Boston Standard Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the ever-evolving world of investing, it is crucial for wealth management firms to constantly keep track of their holdings and make strategic adjustments in order to stay ahead of the game. Boston Standard Wealth Management, LLC is no exception. Let's take a closer look at the changes in their holdings between Q1 2023 and Q2 2023.

During this period, Boston Standard diversified their portfolio by adding shares of various companies and funds, while also making some significant adjustments to their existing holdings. Let's delve into the details.

One of the standout additions to Boston Standard's portfolio is VANGUARD INDEX FDS (VTI). They acquired 23,344 shares of this fund, increasing its value by $14,899. VTI is known for its broad market exposure and low expense ratio, making it an attractive option for long-term investors.

Another notable addition is VANGUARD BD INDEX FDS (BND), with Boston Standard acquiring 54,552 shares, resulting in an increase in value by $3,370. BND is a bond market index fund that offers investors exposure to a wide range of U.S. bonds, providing stability and income potential for conservative investors.

In terms of adjustments to their existing holdings, Boston Standard made some interesting moves. They increased their stake in SPDR INDEX SHS FDS (SPDW) by 24,110 shares, leading to a value increase of $1,182. SPDW is an exchange-traded fund that tracks the performance of a broad global equity index, making it a popular choice for investors seeking international diversification.

ISHARES TR (IAGG), another holding of Boston Standard, saw a relatively modest increase of 27,571 shares, resulting in a value increase of $1,522. IAGG is an international aggregate bond fund that provides exposure to various developed and emerging market bonds.

Boston Standard also adjusted their holdings in SPDR SER TR (SPTM), increasing their position by 4,518 shares, contributing to a value increase of $1,617. SPTM is an exchange-traded fund that tracks the performance of the S&P Total Market Index, offering investors exposure to the entire U.S. equity market.

Alongside these adjustments, Boston Standard made several other additions and changes to their portfolio, all aimed at optimizing their holdings and maximizing returns for their investors.

However, it's important to note that not all adjustments resulted in gains. One such example is VANGUARD MALVERN FDS (VTIP), where Boston Standard reduced their position by 24,339 shares, resulting in a decrease in value by $1,201. VTIP is a bond market index fund that focuses on short-term U.S. Treasury bonds, providing investors with a low-cost option for conservative fixed income exposure.

Overall, Boston Standard Wealth Management, LLC made several strategic moves during Q1 2023 and Q2 2023 to enhance their holdings and adapt to market dynamics. By diversifying their investments and making calculated adjustments, they aim to achieve long-term growth and stability for their clients.

It is worth mentioning that the 13F Form, which captures these changes in holdings, is a report filed by institutional investment managers with the U.S. Securities and Exchange Commission (SEC). This filing requirement helps promote transparency in the financial markets and provides valuable insights into the investment strategies of these institutions.

As the investment landscape continues to evolve, professional firms like Boston Standard Wealth Management, LLC play a vital role in navigating the complex world of investing and striving for optimal results. By monitoring and adjusting their holdings, they aim to provide their clients with the best possible investment opportunities and deliver on their commitment to wealth management excellence.