Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON STANDARD WEALTH MANAGEMENT LLC | 04-11-2024 | 03-31-2024 | 46 | 441,581,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $165,735,000 | 637,689 | 0.04 | 0.04 | 54 | 0.01 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 2 | $49,460,000 | 680,990 | 0.01 | 0.01 | 77,924 | 12.92 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 3 | $33,537,000 | 935,755 | 0.01 | 0.01 | 21,030 | 2.30 | 03-31-2024 |
| ISHARES TR | CORE INTL AGGR | 4 | $28,339,000 | 567,348 | 0.01 | 0.01 | 48,517 | 9.35 | 03-31-2024 |
