Managing Member

0001703556-23-000004.txt : 20230802 0001703556-23-000004.hdr.sgml : 20230802 20230802122249 ACCESSION NUMBER: 0001703556-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230802 DATE AS OF CHANGE: 20230802 EFFECTIVENESS DATE: 20230802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Great Point Wealth Advisors, LLC CENTRAL INDEX KEY: 0001760304 IRS NUMBER: 262519655 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19217 FILM NUMBER: 231134514 BUSINESS ADDRESS: STREET 1: 1 INTERNATIONAL PLACE STREET 2: SUITE 4520 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6175850050 MAIL ADDRESS: STREET 1: 1 INTERNATIONAL PLACE STREET 2: SUITE 4520 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001760304 XXXXXXXX 06-30-2023 06-30-2023 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Peter Disch Managing Member 6175850050 Peter Disch Boston MA 08-02-2023 0 61 332791618 false INFORMATION TABLE 2 informationtable30062023.xml AMERICAN CENTY ETF TRUS EQT ETF02507288543735332581664SHSOLE58166400SPDR SER TRMSCI USA STRTGIC78468R81215523947126252SHSOLE12625200DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V10410693192345053SHSOLE34505300ISHARES TRCORE S&P TTL STK464287150691823470710SHSOLE7071000AMERICAN CENTY ETF TRINTL EQT ETF0250727035955652103757SHSOLE10375700AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604411576576487SHSOLE7648700SPDR INDEX SHS FDSS&P EMKTSC ETF78463X7567496261142759SHSOLE14275900WISDOMTREE TRUS MIDCAP FUND97717W5709783331184800SHSOLE18480000DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2039314461340939SHSOLE34093900AMERICAN CENTY ETF TRINTL SMCP VLU0250728029773530169797SHSOLE16979700HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF41653L3058233898246303SHSOLE24630300SPDR SER TRPORTFOLIO SH TSR78468R1014279921148660SHSOLE14866000DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864417746490129SHSOLE9012900ISHARES TRCORE MSCI EAFE46432F842143282321227SHSOLE2122700DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3029141975389684SHSOLE38968400WISDOMTREE TREMG MKTS SMCAP97717W28111819931254028SHSOLE25402800AMERICAN CENTY ETF TRUS SML CP VALU0250728779225736118873SHSOLE11887300WISDOMTREE TRINTL SMCAP DIV97717W760527156488657SHSOLE8865700DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500228885941768SHSOLE4176800ISHARES TR1 3 YR TREAS BD46428745716601797204758SHSOLE20475800ISHARES TRCORE S&P SCP ETF464287804176337017696SHSOLE1769600DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78143584718429SHSOLE1842900EXXON MOBIL CORPCOM30231G1023362293135SHSOLE313500VANGUARD INDEX FDSTOTAL STK MKT92290876922676862102946SHSOLE10294600FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883098600796189361SHSOLE18936100GOLDMAN SACHS ETF TRACTIVEBETA INT38143010722168770707138SHSOLE70713800SPDR SER TRPORTFOLIO SHORT78464A4748960481304364SHSOLE30436400VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385864377213941SHSOLE1394100SIYATA MOBILE INCCOM NEW83013Q509514294517SHSOLE9451700ISHARES TRAGGRES ALLOC ETF4642898595548018363SHSOLE836300VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428585345195131396SHSOLE13139600SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5093897303113360SHSOLE11336000BRIGHT HORIZONS FAM SOL IN DCOM10919410017194591185988SHSOLE18598800REDFIN CORPCOM75737F10875040460419SHSOLE6041900FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI33740F88811331661468832SHSOLE46883200ISHARES TRMSCI EMG MKT ETF4642872342599626571SHSOLE657100J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8373407516796SHSOLE679600ISHARES TRU.S. REAL ES ETF4642877392486292873SHSOLE287300APPLE INCCOM037833100373822419272SHSOLE1927200SPDR SER TRS&P DIVID ETF78464A763228418918634SHSOLE1863400ISHARES INCCORE MSCI EMKT46434G1032629795335SHSOLE533500VANGUARD INDEX FDSSMALL CP ETF922908751282264714192SHSOLE1419200VANGUARD INDEX FDSLARGE CAP ETF92290863716864288319SHSOLE831900ISHARES TRS&P 500 GRWT ETF464287309257195636492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408190800611837SHSOLE1183700ISHARES TREAFE SML CP ETF464288273142318724130SHSOLE2413000ALPHABET INCCAP STK CL C02079K107196044016206SHSOLE1620600UNITED RENTALS INCCOM91136310914064783158SHSOLE315800MICROSOFT CORPCOM594918104434042912746SHSOLE1274600HOME DEPOT INCCOM43707610212416933997SHSOLE399700VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022390604141SHSOLE414100AMAZON COM INCCOM0231351064614743540SHSOLE354000GENPACT LIMITEDSHSG3922B10741620011078SHSOLE1107800VERITIV CORPCOM9234541023453022749SHSOLE274900SURGERY PARTNERS INCCOM86881A1003307667352SHSOLE735200IQVIA HLDGS INCCOM46266C1052969211321SHSOLE132100JPMORGAN CHASE & COCOM46625H1008231415660SHSOLE566000ON HLDG AGNAMEN AKT AH5919C104233062570625SHSOLE7062500TESLA INCCOM88160R1012683141025SHSOLE102500TRAVELERS COMPANIES INCCOM89417E1093087031778SHSOLE177800VROOM INCCOM92918V1092621718206SHSOLE1820600