0001630939-24-000003.txt : 20240411
0001630939-24-000003.hdr.sgml : 20240411
20240411091827
ACCESSION NUMBER: 0001630939-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240411
DATE AS OF CHANGE: 20240411
EFFECTIVENESS DATE: 20240411
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Boston Standard Wealth Management, LLC
CENTRAL INDEX KEY: 0001630939
ORGANIZATION NAME:
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: 24837272
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
03-31-2024
03-31-2024
Boston Standard Wealth Management, LLC
31 CHURCH STREET
SUITE 3
WINCHESTER
MA
01890
13F HOLDINGS REPORT
028-16355
N
Zachary Boucahrd
manager
781-721-0072
Zachary Bouchard
Winchester
MA
04-11-2024
0
46
441581000
false
INFORMATION TABLE
2
Quarter1.xml
ISHARES TR
GL TIMB FORE ETF
464288174
1730000
20507
SH
SOLE
Rob/Lee/Zach
0
0
20507
ISHARES TR
NEW YORK MUN ETF
464288323
342000
6360
SH
SOLE
Rob/Lee/Zach
0
0
6360
ISHARES TR
NATIONAL MUN ETF
464288414
18714000
173925
SH
SOLE
Rob/Lee/Zach
0
0
173925
ISHARES TR
MSCI KLD400 SOC
464288570
1477000
14647
SH
SOLE
Rob/Lee/Zach
0
0
14647
ISHARES TR
AGGRES ALLOC ETF
464289859
531000
7222
SH
SOLE
Rob/Lee/Zach
0
0
7222
ISHARES TR
GRWT ALLOCAT ETF
464289867
389000
6980
SH
SOLE
Rob/Lee/Zach
0
0
6980
MICROSOFT CORP
COM
594918104
724000
1720
SH
SOLE
Rob/Lee/Zach
0
0
1720
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
2024000
35211
SH
SOLE
Rob/Lee/Zach
0
0
35211
VANGUARD WORLD FD
ESG US STK ETF
921910733
6247000
67037
SH
SOLE
Rob/Lee/Zach
0
0
67037
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
49460000
680990
SH
SOLE
Rob/Lee/Zach
0
0
680990
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
2775000
57945
SH
SOLE
Rob/Lee/Zach
0
0
57945
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
4203000
35976
SH
SOLE
Rob/Lee/Zach
0
0
35976
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
14637000
249561
SH
SOLE
Rob/Lee/Zach
0
0
249561
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
15106000
361647
SH
SOLE
Rob/Lee/Zach
0
0
361647
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
5141000
29333
SH
SOLE
Rob/Lee/Zach
0
0
29333
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
165735000
637689
SH
SOLE
Rob/Lee/Zach
0
0
637689
SPDR S&P 500 ETF TR
TR UNIT
78462F103
367000
702
SH
SOLE
Rob/Lee/Zach
0
0
702
ABRDN ETFS
BBRG ALL COMD K1
003261104
611000
30912
SH
SOLE
Rob/Lee/Zach
0
0
30912
ALPHABET INC
CAP STK CL C
02079K107
254000
1665
SH
SOLE
Rob/Lee/Zach
0
0
1665
APPLE INC
COM
037833100
775000
4521
SH
SOLE
Rob/Lee/Zach
0
0
4521
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
225000
7241
SH
SOLE
Rob/Lee/Zach
0
0
7241
DESKTOP METAL INC
COM CL A
25058x105
1814000
2060825
SH
SOLE
Rob/Lee/Zach
0
0
2060825
GINKGO BIOWORKS HOLDINGS INC
CL A SHS
37611x100
704000
606634
SH
SOLE
Rob/Lee/Zach
0
0
606634
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
206000
1219
SH
SOLE
Rob/Lee/Zach
0
0
1219
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1500
46137V597
1607000
40902
SH
SOLE
Rob/Lee/Zach
0
0
40902
ISHARES TR
CORE MSCI TOTAL
46432F834
631000
9305
SH
SOLE
Rob/Lee/Zach
0
0
9305
ISHARES INC
ESG AWR MSCI EM
46434G863
439000
13613
SH
SOLE
Rob/Lee/Zach
0
0
13613
ISHARES TR
GLOBAL REIT ETF
46434V647
12645000
533991
SH
SOLE
Rob/Lee/Zach
0
0
533991
ISHARES TR
CORE INTL AGGR
46435G672
28339000
567348
SH
SOLE
Rob/Lee/Zach
0
0
567348
ISHARES TR
ESG AWARE MSCI
46435u663
525000
13041
SH
SOLE
Rob/Lee/Zach
0
0
13041
NVIDIA CORPORATION
COM
67066G104
261000
289
SH
SOLE
Rob/Lee/Zach
0
0
289
NUSHARES ETF TR
NUVEEN ESG US
67092P870
1777000
80885
SH
SOLE
Rob/Lee/Zach
0
0
80885
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
2534000
70016
SH
SOLE
Rob/Lee/Zach
0
0
70016
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
331000
10193
SH
SOLE
Rob/Lee/Zach
0
0
10193
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
33537000
935755
SH
SOLE
Rob/Lee/Zach
0
0
935755
SPDR SER TR
PORTFOLIO SHORT
78464A474
2109000
70847
SH
SOLE
Rob/Lee/Zach
0
0
70847
SPDR SER TR
PORTFOLI S&P1500
78464A805
23187000
361445
SH
SOLE
Rob/Lee/Zach
0
0
361445
SPDR SER TR
PORTFOLIO SH TSR
78468R101
20811000
719616
SH
SOLE
Rob/Lee/Zach
0
0
719616
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
1484000
16166
SH
SOLE
Rob/Lee/Zach
0
0
16166
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
1816000
38288
SH
SOLE
Rob/Lee/Zach
0
0
38288
SPDR SER TR
PORTFOLIO S&P600
78468R853
14131000
328317
SH
SOLE
Rob/Lee/Zach
0
0
328317
SELECT SECTOR SPDR TR
ENERGY
81369Y506
213000
2256
SH
SOLE
Rob/Lee/Zach
0
0
2256
TARGET CORP
COM
87612E106
207000
1170
SH
SOLE
Rob/Lee/Zach
0
0
1170
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
210000
4276
SH
SOLE
Rob/Lee/Zach
0
0
4276
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
305000
2762
SH
SOLE
Rob/Lee/Zach
0
0
2762
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
291000
840
SH
SOLE
Rob/Lee/Zach
0
0
840