0001630939-17-000003.txt : 20170707
0001630939-17-000003.hdr.sgml : 20170707
20170707121152
ACCESSION NUMBER: 0001630939-17-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170707
DATE AS OF CHANGE: 20170707
EFFECTIVENESS DATE: 20170707
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: 17954513
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
06-30-2017
06-30-2017
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
Managing Partner
781-721-0072
Zachary Bouchard
Winchester
MA
07-07-2017
0
21
143700000
false
INFORMATION TABLE
2
holdings.xml
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
4386000
192280
SH
SOLE
Rob/Lee/Zach
0
0
192280
ISHARES
AGGRES ALLOC ETF
464289859
407000
7860
SH
SOLE
Rob/Lee/Zach
0
0
7860
ISHARES
GRWT ALLOC ETF
464289867
332000
7604
SH
SOLE
Rob/Lee/Zach
0
0
7604
ISHARES
MODERT ALLOC ETF
464289875
413000
11127
SH
SOLE
Rob/Lee/Zach
0
0
11127
ISHARES
GL TIMB FORE ETF
464288174
2417000
39188
SH
SOLE
Rob/Lee/Zach
0
0
39188
ISHARES
MSCI KLD400 SOC
464288570
1654000
18504
SH
SOLE
Rob/Lee/Zach
0
0
18504
ISHARES
NATIONAL MUN ETF
464288414
3171000
28861
SH
SOLE
Rob/Lee/Zach
0
0
28861
ISHARES
SHRT NAT MUN ETF
464288158
276000
2617
SH
SOLE
Rob/Lee/Zach
0
0
2617
PIMCO ETF TR
1-5 YR US TIPS INDX
72201R205
824000
15832
SH
SOLE
Rob/Lee/Zach
0
0
15832
POWERSHARES ETF TRUST
FTSE US1500 SM
73935x567
378000
3170
SH
SOLE
Rob/Lee/Zach
0
0
3170
SPDR SERIES TRUST
CITI INTL GVT ETF
78464A490
291000
5248
SH
SOLE
Rob/Lee/Zach
0
0
5248
SPDR SERIES TRUST
D GLB RLES ETF
78463X749
4417000
91986
SH
SOLE
Rob/Lee/Zach
0
0
91986
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4338000
105758
SH
SOLE
Rob/Lee/Zach
0
0
105758
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
8567000
83281
SH
SOLE
Rob/Lee/Zach
0
0
83281
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
12564000
231773
SH
SOLE
Rob/Lee/Zach
0
0
231773
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
21988000
439065
SH
SOLE
Rob/Lee/Zach
0
0
439065
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
6712000
84237
SH
SOLE
Rob/Lee/Zach
0
0
84237
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
17493000
214634
SH
SOLE
Rob/Lee/Zach
0
0
214634
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
51043000
409160
SH
SOLE
Rob/Lee/Zach
0
0
409160
VANGUARD INDEX FDS
REIT ETF
922908553
419000
6192
SH
SOLE
Rob/Lee/Zach
0
0
6192
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1610000
14928
SH
SOLE
Rob/Lee/Zach
0
0
14928