0001630939-20-000005.txt : 20200706
0001630939-20-000005.hdr.sgml : 20200706
20200706144314
ACCESSION NUMBER: 0001630939-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200706
DATE AS OF CHANGE: 20200706
EFFECTIVENESS DATE: 20200706
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: 201013184
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
06-30-2020
06-30-2020
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
07-06-2020
0
28
221350000
false
INFORMATION TABLE
2
Quarter2.xml
QUARTER 2
ABERDEEN STD INVTS ETFS
BBRG ALL COMD K1
003261104
507000
27725
SH
SOLE
Rob/Lee/Zach
0
0
27725
APPLE INC COM
APPLE INC
037833100
721000
1975
SH
SOLE
Rob/Lee/Zach
0
0
1975
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
187000
10617
SH
SOLE
Rob/Lee/Zach
0
0
10617
CIVEO CORP CDA COM
CIVEO CORP CDA
17878Y108
7000
11785
SH
SOLE
Rob/Lee/Zach
0
0
11785
INVESCO EXCHANGE TRADED FD TR
FTSE RAFI 1500
46137V597
282000
2526
SH
SOLE
Rob/Lee/Zach
0
0
2526
ISHARES TR
AGGRES ALLOC ETF
464289859
384000
6998
SH
SOLE
Rob/Lee/Zach
0
0
6998
ISHARES TR
CORE INTL AGGR
46435G672
17162000
308220
SH
SOLE
Rob/Lee/Zach
0
0
308220
ISHARES TR
CORE MSCI TOTAL
46432F834
418000
7671
SH
SOLE
Rob/Lee/Zach
0
0
7671
ISHARES TR
ESG MSCI USA SML ETF
46435U663
232000
9250
SH
SOLE
Rob/Lee/Zach
0
0
9250
ISHARES TR
GL TIMB FORE ETF
464288174
3432000
61872
SH
SOLE
Rob/Lee/Zach
0
0
61872
ISHARES TR
GLOBAL REIT ETF
46434V647
6629000
317487
SH
SOLE
Rob/Lee/Zach
0
0
317487
ISHARES TR
GRWT ALLOCAT ETF
464289867
301000
6497
SH
SOLE
Rob/Lee/Zach
0
0
6497
ISHARES TR
MSCI KLD400 SOC
464288570
545000
4615
SH
SOLE
Rob/Lee/Zach
0
0
4615
ISHARES TR
NATIONAL MUN ETF
464288414
8173000
70822
SH
SOLE
Rob/Lee/Zach
0
0
70822
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1360000
50274
SH
SOLE
Rob/Lee/Zach
0
0
50274
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
19624000
710489
SH
SOLE
Rob/Lee/Zach
0
0
710489
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
7944000
237416
SH
SOLE
Rob/Lee/Zach
0
0
237416
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
450000
16450
SH
SOLE
Rob/Lee/Zach
0
0
16450
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
1533000
30739
SH
SOLE
Rob/Lee/Zach
0
0
30739
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
68861000
1822678
SH
SOLE
Rob/Lee/Zach
0
0
1822678
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
25603000
829659
SH
SOLE
Rob/Lee/Zach
0
0
829659
SPDR SERIES TRUST
PORTFOLIO SM ETF
78468R853
7855000
295621
SH
SOLE
Rob/Lee/Zach
0
0
295621
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
12708000
413663
SH
SOLE
Rob/Lee/Zach
0
0
413663
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
1119000
35699
SH
SOLE
Rob/Lee/Zach
0
0
35699
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
784000
8565
SH
SOLE
Rob/Lee/Zach
0
0
8565
VANGUARD INTL EQUITY INDEX
ALLWRLD EX US
922042775
5550000
116575
SH
SOLE
Rob/Lee/Zach
0
0
116575
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1089000
22641
SH
SOLE
Rob/Lee/Zach
0
0
22641
VANGUARD WORLD FD
ESG US STK ETF
921910733
3130000
55500
SH
SOLE
Rob/Lee/Zach
0
0
55500
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2370000
20025
SH
SOLE
Rob/Lee/Zach
0
0
20025
VANGUARD INTL EQUITY INDEX
FTSE EMR MKT ETF
922042858
1626000
41050
SH
SOLE
Rob/Lee/Zach
0
0
41050
VANGUARD INTL EQUITY INDEX
FTSE SMCAP ETF
922042718
1919000
19864
SH
SOLE
Rob/Lee/Zach
0
0
19864
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
353000
6107
SH
SOLE
Rob/Lee/Zach
0
0
6107
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
18222000
116413
SH
SOLE
Rob/Lee/Zach
0
0
116413
VANGUARD INTL EQUITY INDEX
TT WRLD ST ETF
922042742
270000
3612
SH
SOLE
Rob/Lee/Zach
0
0
3612