0001630939-15-000003.txt : 20150713
0001630939-15-000003.hdr.sgml : 20150713
20150713113139
ACCESSION NUMBER: 0001630939-15-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150630
FILED AS OF DATE: 20150713
DATE AS OF CHANGE: 20150713
EFFECTIVENESS DATE: 20150713
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: 15985003
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
false
true
0001630939
XXXXXXXX
06-30-2015
06-30-2015
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
07-13-2015
0
29
106900000
false
INFORMATION TABLE
2
Quarter2.xml
QUARTER TWO
ALKERMES PLC
Com
G01767105
31000
500
SH
SOLE
Rob/Lee/Zach
0
0
500
APPLE INC
Com
037833100
336000
2698
SH
SOLE
Rob/Lee/Zach
0
0
2698
BARCLAYS BK PLC
DJUBS
06738C778
6651000
233520
SH
SOLE
Rob/Lee/Zach
0
0
233520
ISHARES S&P
AGGRES ALLOC ETF
464289859
399000
8449
SH
SOLE
Rob/Lee/Zach
0
0
8449
ISHARES
GROWTH ALLOC ETF
464289867
232000
6981
SH
SOLE
Rob/Lee/Zach
0
0
6981
ISHARES
MODERATE ALLOC ETF
464289875
643000
18250
SH
SOLE
Rob/Lee/Zach
0
0
18250
ISHARES
GL TIMB FORE ETF
464288174
2364000
44920
SH
SOLE
Rob/Lee/Zach
0
0
44920
ISHARES
MSCI KLD400 SOC
464288570
1002000
13202
SH
SOLE
Rob/Lee/Zach
0
0
13202
ISHARES
USA ESG SLCT ETF
464288802
201000
2369
SH
SOLE
Rob/Lee/Zach
0
0
2369
ISHARES
NAT AMT FREE BD
464288414
860000
7923
SH
SOLE
Rob/Lee/Zach
0
0
7923
ISHARES
SHT NTLAMTFR ETF
464288158
448000
4237
SH
SOLE
Rob/Lee/Zach
0
0
4237
PIMCO
1-5 US TIP IDX
72201R205
3992000
76475
SH
SOLE
Rob/Lee/Zach
0
0
76475
POWERSHARES ETF TR
FTSE US1500 SM
73935X567
4868000
46989
SH
SOLE
Rob/Lee/Zach
0
0
46989
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
2848000
54522
SH
SOLE
Rob/Lee/Zach
0
0
54522
SPDR SERIES TRUST
SHRT INTL ETF
78464A334
314000
10244
SH
SOLE
Rob/Lee/Zach
0
0
10244
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
4211000
92123
SH
SOLE
Rob/Lee/Zach
0
0
92123
SPDR SERIES TRUST
DB INT GVT ETF
78464A490
1011000
18446
SH
SOLE
Rob/Lee/Zach
0
0
18446
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2742000
67966
SH
SOLE
Rob/Lee/Zach
0
0
67966
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1364000
14894
SH
SOLE
Rob/Lee/Zach
0
0
14894
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
7892000
151185
SH
SOLE
Rob/Lee/Zach
0
0
151185
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
16866000
347755
SH
SOLE
Rob/Lee/Zach
0
0
347755
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
6036000
75258
SH
SOLE
Rob/Lee/Zach
0
0
75258
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
10667000
131137
SH
SOLE
Rob/Lee/Zach
0
0
131137
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
26980000
252787
SH
SOLE
Rob/Lee/Zach
0
0
252787
VANGUARD INDEX FDS
REIT ETF
922908553
2222000
36211
SH
SOLE
Rob/Lee/Zach
0
0
36211
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1720000
16974
SH
SOLE
Rob/Lee/Zach
0
0
16974