0001630939-22-000002.txt : 20220118
0001630939-22-000002.hdr.sgml : 20220118
20220118133942
ACCESSION NUMBER: 0001630939-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220118
DATE AS OF CHANGE: 20220118
EFFECTIVENESS DATE: 20220118
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: 22534677
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
12-31-2021
12-31-2021
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
01-18-2022
0
40
358573000
false
INFORMATION TABLE
2
FinalQ4.xml
ABRDN ETFS
BBRG ALL COMD K1
003261104
734000
31913
SH
SOLE
Rob/Lee/Zach
0
0
31913
APPLE INC COM
COM
037833100
1396000
7864
SH
SOLE
Rob/Lee/Zach
0
0
7864
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
283000
9853
SH
SOLE
Rob/Lee/Zach
0
0
9853
COMPUTE HEALTH ACQUISITIN CO
COM CL A
204833107
99400
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
530000
2763
SH
SOLE
Rob/Lee/Zach
0
0
2763
ISHARES INC
ESG AWR MSCI EM
46434G863
394000
9924
SH
SOLE
Rob/Lee/Zach
0
0
9924
ISHARES TR
AGGRES ALLOC ETF
464289859
443000
6084
SH
SOLE
Rob/Lee/Zach
0
0
6084
ISHARES TR
CORE INTL AGGR
46435G672
26186000
480212
SH
SOLE
Rob/Lee/Zach
0
0
480212
ISHARES TR
CORE MSCI TOTAL
46432F834
566000
7985
SH
SOLE
Rob/Lee/Zach
0
0
7985
ISHARES TR
ESG AWARE MSCI
46435U663
584000
14493
SH
SOLE
Rob/Lee/Zach
0
0
14493
ISHARES TR
GL TIMB FORE ETF
464288174
6234000
67767
SH
SOLE
Rob/Lee/Zach
0
0
67767
ISHARES TR
GLOBAL REIT ETF
46434V647
12484000
407838
SH
SOLE
Rob/Lee/Zach
0
0
407838
ISHARES TR
GRWT ALLOCAT ETF
464289867
287000
5029
SH
SOLE
Rob/Lee/Zach
0
0
5029
ISHARES TR
MSCI KLD400 SOC
464288570
935000
10060
SH
SOLE
Rob/Lee/Zach
0
0
10060
ISHARES TR
NATIONAL MUN ETF
464288414
12848000
110488
SH
SOLE
Rob/Lee/Zach
0
0
110488
MICROSOFT CORP
COM
594918104
722000
2148
SH
SOLE
Rob/Lee/Zach
0
0
2148
NUSHARES ETF TR
NUVEEN ESG US
67092P870
2157000
84002
SH
SOLE
Rob/Lee/Zach
0
0
84002
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
1131000
12373
SH
SOLE
Rob/Lee/Zach
0
0
12373
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
29367000
805010
SH
SOLE
Rob/Lee/Zach
0
0
805010
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
7120000
171600
SH
SOLE
Rob/Lee/Zach
0
0
171600
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
290000
7688
SH
SOLE
Rob/Lee/Zach
0
0
7688
SPDR SER TR
PORTFOLIO S&P600
78468R853
11980000
268067
SH
SOLE
Rob/Lee/Zach
0
0
268067
SPDR SER TR
PORTFOLIO SH TSR
78468R101
17366000
5706945
SH
SOLE
Rob/Lee/Zach
0
0
5706945
SPDR SER TR
PORTFOLI S&P1500
78464A805
19829000
339239
SH
SOLE
Rob/Lee/Zach
0
0
339239
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
36602000
1235730
SH
SOLE
Rob/Lee/Zach
0
0
1235730
SPDR SER TR
PORTFOLIO SHORT
78464A474
1858000
60001
SH
SOLE
Rob/Lee/Zach
0
0
60001
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
1210000
24607
SH
SOLE
Rob/Lee/Zach
0
0
24607
TARGET CORP
COM
87612E106
238000
1030
SH
SOLE
Rob/Lee/Zach
0
0
1030
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
11495000
187574
SH
SOLE
Rob/Lee/Zach
0
0
187574
VANGUARD WORLD FUND
ESG INTL STK ETF
921910725
2271000
36610
SH
SOLE
Rob/Lee/Zach
0
0
36610
VANGUARD WORLD FUND
ESG US STK ETF
921910733
6839000
77807
SH
SOLE
Rob/Lee/Zach
0
0
77807
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
4066000
22235
SH
SOLE
Rob/Lee/Zach
0
0
22235
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
6613000
133700
SH
SOLE
Rob/Lee/Zach
0
0
133700
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3658000
27308
SH
SOLE
Rob/Lee/Zach
0
0
27308
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
2930000
57003
SH
SOLE
Rob/Lee/Zach
0
0
57003
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
246000
2900
SH
SOLE
Rob/Lee/Zach
0
0
2900
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
340000
6159
SH
SOLE
Rob/Lee/Zach
0
0
6159
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
125857000
521275
SH
SOLE
Rob/Lee/Zach
0
0
521275
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
385000
3587
SH
SOLE
Rob/Lee/Zach
0
0
3587