0001630939-21-000003.txt : 20210419
0001630939-21-000003.hdr.sgml : 20210419
20210419100112
ACCESSION NUMBER: 0001630939-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210419
DATE AS OF CHANGE: 20210419
EFFECTIVENESS DATE: 20210419
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: 21833531
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
true
false
0001630939
XXXXXXXX
03-31-2021
03-31-2021
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
MD
04-19-2021
0
38
8306919
false
INFORMATION TABLE
2
FinalQ1.xml
ABERDEEN STANDARD INVESTS ETFS BBRG ALL COMD K1 ETF
BBRG ALL COMD K1
003261104
644000
27918
SH
SOLE
Rob/Lee/Zach
0
0
27918
APPLE INC
COM
037833100
953000
7945
SH
SOLE
Rob/Lee/Zach
0
0
7945
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
255000
10917
SH
SOLE
Rob/Lee/Zach
0
0
10917
COMPUTE HEALTH ACQUISITIN CO
COM CL A
204833107
101000
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1500 ETF
FTSE RAFI 1500
46137V597
452000
2582
SH
SOLE
Rob/Lee/Zach
0
0
2582
ISHARES INC
ESG AWR MSCI EM
46434G863
302000
7018
SH
SOLE
Rob/Lee/Zach
0
0
7018
ISHARES TR
AGGRES ALLOC ETF
464289859
420000
6289
SH
SOLE
Rob/Lee/Zach
0
0
6289
ISHARES TR
CORE INTL AGGR
46435G672
22338000
406802
SH
SOLE
Rob/Lee/Zach
0
0
406802
ISHARES TR
CORE MSCI TOTAL
46432F834
545000
7753
SH
SOLE
Rob/Lee/Zach
0
0
7753
ISHARES TR
ESG AWARE MSCI
46435U663
422000
11013
SH
SOLE
Rob/Lee/Zach
0
0
11013
ISHARES TR
GL TIMB FORE ETF
464288174
5808000
67649
SH
SOLE
Rob/Lee/Zach
0
0
67649
ISHARES TR
GLOBAL REIT ETF
46434V647
10277000
400176
SH
SOLE
Rob/Lee/Zach
0
0
400176
ISHARES TR
GRWT ALLOCAT ETF
464289867
279000
5213
SH
SOLE
Rob/Lee/Zach
0
0
5213
ISHARES TR
MSCI KLD400 SOC
464288570
706000
9291
SH
SOLE
Rob/Lee/Zach
0
0
9291
ISHARES TR
NATIONAL MUN ETF
464288414
11393000
98153
SH
SOLE
Rob/Lee/Zach
0
0
98153
MICROSOFT CORP
COM
594918104
501000
2162
SH
SOLE
Rob/Lee/Zach
0
0
2162
NUVEEN ETF TR
NUVEEN ESG US
67092P870
1709000
66254
SH
SOLE
Rob/Lee/Zach
0
0
66254
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
26637000
751196
SH
SOLE
Rob/Lee/Zach
0
0
751196
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
10099000
231830
SH
SOLE
Rob/Lee/Zach
0
0
231830
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
281000
7554
SH
SOLE
Rob/Lee/Zach
0
0
7554
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
831000
16767
SH
SOLE
Rob/Lee/Zach
0
0
16767
SPDR SER TR
PORTFOLI S&P1500
78464A805
23640000
482556
SH
SOLE
Rob/Lee/Zach
0
0
482556
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
31636000
1067338
SH
SOLE
Rob/Lee/Zach
0
0
1067338
SPDR SER TR
PORTFOLIO S&P600
78468R853
11438000
271885
SH
SOLE
Rob/Lee/Zach
0
0
271885
SPDR SER TR
PORTFOLIO SH TSR
78468R101
16619000
541879
SH
SOLE
Rob/Lee/Zach
0
0
541879
SPDR SER TR
PORTFOLIO SHORT
78464A474
1675000
53513
SH
SOLE
Rob/Lee/Zach
0
0
53513
SPDR SER TR
SPDR BLOOMBERG
78468R663
1004000
10972
SH
SOLE
Rob/Lee/Zach
0
0
10972
TARGET CORP
COM
87612E106
206000
1030
SH
SOLE
Rob/Lee/Zach
0
0
1030
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
10300000
169654
SH
SOLE
Rob/Lee/Zach
0
0
169654
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1707000
27827
SH
SOLE
Rob/Lee/Zach
0
0
27827
VANGUARD WORLD FD
ESG US STK ETF
921910733
4805000
65623
SH
SOLE
Rob/Lee/Zach
0
0
65623
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
3652000
20918
SH
SOLE
Rob/Lee/Zach
0
0
20918
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2710000
52301
SH
SOLE
Rob/Lee/Zach
0
0
52301
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3111000
24293
SH
SOLE
Rob/Lee/Zach
0
0
24293
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
349000
6107
SH
SOLE
Rob/Lee/Zach
0
0
6107
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
99204000
482887
SH
SOLE
Rob/Lee/Zach
0
0
482887
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
347000
3578
SH
SOLE
Rob/Lee/Zach
0
0
3578