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