0001630939-18-000001.txt : 20180109
0001630939-18-000001.hdr.sgml : 20180109
20180109150126
ACCESSION NUMBER: 0001630939-18-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180109
DATE AS OF CHANGE: 20180109
EFFECTIVENESS DATE: 20180109
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: 18518870
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
12-31-2017
12-31-2017
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
COO
781-721-0072
Zachary Bouchard
Winchester
MA
01-09-2018
0
30
157237000
false
INFORMATION TABLE
2
Final.xml
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
3380000
138454
SH
SOLE
Rob/Lee/Zach
0
0
138454
ISHARES TR
AGGRES ALLOC ETF
464289859
396000
7344
SH
SOLE
Rob/Lee/Zach
0
0
7344
ISHARES TR
GRWT ALLOCAT ETF
464289867
300000
6673
SH
SOLE
Rob/Lee/Zach
0
0
6673
ISHARES TR
MODERT ALLOC ETF
464289875
424000
11137
SH
SOLE
Rob/Lee/Zach
0
0
11137
ISHARES TR
GL TIMB FORE ETF
464288174
2749000
38651
SH
SOLE
Rob/Lee/Zach
0
0
38651
ISHARES TR
CORE INTL AGGR
46435G672
10090000
193856
SH
SOLE
Rob/Lee/Zach
0
0
193856
ISHARES TR
MSCI KLD400 SOC
464288570
1786000
18177
SH
SOLE
Rob/Lee/Zach
0
0
18177
ISHARES TR
NATIONAL MUN ETF
464288414
3797000
34288
SH
SOLE
Rob/Lee/Zach
0
0
34288
ISHARES TR
SHRT NAT MUN ETF
464288158
273000
2606
SH
SOLE
Rob/Lee/Zach
0
0
2606
ISHARES TR
GLOBAL REIT ETF
46434V647
4981000
190918
SH
SOLE
Rob/Lee/Zach
0
0
190918
PIMCO ETF TR
1-5 US TIP IDX
72201R205
235000
4518
SH
SOLE
Rob/Lee/Zach
0
0
4518
POWERSHARES ETF TRUST
FTSE US1500 SM
73935X567
377000
2900
SH
SOLE
Rob/Lee/Zach
0
0
2900
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
311000
6491
SH
SOLE
Rob/Lee/Zach
0
0
6491
SPDR SER TR
PORTFOLIO SH TSR
78468R101
4278000
143202
SH
SOLE
Rob/Lee/Zach
0
0
143202
SPDR SER TR
PORTFOLIO SM ETF
78468R853
6823000
226292
SH
SOLE
Rob/Lee/Zach
0
0
226292
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
1243000
35028
SH
SOLE
Rob/Lee/Zach
0
0
35028
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
15156000
478101
SH
SOLE
Rob/Lee/Zach
0
0
478101
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
6415000
168157
SH
SOLE
Rob/Lee/Zach
0
0
168157
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
17273000
600998
SH
SOLE
Rob/Lee/Zach
0
0
600998
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
2005000
65912
SH
SOLE
Rob/Lee/Zach
0
0
65912
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
42022000
1265341
SH
SOLE
Rob/Lee/Zach
0
0
1265341
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1436000
31280
SH
SOLE
Rob/Lee/Zach
0
0
31280
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2082000
18634
SH
SOLE
Rob/Lee/Zach
0
0
18634
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
2618000
48140
SH
SOLE
Rob/Lee/Zach
0
0
48140
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
6426000
117428
SH
SOLE
Rob/Lee/Zach
0
0
117428
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
1036000
13095
SH
SOLE
Rob/Lee/Zach
0
0
13095
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
2662000
32632
SH
SOLE
Rob/Lee/Zach
0
0
32632
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
16079000
117154
SH
SOLE
Rob/Lee/Zach
0
0
117154
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
584000
4901
SH
SOLE
Rob/Lee/Zach
0
0
4901