0001630939-18-000005.txt : 20181003
0001630939-18-000005.hdr.sgml : 20181003
20181003114358
ACCESSION NUMBER: 0001630939-18-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181003
DATE AS OF CHANGE: 20181003
EFFECTIVENESS DATE: 20181003
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: 181104270
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
true
0001630939
XXXXXXXX
09-30-2018
09-30-2018
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
10-03-2018
0
29
183878000
false
INFORMATION TABLE
2
FinalQuarter3.xml
APPLE INC
APPLE INC
037833100
204000
890
SH
SOLE
Rob/Lee/Zach
0
0
890
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
1178000
48314
SH
SOLE
Rob/Lee/Zach
0
0
48314
INVESCO EXCHANGE TRADED FE
FTSE RAFI 1500
46137V597
381000
2727
SH
SOLE
Rob/Lee/Zach
0
0
2727
ISHARES TR
AGGRES ALLOC ETF
464289859
444000
8165
SH
SOLE
Rob/Lee/Zach
0
0
8165
ISHARES TR
CORE INTL AGGR
46435G672
13475000
258983
SH
SOLE
Rob/Lee/Zach
0
0
258983
ISHARES TR
GL TIMB FORE ETF
464288174
3009000
40219
SH
SOLE
Rob/Lee/Zach
0
0
40219
ISHARES TR
GRWT ALLOCAT ETF
464289867
221000
4934
SH
SOLE
Rob/Lee/Zach
0
0
4934
ISHARES TR
MODERT ALLOC ETF
464289875
352000
9354
SH
SOLE
Rob/Lee/Zach
0
0
9354
ISHARES TR
MSCI KLD400 SOC
464288570
2091000
19534
SH
SOLE
Rob/Lee/Zach
0
0
19534
ISHARES TR
NATIONAL MUN ETF
464288414
6012000
55778
SH
SOLE
Rob/Lee/Zach
0
0
55778
ISHARES TR
SHRT NAT MUN ETF
464288158
273000
2610
SH
SOLE
Rob/Lee/Zach
0
0
2610
ISHARES TR
GLOBAL REIT ETF
46434V647
6235000
249808
SH
SOLE
Rob/Lee/Zach
0
0
249808
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
23108000
836653
SH
SOLE
Rob/Lee/Zach
0
0
836653
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
2588000
85868
SH
SOLE
Rob/Lee/Zach
0
0
85868
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
56518000
1560843
SH
SOLE
Rob/Lee/Zach
0
0
1560843
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
18088000
590351
SH
SOLE
Rob/Lee/Zach
0
0
590351
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
6727000
195162
SH
SOLE
Rob/Lee/Zach
0
0
195162
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
1534000
44970
SH
SOLE
Rob/Lee/Zach
0
0
44970
SPDR SER TR
BLOMBERG BRC INV
78468R200
353000
11498
SH
SOLE
Rob/Lee/Zach
0
0
11498
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
568000
11913
SH
SOLE
Rob/Lee/Zach
0
0
11913
SPDR SER TR
PORTFOLIO SH TSR
78468R101
5810000
197608
SH
SOLE
Rob/Lee/Zach
0
0
197608
SPDR SER TR
PORTFOLIO SM ETF
78468R853
7692000
236614
SH
SOLE
Rob/Lee/Zach
0
0
236614
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
6078000
117337
SH
SOLE
Rob/Lee/Zach
0
0
117337
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1965000
16286
SH
SOLE
Rob/Lee/Zach
0
0
16286
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1405000
34566
SH
SOLE
Rob/Lee/Zach
0
0
34566
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
461000
4133
SH
SOLE
Rob/Lee/Zach
0
0
4133
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
423000
7767
SH
SOLE
Rob/Lee/Zach
0
0
7767
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
294000
3741
SH
SOLE
Rob/Lee/Zach
0
0
3741
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
16067000
107360
SH
SOLE
Rob/Lee/Zach
0
0
107360
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
324000
4281
SH
SOLE
Rob/Lee/Zach
0
0
4281