0001630939-22-000003.txt : 20220412
0001630939-22-000003.hdr.sgml : 20220412
20220412131720
ACCESSION NUMBER: 0001630939-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220412
DATE AS OF CHANGE: 20220412
EFFECTIVENESS DATE: 20220412
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: 22821694
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
03-31-2022
03-31-2022
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
Partner
7817210072
Zachary Bouchard
Winchester
MA
04-12-2022
0
41
348841000
false
INFORMATION TABLE
2
FinalQ122.xml
ETFS TR
BBRG ALL LNGR K1
003261104
917000
31913
SH
SOLE
Rob/Lee/Zach
0
0
31913
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
360000
1068
SH
SOLE
Rob/Lee/Zach
0
0
1068
APPLE INC
COM
037833100
1367000
7828
SH
SOLE
Rob/Lee/Zach
0
0
7828
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
364000
9853
SH
SOLE
Rob/Lee/Zach
0
0
9853
COMPUTE HEALTH ACQUISITIN CO
COM CL A
204833107
99000
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
632000
3462
SH
SOLE
Rob/Lee/Zach
0
0
3462
ISHARES INC
ESG AWR MSCI EM
46434G863
384000
10450
SH
SOLE
Rob/Lee/Zach
0
0
10450
ISHARES TR
AGGRES ALLOC ETF
464289859
437000
6341
SH
SOLE
Rob/Lee/Zach
0
0
6341
ISHARES TR
CORE INTL AGGR
46435G672
25539000
489919
SH
SOLE
Rob/Lee/Zach
0
0
489919
ISHARES TR
CORE MSCI TOTAL
46432F834
532000
7995
SH
SOLE
Rob/Lee/Zach
0
0
7995
ISHARES TR
ESG AWARE MSCI
46435U663
560000
14716
SH
SOLE
Rob/Lee/Zach
0
0
14716
ISHARES TR
GL TIMB FORE ETF
464288174
5993000
67099
SH
SOLE
Rob/Lee/Zach
0
0
67099
ISHARES TR
GLOBAL REIT ETF
46434V647
11878000
406654
SH
SOLE
Rob/Lee/Zach
0
0
406654
ISHARES TR
GRWT ALLOCAT ETF
464289867
285000
5281
SH
SOLE
Rob/Lee/Zach
0
0
5281
ISHARES TR
MSCI KLD400 SOC
464288570
888000
10248
SH
SOLE
Rob/Lee/Zach
0
0
10248
ISHARES TRUST NATIONAL MUN ETF
NATIONAL MUN ETF
464288414
12062000
110017
SH
SOLE
Rob/Lee/Zach
0
0
110017
MICROSOFT CORP
COM
594918104
642000
2084
SH
SOLE
Rob/Lee/Zach
0
0
2084
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1998000
82818
SH
SOLE
Rob/Lee/Zach
0
0
82818
SPDR SER TR
SPDR BLOOMBERG
78468R663
1129000
12353
SH
SOLE
Rob/Lee/Zach
0
0
12353
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
28698000
837166
SH
SOLE
Rob/Lee/Zach
0
0
837166
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
4041000
104580
SH
SOLE
Rob/Lee/Zach
0
0
104580
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
270000
7688
SH
SOLE
Rob/Lee/Zach
0
0
7688
SPDR SER TR
PORTFOLIO S&P600
78468R853
11559000
274748
SH
SOLE
Rob/Lee/Zach
0
0
274748
SPDR SER TR
PORTFOLIO SH TSR
78468R101
16732000
564325
SH
SOLE
Rob/Lee/Zach
0
0
564325
SPDR SER TR
PORTFOLI S&P1500
78464A805
18546000
333675
SH
SOLE
Rob/Lee/Zach
0
0
333675
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
35602000
1281117
SH
SOLE
Rob/Lee/Zach
0
0
1281117
SPDR SER TR
PORTFOLIO SHORT
78464A474
1803000
59840
SH
SOLE
Rob/Lee/Zach
0
0
59840
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
1211000
25580
SH
SOLE
Rob/Lee/Zach
0
0
25580
TARGET CORP
COM
87612E106
219000
1030
SH
SOLE
Rob/Lee/Zach
0
0
1030
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
11182000
194165
SH
SOLE
Rob/Lee/Zach
0
0
194165
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
2173000
37996
SH
SOLE
Rob/Lee/Zach
0
0
37996
VANGUARD WORLD FD
ESG US STK ETF
921910733
6289000
77567
SH
SOLE
Rob/Lee/Zach
0
0
77567
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
3942000
23796
SH
SOLE
Rob/Lee/Zach
0
0
23796
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
9599000
208075
SH
SOLE
Rob/Lee/Zach
0
0
208075
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3530000
28496
SH
SOLE
Rob/Lee/Zach
0
0
28496
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5519000
107769
SH
SOLE
Rob/Lee/Zach
0
0
107769
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
240000
3012
SH
SOLE
Rob/Lee/Zach
0
0
3012
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
323000
6161
SH
SOLE
Rob/Lee/Zach
0
0
6161
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
120955000
531272
SH
SOLE
Rob/Lee/Zach
0
0
531272
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
342000
3376
SH
SOLE
Rob/Lee/Zach
0
0
3376