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
Director of Operations
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