0001630939-21-000005.txt : 20211007
0001630939-21-000005.hdr.sgml : 20211007
20211007141420
ACCESSION NUMBER: 0001630939-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211007
DATE AS OF CHANGE: 20211007
EFFECTIVENESS DATE: 20211007
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: 211312096
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
09-30-2021
09-30-2021
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
10-07-2021
0
41
334640000
false
INFORMATION TABLE
2
FINALQ3.xml
ABRDN ETFS
BBRG ALL COMD K1
003261104
751000
26760
SH
SOLE
Rob/Lee/Zach
0
0
26760
APPLE INC COM
COM
037833100
1112000
7859
SH
SOLE
Rob/Lee/Zach
0
0
7859
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
288000
9853
SH
SOLE
Rob/Lee/Zach
0
0
9853
COMPUTE HEALTH ACQUISITIN CO
COM CL
204833107
100000
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
499000
2732
SH
SOLE
Rob/Lee/Zach
0
0
2732
ISHARES I
ESG AWR MSCI EM
46434G863
395000
9535
SH
SOLE
Rob/Lee/Zach
0
0
9535
ISHARES TR
AGGRES ALLOC ETF
464289859
426000
6102
SH
SOLE
Rob/Lee/Zach
0
0
6102
ISHARES TR
CORE INTL AGGR
46435G672
25228000
458517
SH
SOLE
Rob/Lee/Zach
0
0
458517
ISHARES TR
CORE MSCI TOTAL
46432F834
557000
7841
SH
SOLE
Rob/Lee/Zach
0
0
7841
ISHARES TR
ESG AWARE MSCI
46435U663
563000
14437
SH
SOLE
Rob/Lee/Zach
0
0
14437
ISHARES TR
GL TIMB FORE ETF
464288174
5593000
65795
SH
SOLE
Rob/Lee/Zach
0
0
65795
ISHARES TR
GLOBAL REIT ETF
46434V647
11174000
407658
SH
SOLE
Rob/Lee/Zach
0
0
407658
ISHARES TR
GRWT ALLOCAT ETF
464289867
276000
4975
SH
SOLE
Rob/Lee/Zach
0
0
4975
ISHARES TR
MSCI KLD400 SOC
464288570
835000
10030
SH
SOLE
Rob/Lee/Zach
0
0
10030
ISHARES TR
NATIONAL MUN ETF
464288414
12385000
106608
SH
SOLE
Rob/Lee/Zach
0
0
106608
ISHARES TR
SHRT NAT MUN ETF
464288158
228000
2123
SH
SOLE
Rob/Lee/Zach
0
0
2123
MICROSOFT CORP
COM
594918104
608000
2157
SH
SOLE
Rob/Lee/Zach
0
0
2157
NUSHARES ETF
NUVEEN ESG US
67092P870
2146000
82911
SH
SOLE
Rob/Lee/Zach
0
0
82911
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
27882000
770020
SH
SOLE
Rob/Lee/Zach
0
0
770020
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
9689000
227826
SH
SOLE
Rob/Lee/Zach
0
0
227826
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
291000
7557
SH
SOLE
Rob/Lee/Zach
0
0
7557
SPDR INDEX SHS FDS
NUVEEN BLMBRG SR
78468R739
961000
19446
SH
SOLE
Rob/Lee/Zach
0
0
19446
SPDR SER TR
PORTFOLI S&P1500
78464A805
17586000
331866
SH
SOLE
Rob/Lee/Zach
0
0
331866
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
35043000
1173975
SH
SOLE
Rob/Lee/Zach
0
0
1173975
SPDR SER TR
PORTFOLIO S&P600
78468R853
11404000
267699
SH
SOLE
Rob/Lee/Zach
0
0
267699
SPDR SER TR
PORTFOLIO SH TSR
78468R101
17750000
579490
SH
SOLE
Rob/Lee/Zach
0
0
579490
SPDR SER TR
PORTFOLIO SHORT
78464A474
1794000
57403
SH
SOLE
Rob/Lee/Zach
0
0
57403
SPDR SER TR
SPDR BLOOMBERG
78468R663
930000
10173
SH
SOLE
Rob/Lee/Zach
0
0
10173
TARGET CORP
COM
87612E106
236000
1030
SH
SOLE
Rob/Lee/Zach
0
0
1030
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
11067000
181544
SH
SOLE
Rob/Lee/Zach
0
0
181544
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
2187000
35426
SH
SOLE
Rob/Lee/Zach
0
0
35426
VANGUARD WORLD FD
ESG US STK ETF
921910733
6265000
78256
SH
SOLE
Rob/Lee/Zach
0
0
78256
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
3890000
21333
SH
SOLE
Rob/Lee/Zach
0
0
21333
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3440000
68776
SH
SOLE
Rob/Lee/Zach
0
0
68776
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3432000
25670
SH
SOLE
Rob/Lee/Zach
0
0
25670
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
1223000
23260
SH
SOLE
Rob/Lee/Zach
0
0
23260
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
274000
3212
SH
SOLE
Rob/Lee/Zach
0
0
3212
VANGUARD CHARLOTTE FDS
TOTAL INT BD ET
92203J407
348000
6113
SH
SOLE
Rob/Lee/Zach
0
0
6113
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
115425000
519794
SH
SOLE
Rob/Lee/Zach
0
0
519794
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
359000
3529
SH
SOLE
Rob/Lee/Zach
0
0
3529