0001905162-22-000003.txt : 20220718
0001905162-22-000003.hdr.sgml : 20220718
20220718101550
ACCESSION NUMBER: 0001905162-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220718
DATE AS OF CHANGE: 20220718
EFFECTIVENESS DATE: 20220718
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: 221088488
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
06-30-2022
06-30-2022
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
Associate
4124971767
Kevin Siebert
Pittsburgh
PA
07-18-2022
0
21
110187
false
INFORMATION TABLE
2
GPWM_13f_06302022.xml
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
95
2349
SH
SOLE
0
0
2349
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
12
503
SH
SOLE
0
0
503
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
18
603
SH
SOLE
0
0
603
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
30
673
SH
SOLE
0
0
673
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
19
490
SH
SOLE
0
0
490
VANGUARD WORLD FD
ESG US STK ETF
921910733
2991
45056
SH
SOLE
0
0
45056
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
3903
37818
SH
SOLE
0
0
37818
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
11253
275830
SH
SOLE
0
0
275830
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
5112
122747
SH
SOLE
0
0
122747
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
10013
58097
SH
SOLE
0
0
58097
VANGUARD INDEX FDS
VALUE ETF
922908744
5269
39955
SH
SOLE
0
0
39955
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6642
37718
SH
SOLE
0
0
37718
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
6108
40773
SH
SOLE
0
0
40773
ISHARES TR
IBOXX HI YD ETF
464288513
4677
63542
SH
SOLE
0
0
63542
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
78
1649
SH
SOLE
0
0
1649
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
18353
367667
SH
SOLE
0
0
367667
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
15498
205929
SH
SOLE
0
0
205929
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
9720
196218
SH
SOLE
0
0
196218
SCHWAB STRATEGIC TR
US REIT ETF
808524847
7
343
SH
SOLE
0
0
343
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
4752
52167
SH
SOLE
0
0
52167
BARCLAYS BANK PLC
DJUBS CMDT ETN36
06738C778
5637
161983
SH
SOLE
0
0
161983