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 (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