0001630939-22-000005.txt : 20221013
0001630939-22-000005.hdr.sgml : 20221013
20221013142012
ACCESSION NUMBER: 0001630939-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221013
DATE AS OF CHANGE: 20221013
EFFECTIVENESS DATE: 20221013
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: 221308836
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
09-30-2022
09-30-2022
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
Managing Partner
7817210072
Zachary Bouchard
Winchester
MA
10-13-2022
0
38
297622000
false
INFORMATION TABLE
2
Quarter3.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
277000
1075
SH
SOLE
Rob/Lee/Zach
0
0
1075
APPLE INC
COM
037833100
1203000
8708
SH
SOLE
Rob/Lee/Zach
0
0
8708
COMPUTE HEALTH ACQUISITIN CO
UNIT 99/99/9999
204833206
99000
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611x100
1893000
606634
SH
SOLE
Rob/Lee/Zach
0
0
606634
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
526000
3612
SH
SOLE
Rob/Lee/Zach
0
0
3612
ISHARES INC
ESG AWR MSCI EM
46434G863
331000
11953
SH
SOLE
Rob/Lee/Zach
0
0
11953
ISHARES TR
AGGRES ALLOC ETF
464289859
373000
6726
SH
SOLE
Rob/Lee/Zach
0
0
6726
ISHARES TR
CORE INTL AGGR
46435G672
22817000
472156
SH
SOLE
Rob/Lee/Zach
0
0
472156
ISHARES TR
CORE MSCI TOTAL
46432F834
477000
9374
SH
SOLE
Rob/Lee/Zach
0
0
9374
ISHARES TR
ESG AWARE MSCI
46435u663
472000
15375
SH
SOLE
Rob/Lee/Zach
0
0
15375
ISHARES TR
GL TIMB FORE ETF
464288174
4694000
71741
SH
SOLE
Rob/Lee/Zach
0
0
71741
ISHARES TR
GLOBAL REIT ETF
46434V647
9027000
424408
SH
SOLE
Rob/Lee/Zach
0
0
424408
ISHARES TR
GRWT ALLOCAT ETF
464289867
239000
5344
SH
SOLE
Rob/Lee/Zach
0
0
5344
ISHARES TR
MSCI KLD400 SOC
464288570
761000
11368
SH
SOLE
Rob/Lee/Zach
0
0
11368
ISHARES TR
NATIONAL MUN ETF
464288414
11490000
112007
SH
SOLE
Rob/Lee/Zach
0
0
112007
ISHARES TR
SHRT NAT MUN ETF
464288158
223000
2171
SH
SOLE
Rob/Lee/Zach
0
0
2171
MICROSOFT CORP
COM
594918104
486000
2088
SH
SOLE
Rob/Lee/Zach
0
0
2088
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1819000
84021
SH
SOLE
Rob/Lee/Zach
0
0
84021
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
23496000
910706
SH
SOLE
Rob/Lee/Zach
0
0
910706
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
1830000
58950
SH
SOLE
Rob/Lee/Zach
0
0
58950
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
200000
7688
SH
SOLE
Rob/Lee/Zach
0
0
7688
SPDR SER TR
PORTFOLIO S&P600
78468R853
9821000
288339
SH
SOLE
Rob/Lee/Zach
0
0
288339
SPDR SER TR
PORTFOLIO SH TSR
78468R101
14597000
504924
SH
SOLE
Rob/Lee/Zach
0
0
504924
SPDR SER TR
PORTFOLI S&P1500
78464A805
14642000
331946
SH
SOLE
Rob/Lee/Zach
0
0
331946
SPDR SER TR
PORTFOLIO SHORT
78464A474
1667000
57062
SH
SOLE
Rob/Lee/Zach
0
0
57062
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
815000
17673
SH
SOLE
Rob/Lee/Zach
0
0
17673
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
9381000
211480
SH
SOLE
Rob/Lee/Zach
0
0
211480
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1784000
41071
SH
SOLE
Rob/Lee/Zach
0
0
41071
VANGUARD WORLD FD
ESG US STK ETF
921910733
5085000
80829
SH
SOLE
Rob/Lee/Zach
0
0
80829
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
3319000
26111
SH
SOLE
Rob/Lee/Zach
0
0
26111
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
10205000
279667
SH
SOLE
Rob/Lee/Zach
0
0
279667
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
2894000
31178
SH
SOLE
Rob/Lee/Zach
0
0
31178
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5456000
113397
SH
SOLE
Rob/Lee/Zach
0
0
113397
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
34741000
487040
SH
SOLE
Rob/Lee/Zach
0
0
487040
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
294000
6169
SH
SOLE
Rob/Lee/Zach
0
0
6169
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
99921000
556757
SH
SOLE
Rob/Lee/Zach
0
0
556757
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
267000
3381
SH
SOLE
Rob/Lee/Zach
0
0
3381