0001546408-15-000002.txt : 20150417 0001546408-15-000002.hdr.sgml : 20150417 20150417121325 ACCESSION NUMBER: 0001546408-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150417 DATE AS OF CHANGE: 20150417 EFFECTIVENESS DATE: 20150417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Baystate Wealth Management LLC CENTRAL INDEX KEY: 0001546408 IRS NUMBER: 270849691 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15106 FILM NUMBER: 15777081 BUSINESS ADDRESS: STREET 1: 200 CLARENDON STREET STREET 2: 19TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 617-585-4545 MAIL ADDRESS: STREET 1: 200 CLARENDON STREET STREET 2: 19TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 13F-HR 1 primary_doc.xml 13F-HR LIVE false false true 0001546408 XXXXXXXX 03-31-2015 03-31-2015 Baystate Wealth Management LLC

200 CLARENDON STREET 19TH FLOOR BOSTON MA 02116

13F HOLDINGS REPORT 028-15106 N Susana Ngan 6175854545 Susana Ngan Boston MA 04-17-2015 0 52 361457 false INFORMATION TABLE 2 03312015.xml ISHARES MORNINGSTAR LARGE GROWTH ETF ETF 464287119 26964 228046 SH SOLE 0 0 0 228046 JOHNSON & JOHNSON COM Stock 478160104 798 7936 SH SOLE 0 0 0 7936 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 1272 31707 SH SOLE 0 0 0 31707 VANGUARD REIT INDEX ETF ETF 922908553 167 1985 SH SOLE 0 0 0 1985 GREAT BASIN GOLD LTD COM Stock 390124105 0 40000 SH SOLE 0 0 0 40000 BOSTON PRIVATE FINL HLDGS INC COM Stock 101119105 184 15115 SH SOLE 0 0 0 15115 SPDR S&P 500 ETF ETF 78462F103 216 1046 SH SOLE 0 0 0 1046 IQ HEDGE MULTI-STRATEGY TRACKER ETF ETF 45409B107 22075 737323 SH SOLE 0 0 0 737323 VERIZON COMMUNICATIONS Stock 92343V104 718 14757 SH SOLE 0 0 0 14757 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 391 4603 SH SOLE 0 0 0 4603 ISHARES INC MSCI EMUINDEX FD ETF 464286608 559 14497 SH SOLE 0 0 0 14497 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 301 2089 SH SOLE 0 0 0 2089 SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF ETF 78464A375 234 6782 SH SOLE 0 0 0 6782 ISHARES RUSSELL 1000 GROWTH ETF ETF 464287614 968 9785 SH SOLE 0 0 0 9785 SPDR BARCLAYS CAPITAL SHORT TERM CORP BD ETF 78464A474 19144 622573 SH SOLE 0 0 0 622573 VANGUARD RUSSELL 2000 ETF ETF 92206C664 1893 19003 SH SOLE 0 0 0 19003 ISHARES RUSSELL TOP 200 ETF ETF 464289446 391 8353 SH SOLE 0 0 0 8353 ISHARES RUSSELL 2000 ETF ETF 464287655 26134 210132 SH SOLE 0 0 0 210132 VANGUARD MID-CAP GROWTH INDEX FUND ETF 922908538 220 2037 SH SOLE 0 0 0 2037 POWERSHARES FTSE RAFI US 1000 ETF 73935X583 22799 249688 SH SOLE 0 0 0 249688 ISHARES TR S&P GLOBAL 100 INDEXFD ETF 464287572 32309 420029 SH SOLE 0 0 0 420029 ISHARES TRUST MSCI CHINA INDEX FD ETF 46429B671 455 8357 SH SOLE 0 0 0 8357 VANGUARD VALUE ETF ETF 922908744 341 4074 SH SOLE 0 0 0 4074 SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF ETF 78468R408 440 15060 SH SOLE 0 0 0 15060 AMERICAN TOWER CORP NEW COM REIT 03027X100 681 7237 SH SOLE 0 0 0 7237 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 435 2 SH SOLE 0 0 0 2 RYDEX RUSSELL TOP 50 ETF ETF 78355W205 1038 7397 SH SOLE 0 0 0 7397 MAGNA INTL INC COM Stock 559222401 3274 61016 SH SOLE 0 0 0 61016 ISHARES CORE MSCI EAFE ETF 46432F842 3041 51998 SH SOLE 0 0 0 51998 SPDR MSCI ACWI EX-US ETF ETF 78463X848 437 12608 SH SOLE 0 0 0 12608 ISHARES 1-3 YEAR CREDIT BOND ETF ETF 464288646 508 4814 SH SOLE 0 0 0 4814 GRANITE REAL ESTATE INVT TR STAPLED UNIT Stock 387437114 1449 41261 SH SOLE 0 0 0 41261 PALATIN TECHNOLOGIES INC COM PAR $ .01 Stock 696077403 13 13233 SH SOLE 0 0 0 13233 CISCO SYS INC Stock 17275R102 268 9726 SH SOLE 0 0 0 9726 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 25175 145420 SH SOLE 0 0 0 145420 AT&T INC COM Stock 00206R102 274 8380 SH SOLE 0 0 0 8380 GENERAL ELECTRIC CO COM Stock 369604103 223 8973 SH SOLE 0 0 0 8973 ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF ETF 464288513 439 4841 SH SOLE 0 0 0 4841 WISDOMTREE TR INTL LARGECAP DIVID FD ETF 97717W794 1226 25163 SH SOLE 0 0 0 25163 ISHARES MBS BOND ETF ETF 464288588 236 2140 SH SOLE 0 0 0 2140 SPDR SER TR S&P DIVID ETF ETF 78464A763 693 8866 SH SOLE 0 0 0 8866 INTL BUSINESS MACHINES Stock 459200101 1427 8892 SH SOLE 0 0 0 8892 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 29167 713641 SH SOLE 0 0 0 713641 PFIZER INC COM Stock 717081103 424 12189 SH SOLE 0 0 0 12189 VANGUARD DIVIDEND APPRECIATION ETF ETF 921908844 858 10661 SH SOLE 0 0 0 10661 ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF ETF 464288612 608 5442 SH SOLE 0 0 0 5442 VANGUARD MEGA CAP ETF ETF 921910873 2088 29681 SH SOLE 0 0 0 29681 SPDR HIGH YIELD BOND ETF ETF 78464A417 28178 718463 SH SOLE 0 0 0 718463 EXXON MOBIL CORP COM Stock 30231G102 620 7297 SH SOLE 0 0 0 7297 ISHARES TR MSCI ACWIINDEX FD ETF 464288257 30032 500371 SH SOLE 0 0 0 500371 SPDR S&P WORLD EX-US ETF 78463X889 69204 2451439 SH SOLE 0 0 0 2451439 APPLE INC Stock 037833100 468 3761 SH SOLE 0 0 0 3761