0001630939-25-000007.txt : 20250702
0001630939-25-000007.hdr.sgml : 20250702
20250702144239
ACCESSION NUMBER: 0001630939-25-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250630
FILED AS OF DATE: 20250702
DATE AS OF CHANGE: 20250702
EFFECTIVENESS DATE: 20250702
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Boston Standard Wealth Management, LLC
CENTRAL INDEX KEY: 0001630939
ORGANIZATION NAME:
EIN: 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: 251100139
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
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true
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0001630939
XXXXXXXX
06-30-2025
06-30-2025
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
07-02-2025
0
48
555132000
false
INFORMATION TABLE
2
Quarter2.xml
ABRDN ETFS
BBRG ALL COMD K1
003261104
832000
40047
SH
SOLE
Rob/Lee/Zach
0
0
40047
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
208000
695
SH
SOLE
Rob/Lee/Zach
0
0
695
ALPHABET INC
CAP STK CL C
02079K107
236000
1330
SH
SOLE
Rob/Lee/Zach
0
0
1330
AMAZON COM INC
COM
023135106
349000
1591
SH
SOLE
Rob/Lee/Zach
0
0
1591
APPLE INC
COM
037833100
710000
3462
SH
SOLE
Rob/Lee/Zach
0
0
3462
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
296000
8716
SH
SOLE
Rob/Lee/Zach
0
0
8716
DESKTOP METAL INC
COM CL A
25058X303
0
159682
SH
SOLE
Rob/Lee/Zach
0
0
159682
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
362000
1990
SH
SOLE
Rob/Lee/Zach
0
0
1990
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
46137V597
1815000
44623
SH
SOLE
Rob/Lee/Zach
0
0
44623
ISHARES TR
CORE 60/40 BALAN
464289867
447000
7260
SH
SOLE
Rob/Lee/Zach
0
0
7260
ISHARES TR
CORE 80/20 AGGRE
464289859
658000
7887
SH
SOLE
Rob/Lee/Zach
0
0
7887
ISHARES TR
CORE MSCI TOTAL
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722000
9341
SH
SOLE
Rob/Lee/Zach
0
0
9341
ISHARES INC
ESG AWR MSCI EM
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SH
SOLE
Rob/Lee/Zach
0
0
14765
ISHARES TR
ESG AWARE MSCI
46435U663
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16390
SH
SOLE
Rob/Lee/Zach
0
0
16390
ISHARES TR
ESG MSCI KLD 400
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1302000
11204
SH
SOLE
Rob/Lee/Zach
0
0
11204
ISHARES TR
GL TIMB FORE ETF
464288174
264000
3596
SH
SOLE
Rob/Lee/Zach
0
0
3596
ISHARES TR
CORE INTL AGGR
46435G672
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SH
SOLE
Rob/Lee/Zach
0
0
714668
ISHARES TR
NATIONAL MUN ETF
464288414
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232865
SH
SOLE
Rob/Lee/Zach
0
0
232865
ISHARES TR
NEW YORK MUN ETF
464288323
360000
6895
SH
SOLE
Rob/Lee/Zach
0
0
6895
ISHARES TR
GLOBAL REIT ETF
46434V647
15127000
612418
SH
SOLE
Rob/Lee/Zach
0
0
612418
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
46641Q647
472000
9507
SH
SOLE
Rob/Lee/Zach
0
0
9507
JUMIA TECHNOLOGIES AG
SPONSORED ADS
48138M105
85000
21092
SH
SOLE
Rob/Lee/Zach
0
0
21092
MICROSOFT CORP
COM
594918104
763000
1535
SH
SOLE
Rob/Lee/Zach
0
0
1535
NUSHARES ETF TR
NUVEEN ESG US
67092P870
2663000
119617
SH
SOLE
Rob/Lee/Zach
0
0
119617
NVIDIA CORPORATION
COM
67066G104
12863000
81420
SH
SOLE
Rob/Lee/Zach
0
0
81420
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
4802000
52349
SH
SOLE
Rob/Lee/Zach
0
0
52349
SPDR GOLD TR
GOLD SHS
78463V107
280000
920
SH
SOLE
Rob/Lee/Zach
0
0
920
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
3137000
73387
SH
SOLE
Rob/Lee/Zach
0
0
73387
SPDR SER TR
NUVEEN BLMBRG SH
78468R739
1942000
40597
SH
SOLE
Rob/Lee/Zach
0
0
40597
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
40748000
1006361
SH
SOLE
Rob/Lee/Zach
0
0
1006361
SPDR SER TR
PORTFOLI S&P1500
78464A805
25579000
341551
SH
SOLE
Rob/Lee/Zach
0
0
341551
SPDR SER TR
PORTFOLIO S&P600
78468R853
15935000
374051
SH
SOLE
Rob/Lee/Zach
0
0
374051
SPDR SER TR
PORTFOLIO SH TSR
78468R101
21898000
747610
SH
SOLE
Rob/Lee/Zach
0
0
747610
SPDR S&P 500 ETF TR
TR UNIT
78462F103
500000
810
SH
SOLE
Rob/Lee/Zach
0
0
810
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
372000
10016
SH
SOLE
Rob/Lee/Zach
0
0
10016
SPDR SER TR
PORTFOLIO SHORT
78464A474
2602000
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SH
SOLE
Rob/Lee/Zach
0
0
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VANGUARD WORLD FD
ESG INTL STK ETF
921910725
2576000
39331
SH
SOLE
Rob/Lee/Zach
0
0
39331
VANGUARD WORLD FD
ESG US STK ETF
921910733
7716000
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SH
SOLE
Rob/Lee/Zach
0
0
70374
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
6781000
35187
SH
SOLE
Rob/Lee/Zach
0
0
35187
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
19876000
295689
SH
SOLE
Rob/Lee/Zach
0
0
295689
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
19537000
395006
SH
SOLE
Rob/Lee/Zach
0
0
395006
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
2585000
51415
SH
SOLE
Rob/Lee/Zach
0
0
51415
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
62934000
854729
SH
SOLE
Rob/Lee/Zach
0
0
854729
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
370000
7465
SH
SOLE
Rob/Lee/Zach
0
0
7465
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
205708000
676828
SH
SOLE
Rob/Lee/Zach
0
0
676828
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
334000
2598
SH
SOLE
Rob/Lee/Zach
0
0
2598
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
6055000
45053
SH
SOLE
Rob/Lee/Zach
0
0
45053
WALMART INC
COM
931142103
234000
2390
SH
SOLE
Rob/Lee/Zach
0
0
2390