StockDriftsStockDriftsTop 50 Boston Standard Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 35.36% | 668.1K | $216.0M | -0.25%(-1.67K) | $185.81(+96.29%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 9.59% | 797.8K | $58.6M | -13.37%(-123.10K) | $75.04(-2.49%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.29% | 959.8K | $44.5M | -3.21%(-31.82K) | $16884.91(-99.70%) | 2026-03-31 | |
| IAGG | ISHARES TR | 6.64% | 813.1K | $40.5M | +3.29%(+25.90K) | $13686.62(-99.64%) | 2026-03-31 | |
| SPTM | SPDR INDEX SHS FDS | 4.38% | 336.2K | $26.8M | +0.88%(+2.92K) | $26118.20(-99.66%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 4.06% | 853.0K | $24.8M | +3.42%(+28.20K) | $958.04(-96.97%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.69% | 212.5K | $22.6M | +1.06%(+2.23K) | $108.81(-2.00%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.64% | 292.1K | $22.2M | -1.87%(-5.58K) | $54.14(+53.23%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.44% | 387.4K | $21.0M | -1.79%(-7.06K) | $45.62(+31.38%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.08% | 386.8K | $18.8M | +0.04%(+170) | $33.80(+55.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.79% | +32.33% |
| Top 20 Holdings Unweighted | +7.36% | +23.73% |
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