Portfolio (Quarterly)
Guide ↗
Boston Standard Wealth Management, LLC
· CIK 0001630939| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BA | BOEING CO | Industrials | 3,523.0 | $765K | 0.13% | NEW | — | $217.12 | -1.0% |
| 2 | MU | MICRON TECHNOLOGY INC | Technology | 1,000.0 | $285K | 0.05% | NEW | — | $285.41 | +138.8% |
| 3 | AVGO | BROADCOM INC | Technology | 807.0 | $279K | 0.05% | NEW | — | $346.18 | +18.7% |
| 4 | HAS | HASBRO INC | Consumer Cyclical | 2,466.0 | $202K | 0.03% | NEW | — | $82.00 | +14.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
83.0%
Financial Services
6.1%
Consumer Cyclical
4.1%
Industrials
3.7%
Communication Services
2.0%
Consumer Defensive
1.1%