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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 Period2018-09-30

Total Holdings30

Total Value ($x1000)183,878
Activities
New

Increased

Unchanged

Decreased

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Top 10 Stock Holdingstotal 87.03%
THRK30.74

LAG12.57

GWL9.84

VTI8.74

IAGG7.33

 
TWOK4.18

GMM3.66

REET3.39

VEU3.31

MUB3.27

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THRK
30.74%
RUSSELL 3000 ETF
LAG
12.57%
BRCLYS AGG ETF
GWL
9.84%
S&P WRLD EX US
VTI
8.74%
TOTAL STK MKT
IAGG
7.33%
CORE INTL AGGR
TWOK
4.18%
SPDR RUSSEL 2000
GMM
3.66%
EMERG MKTS ETF
REET
3.39%
GLOBAL REIT ETF
VEU
3.31%
ALLWRLD EX US
MUB
3.27%
NAT AMT FREE BD
SST
3.16%
SHRT TRSRY ETF
WOOD
1.64%
GL TIMB FORE ETF
SCPB
1.41%
BARC SHT TR CP
DSI
1.14%
MSCI KLD400 SOC
VXF
1.07%
EXTEND MKT ETF
GWX
0.83%
S&P INTL SMLCP
VWO
0.76%
FTSE EMR MKT ETF
DJP
0.64%
DJUBS CMDT ETN36
SHM
0.31%
NUVN BR SHT MUNI
VSS
0.25%
FTSE SMCAP ETF
AOA
0.24%
AGGRES ALLOC ETF
BNDX
0.23%
INTL BD IDX ETF
PRFZ
0.21%
FTSE RAFI 1500
FLRN
0.19%
INV GRD FLT RT
AOM
0.19%
MODERT ALLOC ETF
VT
0.18%
TT WRLD ST ETF
BND
0.16%
TOTAL BND MRKT
SUB
0.15%
SHT NTLAMTFR ETF
AOR
0.12%
GRWT ALLOCAT ETF
AAPL
0.11%
COM