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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 Period2018-03-31

Total Holdings28

Total Value ($x1000)159,844
Activities
New0

Increased16

Unchanged0

Decreased12

Sold Out1

Top 10 Stock Holdingstotal 83.91%
THRK26.88

LAG11.77

VTI9.97

GWL9.79

IAGG7.03

 
TWOK4.14

GMM4.04

VEU3.99

REET3.3

SST3

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THRK
26.88%
RUSSELL 3000 ETF
LAG
11.77%
BRCLYS AGG ETF
VTI
9.97%
TOTAL STK MKT
GWL
9.79%
S&P WRLD EX US
IAGG
7.03%
CORE INTL AGGR
TWOK
4.14%
SPDR RUSSEL 2000
GMM
4.04%
EMERG MKTS ETF
VEU
3.99%
ALLWRLD EX US
REET
3.3%
GLOBAL REIT ETF
SST
3%
SHRT TRSRY ETF
MUB
2.77%
NAT AMT FREE BD
WOOD
1.86%
GL TIMB FORE ETF
SCPB
1.49%
BARC SHT TR CP
DJP
1.42%
DJUBS CMDT ETN36
BND
1.37%
TOTAL BND MRKT
VXF
1.26%
EXTEND MKT ETF
DSI
1.15%
MSCI KLD400 SOC
BNDX
1.01%
INTL BD IDX ETF
VWO
0.89%
FTSE EMR MKT ETF
GWX
0.79%
S&P INTL SMLCP
BSV
0.39%
SHORT TRM BOND
VSS
0.34%
FTSE SMCAP ETF
AOM
0.27%
MODERT ALLOC ETF
SHM
0.27%
NUVN BR SHT MUNI
AOA
0.25%
AGGRES ALLOC ETF
PRFZ
0.22%
FTSE US1500 SM
SUB
0.17%
SHT NTLAMTFR ETF
AOR
0.17%
GRWT ALLOCAT ETF
STPZ
0.15%
1-5 US TIP IDX