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 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