0001630939-22-000004.txt : 20220712
0001630939-22-000004.hdr.sgml : 20220712
20220712132922
ACCESSION NUMBER: 0001630939-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220712
DATE AS OF CHANGE: 20220712
EFFECTIVENESS DATE: 20220712
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: 221078827
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
true
0001630939
XXXXXXXX
06-30-2022
06-30-2022
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
07-12-2022
0
40
310727000
false
INFORMATION TABLE
2
Quarter2.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
301000
1072
SH
SOLE
Rob/Lee/Zach
0
0
1072
APPLE INC
COM
037833100
1092000
7862
SH
SOLE
Rob/Lee/Zach
0
0
7862
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
224000
6468
SH
SOLE
Rob/Lee/Zach
0
0
6468
COMPUTE HEALTH ACQUISITIN CO
UNIT 99/99/9999
204833206
99000
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611x100
1444000
606634
SH
SOLE
Rob/Lee/Zach
0
0
606634
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
565000
3639
SH
SOLE
Rob/Lee/Zach
0
0
3639
ISHARES INC
ESG AWR MSCI EM
46434G863
371000
11550
SH
SOLE
Rob/Lee/Zach
0
0
11550
ISHARES TR
AGGRES ALLOC ETF
464289859
399000
6614
SH
SOLE
Rob/Lee/Zach
0
0
6614
ISHARES TR
CORE INTL AGGR
46435G672
24619000
490213
SH
SOLE
Rob/Lee/Zach
0
0
490213
ISHARES TR
CORE MSCI TOTAL
46432F834
463000
8126
SH
SOLE
Rob/Lee/Zach
0
0
8126
ISHARES TR
ESG AWARE MSCI
46435u663
489000
15326
SH
SOLE
Rob/Lee/Zach
0
0
15326
ISHARES TR
GL TIMB FORE ETF
464288174
5094000
68098
SH
SOLE
Rob/Lee/Zach
0
0
68098
ISHARES TR
GLOBAL REIT ETF
46434V647
9930000
405160
SH
SOLE
Rob/Lee/Zach
0
0
405160
ISHARES TR
GRWT ALLOCAT ETF
464289867
255000
5286
SH
SOLE
Rob/Lee/Zach
0
0
5286
ISHARES TR
MSCI KLD400 SOC
464288570
773000
10673
SH
SOLE
Rob/Lee/Zach
0
0
10673
ISHARES TRUST NATIONAL MUN ETF
NATIONAL MUN ETF
464288414
11922000
111847
SH
SOLE
Rob/Lee/Zach
0
0
111847
ISHARES TR
SHRT NAT MUN ETF
464288158
227000
2166
SH
SOLE
Rob/Lee/Zach
0
0
2166
MICROSOFT CORP
COM
594918104
542000
2088
SH
SOLE
Rob/Lee/Zach
0
0
2088
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1897000
82508
SH
SOLE
Rob/Lee/Zach
0
0
82508
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
25054000
867214
SH
SOLE
Rob/Lee/Zach
0
0
867214
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2644000
76477
SH
SOLE
Rob/Lee/Zach
0
0
76477
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
222000
7688
SH
SOLE
Rob/Lee/Zach
0
0
7688
SPDR SER TR
PORTFOLIO S&P600
78468R853
10091000
277837
SH
SOLE
Rob/Lee/Zach
0
0
277837
SPDR SER TR
PORTFOLIO SH TSR
78468R101
15162000
513959
SH
SOLE
Rob/Lee/Zach
0
0
513959
SPDR SER TR
PORTFOLI S&P1500
78464A805
15998000
340888
SH
SOLE
Rob/Lee/Zach
0
0
340888
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
204000
7697
SH
SOLE
Rob/Lee/Zach
0
0
7697
SPDR SER TR
PORTFOLIO SHORT
78464A474
1745000
58545
SH
SOLE
Rob/Lee/Zach
0
0
58545
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
850000
17959
SH
SOLE
Rob/Lee/Zach
0
0
17959
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
10091000
202024
SH
SOLE
Rob/Lee/Zach
0
0
202024
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1987000
40520
SH
SOLE
Rob/Lee/Zach
0
0
40520
VANGUARD WORLD FD
ESG US STK ETF
921910733
5357000
79905
SH
SOLE
Rob/Lee/Zach
0
0
79905
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
3331000
25042
SH
SOLE
Rob/Lee/Zach
0
0
25042
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
10137000
244859
SH
SOLE
Rob/Lee/Zach
0
0
244859
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3029000
29398
SH
SOLE
Rob/Lee/Zach
0
0
29398
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5912000
118622
SH
SOLE
Rob/Lee/Zach
0
0
118622
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
35088000
463453
SH
SOLE
Rob/Lee/Zach
0
0
463453
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
307000
6164
SH
SOLE
Rob/Lee/Zach
0
0
6164
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
102523000
537866
SH
SOLE
Rob/Lee/Zach
0
0
537866
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
289000
3365
SH
SOLE
Rob/Lee/Zach
0
0
3365