Boston Standard Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Boston Standard Wealth Management, LLC recently released its 13F Holdings Comparison report for the second quarter (Q2) and third quarter (Q3) of 2023. The report provides insights into the changes in holdings of various funds managed by the company during this period. Let's take a closer look at some of the significant changes in holdings and analyze the potential impact on the market.

Vanguard Index Funds (VTI) is one of the major funds managed by Boston Standard Wealth Management. In the Q3 2023 report, the company increased its holdings from 626,404 shares in Q2 to 637,635 shares, reflecting a 1.8% increase. With a market value of $135,440, this adjustment demonstrates the company's confidence in the performance of VTI.

Vanguard Bond Index Funds (BND) also witnessed an increase in holdings, with Boston Standard Wealth Management reporting 603,066 shares in Q3 compared to 576,821 shares in Q2. This 0.4% increase represents a rising interest in bond investments, further bolstered by a slight rise in market value from $41,929 to $42,082.

The SPDR Index Shares Funds (SPDW) experienced a 5.7% decrease in holdings, dropping from 924,198 shares in Q2 to 914,725 shares in Q3. This decline could be a result of Boston Standard Wealth Management reallocating its assets to other funds with potentially higher returns. The market value also decreased from $30,073 to $28,366 during this period.

Another notable change in holdings is the increase in shares of iShares TR (IAGG). Boston Standard Wealth Management reported holdings of 507,920 shares in Q2, which rose to 518,831 shares in Q3. This 1.1% increase reflects the company's confidence in the performance of iShares TR and its future prospects. The market value also saw a slight rise from $25,035 to $25,309.

SPDR Ser TR (SPTS) witnessed a significant increase in holdings, with Boston Standard Wealth Management reporting 647,500 shares in Q3 compared to 593,191 shares in Q2. This 8.9% increase indicates a growing interest in this fund and suggests that the company sees potential in the underlying assets. The market value also increased from $17,078 to $18,596 during this period.

On the other hand, SPDR Ser TR (SPTM) experienced a 4.9% decrease in holdings, dropping from 346,480 shares in Q2 to 341,618 shares in Q3. This adjustment could be a result of portfolio rebalancing or a shift in investment strategy by Boston Standard Wealth Management. The market value also slightly decreased from $18,862 to $17,932.

These are just a few examples of the changes in holdings reported by Boston Standard Wealth Management during the Q2 and Q3 of 2023. By analyzing these changes, investors can gain valuable insights into the investment strategies of the company and potentially make more informed decisions regarding their own portfolios.

It's essential to note that these changes in holdings are based on historical data and do not guarantee future performance. However, they provide an insightful glimpse into the investment decisions of Boston Standard Wealth Management, allowing investors to assess the company's approach and make well-informed choices.

In conclusion, the 13F Holdings Comparison report for Boston Standard Wealth Management, LLC highlights the adjustments in holdings during Q2 and Q3 of 2023. Investors can use this information to analyze the company's investment strategies and make informed decisions regarding their own portfolios. It's always advisable to consult with a financial advisor before making any investment decisions.