0001630939-23-000003.txt : 20230110
0001630939-23-000003.hdr.sgml : 20230110
20230110131619
ACCESSION NUMBER: 0001630939-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230110
DATE AS OF CHANGE: 20230110
EFFECTIVENESS DATE: 20230110
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: 23520567
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
X0202
13F-HR
LIVE
false
true
false
0001630939
XXXXXXXX
12-31-2022
12-31-2022
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Bouchard
Managing Partner
7817210072
Zachary Bouchard
Winchester
MA
01-10-2023
0
41
337008900
false
INFORMATION TABLE
2
Quarter4.xml
ABRDN ETFS
BBRG ALL COMD K1
003261104
656000
29745
SH
SOLE
Rob/Lee/Zach
0
0
29745
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
288000
1079
SH
SOLE
Rob/Lee/Zach
0
0
1079
APPLE INC
COM
037833100
1082000
8328
SH
SOLE
Rob/Lee/Zach
0
0
8328
COMPUTE HEALTH ACQUISITIN CO
UNIT 99/99/9999
204833206
100900
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611x100
1025000
606634
SH
SOLE
Rob/Lee/Zach
0
0
606634
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
575000
3631
SH
SOLE
Rob/Lee/Zach
0
0
3631
ISHARES INC
ESG AWR MSCI EM
46434G863
379000
12606
SH
SOLE
Rob/Lee/Zach
0
0
12606
ISHARES TR
AGGRES ALLOC ETF
464289859
401000
6712
SH
SOLE
Rob/Lee/Zach
0
0
6712
ISHARES TR
CORE INTL AGGR
46435G672
23483000
493868
SH
SOLE
Rob/Lee/Zach
0
0
493868
ISHARES TR
CORE MSCI TOTAL
46432F834
522000
9017
SH
SOLE
Rob/Lee/Zach
0
0
9017
ISHARES TR
ESG AWARE MSCI
46435u663
505000
15343
SH
SOLE
Rob/Lee/Zach
0
0
15343
ISHARES TR
GL TIMB FORE ETF
464288174
5620000
77252
SH
SOLE
Rob/Lee/Zach
0
0
77252
ISHARES TR
GLOBAL REIT ETF
46434V647
10140000
446534
SH
SOLE
Rob/Lee/Zach
0
0
446534
ISHARES TR
GRWT ALLOCAT ETF
464289867
250000
5294
SH
SOLE
Rob/Lee/Zach
0
0
5294
ISHARES TR
MSCI KLD400 SOC
464288570
865000
12044
SH
SOLE
Rob/Lee/Zach
0
0
12044
ISHARES TR
NATIONAL MUN ETF
464288414
13671000
129563
SH
SOLE
Rob/Lee/Zach
0
0
129563
ISHARES TR
SHRT NAT MUN ETF
464288158
225000
2159
SH
SOLE
Rob/Lee/Zach
0
0
2159
MICROSOFT CORP
COM
594918104
490000
2043
SH
SOLE
Rob/Lee/Zach
0
0
2043
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1839000
84461
SH
SOLE
Rob/Lee/Zach
0
0
84461
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
577000
6309
SH
SOLE
Rob/Lee/Zach
0
0
6309
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
28034000
944220
SH
SOLE
Rob/Lee/Zach
0
0
944220
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2051000
62235
SH
SOLE
Rob/Lee/Zach
0
0
62235
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
279000
9490
SH
SOLE
Rob/Lee/Zach
0
0
9490
SPDR SER TR
PORTFOLIO S&P600
78468R853
10954000
296290
SH
SOLE
Rob/Lee/Zach
0
0
296290
SPDR SER TR
PORTFOLIO SH TSR
78468R101
15048000
520866
SH
SOLE
Rob/Lee/Zach
0
0
520866
SPDR SER TR
PORTFOLI S&P1500
78464A805
16210000
342773
SH
SOLE
Rob/Lee/Zach
0
0
342773
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
410000
16322
SH
SOLE
Rob/Lee/Zach
0
0
16322
SPDR SER TR
PORTFOLIO SHORT
78464A474
1802000
61319
SH
SOLE
Rob/Lee/Zach
0
0
61319
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
828000
17616
SH
SOLE
Rob/Lee/Zach
0
0
17616
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
11664000
232637
SH
SOLE
Rob/Lee/Zach
0
0
232637
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
2025000
41162
SH
SOLE
Rob/Lee/Zach
0
0
41162
VANGUARD WORLD FD
ESG US STK ETF
921910733
5391000
81857
SH
SOLE
Rob/Lee/Zach
0
0
81857
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
4049000
30477
SH
SOLE
Rob/Lee/Zach
0
0
30477
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
12118000
310872
SH
SOLE
Rob/Lee/Zach
0
0
310872
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3567000
34696
SH
SOLE
Rob/Lee/Zach
0
0
34696
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5693000
121881
SH
SOLE
Rob/Lee/Zach
0
0
121881
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
37861000
527022
SH
SOLE
Rob/Lee/Zach
0
0
527022
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
237000
5007
SH
SOLE
Rob/Lee/Zach
0
0
5007
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
115846000
605920
SH
SOLE
Rob/Lee/Zach
0
0
605920
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
248000
2883
SH
SOLE
Rob/Lee/Zach
0
0
2883