Boston Standard Wealth Management is an investment fund managing more than $442 billion ran by Zachary Bouchard. There are currently 25 companies in Mr. Bouchard’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Bd Index Fds, together worth $220 billion.
As of 3rd July 2024, Boston Standard Wealth Management’s top holding is 667,022 shares of Vanguard Index Fds currently worth over $171 billion and making up 38.7% of the portfolio value.
In addition, the fund holds 680,990 shares of Vanguard Bd Index Fds worth $49.5 billion.
The third-largest holding is Spdr Index Shs Fds worth $36.4 billion and the next is Ishares Tr worth $65.3 billion, with 1,353,326 shares owned.
Currently, Boston Standard Wealth Management's portfolio is worth at least $442 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Boston Standard Wealth Management office and employees reside in Winchester, Massachusetts. According to the last 13-F report filed with the SEC, Zachary Bouchard serves as the Managing Partner at Boston Standard Wealth Management.
In the most recent 13F filing, Boston Standard Wealth Management revealed that it had opened a new position in
NVIDIA Corp and bought 289 shares worth $261 million.
This means they effectively own approximately 0.1% of the company.
NVIDIA Corp makes up
8.5%
of the fund's Technology sector allocation and has decreased its share price by 68.9% in the past year.
The investment fund also strengthened its position in Vanguard Bd Index Fds by buying
77,924 additional shares.
This makes their stake in Vanguard Bd Index Fds total 680,990 shares worth $49.5 billion.
On the other hand, there are companies that Boston Standard Wealth Management is getting rid of from its portfolio.
Boston Standard Wealth Management closed its position in Spdr Ser Tr on 10th July 2024.
It sold the previously owned 17,299 shares for $421 million.
Zachary Bouchard also disclosed a decreased stake in Vanguard Index Fds by approximately 0.1%.
This leaves the value of the investment at $171 billion and 667,022 shares.
The two most similar investment funds to Boston Standard Wealth Management are Bellwether Advisors and Diameter Capital Partners L.P.. They manage $455 billion and $455 billion respectively.
Boston Standard Wealth Management’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Technology — making up 0.7% of
the total portfolio value.
The fund focuses on investments in the United States as
24.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
20% of the total holdings value.
On the other hand, small-cap stocks make up only 4.0% of the portfolio.
The average market cap of the portfolio companies is close to $795 billion.
These positions were updated on July 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
0.21%
667,022
|
$170,876,000,000 | 38.70% |
| Vanguard Bd Index Fds |
12.92%
680,990
|
$49,460,000,000 | 11.20% |
| Spdr Index Shs Fds |
2.69%
1,015,964
|
$36,402,000,000 | 8.24% |
| Ishares Tr |
5.18%
1,353,326
|
$65,323,000,000 | 14.79% |
| Spdr Ser Tr |
6.62%
1,534,679
|
$63,538,000,000 | 14.39% |
| Vanguard Intl Equity Index F |
5.37%
649,946
|
$34,251,000,000 | 7.76% |
| Vanguard World Fd |
0.63%
102,248
|
$8,271,000,000 | 1.87% |
| Vanguard Malvern Fds |
24.77%
57,945
|
$2,775,000,000 | 0.63% |
| Desktop Metal, Inc. |
No change
2,060,825
|
$1,814,000,000 | 0.41% |
| Nushares Etf Tr |
7.28%
80,885
|
$1,777,000,000 | 0.40% |
| Invesco Exchange Traded Fd T |
17.67%
40,902
|
$1,607,000,000 | 0.36% |
| Apple Inc |
2.50%
4,521
|
$775,000,000 | 0.18% |
| Microsoft Corporation |
9.28%
1,720
|
$724,000,000 | 0.16% |
| Ginkgo Bioworks Holdings Inc |
No change
606,634
|
$704,000,000 | 0.16% |
| Abrdn Etfs |
3.92%
30,912
|
$611,000,000 | 0.14% |
| Ishares Inc |
10.36%
13,613
|
$439,000,000 | 0.10% |
| Spdr Ser Tr |
Closed
17,299
|
$421,000,000 | |
| Spdr Sp 500 Etf Tr |
10.20%
702
|
$367,000,000 | 0.08% |
| Accenture Plc Ireland |
14.91%
840
|
$291,000,000 | 0.07% |
| NVIDIA Corp |
Opened
289
|
$261,000,000 | 0.06% |
| Alphabet Inc |
Opened
1,665
|
$254,000,000 | 0.06% |
| Barclays Bank PLC |
0.65%
7,241
|
$225,000,000 | 0.05% |
| Select Sector Spdr Tr |
No change
2,256
|
$213,000,000 | 0.05% |
| Vanguard Charlotte Fds |
49.85%
4,276
|
$210,000,000 | 0.05% |
| Target Corp |
Opened
1,170
|
$207,000,000 | 0.05% |
| Invesco Exchange Traded Fd T |
Opened
1,219
|
$206,000,000 | 0.05% |
| No transactions found | |||
| Showing first 500 out of 26 holdings | |||