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.
CHIEF COMPLIANCE OFFICER
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