Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BOSTON STANDARD WEALTH MANAGEMENT LLC | 01-08-2024 | 12-31-2023 | 44 | 378,828,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $135,440,000 | 637,635 | 0.04 | 0.04 | 0 | 0.00 | 12-31-2023 |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $42,082,000 | 603,066 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3 | $28,366,000 | 914,725 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
ISHARES TR | CORE INTL AGGR | 4 | $25,309,000 | 518,831 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |