0001760304-22-000001.txt : 20220209 0001760304-22-000001.hdr.sgml : 20220209 20220209140513 ACCESSION NUMBER: 0001760304-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220209 DATE AS OF CHANGE: 20220209 EFFECTIVENESS DATE: 20220209 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: 22605769 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 12-31-2021 12-31-2021 Great Point Wealth Advisors, LLC
1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110
13F HOLDINGS REPORT 028-19217 N
Brad J Kent Director of Operations 6175850050 Brad J. Kent Scituate MA 02-09-2022 0 59 326430 false
INFORMATION TABLE 2 q4202113f.xml SPDR SER TRMSCI USA STRTGIC78468R81220425156382SHSOLE15638200ISHARES TRCORE S&P TTL STK464287150867681102SHSOLE8110200AMERICAN CENTY ETF TRUS EQT ETF02507288528452354946SHSOLE35494600GOLDMAN SACHS ETF TRACTIVEBETA INT38143010733198941247SHSOLE94124700WISDOMTREE TRUS MIDCAP FUND97717W57019951354488SHSOLE35448800ISHARES TR1 3 YR TREAS BD46428745724399285234SHSOLE28523400AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604616697384SHSOLE9738400HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF41653L30519230484010SHSOLE48401000SPDR INDEX SHS FDSS&P EMKTSC ETF78463X756439374075SHSOLE7407500SPDR SER TRPORTFOLIO SHORT78464A47419689635753SHSOLE63575300ISHARES INCCORE MSCI EMKT46434G1034207023SHSOLE702300ISHARES TRCORE MSCI EAFE46432F842182624461SHSOLE2446100WISDOMTREE TRINTL SMCAP DIV97717W7609955135170SHSOLE13517000WISDOMTREE TREMG MKTS SMCAP97717W28116303308063SHSOLE30806300AMERICAN CENTY ETF TRINTL SMCP VLU0250728027701119308SHSOLE11930800AMERICAN CENTY ETF TRUS SML CP VALU025072877534066970SHSOLE6697000ISHARES TRCORE S&P SCP ETF464287804208018161SHSOLE1816100SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5096568158294SHSOLE15829400VANGUARD INDEX FDSTOTAL STK MKT92290876927625114418SHSOLE11441800VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF921943858103920340SHSOLE2034000VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428588225166287SHSOLE16628700BRIGHT HORIZONS FAM SOL IN DCOM10919410023412185988SHSOLE18598800ISHARES TRMSCI EMG MKT ETF4642872343918013SHSOLE801300SPDR SER TRS&P DIVID ETF78464A763260320158SHSOLE2015800APPLE INCCOM037833100286216116SHSOLE1611600ISHARES TRAGGRES ALLOC ETF4642898596388763SHSOLE876300VANGUARD INDEX FDSEXTEND MKT ETF9229086522121161SHSOLE116100ISHARES TRU.S. REAL ES ETF4642877394403789SHSOLE378900VANGUARD INDEX FDSSMALL CP ETF922908751318914110SHSOLE1411000VANGUARD INDEX FDSLARGE CAP ETF92290863718398319SHSOLE831900ISHARES TRS&P 500 GRWT ETF464287309305336492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408185411837SHSOLE1183700SPDR SER TRPORTFOLIO SH TSR78468R10163320792SHSOLE2079200VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1023185227SHSOLE522700SPDR S&P 500 ETF TRTR UNIT78462F1037941672SHSOLE167200BLACKSTONE INCCOM09260D1075184000SHSOLE400000APOLLO GLOBAL MGMT INCCOM CL A03768E1054576314SHSOLE631400CARLYLE GROUP INCCOM14316J1083296000SHSOLE600000INTEL CORPCOM4581401003717210SHSOLE721000VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427753365475SHSOLE547500MICROSOFT CORPCOM59491810433519963SHSOLE996300PFIZER INCCOM7170811034547691SHSOLE769100PEPSICO INCCOM7134481084032320SHSOLE232000PROCTER AND GAMBLE COCOM7427181093362052SHSOLE205200GENPACT LIMITEDSHSG3922B10758110941SHSOLE1094100SURGERY PARTNERS INCCOM86881A1003887261SHSOLE726100IQVIA HLDGS INCCOM46266C1053681304SHSOLE130400VERITIV CORPCOM9234541023332715SHSOLE271500HOME DEPOT INCCOM4370761025321282SHSOLE128200REDFIN CORPCOM75737F10838410000SHSOLE1000000CVS HEALTH CORPCOM1266501002202136SHSOLE213600SSGA ACTIVE ETF TRGLOBL ALLO ETF78467V4002315008SHSOLE500800VERIZON COMMUNICATIONS INCCOM92343V1044949511SHSOLE951100AMERICAN CENTY ETF TRINTL EQT ETF0250727033525550SHSOLE555000ON HLDG AGNAMEN AKT AH5919C10453414125SHSOLE1412500VROOM INCCOM92918V10919618206SHSOLE1820600TESLA INCCOM88160R101271256SHSOLE25600JPMORGAN CHASE & COCOM46625H1008145141SHSOLE514100TRAVELERS COMPANIES INCCOM89417E1092781775SHSOLE177500