13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2016-06-30, filed 2016-07-11, with 24 holding rows worth $114,890,000.
- Accession
- 0001630939-16-000007
- Filer
- CIK 1630939
- Filed
- 2016-07-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2016
A holdings report, 25 entries on the cover page, a total value of $114,890,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,890,000 with VALUE read as dollars, detected, 13F file number 028-16355. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 339,769 | $36,410,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 404,514 | $17,333,000 | dollars, detected | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 161,120 | $13,582,000 | dollars, detected | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 180,747 | $10,068,000 | dollars, detected | |
| Vanguard Extended Market ETF | 922908652 | SHS | 71,596 | $6,116,000 | dollars, detected | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 73,723 | $5,976,000 | dollars, detected | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 197,428 | $4,882,000 | dollars, detected | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 84,034 | $4,232,000 | dollars, detected | |
| PIMCO ETF TR | 72201R205 | 1-5 US TIP IDX | 58,557 | $3,094,000 | dollars, detected | |
| VWO | 922042858 | SHS | 65,499 | $2,308,000 | dollars, detected | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 38,302 | $1,733,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 13,222 | $1,231,000 | dollars, detected | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 10,321 | $1,176,000 | dollars, detected | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 13,330 | $1,031,000 | dollars, detected | |
| Vanguard Real Estate | 922908553 | SHS | 17,070 | $991,000 | dollars, detected | |
| SPDR CITI INTL GOVT INFLATION- | 78464A490 | FTSE INT GVT ETF | 17,162 | $942,000 | dollars, detected | |
| FTSE RAFI US 1500 Small Cap | 73935X567 | COM | 8,158 | $794,000 | dollars, detected | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 19,189 | $677,000 | dollars, detected | |
| SPDR SERIES TRUST | 78464A516 | ST INTL BBG ETF | 10,937 | $625,000 | dollars, detected | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 9,951 | $456,000 | dollars, detected | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 10,817 | $433,000 | dollars, detected | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 3,329 | $354,000 | dollars, detected | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 2,633 | $228,000 | dollars, detected | |
| APPLE INC | 37833100 | COM | 2,280 | $218,000 | dollars, detected | The CUSIP as filed is malformed. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-16-000007 | this filing | 2016-07-11 | acceptance time not in the bulk data set |