0001760304-21-000003.txt : 20210511 0001760304-21-000003.hdr.sgml : 20210511 20210511113254 ACCESSION NUMBER: 0001760304-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210511 DATE AS OF CHANGE: 20210511 EFFECTIVENESS DATE: 20210511 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: 21910256 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 03-31-2021 03-31-2021 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Brad J Kent 6175850050 Brad J. Kent Scituate MA 05-11-2021 0 52 261433 false INFORMATION TABLE 2 13fq12021.xml SPDR SER TR MSCI USA STRTGIC 78468R812 30126 271213 SH SOLE 271213 0 0 ISHARES TR CORE S&P TTL STK 464287150 7797 85122 SH SOLE 85122 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 11478 225372 SH SOLE 225372 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 29891 904683 SH SOLE 904683 0 0 ISHARES INC CORE MSCI EMKT 46434G103 441 6857 SH SOLE 6857 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 4194 75723 SH SOLE 75723 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1783 24740 SH SOLE 24740 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 16019 221771 SH SOLE 221771 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 22551 261455 SH SOLE 261455 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 19294 616211 SH SOLE 616211 0 0 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 19011 472703 SH SOLE 472703 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1984 18278 SH SOLE 18278 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 10584 241745 SH SOLE 241745 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25258 122204 SH SOLE 122204 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 14577 284208 SH SOLE 284208 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1146 23334 SH SOLE 23334 0 0 SPDR SER TR S&P DIVID ETF 78464A763 2708 22943 SH SOLE 22943 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 542 8104 SH SOLE 8104 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8874 170483 SH SOLE 170483 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 9675 56431 SH SOLE 56431 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 394 7378 SH SOLE 7378 0 0 APPLE INC COM 037833100 1544 12639 SH SOLE 12639 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 409 8063 SH SOLE 8063 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 205 1160 SH SOLE 1160 0 0 ISHARES TR U.S. REAL ES ETF 464287739 358 3890 SH SOLE 3890 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3021 14110 SH SOLE 14110 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1542 8319 SH SOLE 8319 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2376 36492 SH SOLE 36492 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1672 11837 SH SOLE 11837 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 643 20964 SH SOLE 20964 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 480 7796 SH SOLE 7796 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 687 9899 SH SOLE 9899 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 700 13073 SH SOLE 13073 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 332 5475 SH SOLE 5475 0 0 PROCTER AND GAMBLE CO COM 742718109 251 1853 SH SOLE 1853 0 0 MICROSOFT CORP COM 594918104 2500 10602 SH SOLE 10602 0 0 CHIMERA INVT CORP COM NEW 16934Q208 188 14770 SH SOLE 14770 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 641 1618 SH SOLE 1618 0 0 GENPACT LIMITED SHS G3922B107 309 7212 SH SOLE 7212 0 0 SURGERY PARTNERS INC COM 86881A100 206 4645 SH SOLE 4645 0 0 MICHAELS COS INC COM 59408Q106 204 9289 SH SOLE 9289 0 0 ISHARES TR MSCI ACWI ETF 464288257 995 10453 SH SOLE 10453 0 0 PFIZER INC COM 717081103 239 6591 SH SOLE 6591 0 0 HOME DEPOT INC COM 437076102 391 1282 SH SOLE 1282 0 0 PEPSICO INC COM 713448108 283 2000 SH SOLE 2000 0 0 INTEL CORP COM 458140100 205 3210 SH SOLE 3210 0 0 REDFIN CORP COM 75737F108 666 10000 SH SOLE 10000 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 234 4600 SH SOLE 4600 0 0 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 220 5008 SH SOLE 5008 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 555 9542 SH SOLE 9542 0 0 JPMORGAN CHASE & CO COM 46625H100 783 5141 SH SOLE 5141 0 0 TRAVELERS COMPANIES INC COM 89417E109 267 1775 SH SOLE 1775 0 0