0001630939-23-000006.txt : 20231010
0001630939-23-000006.hdr.sgml : 20231010
20231010104902
ACCESSION NUMBER: 0001630939-23-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231010
DATE AS OF CHANGE: 20231010
EFFECTIVENESS DATE: 20231010
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: 231316488
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
09-30-2023
09-30-2023
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
10-10-2023
0
43
378828000
false
INFORMATION TABLE
2
Quarter3.xml
ABRDN ETFS
BBRG ALL COMD K1
003261104
628000
29745
SH
SOLE
Rob/Lee/Zach
0
0
29745
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
225000
731
SH
SOLE
Rob/Lee/Zach
0
0
731
APPLE INC
COM
037833100
794000
4637
SH
SOLE
Rob/Lee/Zach
0
0
4637
BARCLAYS BANK PLC
DJ UBS CMDT ETN36
06738C778
231000
7194
SH
SOLE
Rob/Lee/Zach
0
0
7194
DESKTOP METAL INC
COM CL A
25058x105
3009000
2060825
SH
SOLE
Rob/Lee/Zach
0
0
2060825
SELECT SECTOR SPDR TR
ENERGY
81369Y506
204000
2256
SH
SOLE
Rob/Lee/Zach
0
0
2256
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611x100
1098000
606634
SH
SOLE
Rob/Lee/Zach
0
0
606634
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
1147000
34760
SH
SOLE
Rob/Lee/Zach
0
0
34760
ISHARES INC
ESG AWR MSCI EM
46434G863
374000
12335
SH
SOLE
Rob/Lee/Zach
0
0
12335
ISHARES TR
AGGRES ALLOC ETF
464289859
471000
7421
SH
SOLE
Rob/Lee/Zach
0
0
7421
ISHARES TR
CORE INTL AGGR
46435G672
25309000
518831
SH
SOLE
Rob/Lee/Zach
0
0
518831
ISHARES TR
CORE MSCI TOTAL
46432F834
549000
9158
SH
SOLE
Rob/Lee/Zach
0
0
9158
ISHARES TR
ESG AWARE MSCI
46435u663
426000
12655
SH
SOLE
Rob/Lee/Zach
0
0
12655
ISHARES TR
GL TIMB FORE ETF
464288174
5326000
71957
SH
SOLE
Rob/Lee/Zach
0
0
71957
ISHARES TR
GLOBAL REIT ETF
46434V647
10399000
491203
SH
SOLE
Rob/Lee/Zach
0
0
491203
ISHARES TR
GRWT ALLOCAT ETF
464289867
277000
5616
SH
SOLE
Rob/Lee/Zach
0
0
5616
ISHARES TR
MSCI KLD400 SOC
464288570
1073000
13186
SH
SOLE
Rob/Lee/Zach
0
0
13186
ISHARES TR
NATIONAL MUN ETF
464288414
15431000
150491
SH
SOLE
Rob/Lee/Zach
0
0
150491
ISHARES TR
NEW YORK MUN ETF
464288323
314000
6163
SH
SOLE
Rob/Lee/Zach
0
0
6163
MICROSOFT CORP
COM
594918104
599000
1896
SH
SOLE
Rob/Lee/Zach
0
0
1896
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1591000
75394
SH
SOLE
Rob/Lee/Zach
0
0
75394
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
3772000
41077
SH
SOLE
Rob/Lee/Zach
0
0
41077
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
28366000
914725
SH
SOLE
Rob/Lee/Zach
0
0
914725
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2188000
65163
SH
SOLE
Rob/Lee/Zach
0
0
65163
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
275000
9446
SH
SOLE
Rob/Lee/Zach
0
0
9446
SPDR SER TR
PORTFOLIO S&P600
78468R853
11476000
311011
SH
SOLE
Rob/Lee/Zach
0
0
311011
SPDR SER TR
PORTFOLIO SH TSR
78468R101
18596000
647500
SH
SOLE
Rob/Lee/Zach
0
0
647500
SPDR SER TR
PORTFOLI S&P1500
78464A805
17932000
341618
SH
SOLE
Rob/Lee/Zach
0
0
341618
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
421000
17299
SH
SOLE
Rob/Lee/Zach
0
0
17299
SPDR SER TR
PORTFOLIO SHORT
78464A474
1910000
65165
SH
SOLE
Rob/Lee/Zach
0
0
65165
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
1525000
32992
SH
SOLE
Rob/Lee/Zach
0
0
32992
SPDR S&P 500 ETF TR
TR UNIT
78462F103
272000
637
SH
SOLE
Rob/Lee/Zach
0
0
637
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
12579000
242507
SH
SOLE
Rob/Lee/Zach
0
0
242507
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
1715000
34009
SH
SOLE
Rob/Lee/Zach
0
0
34009
VANGUARD WORLD FD
ESG US STK ETF
921910733
5181000
68884
SH
SOLE
Rob/Lee/Zach
0
0
68884
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
4410000
30767
SH
SOLE
Rob/Lee/Zach
0
0
30767
VANGUARD INDEX FDS
FTSE SMCAP ETF
922042718
3696000
34798
SH
SOLE
Rob/Lee/Zach
0
0
34798
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
13203000
336713
SH
SOLE
Rob/Lee/Zach
0
0
336713
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
3642000
77023
SH
SOLE
Rob/Lee/Zach
0
0
77023
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
42082000
603066
SH
SOLE
Rob/Lee/Zach
0
0
603066
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
408000
8526
SH
SOLE
Rob/Lee/Zach
0
0
8526
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
135440000
637635
SH
SOLE
Rob/Lee/Zach
0
0
637635
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
264000
2828
SH
SOLE
Rob/Lee/Zach
0
0
2828