0001630939-15-000002.txt : 20150415
0001630939-15-000002.hdr.sgml : 20150415
20150415161619
ACCESSION NUMBER: 0001630939-15-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150415
DATE AS OF CHANGE: 20150415
EFFECTIVENESS DATE: 20150415
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: 15771864
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
false
0001630939
XXXXXXXX
03-31-2015
03-31-2015
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
Partner
781-721-0072
Zachary Bouchard
Winchester
MA
04-15-2015
0
22
106293000
false
INFORMATION TABLE
2
QuarterOne.xml
APPLE INC
Com
37833100
339000
2687
SH
SOLE
Rob/Lee/Zach
0
0
2687
BARCLAYS BK PLC
DJUBS
06738C778
5967000
211385
SH
SOLE
Rob/Lee/Zach
0
0
211385
ISHARES S&P
AGGRES ALLOC ETF
464289859
392000
8118
SH
SOLE
Rob/Lee/Zach
0
0
8118
ISHARES
GL TIMB FORE ETF
464288174
2584000
46669
SH
SOLE
Rob/Lee/Zach
0
0
46669
ISHARES
GROWTH ALLOCATION ETF
464289867
272000
6567
SH
SOLE
Rob/Lee/Zach
0
0
6567
ISHARES
CORE MODERATE ALLOCATION ETF
464289875
612000
17052
SH
SOLE
Rob/Lee/Zach
0
0
17052
ISHARES
MSCI KLD400 SOC
464288570
1056000
13576
SH
SOLE
Rob/Lee/Zach
0
0
13576
ISHARES
USA ESG SLCT ETF
464288802
210000
2422
SH
SOLE
Rob/Lee/Zach
0
0
2422
ISHARES
NAT AMT FREE BD
464288414
827000
7506
SH
SOLE
Rob/Lee/Zach
0
0
7506
ISHARES
SHT NTLAMTFR ETF
464288158
450000
4264
SH
SOLE
Rob/Lee/Zach
0
0
4264
PIMCO
1-5 US TIP IDX
72201R205
4438000
85153
SH
SOLE
Rob/Lee/Zach
0
0
85153
POWERSHARES ETF TR
FTSE US1500 SM
73935X567
4839000
45822
SH
SOLE
Rob/Lee/Zach
0
0
45822
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
3242000
61171
SH
SOLE
Rob/Lee/Zach
0
0
61171
SPDR SERIES TRUST
SHRT INTL ETF
78464A334
790000
26057
SH
SOLE
Rob/Lee/Zach
0
0
26057
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
4630000
93111
SH
SOLE
Rob/Lee/Zach
0
0
93111
SPDR SERIES TRUST
DB INT GVT ETF
78464A490
1040000
18950
SH
SOLE
Rob/Lee/Zach
0
0
18950
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2972000
67906
SH
SOLE
Rob/Lee/Zach
0
0
67906
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1308000
14018
SH
SOLE
Rob/Lee/Zach
0
0
14018
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
7310000
134899
SH
SOLE
Rob/Lee/Zach
0
0
134899
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
17302000
340733
SH
SOLE
Rob/Lee/Zach
0
0
340733
VANGUARD BD INDEX FD INC
SHORT TRM BOND
721937827
6118000
76019
SH
SOLE
Rob/Lee/Zach
0
0
76019
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
9780000
117249
SH
SOLE
Rob/Lee/Zach
0
0
117249
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
26692000
245216
SH
SOLE
Rob/Lee/Zach
0
0
245216
VANGUARD INDEX FDS
REIT ETF
922908553
2295000
36292
SH
SOLE
Rob/Lee/Zach
0
0
36292
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1712000
16514
SH
SOLE
Rob/Lee/Zach
0
0
16514