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 LIVE false true false 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 46432F834 722000 9341 SH SOLE Rob/Lee/Zach 0 0 9341 ISHARES INC ESG AWR MSCI EM 46434G863 578000 14765 SH SOLE Rob/Lee/Zach 0 0 14765 ISHARES TR ESG AWARE MSCI 46435U663 677000 16390 SH SOLE Rob/Lee/Zach 0 0 16390 ISHARES TR ESG MSCI KLD 400 464288570 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 36512000 714668 SH SOLE Rob/Lee/Zach 0 0 714668 ISHARES TR NATIONAL MUN ETF 464288414 24330000 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 86194 SH SOLE Rob/Lee/Zach 0 0 86194 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 70374 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