0001760304-21-000004.txt : 20210812 0001760304-21-000004.hdr.sgml : 20210812 20210812114353 ACCESSION NUMBER: 0001760304-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 EFFECTIVENESS DATE: 20210812 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: 211166262 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 06-30-2021 06-30-2021 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Brad Kent 617-585-0050 Brad J. Kent Scituate MA 08-12-2021 0 53 286603 false INFORMATION TABLE 2 13fq220213.xml AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 7073 109274 SH SOLE 109274 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 18945 255292 SH SOLE 255292 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5435 78133 SH SOLE 78133 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3615 47564 SH SOLE 47564 0 0 APPLE INC COM 037833100 2278 16636 SH SOLE 16636 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 8302 56431 SH SOLE 56431 0 0 CHIMERA INVT CORP COM NEW 16934Q208 222 14770 SH SOLE 14770 0 0 GENPACT LIMITED SHS G3922B107 328 7212 SH SOLE 7212 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 31894 913081 SH SOLE 913081 0 0 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 20351 496851 SH SOLE 496851 0 0 HOME DEPOT INC COM 437076102 409 1282 SH SOLE 1282 0 0 IQVIA HLDGS INC COM 46266C105 202 834 SH SOLE 834 0 0 ISHARES INC CORE MSCI EMKT 46434G103 466 6950 SH SOLE 6950 0 0 ISHARES TR CORE S&P TTL STK 464287150 8331 84356 SH SOLE 84356 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1849 24706 SH SOLE 24706 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 23065 267705 SH SOLE 267705 0 0 ISHARES TR CORE S&P SCP ETF 464287804 2064 18269 SH SOLE 18269 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 588 8316 SH SOLE 8316 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 402 7282 SH SOLE 7282 0 0 ISHARES TR U.S. REAL ES ETF 464287739 402 3946 SH SOLE 3946 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2654 36492 SH SOLE 36492 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1748 11837 SH SOLE 11837 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 722 12893 SH SOLE 12893 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 425 8368 SH SOLE 8368 0 0 JPMORGAN CHASE & CO COM 46625H100 800 5141 SH SOLE 5141 0 0 MICROSOFT CORP COM 594918104 2793 10311 SH SOLE 10311 0 0 PEPSICO INC COM 713448108 296 2000 SH SOLE 2000 0 0 PFIZER INC COM 717081103 258 6591 SH SOLE 6591 0 0 PROCTER AND GAMBLE CO COM 742718109 250 1852 SH SOLE 1852 0 0 REDFIN CORP COM 75737F108 634 10000 SH SOLE 10000 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 4564 74429 SH SOLE 74429 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 7319 160857 SH SOLE 160857 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 716 1672 SH SOLE 1672 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 19391 162337 SH SOLE 162337 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 19975 638180 SH SOLE 638180 0 0 SPDR SER TR S&P DIVID ETF 78464A763 2689 21989 SH SOLE 21989 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 642 20962 SH SOLE 20962 0 0 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 230 5008 SH SOLE 5008 0 0 SURGERY PARTNERS INC COM 86881A100 309 4645 SH SOLE 4645 0 0 TRAVELERS COMPANIES INC COM 89417E109 266 1775 SH SOLE 1775 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 26233 117730 SH SOLE 117730 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 219 1160 SH SOLE 1160 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3179 14110 SH SOLE 14110 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1670 8319 SH SOLE 8319 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9111 167767 SH SOLE 167767 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 347 5475 SH SOLE 5475 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 475 7736 SH SOLE 7736 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1079 20947 SH SOLE 20947 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 534 9534 SH SOLE 9534 0 0 VROOM INC COM 92918V109 291 6957 SH SOLE 6957 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 14173 270524 SH SOLE 270524 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 10211 136733 SH SOLE 136733 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 16179 296978 SH SOLE 296978 0 0