Baystate Wealth Management LLC
Q4 2023 13F Holdings
- Locationboston, MA
- Num holdings
1,327
- Value ($000)
$1,363,695
- Date Filed01/29/2024
- Form type13F-HR
- CIK0001546408
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWY ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | 464289438 | $118.04M | 9 % | 673,690 | ||
SPDW SPDR S&P WORLD EX-US | ETF | 78463X889 | $101.91M | 8 % | 2,996,341 | ||
PRF INVESCO FTSE RAFI US 1000 ETF | ETF | 46137V613 | $95.44M | 7 % | 2,711,265 | ||
IVV ISHARES S&P 500 INDEX | ETF | 464287200 | $87.69M | 6 % | 183,590 | ||
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $81.09M | 6 % | 817,022 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $71.29M | 5 % | 476,873 | ||
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | ETF | 46138J619 | $62.32M | 5 % | 1,212,307 | ||
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF | ETF | 46434V878 | $58.37M | 4 % | 1,159,142 | ||
IEFA ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 | $52.64M | 4 % | 748,212 | ||
IWR ISHARES TR RUSSELL MIDCAP INDEX FD | ETF | 464287499 | $50.40M | 4 % | 648,382 |
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