Boston Standard Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Boston Standard Wealth Management, LLC is a well-known wealth management firm that is trusted by many investors. In their latest 13F filings for Q3 2023 and Q4 2023, there have been some interesting changes in their holdings. Let's take a closer look at these changes and what they could mean for the future.

One of the largest holdings in Boston Standard Wealth Management's portfolio is the Vanguard Index Funds (VTI). This fund remained unchanged in both Q3 and Q4 2023, with 637,635 shares valued at $135,440,000. It seems that Boston Standard Wealth Management has confidence in this investment and sees no need for adjustments.

Another significant holding is the Vanguard BD Index Funds (BND), which also remained unchanged in Q3 and Q4 2023. Boston Standard Wealth Management held 603,066 shares of this fund, valued at $42,082,000. This suggests that the firm believes in the stability and potential of the bond market.

Moving on to the SPDR Index Shares Funds (SPDW), we see once again that there were no changes in holdings during Q3 and Q4 2023. Boston Standard Wealth Management held 914,725 shares of this fund, valued at $28,366,000. This indicates that they continue to have faith in the index market and the potential it holds.

Looking at the iShares TR, we can see that Boston Standard Wealth Management held 518,831 shares of the fund IAGG, valued at $25,309,000, in both Q3 and Q4 2023. This suggests that they believe in the stability and growth potential of international bonds.

It is interesting to note that there have been no changes in holdings across the board for Boston Standard Wealth Management. This could indicate that they are confident in their current investment strategy and see no need to make any adjustments.

While it may seem surprising that there are no changes, it is important to remember that investment decisions are made based on thorough analysis and research. Boston Standard Wealth Management has likely thoroughly evaluated their holdings and determined that there is no need for adjustments at this time.

In conclusion, Boston Standard Wealth Management's Q3 2023 and Q4 2023 13F filings show that they have maintained their holdings without making any changes. This indicates that they have confidence in their current investment strategy and believe that their holdings will continue to perform well. It will be interesting to see if any adjustments are made in the future, but for now, Boston Standard Wealth Management seems to be content with their portfolio.