Notify me when Boston Standard Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 51 | $605,822,186 | +$13,193,656 | -$8,658,764 | +$4,534,892 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 07 Jan 2026, 14:44 |
| Q3 2025 | 49 | $594,700,000 | +$15,493,744 | -$8,495,426 | +$6,998,318 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 06 Oct 2025, 15:32 |
| Q2 2025 | 47 | $555,132,000 | +$61,438,132 | -$3,966,070 | +$57,472,062 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 02 Jul 2025, 14:42 |
| Q1 2025 | 47 | $454,916,000 | +$2,598,700 | -$42,832,193 | -$40,233,493 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 08 Apr 2025, 15:23 |
| Q4 2024 | 47 | $514,624,000 | +$18,263,615 | -$9,964,756 | +$8,298,859 | VTI, BND, IAGG, SPDW, SPTM | 13F-HR | 27 Jan 2025, 08:49 |
| Q3 2024 | 47 | $513,641,000 | +$41,172,765 | -$12,982,159 | +$28,190,606 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 07 Oct 2024, 08:56 |
| Q2 2024 | 47 | $454,916,000 | +$12,967,689 | -$3,514,555 | +$9,453,134 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 10 Jul 2024, 17:07 |
| Q1 2024 | 46 | $441,581,000 | +$20,456,813 | -$8,709,872 | +$11,746,941 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 11 Apr 2024, 09:18 |
| Q4 2023 | 43 | $378,828,000 | $0 | $0 | $0 | VTI, BND, SPDW, IAGG, SPTS | 13F-HR | 08 Jan 2024, 15:21 |
| Q3 2023 | 43 | $378,828,000 | +$11,025,733 | -$8,806,287 | +$2,219,446 | VTI, BND, SPDW, IAGG, SPTS | 13F-HR | 10 Oct 2023, 10:49 |
| Q2 2023 | 41 | $391,016,000 | +$31,259,402 | -$1,604,022 | +$29,655,380 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 06 Jul 2023, 10:49 |
| Q1 2023 | 40 | $348,440,000 | +$832,229 | -$6,018,934 | -$5,186,705 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 04 Apr 2023, 14:22 |
| Q4 2022 | 40 | $337,008,900 | +$24,020,065 | -$186,852 | +$23,833,213 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 10 Jan 2023, 13:16 |
| Q3 2022 | 37 | $297,622,000 | +$9,573,483 | -$2,812,167 | +$6,761,316 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 13 Oct 2022, 14:20 |
| Q2 2022 | 39 | $310,727,000 | +$42,629,946 | -$39,133,138 | +$3,496,808 | VTI, BND, SPDW, IAGG, SPTM | 13F-HR | 12 Jul 2022, 13:29 |
| Q1 2022 | 40 | $348,841,000 | +$12,940,994 | -$3,146,889 | +$9,794,105 | VTI, SPAB, SPDW, IAGG, SPTM | 13F-HR | 12 Apr 2022, 13:17 |
| Q4 2021 | 39 | $341,207,400 | +$12,240,901 | -$2,631,188 | +$9,609,713 | VTI, SPAB, SPDW, IAGG, SPTM | 13F-HR | 18 Jan 2022, 13:39 |
| Q3 2021 | 40 | $334,640,000 | +$9,089,705 | -$1,590,609 | +$7,499,096 | VTI, SPAB, SPDW, IAGG, SPTS | 13F-HR | 07 Oct 2021, 14:14 |
| Q2 2021 | 37 | $330,521,200 | +$15,040,468 | -$7,839,425 | +$7,201,043 | VTI, SPAB, SPDW, IAGG, SPTM | 13F-HR | 13 Jul 2021, 10:35 |
| Q1 2021 | 37 | $307,356,000 | +$43,023,112 | -$14,442,652 | +$28,580,460 | VTI, SPAB, SPDW, SPTM, IAGG | 13F-HR | 19 Apr 2021, 10:01 |
| Q4 2020 | 35 | $268,629,000 | +$49,031,291 | -$42,793,102 | +$6,238,189 | VTI, SPTM, SPAB, SPDW, IAGG | 13F-HR | 12 Jan 2021, 08:35 |
| Q3 2020 | 36 | $237,281,000 | +$13,550,672 | -$8,667,961 | +$4,882,711 | SPTM, VTI, SPAB, SPDW, IAGG | 13F-HR | 20 Oct 2020, 10:45 |
| Q2 2020 | 34 | $221,350,000 | +$7,612,796 | -$861,257 | +$6,751,539 | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 06 Jul 2020, 14:43 |
| Q1 2020 | 32 | $184,019,000 | +$5,012,192 | -$2,848,904 | +$2,163,288 | SPTM, SPAB, IAGG, SPDW, VTI | 13F-HR | 13 Apr 2020, 10:09 |
| Q4 2019 | 31 | $223,935,000 | +$6,241,141 | -$605,442 | +$5,635,699 | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 06 Jan 2020, 11:40 |
| Q3 2019 | 29 | $207,397,000 | +$6,399,826 | -$3,017,192 | +$3,382,634 | SPTM, SPAB, SPDW, IAGG, VTI | 13F-HR | 08 Oct 2019, 11:38 |
| Q2 2019 | 33 | $204,452,000 | +$10,619,585 | -$2,239,554 | +$8,380,031 | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 09 Jul 2019, 09:34 |
| Q1 2019 | 32 | $190,734,000 | +$9,033,584 | -$15,795,543 | -$6,761,959 | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 11 Apr 2019, 10:43 |
| Q4 2018 | 29 | $168,073,000 | +$9,392,245 | -$6,971,509 | +$2,420,736 | SPTM, SPAB, SPDW, IAGG, VTI | 13F-HR | 10 Jan 2019, 11:44 |
| Q3 2018 | 30 | $183,878,000 | +$26,497,331 | -$7,007,200 | +$19,490,131 | SPTM, SPAB, SPDW, VTI, IAGG | 13F-HR | 03 Oct 2018, 11:43 |
| Q1 2018 | 28 | $159,844,000 | +$7,447,176 | -$3,742,116 | +$3,705,060 | SPTM, SPAB, VTI, SPDW, IAGG | Restatement | 10 Apr 2018, 09:40 |
| Q4 2017 | 29 | $157,237,000 | +$110,986,240 | -$108,393,505 | +$2,592,735 | SPTM, SPAB, VTI, SPDW, IAGG | 13F-HR | 09 Jan 2018, 15:01 |
| Q3 2017 | 21 | $149,580,701 | +$2,026,731 | -$621,984 | +$1,404,747 | VTI, VEU, BND, BNDX, VXF | 13F-HR | 12 Oct 2017, 12:46 |
| Q2 2017 | 21 | $143,700,000 | +$5,813,638 | -$1,522,730 | +$4,290,908 | VTI, VEU, BND, BNDX, VXF | 13F-HR | 07 Jul 2017, 12:11 |
| Q1 2017 | 21 | $129,187,000 | +$6,309,473 | -$1,519,507 | +$4,789,966 | VTI, VEU, BND, BNDX, VXF | 13F-HR | 06 Apr 2017, 10:06 |
| Q4 2016 | 21 | $125,751,000 | +$4,474,757 | -$1,694,440 | +$2,780,317 | VTI, VEU, BND, BNDX, VXF | 13F-HR | 12 Jan 2017, 09:08 |
| Q3 2016 | 23 | $122,959,000 | +$6,831,101 | -$678,478 | +$6,152,623 | VTI, VEU, BND, BNDX, VXF | 13F-HR | 11 Oct 2016, 12:52 |
| Q2 2016 | 24 | $113,899,000 | +$7,586,409 | -$3,105,075 | +$4,481,334 | VTI, VEU, BND, BNDX, VXF | 13F-HR | 11 Jul 2016, 13:58 |
| Q1 2016 | 24 | $107,539,000 | +$9,984,681 | -$4,491,257 | +$5,493,424 | VTI, VEU, BND, BNDX, BSV | 13F-HR | 07 Apr 2016, 13:15 |
| Q4 2015 | 18 | $99,257,000 | +$4,268,502 | -$5,565,403 | -$1,296,901 | VTI, VEU, BND, BNDX, BSV | 13F-HR | 07 Jan 2016, 15:33 |
| Q3 2015 | 23 | $98,349,000 | +$3,332,447 | -$1,774,933 | +$1,557,514 | VTI, VEU, BND, BNDX, BSV | 13F-HR | 09 Oct 2015, 10:50 |
| Q2 2015 | 26 | $106,900,000 | +$10,194,274 | -$7,603,577 | +$2,590,697 | VTI, VEU, BND, BNDX, DJP | 13F-HR | 13 Jul 2015, 11:31 |
| Q1 2015 | 25 | $104,882,000 | +$11,097,808 | -$8,630,005 | +$2,467,803 | VTI, VEU, BND, BNDX, VANGUARD BD INDEX FD INC | 13F-HR | 15 Apr 2015, 16:16 |
| Q4 2014 | 27 | $99,013,000 | $0 | $0 | $0 | VTI, VEU, BND, BNDX, BSV | 13F-HR | 21 Jan 2015, 14:08 |