0001760304-23-000004.txt : 20231013 0001760304-23-000004.hdr.sgml : 20231013 20231013104703 ACCESSION NUMBER: 0001760304-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231013 DATE AS OF CHANGE: 20231013 EFFECTIVENESS DATE: 20231013 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: 231324225 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 false 0001760304 XXXXXXXX 09-30-2023 09-30-2023 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Peter Disch Managing Partner Peter Disch Boston MA 10-13-2023 0 62 333373362 false INFORMATION TABLE 2 greatpoint13reportq32023.xml AMERICAN CENTY ETF TRUS EQT ETF02507288544769277611101SHSOLE61110100SPDR SER TRMSCI USA STRTGIC78468R81214890827123391SHSOLE12339100DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V10410533566351705SHSOLE35170500ISHARES TRCORE S&P TTL STK464287150655851369631SHSOLE6963100AMERICAN CENTY ETF TRINTL EQT ETF0250727035831452104788SHSOLE10478800AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604415357078681SHSOLE7868100SPDR INDEX SHS FDSS&P EMKTSC ETF78463X7567592434141968SHSOLE14196800WISDOMTREE TRUS MIDCAP FUND97717W5709031215177990SHSOLE17799000DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V2039763778373948SHSOLE37394800AMERICAN CENTY ETF TRINTL SMCP VLU02507280210178607175948SHSOLE17594800HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF41653L3057415167231074SHSOLE23107400SPDR SER TRPORTFOLIO SH TSR78468R1014029134140290SHSOLE14029000DIMENSIONAL ETF TRUSTSHORT DURATION F25434V864439540294769SHSOLE9476900ISHARES TRCORE MSCI EAFE46432F842135958721128SHSOLE2112800DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3029097345403072SHSOLE40307200WISDOMTREE TREMG MKTS SMCAP97717W28112049189260467SHSOLE26046700AMERICAN CENTY ETF TRUS SML CP VALU0250728779542432122417SHSOLE12241700WISDOMTREE TRINTL SMCAP DIV97717W760498619786762SHSOLE8676200ISHARES TR1 3 YR TREAS BD46428745718131188223925SHSOLE22392500DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500220728342052SHSOLE4205200ISHARES TRCORE S&P SCP ETF464287804164310017419SHSOLE1741900DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78151947521845SHSOLE2184500EXXON MOBIL CORPCOM30231G1023289892798SHSOLE279800VANGUARD INDEX FDSTOTAL STK MKT9229087692072464297569SHSOLE9756900FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883098114728186289SHSOLE18628900GOLDMAN SACHS ETF TRACTIVEBETA INT38143010720704455689459SHSOLE68945900SPDR SER TRPORTFOLIO SHORT78464A4749631290328489SHSOLE32848900VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385860794813906SHSOLE1390600ISHARES TRAGGRES ALLOC ETF4642898595203648196SHSOLE819600VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428585128488130795SHSOLE13079500SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5093714608110653SHSOLE11065300BRIGHT HORIZONS FAM SOL IN DCOM10919410016415738201519SHSOLE20151900FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI33740F88814934964624894SHSOLE62489400REDFIN CORPCOM75737F10842535060419SHSOLE6041900ISHARES TRMSCI EMG MKT ETF4642872342493826571SHSOLE657100J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8373366076708SHSOLE670800ISHARES TRU.S. REAL ES ETF4642877392192612806SHSOLE280600APPLE INCCOM037833100327818819147SHSOLE1914700SPDR SER TRS&P DIVID ETF78464A763213404218555SHSOLE1855500ISHARES INCCORE MSCI EMKT46434G1032341114919SHSOLE491900VANGUARD INDEX FDSSMALL CP ETF922908751268328114192SHSOLE1419200VANGUARD INDEX FDSLARGE CAP ETF92290863716279458319SHSOLE831900ISHARES TRS&P 500 GRWT ETF464287309249678336492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408182100411837SHSOLE1183700ISHARES TREAFE SML CP ETF464288273136262124130SHSOLE2413000ALPHABET INCCAP STK CL C02079K107213333316180SHSOLE1618000UNITED RENTALS INCCOM91136310914035073157SHSOLE315700MICROSOFT CORPCOM594918104425616413480SHSOLE1348000HOME DEPOT INCCOM43707610212065883993SHSOLE399300VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022385224141SHSOLE414100AMERICAN CENTY ETF TRAVANTIS CORE FI02507256287956022194SHSOLE2219400JANUS DETROIT STR TRHENDRSN SHRT ETF47103U88673773115379SHSOLE1537900AMAZON COM INCCOM0231351064414883473SHSOLE347300VERITIV CORPCOM9234541024646442751SHSOLE275100GENPACT LIMITEDSHSG3922B10740149411091SHSOLE1109100IQVIA HLDGS INCCOM46266C1052601041322SHSOLE132200SURGERY PARTNERS INCCOM86881A1002153097361SHSOLE736100JPMORGAN CHASE & COCOM46625H1008181545642SHSOLE564200ON HLDG AGNAMEN AKT AH5919C104196478870625SHSOLE7062500PIMCO ETF TRMULTISECTOR BD72201R585130658753483SHSOLE5348300VROOM INCCOM92918V1092039118206SHSOLE1820600TESLA INCCOM88160R1012514711005SHSOLE100500