0001630939-19-000005.txt : 20191008
0001630939-19-000005.hdr.sgml : 20191008
20191008113828
ACCESSION NUMBER: 0001630939-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191008
DATE AS OF CHANGE: 20191008
EFFECTIVENESS DATE: 20191008
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: 191142134
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
09-30-2019
09-30-2019
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
10-08-2019
0
29
207397000
false
INFORMATION TABLE
2
Quarter3.xml
ABERDEEN STD INVTS ETFS
BBRG ALL COMD K1 ETF
003261104
680000
30847
SH
SOLE
Rob/Lee/Zach
0
0
30847
APPLE INC COM
APPLE INC
037833100
307000
1372
SH
SOLE
Rob/Lee/Zach
0
0
1372
INVESCO EXCHANGE TRADED FE
FTSE RAFI 1500
46137V597
319000
2516
SH
SOLE
Rob/Lee/Zach
0
0
2516
ISHARES TR
AGGRES ALLOC ETF
464289859
390000
7109
SH
SOLE
Rob/Lee/Zach
0
0
7109
ISHARES TR
CORE INTL AGGR
46435G672
16412000
294180
SH
SOLE
Rob/Lee/Zach
0
0
294180
ISHARES TR
GL TIMB FORE ETF
464288174
3168000
54022
SH
SOLE
Rob/Lee/Zach
0
0
54022
ISHARES TR
CORE MSCI TOTAL
46432F834
432000
7479
SH
SOLE
Rob/Lee/Zach
0
0
7479
ISHARES TR
GRWT ALLOCAT ETF
464289867
259000
5625
SH
SOLE
Rob/Lee/Zach
0
0
5625
ISHARES TR
MSCI KLD400 SOC
464288570
519000
4683
SH
SOLE
Rob/Lee/Zach
0
0
4683
ISHARES TR
NATIONAL MUN ETF
464288414
7305000
64023
SH
SOLE
Rob/Lee/Zach
0
0
64023
ISHARES TR
GLOBAL REIT ETF
46434V647
7758000
276283
SH
SOLE
Rob/Lee/Zach
0
0
276283
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1334000
51855
SH
SOLE
Rob/Lee/Zach
0
0
51855
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
25315000
854083
SH
SOLE
Rob/Lee/Zach
0
0
854083
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
1026000
33246
SH
SOLE
Rob/Lee/Zach
0
0
33246
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
64799000
1763725
SH
SOLE
Rob/Lee/Zach
0
0
1763725
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
20313000
691845
SH
SOLE
Rob/Lee/Zach
0
0
691845
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
7878000
229815
SH
SOLE
Rob/Lee/Zach
0
0
229815
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
1813000
61673
SH
SOLE
Rob/Lee/Zach
0
0
61673
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
10387000
345994
SH
SOLE
Rob/Lee/Zach
0
0
345994
SPDR SER TR
PORTFOLIO SM ETF
78468R853
8109000
270314
SH
SOLE
Rob/Lee/Zach
0
0
270314
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
4735000
94895
SH
SOLE
Rob/Lee/Zach
0
0
94895
VANGUARD ESG INTL STK ETF
ESG INTL STK ETF
921910725
947000
19210
SH
SOLE
Rob/Lee/Zach
0
0
19210
VANGUARD ESG US STK ETF
ESG US STK ETF
921910733
2476000
47701
SH
SOLE
Rob/Lee/Zach
0
0
47701
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2084000
17914
SH
SOLE
Rob/Lee/Zach
0
0
17914
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1366000
33938
SH
SOLE
Rob/Lee/Zach
0
0
33938
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
368000
3610
SH
SOLE
Rob/Lee/Zach
0
0
3610
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
361000
6138
SH
SOLE
Rob/Lee/Zach
0
0
6138
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
16225000
107451
SH
SOLE
Rob/Lee/Zach
0
0
107451
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
312000
4170
SH
SOLE
Rob/Lee/Zach
0
0
4170