0001760304-23-000003.txt : 20230512 0001760304-23-000003.hdr.sgml : 20230512 20230512082838 ACCESSION NUMBER: 0001760304-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 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: 23913347 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 true true 0001760304 XXXXXXXX 03-31-2023 03-31-2023 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Peter Disch 6175850050 Peter Disch Boston MA 05-12-2023 0 61 315581804 false INFORMATION TABLE 2 informationtable31032023.xml AMERICAN CENTY ETF TRUS EQT ETF02507288538543097543780SHSOLE54378000SPDR SER TRMSCI USA STRTGIC78468R81214833606127953SHSOLE12795300DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V1049974962346714SHSOLE34671400ISHARES TRCORE S&P TTL STK464287150663164173237SHSOLE7323700AMERICAN CENTY ETF TRINTL EQT ETF0250727035942868104206SHSOLE10420600AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604404740776525SHSOLE7652500SPDR INDEX SHS FDSS&P EMKTSC ETF78463X7567264687143429SHSOLE14342900WISDOMTREE TRUS MIDCAP FUND97717W5709659439194199SHSOLE19419900DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2038087311300086SHSOLE30008600AMERICAN CENTY ETF TRINTL SMCP VLU0250728029668457165329SHSOLE16532900HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF41653L3056559609192930SHSOLE19293000SPDR SER TRPORTFOLIO SH TSR78468R1014512680154385SHSOLE15438500DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864325004669654SHSOLE6965400ISHARES TRCORE MSCI EAFE46432F842144389321599SHSOLE2159900DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3028064140350310SHSOLE35031000WISDOMTREE TREMG MKTS SMCAP97717W28111205187244708SHSOLE24470800AMERICAN CENTY ETF TRUS SML CP VALU0250728777908323106783SHSOLE10678300WISDOMTREE TRINTL SMCAP DIV97717W760555823991208SHSOLE9120800ISHARES TR1 3 YR TREAS BD46428745715113051183947SHSOLE18394700DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500244541246403SHSOLE4640300ISHARES TRCORE S&P SCP ETF464287804169505517529SHSOLE1752900DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78143867918428SHSOLE1842800EXXON MOBIL CORPCOM30231G1023534343223SHSOLE322300VANGUARD INDEX FDSTOTAL STK MKT92290876921791185106767SHSOLE10676700FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883099777615212557SHSOLE21255700GOLDMAN SACHS ETF TRACTIVEBETA INT38143010722380636726408SHSOLE72640800SPDR SER TRPORTFOLIO SHORT78464A4749628208324948SHSOLE32494800VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385860548113405SHSOLE1340500ISHARES TRAGGRES ALLOC ETF4642898595318038363SHSOLE836300ISHARES INCCORE MSCI EMKT46434G1032471055065SHSOLE506500VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428585415148134038SHSOLE13403800SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5093880227113690SHSOLE11369000BRIGHT HORIZONS FAM SOL IN DCOM10919410014319216185988SHSOLE18598800REDFIN CORPCOM75737F10854739660419SHSOLE6041900FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI33740F88811668151481956SHSOLE48195600ISHARES TRMSCI EMG MKT ETF4642872342598576585SHSOLE658500J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8373819797591SHSOLE759100ISHARES TRU.S. REAL ES ETF4642877392311832723SHSOLE272300APPLE INCCOM037833100302438018341SHSOLE1834100SPDR SER TRS&P DIVID ETF78464A763232516318795SHSOLE1879500VANGUARD INDEX FDSSMALL CP ETF922908751268606514170SHSOLE1417000VANGUARD INDEX FDSLARGE CAP ETF92290863715540728319SHSOLE831900ISHARES TRS&P 500 GRWT ETF464287309233147436492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408179638311837SHSOLE1183700ISHARES TREAFE SML CP ETF464288273143597624130SHSOLE2413000ALPHABET INCCAP STK CL C02079K107168272016180SHSOLE1618000UNITED RENTALS INCCOM91136310912462483149SHSOLE314900MICROSOFT CORPCOM594918104370428712849SHSOLE1284900HOME DEPOT INCCOM43707610211696233963SHSOLE396300VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022488544251SHSOLE425100AMAZON COM INCCOM0231351063387913280SHSOLE328000GENPACT LIMITEDSHSG3922B10750828110997SHSOLE1099700VERITIV CORPCOM9234541023687972729SHSOLE272900IQVIA HLDGS INCCOM46266C1052607451311SHSOLE131100SURGERY PARTNERS INCCOM86881A1002515977299SHSOLE729900JPMORGAN CHASE & COCOM46625H1007233075551SHSOLE555100ON HLDG AGNAMEN AKT AH5919C1044382988141250SHSOLE14125000VROOM INCCOM92918V1091636218206SHSOLE1820600TESLA INCCOM88160R1012499891205SHSOLE120500NIO INCSPON ADS62914V10610510010000SHSOLE1000000TRAVELERS COMPANIES INCCOM89417E1093041891775SHSOLE177500