Director of Operations

0001760304-22-000005.txt : 20221109 0001760304-22-000005.hdr.sgml : 20221109 20221109115058 ACCESSION NUMBER: 0001760304-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221371310 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 09-30-2022 09-30-2022 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 Boston MA 11-09-2022 0 64 268192 false INFORMATION TABLE 2 informationtable30092022.xml SPDR SER TRMSCI USA STRTGIC78468R81214762145342SHSOLE14534200DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1046261248961SHSOLE24896100ISHARES TRCORE S&P TTL STK464287150624278482SHSOLE7848200AMERICAN CENTY ETF TRINTL EQT ETF025072703187141018SHSOLE4101800AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604215446905SHSOLE4690500SPDR INDEX SHS FDSS&P EMKTSC ETF78463X7564729103794SHSOLE10379400WISDOMTREE TRUS MIDCAP FUND97717W57010126230233SHSOLE23023300SPDR SER TRPORTFOLIO SH TSR78468R1017073244654SHSOLE24465400HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF41653L3055284162860SHSOLE16286000DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864392085215SHSOLE8521500ISHARES TRCORE MSCI EAFE46432F842121022974SHSOLE2297400WISDOMTREE TRINTL SMCAP DIV97717W7606181120155SHSOLE12015500ISHARES TREAFE SML CP ETF46428827372414840SHSOLE1484000DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500248553425SHSOLE5342500ISHARES TRCORE S&P SCP ETF464287804153817643SHSOLE1764300AMERICAN CENTY ETF TRINTL SMCP VLU0250728027143150371SHSOLE15037100AMERICAN CENTY ETF TRUS EQT ETF02507288530400487563SHSOLE48756300DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3026658331395SHSOLE33139500DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2034982230977SHSOLE23097700EXXON MOBIL CORPCOM30231G1023213677SHSOLE367700FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883099844221573SHSOLE22157300FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI33740F8884314181094SHSOLE18109400ISHARES TR1 3 YR TREAS BD46428745713590167346SHSOLE16734600SPDR SER TRPORTFOLIO SHORT78464A4749159313462SHSOLE31346200VANGUARD INDEX FDSTOTAL STK MKT92290876919995111410SHSOLE11141000WISDOMTREE TREMG MKTS SMCAP97717W28111767295494SHSOLE29549400AMERICAN CENTY ETF TRUS SML CP VALU025072877572086484SHSOLE8648400GOLDMAN SACHS ETF TRACTIVEBETA INT38143010721491868324SHSOLE86832400VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385868118739SHSOLE1873900SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5093535113895SHSOLE11389500ISHARES TRAGGRES ALLOC ETF4642898594998997SHSOLE899700ISHARES INCCORE MSCI EMKT46434G1032114919SHSOLE491900VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428585343146412SHSOLE14641200BRIGHT HORIZONS FAM SOL IN DCOM10919410010722185988SHSOLE18598800REDFIN CORPCOM75737F10835060000SHSOLE6000000ISHARES TRMSCI EMG MKT ETF4642872342326640SHSOLE664000ISHARES TRU.S. REAL ES ETF4642877392563150SHSOLE315000APPLE INCCOM037833100253718356SHSOLE1835600SPDR SER TRS&P DIVID ETF78464A763209318775SHSOLE1877500VANGUARD INDEX FDSSMALL CP ETF922908751242214170SHSOLE1417000VANGUARD INDEX FDSLARGE CAP ETF92290863713618319SHSOLE831900ISHARES TRS&P 500 GRWT ETF464287309211136492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408152111837SHSOLE1183700SPDR S&P 500 ETF TRTR UNIT78462F1035051413SHSOLE141300ALPHABET INCCAP STK CL C02079K107155616180SHSOLE1618000HOME DEPOT INCCOM43707610212094382SHSOLE438200UNITED RENTALS INCCOM9113631098563169SHSOLE316900MICROSOFT CORPCOM594918104309013269SHSOLE1326900CVS HEALTH CORPCOM1266501007517878SHSOLE787800VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022584456SHSOLE445600AMAZON COM INCCOM0231351063763324SHSOLE332400GENPACT LIMITEDSHSG3922B10747910941SHSOLE1094100VERITIV CORPCOM9234541022652715SHSOLE271500IQVIA HLDGS INCCOM46266C1052361304SHSOLE130400JPMORGAN CHASE & COCOM46625H1005905651SHSOLE565100ON HLDG AGNAMEN AKT AH5919C1042267141250SHSOLE14125000PFIZER INCCOM7170811032756291SHSOLE629100PEPSICO INCCOM7134481083272000SHSOLE200000PROCTER AND GAMBLE COCOM7427181092091654SHSOLE165400VERIZON COMMUNICATIONS INCCOM92343V1043609482SHSOLE948200VROOM INCCOM92918V1092118206SHSOLE1820600TESLA INCCOM88160R1013141185SHSOLE118500NIO INCSPON ADS62914V10615810000SHSOLE1000000TRAVELERS COMPANIES INCCOM89417E1092721775SHSOLE177500