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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,604.0 | $367K | 0.06% | — | — | $141.08 | +8.2% |
| 42 | BNDX | VANGUARD CHARLOTTE FDS | — | 6,989.0 | $338K | 0.06% | -652.0 | -8.5% | $48.32 | -1.5% |
| 43 | DJP | BARCLAYS BANK PLC | Financial Services | 8,716.0 | $328K | 0.05% | — | — | $37.61 | +36.4% |
| 44 | MU | MICRON TECHNOLOGY INC | Technology | 1,000.0 | $285K | 0.05% | NEW | — | $285.41 | +138.8% |
| 45 | AVGO | BROADCOM INC | Technology | 807.0 | $279K | 0.05% | NEW | — | $346.18 | +18.7% |
| 46 | WOOD | ISHARES TR | — | 3,731.0 | $269K | 0.04% | +136.0 | +3.8% | $72.00 | -10.3% |
| 47 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 19,092.0 | $238K | 0.04% | -250.0 | -1.3% | $12.49 | -44.6% |
| 48 | WMT | WALMART INC | Consumer Defensive | 2,063.0 | $230K | 0.04% | — | — | $111.41 | +19.7% |
| 49 | EFA | ISHARES TR | — | 2,238.0 | $215K | 0.04% | +31.0 | +1.4% | $96.04 | +6.1% |
| 50 | HAS | HASBRO INC | Consumer Cyclical | 2,466.0 | $202K | 0.03% | NEW | — | $82.00 | +14.3% |
| 51 | XLE | SELECT SECTOR SPDR TR | — | 4,511.0 | $202K | 0.03% | +2K | +100.0% | $44.71 | +37.0% |
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%