Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOSTON STANDARD WEALTH MANAGEMENT LLC 04-13-2020 03-31-2020 33 184,019,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SERIES TRUST PORTFOLIO TL STK 1 $53,455,000 1,782,426 0.03 0.03 -15,271 -0.85 03-31-2020
SPDR SERIES TRUST PORTFOLIO AGRGTE 2 $25,362,000 838,683 0.01 0.01 -38,868 -4.43 03-31-2020
ISHARES TR CORE INTL AGGR 3 $16,586,000 304,562 0.01 0.01 6,149 2.06 03-31-2020
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 4 $15,499,000 677,119 0.01 0.01 -11,420 -1.66 03-31-2020
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