% |
P
S
|
44,266 | $2,031,373 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHM
SPDR SERIES TRU...
|
ETF | 0.33% | 0.34% |
#23
1
Prev: #24
|
0.6 | 485 | 1.2% |
P
S
|
42,216 | $2,025,954 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DSI
ISHARES TR
|
ETF | 0.24% | 0.24% |
#24
1
Prev: #25
|
0.6 | 31 | 0.3% |
P
S
|
11,261 | $1,450,790 | 2014 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BCI
ABRDN ETFS
|
ETF | 0.15% | 0.15% |
#25
1
Prev: #26
|
2.1 | 6,569 | 16.4% |
P
S
|
46,616 | $910,402 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SER TR
|
ETF | 0.00% | 1.21% |
Sold All 😨
(Was: #15) |
0.0 | -78,686 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNA
GINKGO BIOWORKS...
|
Healthcare | 0.00% | 0.04% |
Sold All 😨
(Was: #46) |
0.0 | -15,165 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 53 holdings