Portfolio (Quarterly)
Guide ↗
Boston Standard Wealth Management, LLC
· CIK 0001630939| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,797.0 | $415K | 0.07% | +132.0 | +7.9% | $230.82 | +6.6% |
| 22 | NYF | ISHARES TR | — | 7,335.0 | $392K | 0.07% | +386.0 | +5.5% | $53.51 | +0.3% |
| 23 | GLD | SPDR GOLD TR | Financial Services | 946.0 | $375K | 0.06% | +26.0 | +2.8% | $396.31 | +0.3% |
| 24 | WOOD | ISHARES TR | — | 3,731.0 | $269K | 0.04% | +136.0 | +3.8% | $72.00 | -5.3% |
| 25 | EFA | ISHARES TR | — | 2,238.0 | $215K | 0.04% | +31.0 | +1.4% | $96.04 | +8.6% |
| 26 | XLE | SELECT SECTOR SPDR TR | — | 4,511.0 | $202K | 0.03% | +2K | +100.0% | $44.71 | +23.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
83.0%
Financial Services
6.1%
Consumer Cyclical
4.1%
Industrials
3.7%
Communication Services
2.0%
Consumer Defensive
1.1%