0001630939-17-000004.txt : 20171012
0001630939-17-000004.hdr.sgml : 20171012
20171012124606
ACCESSION NUMBER: 0001630939-17-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170930
FILED AS OF DATE: 20171012
DATE AS OF CHANGE: 20171012
EFFECTIVENESS DATE: 20171012
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: 171134154
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
09-30-2017
09-30-2017
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
10-12-2017
0
21
149581000
false
INFORMATION TABLE
2
Final.xml
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
4471000
192287
SH
SOLE
Rob/Lee/Zach
0
0
192287
ISHARES
AGGRES ALLOC ETF
464289859
424000
7906
SH
SOLE
Rob/Lee/Zach
0
0
7906
ISHARES
GRWT ALLOCAT ETF
464289867
334701
7444
SH
SOLE
Rob/Lee/Zach
0
0
7444
ISHARES
MODERT ALLOC ETF
464289875
550000
14485
SH
SOLE
Rob/Lee/Zach
0
0
14485
ISHARES
GL TIMB FORE ETF
464288174
2607000
39039
SH
SOLE
Rob/Lee/Zach
0
0
39039
ISHARES
MSCI KLD400 SOC
464288570
1743000
18777
SH
SOLE
Rob/Lee/Zach
0
0
18777
ISHARES
NATIONAL MUN ETF
464288414
3412000
30774
SH
SOLE
Rob/Lee/Zach
0
0
30774
ISHARES
SHRT NAT MUN ETF
464288158
276000
2605
SH
SOLE
Rob/Lee/Zach
0
0
2605
PIMCO EFT TR
1-5 US TIP IDX
72201R205
461000
8831
SH
SOLE
Rob/Lee/Zach
0
0
8831
POWERSHARES ETF TRUST
FTSE US1500 SM
73935x567
399000
3182
SH
SOLE
Rob/Lee/Zach
0
0
3182
SPDR SERIES TRUST
CITI INT GVT ETF
78464A490
206000
3601
SH
SOLE
Rob/Lee/Zach
0
0
3601
SPDR SERIES TRUST
DJ GLB RL ES ETF
78463X749
4450000
93181
SH
SOLE
Rob/Lee/Zach
0
0
93181
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4714000
108203
SH
SOLE
Rob/Lee/Zach
0
0
108203
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
8901000
83081
SH
SOLE
Rob/Lee/Zach
0
0
83081
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
12802000
234507
SH
SOLE
Rob/Lee/Zach
0
0
234507
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
23102000
438285
SH
SOLE
Rob/Lee/Zach
0
0
438285
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
6883000
86227
SH
SOLE
Rob/Lee/Zach
0
0
86227
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
18521000
225979
SH
SOLE
Rob/Lee/Zach
0
0
225979
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
53224000
410929
SH
SOLE
Rob/Lee/Zach
0
0
410929
VANGUARD INDEX FDS
REIT ETF
922908553
357000
5043
SH
SOLE
Rob/Lee/Zach
0
0
5043
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1743000
15163
SH
SOLE
Rob/Lee/Zach
0
0
15163