0001630939-20-000004.txt : 20200413
0001630939-20-000004.hdr.sgml : 20200413
20200413100903
ACCESSION NUMBER: 0001630939-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200413
DATE AS OF CHANGE: 20200413
EFFECTIVENESS DATE: 20200413
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: 20788020
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
03-31-2020
03-31-2020
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
04-13-2020
0
33
184019000
false
INFORMATION TABLE
2
FinalQ1.xml
ABERDEEN STD INVTS ETFS
BBRG ALL COMD K1
003261104
538000
31298
SH
SOLE
Rob/Lee/Zach
0
0
31298
APPLE INC COM
APPLE INC
037833100
227000
942
SH
SOLE
Rob/Lee/Zach
0
0
942
CIVEO CORP CDA COM
CIVEO CORP CDA
17878Y108
5000
11785
SH
SOLE
Rob/Lee/Zach
0
0
11785
INVESCO EXCHANGE TRADED FD TR
FTSE RAFI 1500
46137V597
212000
2526
SH
SOLE
Rob/Lee/Zach
0
0
2526
ISHARES TR
AGGRES ALLOC ETF
464289859
327000
7101
SH
SOLE
Rob/Lee/Zach
0
0
7101
ISHARES TR
CORE INTL AGGR
46435G672
16586000
304562
SH
SOLE
Rob/Lee/Zach
0
0
304562
ISHARES TR
CORE MSCI TOTAL
46432F834
340000
7598
SH
SOLE
Rob/Lee/Zach
0
0
7598
ISHARES TR
GL TIMB FORE ETF
464288174
2561000
56660
SH
SOLE
Rob/Lee/Zach
0
0
56660
ISHARES TR
GLOBAL REIT ETF
46434V647
5248000
292862
SH
SOLE
Rob/Lee/Zach
0
0
292862
ISHARES TR
GRWT ALLOCAT ETF
464289867
273000
6742
SH
SOLE
Rob/Lee/Zach
0
0
6742
ISHARES TR
MSCI KLD400 SOC
464288570
429000
4602
SH
SOLE
Rob/Lee/Zach
0
0
4602
ISHARES TR
NATIONAL MUN ETF
464288414
7654000
69545
SH
SOLE
Rob/Lee/Zach
0
0
69545
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1292000
48880
SH
SOLE
Rob/Lee/Zach
0
0
48880
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
15499000
677119
SH
SOLE
Rob/Lee/Zach
0
0
677119
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
6339000
231507
SH
SOLE
Rob/Lee/Zach
0
0
231507
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
694000
32003
SH
SOLE
Rob/Lee/Zach
0
0
32003
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
1456000
30117
SH
SOLE
Rob/Lee/Zach
0
0
30117
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
53455000
1782426
SH
SOLE
Rob/Lee/Zach
0
0
1782426
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
25362000
838683
SH
SOLE
Rob/Lee/Zach
0
0
838683
SPDR SERIES TRUST
PORTFOLIO SM ETF
78468R853
5741000
282680
SH
SOLE
Rob/Lee/Zach
0
0
282680
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
12537000
408647
SH
SOLE
Rob/Lee/Zach
0
0
408647
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
1096000
36331
SH
SOLE
Rob/Lee/Zach
0
0
36331
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
569000
6214
SH
SOLE
Rob/Lee/Zach
0
0
6214
VANGUARD INTL EQUITY INDEX
ALLWRLD EX US
922042775
4260000
108442
SH
SOLE
Rob/Lee/Zach
0
0
108442
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
845000
21437
SH
SOLE
Rob/Lee/Zach
0
0
21437
VANGUARD WORLD FD
ESG US STK ETF
921910733
2304000
52788
SH
SOLE
Rob/Lee/Zach
0
0
52788
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
1572000
18484
SH
SOLE
Rob/Lee/Zach
0
0
18484
VANGUARD INTL EQUITY INDEX
FTSE EMR MKT ETF
922042858
1220000
37708
SH
SOLE
Rob/Lee/Zach
0
0
37708
VANGUARD INTL EQUITY INDEX
FTSE SMCAP ETF
922042718
1015000
13500
SH
SOLE
Rob/Lee/Zach
0
0
13500
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
343000
6104
SH
SOLE
Rob/Lee/Zach
0
0
6104
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
13759000
111896
SH
SOLE
Rob/Lee/Zach
0
0
111896
VANGUARD INTL EQUITY INDEX
TT WRLD ST ETF
922042742
261000
4350
SH
SOLE
Rob/Lee/Zach
0
0
4350