0001630939-20-000006.txt : 20201020
0001630939-20-000006.hdr.sgml : 20201020
20201020104550
ACCESSION NUMBER: 0001630939-20-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201020
DATE AS OF CHANGE: 20201020
EFFECTIVENESS DATE: 20201020
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: 201247628
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
09-30-2020
09-30-2020
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
10-20-2020
0
37
6519000
false
INFORMATION TABLE
2
quarter3.xml
ABERDEEN STD INVTS ETFS
BBRG ALL COMD K1
003261104
552000
27725
SH
SOLE
Rob/Lee/Zach
0
0
27725
APPLE INC COM
APPLE INC
037833100
916000
7908
SH
SOLE
Rob/Lee/Zach
0
0
7908
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
207000
10617
SH
SOLE
Rob/Lee/Zach
0
0
10617
CIVEO CORP CDA COM
CIVEO CORP CDA
17878Y108
8000
11785
SH
SOLE
Rob/Lee/Zach
0
0
11785
INVESCO EXCHANGE TRADED FD TR
FTSE RAFI 1500
46137V597
296000
2529
SH
SOLE
Rob/Lee/Zach
0
0
2529
ISHARES INC
ESG AWR MSCI EM
46434G863
224000
6299
SH
SOLE
Rob/Lee/Zach
0
0
6299
ISHARES TR
AGGRES ALLOC ETF
464289859
398000
6866
SH
SOLE
Rob/Lee/Zach
0
0
6866
ISHARES TR
CORE INTL AGGR
46435G672
17558000
315449
SH
SOLE
Rob/Lee/Zach
0
0
315449
ISHARES TR
CORE MSCI TOTAL
46432F834
448000
7671
SH
SOLE
Rob/Lee/Zach
0
0
7671
ISHARES TR
ESG MSCI USA SML ETF
46435U663
264000
9945
SH
SOLE
Rob/Lee/Zach
0
0
9945
ISHARES TR
GL TIMB FORE ETF
464288174
4095000
63347
SH
SOLE
Rob/Lee/Zach
0
0
63347
ISHARES TR
GLOBAL REIT ETF
46434V647
7236000
344090
SH
SOLE
Rob/Lee/Zach
0
0
344090
ISHARES TR
GRWT ALLOCAT ETF
464289867
277000
5709
SH
SOLE
Rob/Lee/Zach
0
0
5709
ISHARES TR
MSCI KLD400 SOC
464288570
593000
4631
SH
SOLE
Rob/Lee/Zach
0
0
4631
ISHARES TR
NATIONAL MUN ETF
464288414
7282000
62815
SH
SOLE
Rob/Lee/Zach
0
0
62815
Microsoft Corp Com
MICROSOFT CORP
594918104
462000
2198
SH
SOLE
Rob/Lee/Zach
0
0
2198
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1364000
50633
SH
SOLE
Rob/Lee/Zach
0
0
50633
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
21076000
720298
SH
SOLE
Rob/Lee/Zach
0
0
720298
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
8625000
235921
SH
SOLE
Rob/Lee/Zach
0
0
235921
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
340000
11188
SH
SOLE
Rob/Lee/Zach
0
0
11188
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
830000
16647
SH
SOLE
Rob/Lee/Zach
0
0
16647
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
67836000
1658989
SH
SOLE
Rob/Lee/Zach
0
0
1658989
SPDR SERIES TRUST
PORTFOLIO AGRGTE
78464A649
26941000
874419
SH
SOLE
Rob/Lee/Zach
0
0
874419
SPDR SERIES TRUST
PORTFOLIO SM ETF
78468R853
8011000
292593
SH
SOLE
Rob/Lee/Zach
0
0
292593
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
13602000
443076
SH
SOLE
Rob/Lee/Zach
0
0
443076
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
1159000
36954
SH
SOLE
Rob/Lee/Zach
0
0
36954
SPDR SERIES TRUST
SPDR BLOOMBERG
78468R663
906000
9895
SH
SOLE
Rob/Lee/Zach
0
0
9895
VANGUARD INTL EQUITY INDEX
ALLWRLD EX US
922042775
6077000
120464
SH
SOLE
Rob/Lee/Zach
0
0
120464
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1232000
23876
SH
SOLE
Rob/Lee/Zach
0
0
23876
VANGUARD WORLD FD
ESG US STK ETF
921910733
3544000
57342
SH
SOLE
Rob/Lee/Zach
0
0
57342
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2674000
20616
SH
SOLE
Rob/Lee/Zach
0
0
20616
VANGUARD INTL EQUITY INDEX
FTSE EMR MKT ETF
922042858
1834000
42409
SH
SOLE
Rob/Lee/Zach
0
0
42409
VANGUARD INTL EQUITY INDEX
FTSE SMCAP ETF
922042718
2333000
22162
SH
SOLE
Rob/Lee/Zach
0
0
22162
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
355000
6098
SH
SOLE
Rob/Lee/Zach
0
0
6098
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
27433000
161079
SH
SOLE
Rob/Lee/Zach
0
0
161079
VANGUARD INTL EQUITY INDEX
TT WRLD ST ETF
922042742
293000
3631
SH
SOLE
Rob/Lee/Zach
0
0
3631