0001760304-24-000008.txt : 20241018 0001760304-24-000008.hdr.sgml : 20241018 20241018124627 ACCESSION NUMBER: 0001760304-24-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241018 DATE AS OF CHANGE: 20241018 EFFECTIVENESS DATE: 20241018 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Great Point Wealth Advisors, LLC CENTRAL INDEX KEY: 0001760304 ORGANIZATION NAME: 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: 241379768 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 09-30-2024 09-30-2024 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Peter Disch 617-855-8005 Peter Disch Boston MA 10-18-2024 0 61 468061925 false INFORMATION TABLE 2 gpwa13f2024q3.xml Q3 2024 ALPHABET INC CAP STK CL C 02079K107 2214132 13243 SH SOLE 0 13243 0 0 AMAZON COM INC COM 023135106 691098 3709 SH SOLE 0 3709 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 105284696 1106513 SH SOLE 0 1106513 0 0 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 5886642 87821 SH SOLE 0 87821 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 14562116 206058 SH SOLE 0 206058 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4621032 71533 SH SOLE 0 71533 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 17939235 186964 SH SOLE 0 186964 0 0 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 236968 3208 SH SOLE 0 3208 0 0 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 393881 9266 SH SOLE 0 9266 0 0 AMERICAN CENTY ETF TR AVANTIS MODERAT 025072182 5428613 90791 SH SOLE 0 90791 0 0 APPLE INC COM 037833100 4595023 19721 SH SOLE 0 19721 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 28240819 201533 SH SOLE 0 201533 0 0 BROADCOM INC COM 11135F101 208433 1208 SH SOLE 0 1208 0 0 COSTCO WHSL CORP NEW COM 22160K105 295211 333 SH SOLE 0 333 0 0 CVS HEALTH CORP COM 126650100 222344 3536 SH SOLE 0 3536 0 0 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 12864601 324127 SH SOLE 0 324127 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 39525691 1243728 SH SOLE 0 1243728 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 28708217 1047363 SH SOLE 0 1047363 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2589308 39922 SH SOLE 0 39922 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 621131 21374 SH SOLE 0 21374 0 0 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 233380 4993 SH SOLE 0 4993 0 0 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 13070452 520113 SH SOLE 0 520113 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 12247726 338616 SH SOLE 0 338616 0 0 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 13482301 385649 SH SOLE 0 385649 0 0 HOME DEPOT INC COM 437076102 453909 1120 SH SOLE 0 1120 0 0 ISHARES INC CORE MSCI EMKT 46434G103 215154 3748 SH SOLE 0 3748 0 0 ISHARES TR CORE S&P TTL STK 464287150 2547280 20278 SH SOLE 0 20278 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1463047 18745 SH SOLE 0 18745 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1776673 15190 SH SOLE 0 15190 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 547478 6938 SH SOLE 0 6938 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 242247 5282 SH SOLE 0 5282 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 3494109 36492 SH SOLE 0 36492 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2333901 11837 SH SOLE 0 11837 0 0 ISHARES TR EAFE SML CP ETF 464288273 1446689 21369 SH SOLE 0 21369 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF 46641Q837 29675877 584862 SH SOLE 0 584862 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 7862418 154347 SH SOLE 0 154347 0 0 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 16085930 316154 SH SOLE 0 316154 0 0 JOHNSON & JOHNSON COM 478160104 371117 2290 SH SOLE 0 2290 0 0 JPMORGAN CHASE & CO. COM 46625H100 1225447 5812 SH SOLE 0 5812 0 0 META PLATFORMS INC CL A 30303M102 206078 360 SH SOLE 0 360 0 0 MICROSOFT CORP COM 594918104 5428466 12616 SH SOLE 0 12616 0 0 NVIDIA CORPORATION COM 67066G104 330195 2719 SH SOLE 0 2719 0 0 ON HLDG AG NAMEN AKT A H5919C104 3529908 70387 SH SOLE 0 70387 0 0 PIMCO ETF TR MULTISECTOR BD 72201R585 1371535 51465 SH SOLE 0 51465 0 0 PROCTER AND GAMBLE CO COM 742718109 200566 1158 SH SOLE 0 1158 0 0 REDFIN CORP COM 75737F108 752026 60018 SH SOLE 0 60018 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 4268873 103413 SH SOLE 0 103413 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 387288 675 SH SOLE 0 675 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 15874478 100758 SH SOLE 0 100758 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 15171107 515849 SH SOLE 0 515849 0 0 TESLA INC COM 88160R101 289101 1105 SH SOLE 0 1105 0 0 UNITED RENTALS INC COM 911363109 1998545 2468 SH SOLE 0 2468 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 11470726 40510 SH SOLE 0 40510 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 3366484 14192 SH SOLE 0 14192 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1944660 7386 SH SOLE 0 7386 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 216537 564 SH SOLE 0 564 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2513101 52520 SH SOLE 0 52520 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 651702 12341 SH SOLE 0 12341 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 4108400 65903 SH SOLE 0 65903 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 4527195 84305 SH SOLE 0 84305 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 5550628 80386 SH SOLE 0 80386 0 0