Boston Standard Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$514M
Signature - Title
Zachary Bouchard - Managing Partner
Location
31 Church Street, Suite 3, Winchester, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 47 $514M +$41.2M -$13M +$28.2M VTI, BND, SPDW, IAGG, SPTM 13F-HR 10/7/2024, 08:56 AM
Q2 2024 47 $455M +$13M -$3.51M +$9.45M VTI, BND, SPDW, IAGG, SPTM 13F-HR 7/10/2024, 05:07 PM
Q1 2024 46 $442M +$20.5M -$8.71M +$11.7M VTI, BND, SPDW, IAGG, SPTM 13F-HR 4/11/2024, 09:18 AM
Q4 2023 43 $379M $0 $0 VTI, BND, SPDW, IAGG, SPTS 13F-HR 1/8/2024, 03:21 PM
Q3 2023 43 $379M +$11M -$8.81M +$2.22M VTI, BND, SPDW, IAGG, SPTS 13F-HR 10/10/2023, 10:49 AM
Q2 2023 41 $391M +$31.3M -$1.6M +$29.7M VTI, BND, SPDW, IAGG, SPTM 13F-HR 7/6/2023, 10:49 AM
Q1 2023 40 $348M +$832K -$6.02M -$5.19M VTI, BND, SPDW, IAGG, SPTM 13F-HR 4/4/2023, 02:22 PM
Q4 2022 40 $337M +$24M -$187K +$23.8M VTI, BND, SPDW, IAGG, SPTM 13F-HR 1/10/2023, 01:16 PM
Q3 2022 37 $298M +$9.57M -$2.81M +$6.76M VTI, BND, SPDW, IAGG, SPTM 13F-HR 10/13/2022, 02:20 PM
Q2 2022 39 $311M +$42.6M -$39.1M +$3.5M VTI, BND, SPDW, IAGG, SPTM 13F-HR 7/12/2022, 01:29 PM
Q1 2022 40 $349M +$12.9M -$3.15M +$9.79M VTI, SPAB, SPDW, IAGG, SPTM 13F-HR 4/12/2022, 01:17 PM
Q4 2021 39 $341M +$12.2M -$2.63M +$9.61M VTI, SPAB, SPDW, IAGG, SPTM 13F-HR 1/18/2022, 01:39 PM
Q3 2021 40 $335M +$9.09M -$1.59M +$7.5M VTI, SPAB, SPDW, IAGG, SPTS 13F-HR 10/7/2021, 02:14 PM
Q2 2021 37 $331M +$15M -$7.84M +$7.2M VTI, SPAB, SPDW, IAGG, SPTM 13F-HR 7/13/2021, 10:35 AM
Q1 2021 37 $307M +$43M -$14.4M +$28.6M VTI, SPAB, SPDW, SPTM, IAGG 13F-HR 4/19/2021, 10:01 AM
Q4 2020 35 $269M +$49M -$42.8M +$6.24M VTI, SPTM, SPAB, SPDW, IAGG 13F-HR 1/12/2021, 08:35 AM
Q3 2020 36 $237M +$13.6M -$8.67M +$4.88M SPTM, VTI, SPAB, SPDW, IAGG 13F-HR 10/20/2020, 10:45 AM
Q2 2020 34 $221M +$7.61M -$861K +$6.75M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 7/6/2020, 02:43 PM
Q1 2020 32 $184M +$5.01M -$2.85M +$2.16M SPTM, SPAB, IAGG, SPDW, VTI 13F-HR 4/13/2020, 10:09 AM
Q4 2019 31 $224M +$6.24M -$605K +$5.64M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 1/6/2020, 11:40 AM
Q3 2019 29 $207M +$6.4M -$3.02M +$3.38M SPTM, SPAB, SPDW, IAGG, VTI 13F-HR 10/8/2019, 11:38 AM
Q2 2019 33 $204M +$10.6M -$2.24M +$8.38M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 7/9/2019, 09:34 AM
Q1 2019 32 $191M +$9.03M -$15.8M -$6.76M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 4/11/2019, 10:43 AM
Q4 2018 29 $168M +$9.39M -$6.97M +$2.42M SPTM, SPAB, SPDW, IAGG, VTI 13F-HR 1/10/2019, 11:44 AM
Q3 2018 30 $184M +$26.5M -$7.01M +$19.5M SPTM, SPAB, SPDW, VTI, IAGG 13F-HR 10/3/2018, 11:43 AM
Q1 2018 28 $160M +$7.45M -$3.74M +$3.71M SPTM, SPAB, VTI, SPDW, IAGG Restatement 4/10/2018, 09:40 AM
Q4 2017 29 $157M +$111M -$108M +$2.59M SPTM, SPAB, VTI, SPDW, IAGG 13F-HR 1/9/2018, 03:01 PM
Q3 2017 21 $150M +$2.03M -$622K +$1.4M VTI, VEU, BND, BNDX, VXF 13F-HR 10/12/2017, 12:46 PM
Q2 2017 21 $144M +$5.81M -$1.52M +$4.29M VTI, VEU, BND, BNDX, VXF 13F-HR 7/7/2017, 12:11 PM
Q1 2017 21 $129M +$6.31M -$1.52M +$4.79M VTI, VEU, BND, BNDX, VXF 13F-HR 4/6/2017, 10:06 AM
Q4 2016 21 $126M +$4.47M -$1.69M +$2.78M VTI, VEU, BND, BNDX, VXF 13F-HR 1/12/2017, 09:08 AM
Q3 2016 23 $123M +$6.83M -$678K +$6.15M VTI, VEU, BND, BNDX, VXF 13F-HR 10/11/2016, 12:52 PM
Q2 2016 24 $114M +$7.59M -$3.11M +$4.48M VTI, VEU, BND, BNDX, VXF 13F-HR 7/11/2016, 01:58 PM
Q1 2016 24 $108M +$9.98M -$4.49M +$5.49M VTI, VEU, BND, BNDX, BSV 13F-HR 4/7/2016, 01:15 PM
Q4 2015 18 $99.3M +$4.27M -$5.57M -$1.3M VTI, VEU, BND, BNDX, BSV 13F-HR 1/7/2016, 03:33 PM
Q3 2015 23 $98.3M +$3.33M -$1.77M +$1.56M VTI, VEU, BND, BNDX, BSV 13F-HR 10/9/2015, 10:50 AM
Q2 2015 26 $107M +$10.2M -$7.6M +$2.59M VTI, VEU, BND, BNDX, DJP 13F-HR 7/13/2015, 11:31 AM
Q1 2015 25 $105M +$11.1M -$8.63M +$2.47M VTI, VEU, BND, BNDX, DJP 13F-HR 4/15/2015, 04:16 PM
Q4 2014 27 $99M $0 $0 VTI, VEU, BND, BNDX, BSV 13F-HR 1/21/2015, 02:08 PM