Boston Standard Wealth Management, LLC
CIK 1630939 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $689.3M
- Posisi
- 59
- Per tanggal
- 30 Juni 2026
#3.115 dari 9.443 berdasarkan nilai 13F · top 33.0%
Nilai portofolio QoQ: +12.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 78,40%
- Bobot 25 kepemilikan teratas
- 97,59%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 6,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,25% Perkiraan pembelian $44.137.975 · penjualan $21.104.635
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,4% masih dipegang
- Posisi baru
- 4
- Meningkat
- 33
- Menurun
- 16
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
2,6%
Industrials
0,1%
Retail
0,1%
Communication Services
0,1%
Consumer Discretionary
0,0%
Healthcare
0,0%
Lainnya/Tidak terpetakan
97,0%
Portofolio lengkap 59 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VTI | $247.186.302 | 35,86% | 667.332 | $31.191.353 | Turun ×2 | ||
| SPDW | $47.216.952 | 6,85% | 946.137 | $2.693.200 | Turun ×2 | ||
| IAGG | $42.637.479 | 6,19% | 849.268 | $2.098.492 | Naik ×5 | ||
| BND Vanguard Total Bond Market ETF | $40.502.825 | 5,88% | 554.009 | $-18.086.600 | Turun ×2 | ||
| VCRB Vanguard Core Bond ETF | $32.378.737 | 4,70% | 421.187 | $20.831.234 | Naik ×1 | ||
| SPTM | $30.877.753 | 4,48% | 339.708 | $4.103.482 | Naik ×2 | ||
| SPTS | $25.887.684 | 3,76% | 895.179 | $1.078.227 | Naik ×5 | ||
| BIL | $24.941.221 | 3,62% | 272.895 | $15.746.648 | Naik ×1 | ||
| VEU | $24.633.301 | 3,57% | 296.966 | $2.404.091 | Naik ×1 | ||
| MUB | $24.199.122 | 3,51% | 225.728 | $1.630.648 | Naik ×3 | ||
| VWO | $22.745.534 | 3,30% | 382.829 | $1.711.355 | Turun ×2 | ||
| SPSM | $21.812.944 | 3,16% | 376.832 | $2.975.248 | Turun ×1 | ||
| REET | $18.796.873 | 2,73% | 679.938 | $1.642.493 | Naik ×5 | ||
| NVDA NVIDIA Corporation - Common Stock | $15.901.481 | 2,31% | 81.134 | $1.596.231 | Turun ×4 | ||
| ESGV | $10.614.869 | 1,54% | 79.946 | $1.651.042 | Naik ×2 | ||
| VXF | $8.973.982 | 1,30% | 36.406 | $1.329.197 | Turun ×1 | ||
| VSS | $6.805.653 | 0,99% | 44.087 | $55.935 | Turun ×2 | ||
| JMUB | $5.543.619 | 0,80% | 109.873 | $257.650 | Naik ×4 | ||
| SPEM | $3.752.645 | 0,54% | 72.835 | $368.985 | Naik ×1 | ||
| VSGX | $3.486.333 | 0,51% | 42.746 | $347.079 | Turun ×3 | ||
| NUBD | $3.304.995 | 0,48% | 149.955 | $333.572 | Naik ×5 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $3.073.264 | 0,45% | 61.986 | $144.702 | Naik ×4 | ||
| SPSB | $3.062.437 | 0,44% | 102.413 | $149.754 | Naik ×5 | ||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $2.371.556 | 0,34% | 42.387 | $448.011 | Naik ×1 | ||
| SHM | $2.030.238 | 0,29% | 42.429 | $2.429 | Turun ×1 | ||
| DSI | $1.609.978 | 0,23% | 11.312 | $230.356 | Naik ×4 | ||
| ESML | $1.040.222 | 0,15% | 18.625 | $136.623 | Turun ×1 | ||
| BCI | $1.037.896 | 0,15% | 46.616 | $-78.314 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $912.097 | 0,13% | 9.637 | $77.643 | Naik ×1 | ||
| AOA | $827.412 | 0,12% | 8.480 | $77.280 | Naik ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $823.760 | 0,12% | 15.405 | $76.966 | Turun ×3 | ||
| BA Boeing Company (The) Common Stock | $763.540 | 0,11% | 3.523 | $30.122 | |||
| MU Micron Technology, Inc. - Common Stock | $740.628 | 0,11% | 700 | $376.748 | Turun ×1 | ||
| SPY SPY | $670.460 | 0,10% | 898 | $128.593 | Naik ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $594.300 | 0,09% | 1.542 | $27.979 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $495.136 | 0,07% | 1.679 | $-295.992 | Turun ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $452.974 | 0,07% | 1.867 | $53.347 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $452.580 | 0,07% | 1.219 | $132.030 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $441.065 | 0,06% | 1.234 | $85.846 | Naik ×1 | ||
| VT | $433.444 | 0,06% | 2.768 | $79.072 | Naik ×1 | ||
| RSP | $431.076 | 0,06% | 2.012 | $54.097 | Naik ×2 | ||
| AOR | $407.692 | 0,06% | 5.877 | $31.717 | Naik ×1 | ||
| NYF | $399.124 | 0,06% | 7.430 | $7.253 | Naik ×5 | ||
| GWX | $393.225 | 0,06% | 8.960 | $7.054 | Naik ×1 | ||
| DJP | $380.018 | 0,06% | 8.716 | $-32.706 | |||
| GLD | $355.119 | 0,05% | 946 | $-56.251 | |||
| BNDX Vanguard Total International Bond ETF | $303.606 | 0,04% | 6.288 | $-69.320 | Turun ×1 | ||
| XLE XLE | $270.464 | 0,04% | 5.132 | $-29.704 | Naik ×3 | ||
| VEA | $253.876 | 0,04% | 3.599 | $50.480 | Naik ×1 | ||
| WOOD WOOD | $249.027 | 0,04% | 3.765 | $-16.549 | Naik ×1 | ||
| EFA | $246.668 | 0,04% | 2.392 | $26.033 | Naik ×1 | ||
| FYX First Trust Small Cap Core AlphaDEX Fund | $232.650 | 0,03% | 1.611 | Naik ×1 | |||
| SCHG | $227.181 | 0,03% | 6.644 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $221.638 | 0,03% | 2.063 | $-33.451 | |||
| VGT | $212.139 | 0,03% | 1.800 | Naik ×1 | |||
| FNX First Trust Mid Cap Core AlphaDEX Fund | $204.238 | 0,03% | 1.400 | Naik ×1 | |||
| HAS Hasbro, Inc. - Common Stock | $204.027 | 0,03% | 2.475 | $-17.346 | Naik ×1 | ||
| DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock | $164.995 | 0,02% | 15.165 | $68.224 | |||
| JMIA Jumia Technologies AG American Depositary Shares, each representing two Ordinary Shares | $154.594 | 0,02% | 21.084 | $10.230 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| IAGG | $42.637.479 | 6,19% | naik ×5 |
| SPTS | $25.887.684 | 3,76% | naik ×5 |
| MUB | $24.199.122 | 3,51% | naik ×3 |
| REET | $18.796.873 | 2,73% | naik ×5 |
| JMUB | $5.543.619 | 0,80% | naik ×4 |
| NUBD | $3.304.995 | 0,48% | naik ×5 |
| VTIP | $3.073.264 | 0,45% | naik ×4 |
| SPSB | $3.062.437 | 0,44% | naik ×5 |
| DSI | $1.609.978 | 0,23% | naik ×4 |
| SPY | $670.460 | 0,10% | naik ×5 |
| NYF | $399.124 | 0,06% | naik ×5 |
| XLE | $270.464 | 0,04% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VTI | Dipangkas | -721 | +$31.2M |
| VCRB | Beli lebih banyak | +271K | +$20.8M |
| BND | Dipangkas | -244K | -$18.1M |
| BIL | Beli lebih banyak | +172K | +$15.7M |
| SPTM | Beli lebih banyak | +4K | +$4.1M |
| SPSM | Dipangkas | -10K | +$3.0M |
| SPDW | Dipangkas | -14K | +$2.7M |
| VEU | Beli lebih banyak | +5K | +$2.4M |
| IAGG | Beli lebih banyak | +36K | +$2.1M |
| VWO | Dipangkas | -5K | +$1.7M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BIL | 31 Des. 2025 | 78.686 | $7.220.000 | Tidak lagi dilacak |
| JMUB | 31 Maret 2025 | 6.627 | $332.000 | Tidak lagi dilacak |
| SLV | 30 Juni 2026 | 3.390 | $229.757 | Tidak lagi dilacak |
| GLD | 31 Maret 2025 | 920 | $223.000 | Tidak lagi dilacak |
| ACN | 30 Sep. 2025 | 695 | $208.000 | -25,0% |
| XLE | 30 Juni 2025 | 2.256 | $206.000 | Tidak lagi dilacak |
| DM | 30 Sep. 2025 | 159.682 | $0 | Tidak lagi dilacak |