0001760304-23-000001.txt : 20230207
0001760304-23-000001.hdr.sgml : 20230207
20230207150221
ACCESSION NUMBER: 0001760304-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230207
DATE AS OF CHANGE: 20230207
EFFECTIVENESS DATE: 20230207
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: 23594656
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
X0202
13F-HR
LIVE
false
false
false
0001760304
XXXXXXXX
12-31-2022
12-31-2022
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
02-07-2023
0
61
298238838
false
INFORMATION TABLE
2
informationtable31122022.xml
SPDR SER TRMSCI USA STRTGIC78468R81214145065128230SHSOLE12823000DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1049449380349718SHSOLE34971800ISHARES TRCORE S&P TTL STK464287150624885673689SHSOLE7368900AMERICAN CENTY ETF TRINTL EQT ETF0250727035999513112794SHSOLE11279400AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604389524577210SHSOLE7721000SPDR INDEX SHS FDSS&P EMKTSC ETF78463X7567170379146514SHSOLE14651400WISDOMTREE TRUS MIDCAP FUND97717W57010019170206071SHSOLE20607100SPDR SER TRPORTFOLIO SH TSR78468R1014709236163006SHSOLE16300600HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF41653L3056017723182134SHSOLE18213400ISHARES TRCORE MSCI EAFE46432F842134122521759SHSOLE2175900AMERICAN CENTY ETF TRINTL SMCP VLU0250728028914355161054SHSOLE16105400WISDOMTREE TRINTL SMCAP DIV97717W760536838992622SHSOLE9262200DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864297635564577SHSOLE6457700DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500241586647231SHSOLE4723100ISHARES TRCORE S&P SCP ETF464287804166384017581SHSOLE1758100DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2037050532281571SHSOLE28157100DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3027337855334299SHSOLE33429900AMERICAN CENTY ETF TRUS EQT ETF02507288534888773512995SHSOLE51299500DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78146010320716SHSOLE2071600EXXON MOBIL CORPCOM30231G1023696153351SHSOLE335100VANGUARD INDEX FDSTOTAL STK MKT92290876921045087110074SHSOLE11007400AMERICAN CENTY ETF TRUS SML CP VALU0250728777735500103818SHSOLE10381800FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883099752785216632SHSOLE21663200GOLDMAN SACHS ETF TRACTIVEBETA INT38143010721020790730396SHSOLE73039600ISHARES TR1 3 YR TREAS BD46428745715462510190495SHSOLE19049500SPDR SER TRPORTFOLIO SHORT78464A4749760555332218SHSOLE33221800WISDOMTREE TREMG MKTS SMCAP97717W28110379133235943SHSOLE23594300VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385879210018873SHSOLE1887300ISHARES TRAGGRES ALLOC ETF4642898595683429512SHSOLE951200ISHARES INCCORE MSCI EMKT46434G1032360065054SHSOLE505400VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428585129929131604SHSOLE13160400SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5093752879113862SHSOLE11386200BRIGHT HORIZONS FAM SOL IN DCOM10919410011735843185988SHSOLE18598800FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI33740F88811878338492673SHSOLE49267300REDFIN CORPCOM75737F10825617760419SHSOLE6041900ISHARES TRMSCI EMG MKT ETF4642872342516426640SHSOLE664000J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8373878067736SHSOLE773600ISHARES TRU.S. REAL ES ETF4642877392247872670SHSOLE267000APPLE INCCOM037833100238638418367SHSOLE1836700SPDR SER TRS&P DIVID ETF78464A763233652118676SHSOLE1867600VANGUARD INDEX FDSSMALL CP ETF922908751260076214170SHSOLE1417000VANGUARD INDEX FDSLARGE CAP ETF92290863714491708319SHSOLE831900ISHARES TRS&P 500 GRWT ETF464287309213478236492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408171719411837SHSOLE1183700ISHARES TREAFE SML CP ETF464288273157562327897SHSOLE2789700ALPHABET INCCAP STK CL C02079K107143565116180SHSOLE1618000UNITED RENTALS INCCOM91136310911217063156SHSOLE315600HOME DEPOT INCCOM43707610213866774390SHSOLE439000MICROSOFT CORPCOM594918104308809612877SHSOLE1287700CVS HEALTH CORPCOM1266501007372267911SHSOLE791100VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022457934251SHSOLE425100AMAZON COM INCCOM0231351062808963344SHSOLE334400GENPACT LIMITEDSHSG3922B10750938110997SHSOLE1099700VERITIV CORPCOM9234541023321472729SHSOLE272900IQVIA HLDGS INCCOM46266C1052686111311SHSOLE131100SURGERY PARTNERS INCCOM86881A1002033507299SHSOLE729900JPMORGAN CHASE & COCOM46625H1007443445551SHSOLE555100ON HLDG AGNAMEN AKT AH5919C1042423850141250SHSOLE14125000VROOM INCCOM92918V1091857018206SHSOLE1820600NIO INCSPON ADS62914V1069769510020SHSOLE1002000TRAVELERS COMPANIES INCCOM89417E1093327251775SHSOLE177500