0001630939-16-000007.txt : 20160711
0001630939-16-000007.hdr.sgml : 20160711
20160711135855
ACCESSION NUMBER: 0001630939-16-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160711
DATE AS OF CHANGE: 20160711
EFFECTIVENESS DATE: 20160711
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: 161761723
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
false
0001630939
XXXXXXXX
06-30-2016
06-30-2016
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchardd
COO/Partner
781-721-0072
Zachary Bouhard
Winchester
MA
07-11-2016
0
25
114890000
false
INFORMATION TABLE
2
FinalsecondQuarter.xml
APPLE INC
COM
37833100
218000
2280
SH
SOLE
Rob/Lee/Zach
0
0
2280
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
4882000
197428
SH
SOLE
Rob/Lee/Zach
0
0
197428
ISHARES
AGGRES ALLOC ETF
464289859
456000
9951
SH
SOLE
Rob/Lee/Zach
0
0
9951
ISHARES
GRWT ALLOC ETF
464289867
433000
10817
SH
SOLE
Rob/Lee/Zach
0
0
10817
ISHARES
MODERT ALLOC ETF
464289875
677000
19189
SH
SOLE
Rob/Lee/Zach
0
0
19189
ISHARES
GL TIMB FORE ETF
464288174
1733000
38302
SH
SOLE
Rob/Lee/Zach
0
0
38302
ISHARES
MSCI KLD400 SOC
464288570
1031000
13330
SH
SOLE
Rob/Lee/Zach
0
0
13330
ISHARES
USA ESG SLCT ETF
464288802
228000
2633
SH
SOLE
Rob/Lee/Zach
0
0
2633
ISHARES
NATIONAL MUN ETF
464288414
1176000
10321
SH
SOLE
Rob/Lee/Zach
0
0
10321
ISHARES
SHRT NAT MUN ETF
464288158
354000
3329
SH
SOLE
Rob/Lee/Zach
0
0
3329
PIMCO ETF TR
1-5 YR US TIPS INDX
72201R205
3094000
58557
SH
SOLE
Rob/Lee/Zach
0
0
58557
POWERSHARES ETF TRUST
FTSE US1500 SM
73935x567
794000
8158
SH
SOLE
Rob/Lee/Zach
0
0
8158
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
625000
10937
SH
SOLE
Rob/Lee/Zach
0
0
10937
SPDR SERIES TRUST
CITI INTL GVT ETF
78464A490
942000
17162
SH
SOLE
Rob/Lee/Zach
0
0
17162
SPDR SERIES TRUST
D GLB RLES ETF
78463X749
4232000
84034
SH
SOLE
Rob/Lee/Zach
0
0
84034
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2308000
65499
SH
SOLE
Rob/Lee/Zach
0
0
65499
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
6116000
71596
SH
SOLE
Rob/Lee/Zach
0
0
71596
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
10068000
180747
SH
SOLE
Rob/Lee/Zach
0
0
180747
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
17333000
404514
SH
SOLE
Rob/Lee/Zach
0
0
404514
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
5976000
73723
SH
SOLE
Rob/Lee/Zach
0
0
73723
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
13582000
161120
SH
SOLE
Rob/Lee/Zach
0
0
161120
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
36410000
339769
SH
SOLE
Rob/Lee/Zach
0
0
339769
VANGUARD INDEX FDS
REIT ETF
922908553
991000
17070
SH
SOLE
Rob/Lee/Zach
0
0
17070
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1231000
13222
SH
SOLE
Rob/Lee/Zach
0
0
13222