0001760304-21-000005.txt : 20211103 0001760304-21-000005.hdr.sgml : 20211103 20211103125620 ACCESSION NUMBER: 0001760304-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211103 DATE AS OF CHANGE: 20211103 EFFECTIVENESS DATE: 20211103 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: 211374550 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 09-30-2021 09-30-2021 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Brad Kent 6175850050 Brad J. Kent Scituate MA 11-03-2021 0 50 290967 false INFORMATION TABLE 2 13fq320212.xml AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 7343 113655 SH SOLE 113655 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 21914 297335 SH SOLE 297335 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5551 86043 SH SOLE 86043 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3913 51755 SH SOLE 51755 0 0 APPLE INC COM 037833100 2346 16579 SH SOLE 16579 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 7868 56431 SH SOLE 56431 0 0 CHIMERA INVT CORP COM NEW 16934Q208 219 14770 SH SOLE 14770 0 0 GENPACT LIMITED SHS G3922B107 344 7236 SH SOLE 7236 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 31938 934687 SH SOLE 934687 0 0 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 20966 514754 SH SOLE 514754 0 0 HOME DEPOT INC COM 437076102 421 1282 SH SOLE 1282 0 0 ISHARES INC CORE MSCI EMKT 46434G103 431 6984 SH SOLE 6984 0 0 ISHARES TR CORE S&P TTL STK 464287150 8072 82053 SH SOLE 82053 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1821 24522 SH SOLE 24522 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 23482 272569 SH SOLE 272569 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1995 18270 SH SOLE 18270 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 606 8679 SH SOLE 8679 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 410 8140 SH SOLE 8140 0 0 ISHARES TR U.S. REAL ES ETF 464287739 388 3791 SH SOLE 3791 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2697 36492 SH SOLE 36492 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1721 11837 SH SOLE 11837 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 716 12902 SH SOLE 12902 0 0 JPMORGAN CHASE & CO COM 46625H100 841 5141 SH SOLE 5141 0 0 MICROSOFT CORP COM 594918104 2850 10108 SH SOLE 10108 0 0 PEPSICO INC COM 713448108 366 2434 SH SOLE 2434 0 0 PFIZER INC COM 717081103 331 7691 SH SOLE 7691 0 0 PROCTER AND GAMBLE CO COM 742718109 303 2166 SH SOLE 2166 0 0 REDFIN CORP COM 75737F108 501 10000 SH SOLE 10000 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 4362 74381 SH SOLE 74381 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 6827 160520 SH SOLE 160520 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 718 1672 SH SOLE 1672 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 19098 160096 SH SOLE 160096 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 20709 662700 SH SOLE 662700 0 0 SPDR SER TR S&P DIVID ETF 78464A763 2431 20679 SH SOLE 20679 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 637 20792 SH SOLE 20792 0 0 SSGA ACTIVE ETF TR GLOBL ALLO ETF 78467V400 228 5008 SH SOLE 5008 0 0 TRAVELERS COMPANIES INC COM 89417E109 270 1775 SH SOLE 1775 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25728 115861 SH SOLE 115861 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 212 1160 SH SOLE 1160 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3085 14110 SH SOLE 14110 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1671 8319 SH SOLE 8319 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8367 167299 SH SOLE 167299 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 334 5475 SH SOLE 5475 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 330 5367 SH SOLE 5367 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1055 20903 SH SOLE 20903 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 514 9524 SH SOLE 9524 0 0 VROOM INC COM 92918V109 402 18206 SH SOLE 18206 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 17313 332881 SH SOLE 332881 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 10145 136645 SH SOLE 136645 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 16177 302479 SH SOLE 302479 0 0