Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOSTON STANDARD WEALTH MANAGEMENT LLC 01-08-2024 12-31-2023 44 378,828,000
Institutional Holdings
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
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