0001630939-18-000004.txt : 20180410
0001630939-18-000004.hdr.sgml : 20180410
20180410094014
ACCESSION NUMBER: 0001630939-18-000004
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180410
DATE AS OF CHANGE: 20180410
EFFECTIVENESS DATE: 20180410
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16355
FILM NUMBER: 18746991
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/A
1
primary_doc.xml
13F-HR/A
LIVE
false
false
true
0001630939
XXXXXXXX
03-31-2018
03-31-2018
true
1
RESTATEMENT
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
04-10-2018
0
28
159844000
false
INFORMATION TABLE
2
Quarter1.xml
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
2267000
93117
SH
SOLE
Rob/Lee/Zach
0
0
93117
ISHARES TR
AGGRES ALLOC ETF
464289859
403000
7525
SH
SOLE
Rob/Lee/Zach
0
0
7525
ISHARES TR
CORE INTL AGGR
46435G672
11243000
213460
SH
SOLE
Rob/Lee/Zach
0
0
213460
ISHARES TR
GL TIMB FORE ETF
464288174
2976000
37981
SH
SOLE
Rob/Lee/Zach
0
0
37981
ISHARES TR
GRWT ALLOCAT ETF
464289867
264000
5932
SH
SOLE
Rob/Lee/Zach
0
0
5932
ISHARES TR
MODERT ALLOC ETF
464289875
437000
11557
SH
SOLE
Rob/Lee/Zach
0
0
11557
ISHARES TR
MSCI KLD400 SOC
464288570
1836000
18789
SH
SOLE
Rob/Lee/Zach
0
0
18789
ISHARES TR
NATIONAL MUN ETF
464288414
4433000
40699
SH
SOLE
Rob/Lee/Zach
0
0
40699
ISHARES TR
SHRT NAT MUN ETF
464288158
273000
2607
SH
SOLE
Rob/Lee/Zach
0
0
2607
ISHARES TR
GLOBAL REIT ETF
46434V647
5270000
214588
SH
SOLE
Rob/Lee/Zach
0
0
214588
POWERSHARES ETF TRUST
FTSE US1500 SM
73935X567
355000
2755
SH
SOLE
Rob/Lee/Zach
0
0
2755
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
15646000
497800
SH
SOLE
Rob/Lee/Zach
0
0
497800
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
6458000
164324
SH
SOLE
Rob/Lee/Zach
0
0
164324
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
1268000
35839
SH
SOLE
Rob/Lee/Zach
0
0
35839
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
426000
8917
SH
SOLE
Rob/Lee/Zach
0
0
8917
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
18810000
667962
SH
SOLE
Rob/Lee/Zach
0
0
667962
SPDR SER TR
PORTFOLIO SH TSR
78468R101
4792000
161453
SH
SOLE
Rob/Lee/Zach
0
0
161453
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
2379000
78790
SH
SOLE
Rob/Lee/Zach
0
0
78790
SPDR SER TR
PORTFOLIO SM ETF
78468R853
6617000
221157
SH
SOLE
Rob/Lee/Zach
0
0
221157
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
42960000
1308947
SH
SOLE
Rob/Lee/Zach
0
0
1308947
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
6385000
117435
SH
SOLE
Rob/Lee/Zach
0
0
117435
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2009000
18006
SH
SOLE
Rob/Lee/Zach
0
0
18006
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1430000
30433
SH
SOLE
Rob/Lee/Zach
0
0
30433
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
543000
4558
SH
SOLE
Rob/Lee/Zach
0
0
4558
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
1617000
29546
SH
SOLE
Rob/Lee/Zach
0
0
29546
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
624000
7953
SH
SOLE
Rob/Lee/Zach
0
0
7953
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
2185000
27338
SH
SOLE
Rob/Lee/Zach
0
0
27338
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
15938000
117434
SH
SOLE
Rob/Lee/Zach
0
0
117434