0001630939-16-000006.txt : 20160407
0001630939-16-000006.hdr.sgml : 20160407
20160407131520
ACCESSION NUMBER: 0001630939-16-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160407
DATE AS OF CHANGE: 20160407
EFFECTIVENESS DATE: 20160407
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: 161559538
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
03-31-2016
03-31-2016
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
MA
04-07-2016
0
25
109070000
false
INFORMATION TABLE
2
QuarterOne.xml
APPLE INC
COM
37833100
248000
2266
SH
SOLE
Rob/Lee/Zach
0
0
2266
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
3714000
172335
SH
SOLE
Rob/Lee/Zach
0
0
172335
ISHARES
AGGRES ALLOC ETF
464289859
444000
9780
SH
SOLE
Rob/Lee/Zach
0
0
9780
ISHARES
GRWT ALLOC ETF
464289867
350000
8872
SH
SOLE
Rob/Lee/Zach
0
0
8872
ISHARES
MODERT ALLOC ETF
464289875
666000
19115
SH
SOLE
Rob/Lee/Zach
0
0
19115
ISHARES
GL TIMB FORE ETF
464288174
2006000
42403
SH
SOLE
Rob/Lee/Zach
0
0
42403
ISHARES
MSCI KLD400 SOC
464288570
999000
13006
SH
SOLE
Rob/Lee/Zach
0
0
13006
ISHARES
USA ESG SLCT ETF
464288802
233000
2731
SH
SOLE
Rob/Lee/Zach
0
0
2731
ISHARES
NATIONAL MUN ETF
464288414
1003000
8998
SH
SOLE
Rob/Lee/Zach
0
0
8998
ISHARES
SHRT NAT MUN ETF
464288158
373000
3520
SH
SOLE
Rob/Lee/Zach
0
0
3520
PIMCO ETF TR
1-5 YR US TIPS INDX
72201R205
3220000
61582
SH
SOLE
Rob/Lee/Zach
0
0
61582
POWERSHARES ETF TRUST
FTSE US1500 SM
73935x567
1908000
20277
SH
SOLE
Rob/Lee/Zach
0
0
20277
SPDR SERIES TRUST
BRCLYS INTL ETF
78464A516
1506000
27120
SH
SOLE
Rob/Lee/Zach
0
0
27120
SPDR SERIES TRUST
CITI INTL GVT ETF
78464A490
934000
17304
SH
SOLE
Rob/Lee/Zach
0
0
17304
SPDR SERIES TRUST
D GLB RLES ETF
78463X749
4269000
87368
SH
SOLE
Rob/Lee/Zach
0
0
87368
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2403000
69420
SH
SOLE
Rob/Lee/Zach
0
0
69420
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
4787000
58055
SH
SOLE
Rob/Lee/Zach
0
0
58055
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
9257000
169611
SH
SOLE
Rob/Lee/Zach
0
0
169611
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
17035000
391611
SH
SOLE
Rob/Lee/Zach
0
0
391611
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
5818000
72247
SH
SOLE
Rob/Lee/Zach
0
0
72247
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
12347000
149386
SH
SOLE
Rob/Lee/Zach
0
0
149386
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
32461000
309331
SH
SOLE
Rob/Lee/Zach
0
0
309331
VANGUARD INDEX FDS
REIT ETF
922908553
1531000
26528
SH
SOLE
Rob/Lee/Zach
0
0
26528
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
1558000
16581
SH
SOLE
Rob/Lee/Zach
0
0
16581