0001630939-15-000001.txt : 20150121
0001630939-15-000001.hdr.sgml : 20150121
20150121140821
ACCESSION NUMBER: 0001630939-15-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20141231
FILED AS OF DATE: 20150121
DATE AS OF CHANGE: 20150121
EFFECTIVENESS DATE: 20150121
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Boston Standard Wealth Management, LLC
CENTRAL INDEX KEY: 0001630939
IRS NUMBER: 452494451
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16355
FILM NUMBER: 15538222
BUSINESS ADDRESS:
STREET 1: 31 CHURCH STREET
STREET 2: SUITE 3
CITY: WINCHESTER
STATE: MA
ZIP: 01890
BUSINESS PHONE: 781-721-0072
MAIL ADDRESS:
STREET 1: 31 CHURCH STREET
STREET 2: SUITE 3
CITY: WINCHESTER
STATE: MA
ZIP: 01890
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001630939
XXXXXXXX
12-31-2014
12-31-2014
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Dena Catino
Practice Coordinator
781-721-2300
Dena Catino
Winchester
MA
01-21-2015
0
28
101151000
false
INFORMATION TABLE
2
BostonStandard13F.xml
APPLE INC
COM
037833100
303000
2757
SH
SOLE
0
0
2757
BARCLAYS BK PLC
DJUBS
06738C778
5548000
190385
SH
SOLE
0
0
190385
EXXON MOBIL CORP
COM
30231G102
216000
2408
SH
SOLE
0
0
2408
ISHARES
GL TIMB FORE ETF
464288174
2592000
49190
SH
SOLE
0
0
49190
ISHARES
GRWT ALLOCAT ETF
464289867
244000
6142
SH
SOLE
0
0
6142
ISHARES
MODERT ALLOC ETF
464289875
491000
14052
SH
SOLE
0
0
14052
ISHARES
MSCI KLD400 SOC
464288570
1072000
14287
SH
SOLE
0
0
14287
ISHARES
USA ESG SLCT ETF
464288802
203000
2415
SH
SOLE
0
0
2415
ISHARES
NAT AMT FREE BD
464288414
812000
7285
SH
SOLE
0
0
7285
ISHARES S&P
AGGRES ALLOC ETF
464289859
336000
7342
SH
SOLE
0
0
7342
ISHARES
SHT NTLAMTFR ETF
464288158
513000
4828
SH
SOLE
0
0
4828
ISHARES
TIPS BD ETF
464287176
112000
988
SH
SOLE
0
0
988
PIMCO ETF TR
1-5 US TIP IDX
72201R205
4620000
88994
SH
SOLE
0
0
88994
POWERSHARES ETF TRUST
FTSE US1500 SM
73935X567
4324000
44024
SH
SOLE
0
0
44024
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
4327000
78003
SH
SOLE
0
0
78003
SPDR SERIES TRUST
SHRT INTL ETF
78464A334
1469000
45962
SH
SOLE
0
0
45962
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
4851000
96680
SH
SOLE
0
0
96680
SPDR SERIES TRUST
DB INT GVT ETF
78464A490
1244000
21766
SH
SOLE
0
0
21766
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2642000
66271
SH
SOLE
0
0
66271
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1199000
13933
SH
SOLE
0
0
13933
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
6509000
121296
SH
SOLE
0
0
121296
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
15187000
330145
SH
SOLE
0
0
330145
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
6011000
74687
SH
SOLE
0
0
74687
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
8413000
100675
SH
SOLE
0
0
100675
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
24254000
233861
SH
SOLE
0
0
233861
VANGUARD INDEX FDS
REIT ETF
922908553
2138000
36296
SH
SOLE
0
0
36296
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1521000
16160
SH
SOLE
0
0
16160