0001630939-21-000002.txt : 20210112
0001630939-21-000002.hdr.sgml : 20210112
20210112083544
ACCESSION NUMBER: 0001630939-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210112
DATE AS OF CHANGE: 20210112
EFFECTIVENESS DATE: 20210112
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: 21522494
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
12-31-2020
12-31-2020
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 Boucahrd
Winchester
MA
01-12-2021
0
36
268629000
false
INFORMATION TABLE
2
quarter4.xml
ABERDEEN STANDARD INVESTS ETFS BBRG ALL COMD K1 ETF
BBRG ALL COMD K1
003261104
611000
27918
SH
SOLE
Rob/Lee/Zach
0
0
27918
APPLE INC
COM
037833100
1050000
7914
SH
SOLE
Rob/Lee/Zach
0
0
7914
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
239000
10917
SH
SOLE
Rob/Lee/Zach
0
0
10917
INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1500 ETF
FTSE RAFI 1500
46137V597
386000
2555
SH
SOLE
Rob/Lee/Zach
0
0
2555
ISHARES INC
ESG AWR MSCI EM
46434G863
269000
6414
SH
SOLE
Rob/Lee/Zach
0
0
6414
ISHARES TR
AGGRES ALLOC ETF
464289859
424000
6612
SH
SOLE
Rob/Lee/Zach
0
0
6612
ISHARES TR
CORE INTL AGGR
46435G672
18931000
336799
SH
SOLE
Rob/Lee/Zach
0
0
336799
ISHARES TR
CORE MSCI TOTAL
46432F834
521000
7753
SH
SOLE
Rob/Lee/Zach
0
0
7753
ISHARES TR
ESG AWARE MSCI
46435U663
341000
9988
SH
SOLE
Rob/Lee/Zach
0
0
9988
ISHARES TR
GL TIMB FORE ETF
464288174
5097000
64018
SH
SOLE
Rob/Lee/Zach
0
0
64018
ISHARES TR
GLOBAL REIT ETF
46434V647
8866000
370487
SH
SOLE
Rob/Lee/Zach
0
0
370487
ISHARES TR
GRWT ALLOCAT ETF
464289867
277000
5314
SH
SOLE
Rob/Lee/Zach
0
0
5314
ISHARES TR
MSCI KLD400 SOC
464288570
665000
9291
SH
SOLE
Rob/Lee/Zach
0
0
9291
ISHARES TR
NATIONAL MUN ETF
464288414
7843000
66916
SH
SOLE
Rob/Lee/Zach
0
0
66916
MICROSOFT CORP
Com
594918104
480000
2157
SH
SOLE
Rob/Lee/Zach
0
0
2157
NUVEEN ETF TR
NUVEEN ESG US
67092P870
1559000
58206
SH
SOLE
Rob/Lee/Zach
0
0
58206
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
24955000
739393
SH
SOLE
Rob/Lee/Zach
0
0
739393
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
9780000
231984
SH
SOLE
Rob/Lee/Zach
0
0
231984
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
267000
7554
SH
SOLE
Rob/Lee/Zach
0
0
7554
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
828000
16630
SH
SOLE
Rob/Lee/Zach
0
0
16630
SPDR SER TR
PORTFOLI S&P1500
78464A805
34616000
751054
SH
SOLE
Rob/Lee/Zach
0
0
751054
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
27885000
905637
SH
SOLE
Rob/Lee/Zach
0
0
905637
SPDR SER TR
PORTFOLIO S&P600
78468R853
10171000
284096
SH
SOLE
Rob/Lee/Zach
0
0
284096
SPDR SER TR
PORTFOLIO SH TSR
78468R101
14545000
473625
SH
SOLE
Rob/Lee/Zach
0
0
473625
SPDR SER TR
PORTFOLIO SHORT
78464A474
1311000
41748
SH
SOLE
Rob/Lee/Zach
0
0
41748
SPDR SER TR
SPDR BLOOMBERG
78468R663
1341000
14654
SH
SOLE
Rob/Lee/Zach
0
0
14654
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
7275000
124655
SH
SOLE
Rob/Lee/Zach
0
0
124655
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1464000
24694
SH
SOLE
Rob/Lee/Zach
0
0
24694
VANGUARD WORLD FD
ESG US STK ETF
921910733
4239000
60412
SH
SOLE
Rob/Lee/Zach
0
0
60412
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
3504000
21278
SH
SOLE
Rob/Lee/Zach
0
0
21278
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2203000
43962
SH
SOLE
Rob/Lee/Zach
0
0
43962
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
2890000
23718
SH
SOLE
Rob/Lee/Zach
0
0
23718
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
357000
6105
SH
SOLE
Rob/Lee/Zach
0
0
6105
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
73097000
375549
SH
SOLE
Rob/Lee/Zach
0
0
375549
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
342000
3696
SH
SOLE
Rob/Lee/Zach
0
0
3696