13F-HR filed by Boston Standard Wealth Management, LLC
Boston Standard Wealth Management, LLC filed this 13F-HR for the quarter ended 2017-09-30, filed 2017-10-12, with 21 holding rows worth $149,581,000.
- Accession
- 0001630939-17-000004
- Filer
- CIK 1630939
- Filed
- 2017-10-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2017
A holdings report, 21 entries on the cover page, a total value of $149,581,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $149,580,701 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 | 410,929 | $53,224,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 438,285 | $23,102,000 | dollars, detected | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 225,979 | $18,521,000 | dollars, detected | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 234,507 | $12,802,000 | dollars, detected | |
| Vanguard Extended Market ETF | 922908652 | SHS | 83,081 | $8,901,000 | dollars, detected | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 86,227 | $6,883,000 | dollars, detected | |
| VWO | 922042858 | SHS | 108,203 | $4,714,000 | dollars, detected | |
| BARCLAYS BANK PLC | 06738C778 | DJUBS CMDT ETN36 | 192,287 | $4,471,000 | dollars, detected | |
| SPDR INDEX SHS FDS | 78463X749 | ST DOW GLOBA ETF | 93,181 | $4,450,000 | dollars, detected | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 30,774 | $3,412,000 | dollars, detected | |
| ISHARES TR | 464288174 | GL TIMB FORE ETF | 39,039 | $2,607,000 | dollars, detected | |
| iShares MSCI KLD 400 Social ETF | 464288570 | SHS | 18,777 | $1,743,000 | dollars, detected | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 15,163 | $1,743,000 | dollars, detected | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 14,485 | $550,000 | dollars, detected | |
| PIMCO ETF TR | 72201R205 | 1-5 US TIP IDX | 8,831 | $461,000 | dollars, detected | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 7,906 | $424,000 | dollars, detected | |
| FTSE RAFI US 1500 Small Cap | 73935X567 | COM | 3,182 | $399,000 | dollars, detected | |
| Vanguard Real Estate | 922908553 | SHS | 5,043 | $357,000 | dollars, detected | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 7,444 | $334,701 | dollars, detected | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 2,605 | $276,000 | dollars, detected | |
| SPDR CITI INTL GOVT INFLATION- | 78464A490 | FTSE INT GVT ETF | 3,601 | $206,000 | dollars, detected |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630939-17-000004 | this filing | 2017-10-12 | acceptance time not in the bulk data set |