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