本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Baystate Wealth Management LLC (CIK 1546408) reported $1.36B across 1,319 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: IWY ($118.0M, 8.66%), SPDW ($101.9M, 7.47%), PRF ($95.4M, 7.00%), IVV ($87.7M, 6.43%), AGG ($81.1M, 5.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $118.0M | 8.66% | 673,690 | Trimmed |
| 2 | SPDW | SPDR S&P WORLD EX-US | $101.9M | 7.47% | 3.0M | Added |
| 3 | PRF | INVESCO FTSE RAFI US 1000 ETF | $95.4M | 7.00% | 2.7M | Added |
| 4 | IVV | ISHARES S&P 500 INDEX | $87.7M | 6.43% | 183,590 | Added |
| 5 | AGG | ISHARES AGGREGATE BOND ETF | $81.1M | 5.95% | 817,022 | Added |
| 6 | VTV | VANGUARD VALUE ETF | $71.3M | 5.23% | 476,873 | Added |
| 7 | OMFL | INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $62.3M | 4.57% | 1.2M | Added |
| 8 | ICSH | BLACKROCK ULTRA SHORT-TERM BOND ETF | $58.4M | 4.28% | 1.2M | Added |
| 9 | IEFA | ISHARES CORE MSCI EAFE ETF | $52.6M | 3.86% | 748,212 | Trimmed |
| 10 | IWR | ISHARES TR RUSSELL MIDCAP INDEX FD | $50.4M | 3.70% | 648,382 | Added |
| 11 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $43.0M | 3.15% | 1.0M | Added |
| 12 | VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $37.0M | 2.71% | 372,808 | Added |
| 13 | SPSB | SPDR BARCLAYS CAPITAL SHORT TERM CORP BD | $34.3M | 2.51% | 1.2M | Trimmed |
| 14 | BND | VANGUARD TOTAL BOND MARKET ETF | $34.0M | 2.49% | 461,665 | Added |
| 15 | VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $26.1M | 1.91% | 258,138 | Added |
| 16 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $24.9M | 1.83% | 169,324 | Added |
| 17 | RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $24.7M | 1.81% | 899,400 | Added |
| 18 | SYK | STRYKER CORP | $22.7M | 1.67% | 75,893 | Added |
| 19 | EEM | ISHARES MSCI EMERGING MARKETS ETF | $20.5M | 1.51% | 510,970 | Added |
| 20 | SPYM | SPDR PORTFOLIO S&P 500 ETF | $18.0M | 1.32% | 322,274 | Added |
| 21 | AAPL | APPLE INC | $13.3M | 0.98% | 69,068 | Added |
| 22 | GWX | SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF | $13.3M | 0.98% | 420,275 | Added |
| 23 | MUB | ISHARES AMT-FREE MUNI BOND ETF | $8.9M | 0.65% | 82,343 | Added |
| 24 | VO | VANGUARD MID CAP | $7.8M | 0.57% | 33,377 | Trimmed |
| 25 | VUG | VANGUARD GROWTH ETF | $7.1M | 0.52% | 22,723 | Added |
来源：SEC 13F 申报文件 · 截至 2023-12-31