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