0001760304-20-000001.txt : 20200228
0001760304-20-000001.hdr.sgml : 20200228
20200228151553
ACCESSION NUMBER: 0001760304-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200228
DATE AS OF CHANGE: 20200228
EFFECTIVENESS DATE: 20200228
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: 20669273
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
13F-HR
LIVE
false
false
false
0001760304
XXXXXXXX
12-31-2019
12-31-2019
Great Point Wealth Advisors, LLC
1 INTERNATIONAL PLACE
SUITE 4520
BOSTON
MA
02110
13F HOLDINGS REPORT
028-19217
N
Peter Disch
CHIEF COMPLIANCE OFFICER
(617) 585-0050
Peter Disch
Boston
MA
02-28-2020
0
44
161714
false
INFORMATION TABLE
2
13F_GreatPoint_2019Q4.xml
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
22469
137329
SH
SOLE
0
0
137329
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
11278
235859
SH
SOLE
0
0
235859
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
7160
161011
SH
SOLE
0
0
161011
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
7857
209044
SH
SOLE
0
0
209044
SPDR SERIES TRUST
PORTFOLIO SHORT
78464A474
27259
883894
SH
SOLE
0
0
883894
WISDOMTREE TR
FLOATNG RAT TREA
97717X628
1430
57082
SH
SOLE
0
0
57082
ISHARES TR
1 3 YR TREAS BD
464287457
12856
151912
SH
SOLE
0
0
151912
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1650
37471
SH
SOLE
0
0
37471
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
25828
731477
SH
SOLE
0
0
731477
ISHARES TR
CORE S&P TTL STK
464287150
7079
97389
SH
SOLE
0
0
97389
ISHARES TR
CORE MSCI EAFE
46432F842
3680
56413
SH
SOLE
0
0
56413
ISHARES TR
CORE S&P SCP ETF
464287804
1660
19800
SH
SOLE
0
0
19800
ISHARES INC
CORE MSCI EMKT
46434G103
362
6735
SH
SOLE
0
0
6735
SPDR INDEX SHS FDS
S&P EMKTSC ETF
78463X756
2528
54900
SH
SOLE
0
0
54900
ISHARES TR
CORE 1 5 YR USD
46432F859
654
12978
SH
SOLE
0
0
12978
ISHARES TR
IBOXX INV CP ETF
464287242
677
5297
SH
SOLE
0
0
5297
ISHARES TR
U.S. REAL ES ETF
464287739
628
6757
SH
SOLE
0
0
6757
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
5039
46852
SH
SOLE
0
0
46852
JP MORGAN EXCHANGE TRADED FD
ULTRA SHRT INC
46641Q837
1650
32736
SH
SOLE
0
0
32736
ISHARES TR
MSCI EMG MKT ETF
464287234
471
10508
SH
SOLE
0
0
10508
APPLE INC
COM
037833100
1186
4046
SH
SOLE
0
0
4046
ISHARES TR
AGGRES ALLOC ETF
464289859
216
3725
SH
SOLE
0
0
3725
CRANE CO
COM
224399105
400
4632
SH
SOLE
0
0
4632
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
683
13911
SH
SOLE
0
0
13911
GENPACT LIMITED
SHS
G3922B107
306
7264
SH
SOLE
0
0
7264
ATENTO S A
SHS
L0427L105
33
11672
SH
SOLE
0
0
11672
SPDR S&P 500 ETF TR
TR UNIT
78462F103
736
2289
SH
SOLE
0
0
2289
JPMORGAN CHASE & CO
COM
46625H100
716
5141
SH
SOLE
0
0
5141
ENTERPRISE PRODS PARTNERS L
COM
293792107
721
25624
SH
SOLE
0
0
25624
ONEOK INC NEW
COM
682680103
458
6055
SH
SOLE
0
0
6055
AMERICAN AIRLS GROUP INC
COM
02376R102
432
15065
SH
SOLE
0
0
15065
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2311
13956
SH
SOLE
0
0
13956
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1235
8354
SH
SOLE
0
0
8354
HOME DEPOT INC
COM
437076102
332
1522
SH
SOLE
0
0
1522
PEPSICO INC
COM
713448108
273
2000
SH
SOLE
0
0
2000
PFIZER INC
COM
717081103
258
6591
SH
SOLE
0
0
6591
ISHARES TR
S&P 500 GRWT ETF
464287309
1766
9123
SH
SOLE
0
0
9123
ISHARES TR
S&P 500 VAL ETF
464287408
1631
12542
SH
SOLE
0
0
12542
TRAVELERS COMPANIES INC
COM
89417E109
243
1775
SH
SOLE
0
0
1775
MICROSOFT CORP
COM
594918104
512
3250
SH
SOLE
0
0
3250
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
4302
28631
SH
SOLE
0
0
28631
REDFIN CORP
COM
75737F108
211
10000
SH
SOLE
0
0
10000
VERIZON COMMUNICATIONS INC
COM
92343V104
317
5179
SH
SOLE
0
0
5179
WALGREENS BOOTS ALLIANCE INC
COM
931427108
221
3760
SH
SOLE
0
0
3760