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 | WOOD | ISHARES TR | — | 3,765.0 | $249K | 0.04% | +34.0 | +0.9% | $66.14 | +9.6% |
| 22 | EFA | ISHARES TR | — | 2,392.0 | $247K | 0.04% | +154.0 | +6.9% | $103.12 | +5.0% |
| 23 | JMIA | JUMIA TECHNOLOGIES AG | Consumer Cyclical | 21,084.0 | $155K | 0.02% | +2K | +10.4% | $7.33 | -8.1% |
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
84.4%
Financial Services
6.5%
Consumer Cyclical
3.8%
Industrials
3.5%
Consumer Defensive
1.0%
Healthcare
0.8%