0001630939-23-000004.txt : 20230404
0001630939-23-000004.hdr.sgml : 20230404
20230404142205
ACCESSION NUMBER: 0001630939-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230404
DATE AS OF CHANGE: 20230404
EFFECTIVENESS DATE: 20230404
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: 23796562
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
true
0001630939
XXXXXXXX
03-31-2023
03-31-2023
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
04-04-2023
0
40
348440000
false
INFORMATION TABLE
2
Quarter1.xml
ABRDN ETFS
BBRG ALL COMD K1
003261104
618000
29745
SH
SOLE
Rob/Lee/Zach
0
0
29745
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
208000
728
SH
SOLE
Rob/Lee/Zach
0
0
728
APPLE INC
COM
037833100
1368000
8296
SH
SOLE
Rob/Lee/Zach
0
0
8296
COMPUTE HEALTH ACQUISITIN CO
UNIT 99/99/9999
204833206
103000
10000
SH
SOLE
Rob/Lee/Zach
0
0
10000
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611x100
807000
606634
SH
SOLE
Rob/Lee/Zach
0
0
606634
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
591000
3590
SH
SOLE
Rob/Lee/Zach
0
0
3590
ISHARES INC
ESG AWR MSCI EM
46434G863
367000
11668
SH
SOLE
Rob/Lee/Zach
0
0
11668
ISHARES TR
AGGRES ALLOC ETF
464289859
460000
7240
SH
SOLE
Rob/Lee/Zach
0
0
7240
ISHARES TR
CORE INTL AGGR
46435G672
23513000
480349
SH
SOLE
Rob/Lee/Zach
0
0
480349
ISHARES TR
CORE MSCI TOTAL
46432F834
559000
9017
SH
SOLE
Rob/Lee/Zach
0
0
9017
ISHARES TR
ESG AWARE MSCI
46435u663
434000
12762
SH
SOLE
Rob/Lee/Zach
0
0
12762
ISHARES TR
GL TIMB FORE ETF
464288174
5504000
76887
SH
SOLE
Rob/Lee/Zach
0
0
76887
ISHARES TR
GLOBAL REIT ETF
46434V647
10142000
442314
SH
SOLE
Rob/Lee/Zach
0
0
442314
ISHARES TR
GRWT ALLOCAT ETF
464289867
264000
5270
SH
SOLE
Rob/Lee/Zach
0
0
5270
ISHARES TR
MSCI KLD400 SOC
464288570
989000
12685
SH
SOLE
Rob/Lee/Zach
0
0
12685
ISHARES TR
NATIONAL MUN ETF
464288414
14020000
130127
SH
SOLE
Rob/Lee/Zach
0
0
130127
ISHARES TR
SHRT NAT MUN ETF
464288158
227000
2165
SH
SOLE
Rob/Lee/Zach
0
0
2165
MICROSOFT CORP
COM
594918104
582000
2018
SH
SOLE
Rob/Lee/Zach
0
0
2018
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1596000
71393
SH
SOLE
Rob/Lee/Zach
0
0
71393
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
1248000
13592
SH
SOLE
Rob/Lee/Zach
0
0
13592
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
28891000
899480
SH
SOLE
Rob/Lee/Zach
0
0
899480
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2110000
61831
SH
SOLE
Rob/Lee/Zach
0
0
61831
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
294000
9490
SH
SOLE
Rob/Lee/Zach
0
0
9490
SPDR SER TR
PORTFOLIO S&P600
78468R853
11111000
294188
SH
SOLE
Rob/Lee/Zach
0
0
294188
SPDR SER TR
PORTFOLIO SH TSR
78468R101
14831000
507389
SH
SOLE
Rob/Lee/Zach
0
0
507389
SPDR SER TR
PORTFOLI S&P1500
78464A805
17245000
341962
SH
SOLE
Rob/Lee/Zach
0
0
341962
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
423000
16388
SH
SOLE
Rob/Lee/Zach
0
0
16388
SPDR SER TR
PORTFOLIO SHORT
78464A474
1675000
56541
SH
SOLE
Rob/Lee/Zach
0
0
56541
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
845000
17772
SH
SOLE
Rob/Lee/Zach
0
0
17772
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
12353000
231023
SH
SOLE
Rob/Lee/Zach
0
0
231023
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1854000
35413
SH
SOLE
Rob/Lee/Zach
0
0
35413
VANGUARD WORLD FD
ESG US STK ETF
921910733
5117000
71354
SH
SOLE
Rob/Lee/Zach
0
0
71354
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
4211000
30035
SH
SOLE
Rob/Lee/Zach
0
0
30035
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
12404000
307037
SH
SOLE
Rob/Lee/Zach
0
0
307037
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3709000
33955
SH
SOLE
Rob/Lee/Zach
0
0
33955
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
5609000
117292
SH
SOLE
Rob/Lee/Zach
0
0
117292
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
38559000
522269
SH
SOLE
Rob/Lee/Zach
0
0
522269
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
254000
5201
SH
SOLE
Rob/Lee/Zach
0
0
5201
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
123085000
603060
SH
SOLE
Rob/Lee/Zach
0
0
603060
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
260000
2827
SH
SOLE
Rob/Lee/Zach
0
0
2827