0001760304-19-000001.txt : 20190214 0001760304-19-000001.hdr.sgml : 20190214 20190213214751 ACCESSION NUMBER: 0001760304-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190214 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: 19600263 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 13F-HR LIVE false false false 0001760304 XXXXXXXX 12-31-2018 12-31-2018 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N PETER VINCENT DISCH, JR. 617-585-0050 PETER VINCENT DISCH, JR. BOSTON ME 02-13-2019 0 43 105704 false INFORMATION TABLE 2 13F_GreatPoint_2018Q4.xml VERIZON COMMUNICATIONS INC COM 92343V104 356 6347 SH SOLE 0 0 6347 VANGUARD INDEX FDS TOTAL STK MKT 922908769 16874 132212 SH SOLE 0 0 132212 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 13799 417669 SH SOLE 0 0 417669 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1764 47555 SH SOLE 0 0 47555 WISDOMTREE TR EMG MKTS SMCAP 97717W281 7333 175069 SH SOLE 0 0 175069 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6891 180874 SH SOLE 0 0 180874 ISHARES TR MSCI ACWI ETF 464288257 1495 23308 SH SOLE 0 0 23308 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 11579 384179 SH SOLE 0 0 384179 SPDR SERIES TRUST S&P DIVID ETF 78464A763 7307 81635 SH SOLE 0 0 81635 ISHARES TR 1 3 YR TREAS BD 464287457 4766 57004 SH SOLE 0 0 57004 ISHARES TR MSCI EMG MKT ETF 464287234 441 11305 SH SOLE 0 0 11305 ISHARES TR CORE MSCI EAFE 46432F842 1785 32472 SH SOLE 0 0 32472 ISHARES TR INTRM TR CRP ETF 464288638 2969 56651 SH SOLE 0 0 56651 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4177 129096 SH SOLE 0 0 129096 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 2356 57514 SH SOLE 0 0 57514 SPDR S&P 500 ETF TR TR UNIT 78462F103 748 2995 SH SOLE 0 0 2995 ISHARES TR U.S. REAL ES ETF 464287739 408 5451 SH SOLE 0 0 5451 ATENTO S A SHS L0427L105 46 11672 SH SOLE 0 0 11672 PEPSICO INC COM 713448108 220 2000 SH SOLE 0 0 2000 ISHARES TR CORE S&P TTL STK 464287150 3868 68152 SH SOLE 0 0 68152 ISHARES TR CORE S&P SCP ETF 464287804 915 13204 SH SOLE 0 0 13204 ISHARES TR IBOXX INV CP ETF 464287242 381 3379 SH SOLE 0 0 3379 ISHARES INC CORE MSCI EMKT 46434G103 249 5298 SH SOLE 0 0 5298 ISHARES TR CORE 1 5 YR USD 46432F859 249 5085 SH SOLE 0 0 5085 ISHARES TR CORE HIGH DV ETF 46429B663 209 2482 SH SOLE 0 0 2482 ISHARES TR CORE S&P MCP ETF 464287507 1819 10958 SH SOLE 0 0 10958 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1783 15528 SH SOLE 0 0 15528 ISHARES TR MSCI EAFE ETF 464287465 245 4173 SH SOLE 0 0 4173 ENTERPRISE PRODS PARTNERS L COM 293792107 946 38501 SH SOLE 0 0 38501 JPMORGAN CHASE & CO COM 46625H100 501 5141 SH SOLE 0 0 5141 ONEOK INC NEW COM 682680103 424 7874 SH SOLE 0 0 7874 AMERICAN AIRLS GROUP INC COM 02376R102 483 15065 SH SOLE 0 0 15065 APPLE INC COM 037833100 500 3166 SH SOLE 0 0 3166 VANGUARD INDEX FDS SMALL CP ETF 922908751 2651 20092 SH SOLE 0 0 20092 WALGREENS BOOTS ALLIANCE INC COM 931427108 273 4000 SH SOLE 0 0 4000 PFIZER INC COM 717081103 322 7383 SH SOLE 0 0 7383 HOME DEPOT INC COM 437076102 310 1809 SH SOLE 0 0 1809 ISHARES TR S&P 500 GRWT ETF 464287309 1439 9553 SH SOLE 0 0 9553 ISHARES TR S&P 500 VAL ETF 464287408 1268 12542 SH SOLE 0 0 12542 BRIGHT HORIZONS FAM SOL IN D COM 109194100 1019 9147 SH SOLE 0 0 9147 REDFIN CORP COM 75737F108 144 10000 SH SOLE 0 0 10000 TRAVELERS COMPANIES INC COM 89417E109 212 1775 SH SOLE 0 0 1775 PEOPLES UNITED FINANCIAL INC COM 712704105 180 12495 SH SOLE 0 0 12495