0001905162-22-000002.txt : 20220407 0001905162-22-000002.hdr.sgml : 20220407 20220407150740 ACCESSION NUMBER: 0001905162-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220407 DATE AS OF CHANGE: 20220407 EFFECTIVENESS DATE: 20220407 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GPWM LLC CENTRAL INDEX KEY: 0001905162 IRS NUMBER: 454115520 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21570 FILM NUMBER: 22813616 BUSINESS ADDRESS: STREET 1: 4 PPG PLACE, SUITE 600 CITY: PITTSBURGH STATE: PA ZIP: 15222 BUSINESS PHONE: 412-497-1766 MAIL ADDRESS: STREET 1: 4 PPG PLACE, SUITE 600 CITY: PITTSBURGH STATE: PA ZIP: 15222 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001905162 XXXXXXXX 03-31-2022 03-31-2022 GPWM LLC

4 PPG PLACE, SUITE 600 PITTSBURGH PA 15222

13F COMBINATION REPORT 028-21570 0001082917 028-04145 GW&K Investment Management, LLC 0001125816 028-06487 FIRST TRUST ADVISORS LP N Kevin Siebert 4124971767 Kevin Siebert Pittsburgh PA 04-07-2022 0 21 120566 false INFORMATION TABLE 2 GPWM_13f_03312022.xml DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 115 2341 SH SOLE 0 0 2341 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 15 525 SH SOLE 0 0 525 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 23 633 SH SOLE 0 0 633 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 37 694 SH SOLE 0 0 694 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 24 512 SH SOLE 0 0 512 VANGUARD WORLD FD ESG US STK ETF 921910733 3653 45056 SH SOLE 0 0 45056 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4534 36596 SH SOLE 0 0 36596 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12877 268095 SH SOLE 0 0 268095 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5502 119264 SH SOLE 0 0 119264 VANGUARD INDEX FDS LARGE CAP ETF 922908637 11677 56007 SH SOLE 0 0 56007 VANGUARD INDEX FDS VALUE ETF 922908744 5788 39168 SH SOLE 0 0 39168 VANGUARD INDEX FDS SMALL CP ETF 922908751 7772 36573 SH SOLE 0 0 36573 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7026 39934 SH SOLE 0 0 39934 ISHARES TR IBOXX HI YD ETF 464288513 5106 62050 SH SOLE 0 0 62050 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 89 1760 SH SOLE 0 0 1760 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 18737 363480 SH SOLE 0 0 363480 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15915 200090 SH SOLE 0 0 200090 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 10084 192305 SH SOLE 0 0 192305 SCHWAB STRATEGIC TR US REIT ETF 808524847 9 364 SH SOLE 0 0 364 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 5509 50835 SH SOLE 0 0 50835 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 6074 164571 SH SOLE 0 0 164571