0001630939-20-000003.txt : 20200106
0001630939-20-000003.hdr.sgml : 20200106
20200106114047
ACCESSION NUMBER: 0001630939-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200106
DATE AS OF CHANGE: 20200106
EFFECTIVENESS DATE: 20200106
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: 20508596
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
true
0001630939
XXXXXXXX
12-31-2019
12-31-2019
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
Managing Partner
781-721-0072
Zachary Bouchard
Winchester
MA
01-06-2020
0
31
223935000
false
INFORMATION TABLE
2
FinalList.xml
ABERDEEN STD INVTS ETFS
BBRG ALL COMD K1
003261104
710000
31298
SH
SOLE
Rob/Lee/Zach
0
0
31298
APPLE INC COM
Apple Inc
037833100
287000
978
SH
SOLE
Rob/Lee/Zach
0
0
978
INVESCO EXCHANGE TRADED FD TR
FTSE RAFI 1500
46137V597
345000
2521
SH
SOLE
Rob/Lee/Zach
0
0
2521
ISHARES TR
AGGRES ALLOC ETF
464289859
411000
7089
SH
SOLE
Rob/Lee/Zach
0
0
7089
ISHARES TR
CORE INTL AGGR
46435G672
16350000
298413
SH
SOLE
Rob/Lee/Zach
0
0
298413
ISHARES TR
CORE MSCI TOTAL
46432F834
470000
7597
SH
SOLE
Rob/Lee/Zach
0
0
7597
ISHARES TR
GL TIMB FORE ETF
464288174
3674000
54839
SH
SOLE
Rob/Lee/Zach
0
0
54839
ISHARES TR
GLOBAL REIT ETF
46434V647
7834000
283652
SH
SOLE
Rob/Lee/Zach
0
0
283652
ISHARES TR
GRWT ALLOCAT ETF
464289867
278000
5809
SH
SOLE
Rob/Lee/Zach
0
0
5809
ISHARES TR
MSCI KLD400 SOC
464288570
567000
4718
SH
SOLE
Rob/Lee/Zach
0
0
4718
ISHARES TR
NATIONAL MUN ETF
464288414
7474000
65614
SH
SOLE
Rob/Lee/Zach
0
0
65614
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1335000
52238
SH
SOLE
Rob/Lee/Zach
0
0
52238
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
21586000
688539
SH
SOLE
Rob/Lee/Zach
0
0
688539
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
8653000
230186
SH
SOLE
Rob/Lee/Zach
0
0
230186
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
1644000
51604
SH
SOLE
Rob/Lee/Zach
0
0
51604
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
1375000
28006
SH
SOLE
Rob/Lee/Zach
0
0
28006
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
25782000
877551
SH
SOLE
Rob/Lee/Zach
0
0
877551
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
10496000
350329
SH
SOLE
Rob/Lee/Zach
0
0
350329
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
1050000
34034
SH
SOLE
Rob/Lee/Zach
0
0
34034
SPDR SERIES TRUST
PORTFOLIO SM ETF
78468R853
9090000
278575
SH
SOLE
Rob/Lee/Zach
0
0
278575
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
71656000
1797697
SH
SOLE
Rob/Lee/Zach
0
0
1797697
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
988000
10810
SH
SOLE
Rob/Lee/Zach
0
0
10810
VANGUARD INTL EQUITY INDEX
ALLWRLD EX US
922042775
5074000
94395
SH
SOLE
Rob/Lee/Zach
0
0
94395
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1032000
19310
SH
SOLE
Rob/Lee/Zach
0
0
19310
VANGUARD WORLD FD
ESG US STK ETF
921910733
2710000
47898
SH
SOLE
Rob/Lee/Zach
0
0
47898
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2222000
17636
SH
SOLE
Rob/Lee/Zach
0
0
17636
VANGUARD INTL EQUITY INDEX
FTSE EMR MKT ETF
922042858
1528000
34369
SH
SOLE
Rob/Lee/Zach
0
0
34369
VANGUARD INTL EQUITY INDEX
FTSE SMCAP ETF
922042718
808000
7270
SH
SOLE
Rob/Lee/Zach
0
0
7270
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
345000
6101
SH
SOLE
Rob/Lee/Zach
0
0
6101
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
17823000
108930
SH
SOLE
Rob/Lee/Zach
0
0
108930
VANGUARD INTL EQUITY INDEX
TT WRLD ST ETF
922042742
338000
4167
SH
SOLE
Rob/Lee/Zach
0
0
4167