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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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BOSTON STANDARD WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings32

Total Value ($x1000)192,176,000
Activities
New4

Increased18

Unchanged2

Decreased8

Sold Out1

Top 10 Stock Holdingstotal 86.56%
THRK30.44

LAG11.4

GWL10.09

VTI8.06

IAGG7.49

 
SST4.25

GMM4.02

TWOK3.94

REET3.63

MUB3.24

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SEC 13F
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Detail
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THRK
30.44%
RUSSELL 3000 ETF
LAG
11.4%
BRCLYS AGG ETF
GWL
10.09%
S&P WRLD EX US
VTI
8.06%
TOTAL STK MKT
IAGG
7.49%
CORE INTL AGGR
SST
4.25%
SHRT TRSRY ETF
GMM
4.02%
EMERG MKTS ETF
TWOK
3.94%
SPDR RUSSEL 2000
REET
3.63%
GLOBAL REIT ETF
MUB
3.24%
NAT AMT FREE BD
VEU
2.54%
ALLWRLD EX US
WOOD
1.57%
GL TIMB FORE ETF
FLRN
1.25%
INV GRD FLT RT
VXF
1.09%
EXTEND MKT ETF
GWX
0.88%
S&P INTL SMLCP
ESGV
0.86%
ESG US STK ETF
VWO
0.75%
FTSE EMR MKT ETF
SHM
0.75%
NUVN BR SHT MUNI
DSI
0.58%
MSCI KLD400 SOC
SCPB
0.49%
BARC SHT TR CP
NUBD
0.45%
ESG US AGGRGTE
VSGX
0.37%
ESG INTL STK ETF
BCI
0.26%
BBRG ALL COMD K1
IXUS
0.23%
CORE MSCITOTAL
AOA
0.22%
AGGRES ALLOC ETF
PRFZ
0.19%
FTSE RAFI 1500
VSS
0.19%
FTSE SMCAP ETF
BNDX
0.18%
INTL BD IDX ETF
DJP
0.18%
DJUBS CMDT ETN36
VT
0.16%
TT WRLD ST ETF
AOM
0.13%
MODERT ALLOC ETF
AOR
0.11%
GRWT ALLOCAT ETF
BND
0.16%
TOTAL BND MRKT