0001630939-21-000004.txt : 20210713
0001630939-21-000004.hdr.sgml : 20210713
20210713103516
ACCESSION NUMBER: 0001630939-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210630
FILED AS OF DATE: 20210713
DATE AS OF CHANGE: 20210713
EFFECTIVENESS DATE: 20210713
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: 211087025
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
true
0001630939
XXXXXXXX
06-30-2021
06-30-2021
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
Partner
7817210072
Zachary Bouchaed
Winchester
MA
07-13-2021
0
38
330521000
false
INFORMATION TABLE
2
FINALQ2.xml
ETFS TR
BBRG ALL COMD K1
003261104
706000
26759
SH
SOLE
Rob/Lee/Zach
0
0
26759
APPLE INC
COM
037833100
1089000
7951
SH
SOLE
Rob/Lee/Zach
0
0
7951
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
290000
10679
SH
SOLE
Rob/Lee/Zach
0
0
10679
COMPUTE HEALTH ACQUISITIN CO
COM CL A
204833107
102200
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
INVESCO EXCHANGE TRADED FD TR FTSE RAFI 1500 ETF
FTSE RAFI 1500
46137V597
494000
2645
SH
SOLE
Rob/Lee/Zach
0
0
2645
ISHARES INC
ESG AWR MSCI EM
46434G863
397000
8788
SH
SOLE
Rob/Lee/Zach
0
0
8788
ISHARES TR
AGGRES ALLOC ETF
464289859
431000
6101
SH
SOLE
Rob/Lee/Zach
0
0
6101
ISHARES TR
CORE INTL AGGR
46435G672
24183000
438900
SH
SOLE
Rob/Lee/Zach
0
0
438900
ISHARES TR
CORE MSCI TOTAL
46432F834
575000
7841
SH
SOLE
Rob/Lee/Zach
0
0
7841
ISHARES TR
ESG AWARE MSCI
46435U663
555000
13751
SH
SOLE
Rob/Lee/Zach
0
0
13751
ISHARES TR
GL TIMB FORE ETF
464288174
5654000
65132
SH
SOLE
Rob/Lee/Zach
0
0
65132
ISHARES TR
GLOBAL REIT ETF
46434V647
11326000
408578
SH
SOLE
Rob/Lee/Zach
0
0
408578
ISHARES TR
GRWT ALLOCAT ETF
464289867
278000
4973
SH
SOLE
Rob/Lee/Zach
0
0
4973
ISHARES TR
MSCI KLD400 SOC
464288570
803000
9697
SH
SOLE
Rob/Lee/Zach
0
0
9697
ISHARES TR
NATIONAL MUN ETF
464288414
12384000
105663
SH
SOLE
Rob/Lee/Zach
0
0
105663
MICROSOFT CORP
COM
594918104
587000
2166
SH
SOLE
Rob/Lee/Zach
0
0
2166
NUVEEN ETF TR
NUVEEN ESG US
67092P870
2121000
81326
SH
SOLE
Rob/Lee/Zach
0
0
81326
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
27832000
756503
SH
SOLE
Rob/Lee/Zach
0
0
756503
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
10726000
235747
SH
SOLE
Rob/Lee/Zach
0
0
235747
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
292000
7557
SH
SOLE
Rob/Lee/Zach
0
0
7557
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
855000
17257
SH
SOLE
Rob/Lee/Zach
0
0
17257
SPDR SER TR
PORTFOLI S&P1500
78464A805
18443000
348170
SH
SOLE
Rob/Lee/Zach
0
0
348170
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
34104000
1136429
SH
SOLE
Rob/Lee/Zach
0
0
1136429
SPDR SER TR
PORTFOLIO S&P600
78468R853
11559000
263058
SH
SOLE
Rob/Lee/Zach
0
0
263058
SPDR SER TR
PORTFOLIO SH TSR
78468R101
17503000
571246
SH
SOLE
Rob/Lee/Zach
0
0
571246
SPDR SER TR
PORTFOLIO SHORT
78464A474
1759000
56193
SH
SOLE
Rob/Lee/Zach
0
0
56193
SPDR SER TR
SPDR BLOOMBERG
78468R663
1250000
13662
SH
SOLE
Rob/Lee/Zach
0
0
13662
TARGET CORP
COM
87612E106
249000
1030
SH
SOLE
Rob/Lee/Zach
0
0
1030
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
11060000
174479
SH
SOLE
Rob/Lee/Zach
0
0
174479
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
2176000
33921
SH
SOLE
Rob/Lee/Zach
0
0
33921
VANGUARD WORLD FD
ESG US STK ETF
921910733
6232000
77917
SH
SOLE
Rob/Lee/Zach
0
0
77917
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
3894000
20649
SH
SOLE
Rob/Lee/Zach
0
0
20649
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2952000
54358
SH
SOLE
Rob/Lee/Zach
0
0
54358
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3362000
24641
SH
SOLE
Rob/Lee/Zach
0
0
24641
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
349000
6110
SH
SOLE
Rob/Lee/Zach
0
0
6110
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
113577000
509725
SH
SOLE
Rob/Lee/Zach
0
0
509725
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
372000
3587
SH
SOLE
Rob/Lee/Zach
0
0
3587