Fund Universe

← Fund Universe

☆Boston Standard Wealth Management, LLC

CIK 0001630939 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.841
AUM ($M)
689
Positions
59
Turnover
0.06
Top-10 wt
78%
Herfindahl
0.154
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 60 positions · portfolio value $689M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS TRIM — 35.9% +0.5% 247.2 667,332 -721 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 6.8% -0.4% 47.2 946,137 -13,633 5 —
☆IAGG funds › ISHARES TR ADD — 6.2% -0.5% 42.6 849,268 +36,210 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 5.9% -3.7% 40.5 554,009 -243,777 5 —
☆VCRB funds › VANGUARD MALVERN FDS ADD — 4.7% +2.8% 32.4 421,187 +271,492 2 —
☆SPTM funds › SPDR INDEX SHS FDS ADD — 4.5% +0.1% 30.9 339,708 +3,538 5 —
☆SPTS funds › SPDR SERIES TRUST ADD — 3.8% -0.3% 25.9 895,179 +42,181 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 3.6% +2.1% 24.9 272,895 +172,287 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 3.6% -0.1% 24.6 296,966 +4,861 5 —
☆MUB funds › ISHARES TR ADD — 3.5% -0.2% 24.2 225,728 +13,269 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 3.3% -0.1% 22.7 382,829 -4,541 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 3.2% +0.1% 21.8 376,832 -10,012 5 —
☆REET funds › ISHARES TR ADD — 2.7% -0.1% 18.8 679,938 +3,637 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 2.3% -0.0% 15.9 81,134 -36 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 1.5% +0.1% 10.6 79,946 +774 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 1.3% +0.1% 9.0 36,406 -361 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.0% -0.1% 6.8 44,087 -1,519 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.8% -0.1% 5.5 109,873 +4,185 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.5% -0.0% 3.8 72,835 +1,026 5 —
☆VSGX funds › VANGUARD WORLD FD TRIM — 0.5% -0.0% 3.5 42,746 -468 5 —
☆NUBD funds › NUSHARES ETF TR ADD — 0.5% -0.0% 3.3 149,955 +15,805 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.4% -0.0% 3.1 61,986 +3,285 5 —
☆SPSB funds › SPDR SERIES TRUST ADD — 0.4% -0.0% 3.1 102,413 +5,275 5 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.0% 2.4 42,387 +896 5 —
☆SHM funds › SPDR SERIES TRUST TRIM — 0.3% -0.0% 2.0 42,429 -16 5 —
☆DSI funds › ISHARES TR ADD — 0.2% +0.0% 1.6 11,312 +22 5 —
☆ESML funds › ISHARES TR TRIM — 0.2% +0.0% 1.0 18,625 -394 5 —
☆BCI funds › ABRDN ETFS HOLD — 0.2% -0.0% 1.0 46,616 +0 5 —
☆IXUS funds › ISHARES TR ADD — 0.1% -0.0% 0.9 9,637 +122 5 —
☆AOA funds › ISHARES TR ADD — 0.1% -0.0% 0.8 8,480 +50 5 —
☆ESGE funds › ISHARES TR TRIM — 0.1% -0.0% 0.8 15,405 -851 5 —
☆BA funds › BOEING CO HOLD — 0.1% -0.0% 0.8 3,523 +0 3 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.1% +0.0% 0.7 700 -300 3 —
☆SPY funds › SPDR S&P 500 ETF TR ADD — 0.1% +0.0% 0.7 898 +71 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% -0.0% 0.6 1,542 +18 5 —
☆AAPL funds › APPLE INC TRIM — 0.1% -0.1% 0.5 1,679 -1,435 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.1% +0.0% 0.5 1,867 -28 5 —
☆AVGO funds › BROADCOM INC ADD — 0.1% +0.0% 0.5 1,219 +195 3 —
☆GOOG funds › ALPHABET INC ADD — 0.1% +0.0% 0.4 1,234 +27 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.4 2,768 +231 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 0.4 2,012 +53 5 —
☆AOR funds › ISHARES TR ADD — 0.1% -0.0% 0.4 5,877 +70 5 —
☆NYF funds › ISHARES TR ADD — 0.1% -0.0% 0.4 7,430 +58 5 —
☆GWX funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 0.4 8,960 +11 5 —
☆DJP funds › BARCLAYS BANK PLC HOLD — 0.1% -0.0% 0.4 8,716 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.4 946 +0 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.0% -0.0% 0.3 6,288 -1,482 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.3 5,132 +37 4 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.0% +0.0% 0.3 3,599 +474 2 —
☆WOOD funds › ISHARES TR ADD — 0.0% -0.0% 0.2 3,765 +34 5 —
☆EFA funds › ISHARES TR ADD — 0.0% -0.0% 0.2 2,392 +154 4 —
☆FYX funds › FIRST TR EXCHANGE-TRADED ALP NEW — 0.0% +0.0% 0.2 1,611 +1,611 1 —
☆SCHG funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.2 6,644 +6,644 1 —
☆WMT funds › WALMART INC HOLD — 0.0% -0.0% 0.2 2,063 +0 5 —
☆VGT funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 1,800 +1,800 1 —
☆FNX funds › FIRST TR EXCHANGE-TRADED ALP NEW — 0.0% +0.0% 0.2 1,400 +1,400 1 —
☆HAS funds › HASBRO INC ADD — 0.0% -0.0% 0.2 2,475 +9 3 —
☆DNA funds › GINKGO BIOWORKS HOLDINGS INC HOLD — 0.0% +0.0% 0.2 15,165 +0 2 —
☆JMIA funds › JUMIA TECHNOLOGIES AG ADD — 0.0% -0.0% 0.2 21,084 +192 5 —
☆SLV funds › ISHARES SILVER TR EXIT — 0.0% -0.0% 0.0 0 -3,390 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 689 59 0.06 78% 0.154 0.840 — in
2026Q1 611 56 0.04 81% 0.155 0.868 — in
2025Q4 606 51 0.02 84% 0.170 0.885 — in
2025Q3 595 49 0.02 83% 0.167 0.878 — in
2025Q2 555 48 0.03 85% 0.171 0.887 — entered
2025Q1 455 47 0.00 87% 0.177 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status