0001630939-19-000004.txt : 20190709
0001630939-19-000004.hdr.sgml : 20190709
20190709093439
ACCESSION NUMBER: 0001630939-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190709
DATE AS OF CHANGE: 20190709
EFFECTIVENESS DATE: 20190709
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: 19946467
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
06-30-2019
06-30-2019
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
07-09-2019
0
34
204452000
false
INFORMATION TABLE
2
quarter2.xml
ABERDEEN STD INVTS ETFS
BBRG ALL COMD K1 ETF
003261104
505000
22947
SH
SOLE
Rob/Lee/Zach
0
0
22947
APPLE INC COM
APPLE INC
037833100
278000
1371
SH
SOLE
Rob/Lee/Zach
0
0
1371
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
304000
13961
SH
SOLE
Rob/Lee/Zach
0
0
13961
INVESCO EXCHANGE TRADED FE
FTSE RAFI 1500
46137V597
365000
2860
SH
SOLE
Rob/Lee/Zach
0
0
2860
ISHARES TR
AGGRES ALLOC ETF
464289859
428000
7793
SH
SOLE
Rob/Lee/Zach
0
0
7793
ISHARES TR
CORE INTL AGGR
46435G672
15320000
280952
SH
SOLE
Rob/Lee/Zach
0
0
280952
ISHARES TR
GL TIMB FORE ETF
464288174
3179000
52441
SH
SOLE
Rob/Lee/Zach
0
0
52441
ISHARES TR
CORE MSCI TOTAL
46432F834
443000
7479
SH
SOLE
Rob/Lee/Zach
0
0
7479
ISHARES TR
GRWT ALLOCAT ETF
464289867
211000
4608
SH
SOLE
Rob/Lee/Zach
0
0
4608
ISHARES TR
MODERT ALLOC ETF
464289875
234000
6028
SH
SOLE
Rob/Lee/Zach
0
0
6028
ISHARES TR
MSCI KLD400 SOC
464288570
518000
4683
SH
SOLE
Rob/Lee/Zach
0
0
4683
ISHARES TR
NATIONAL MUN ETF
464288414
6830000
60444
SH
SOLE
Rob/Lee/Zach
0
0
60444
ISHARES TR
GLOBAL REIT ETF
46434V647
7189000
265948
SH
SOLE
Rob/Lee/Zach
0
0
265948
NUVEEN ESG
US AGG BD ETF
67092P870
1266000
49913
SH
SOLE
Rob/Lee/Zach
0
0
49913
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
24053000
825146
SH
SOLE
Rob/Lee/Zach
0
0
825146
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
993000
32334
SH
SOLE
Rob/Lee/Zach
0
0
32334
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
63206000
1715696
SH
SOLE
Rob/Lee/Zach
0
0
1715696
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
20248000
678782
SH
SOLE
Rob/Lee/Zach
0
0
678782
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
8078000
223335
SH
SOLE
Rob/Lee/Zach
0
0
223335
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
1819000
60061
SH
SOLE
Rob/Lee/Zach
0
0
60061
SPDR SER TR
BLOMBERG BRC INV
78468R200
898000
29288
SH
SOLE
Rob/Lee/Zach
0
0
29288
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
1345000
27508
SH
SOLE
Rob/Lee/Zach
0
0
27508
SPDR SER TR
PORTFOLIO SH TSR
78468R101
9509000
317494
SH
SOLE
Rob/Lee/Zach
0
0
317494
SPDR SER TR
PORTFOLIO SM ETF
78468R853
7979000
260597
SH
SOLE
Rob/Lee/Zach
0
0
260597
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
5021000
97573
SH
SOLE
Rob/Lee/Zach
0
0
97573
VANGUARD ESG INTL STK ETF
ESG INTL STK ETF
921910725
989000
19622
SH
SOLE
Rob/Lee/Zach
0
0
19622
VANGUARD ESG US STK ETF
ESG US STK ETF
921910733
2402000
46389
SH
SOLE
Rob/Lee/Zach
0
0
46389
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2117000
17792
SH
SOLE
Rob/Lee/Zach
0
0
17792
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1433000
33263
SH
SOLE
Rob/Lee/Zach
0
0
33263
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
374000
3521
SH
SOLE
Rob/Lee/Zach
0
0
3521
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
353000
6157
SH
SOLE
Rob/Lee/Zach
0
0
6157
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
16253000
107279
SH
SOLE
Rob/Lee/Zach
0
0
107279
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
312000
4112
SH
SOLE
Rob/Lee/Zach
0
0
4112