0001760304-19-000002.txt : 20190806 0001760304-19-000002.hdr.sgml : 20190806 20190806082207 ACCESSION NUMBER: 0001760304-19-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190806 DATE AS OF CHANGE: 20190806 EFFECTIVENESS DATE: 20190806 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: 191000512 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 06-30-2019 06-30-2019 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 08-06-2019 0 42 123809 false INFORMATION TABLE 2 13F_GreatPoint_2019Q2.xml AMERICAN AIRLS GROUP INC COM 02376R102 491 15065 SH SOLE 0 0 15065 APPLE INC COM 037833100 632 3193 SH SOLE 0 0 3193 ATENTO S A SHS L0427L105 29 11672 SH SOLE 0 0 11672 BRIGHT HORIZONS FAM SOL IN D COM 109194100 4319 28631 SH SOLE 0 0 28631 ENTERPRISE PRODS PARTNERS L COM 293792107 739 25624 SH SOLE 0 0 25624 GENPACT LIMITED SHS G3922B107 276 7264 SH SOLE 0 0 7264 HOME DEPOT INC COM 437076102 402 1934 SH SOLE 0 0 1934 ISHARES INC CORE MSCI EMKT 46434G103 317 6164 SH SOLE 0 0 6164 ISHARES TR CORE 1 5 YR USD 46432F859 298 5924 SH SOLE 0 0 5924 ISHARES TR IBOXX INV CP ETF 464287242 452 3635 SH SOLE 0 0 3635 ISHARES TR MSCI EMG MKT ETF 464287234 454 10598 SH SOLE 0 0 10598 ISHARES TR U.S. REAL ES ETF 464287739 518 5935 SH SOLE 0 0 5935 ISHARES TR CORE S&P SCP ETF 464287804 1257 16066 SH SOLE 0 0 16066 ISHARES TR S&P 500 VAL ETF 464287408 1462 12542 SH SOLE 0 0 12542 ISHARES TR S&P 500 GRWT ETF 464287309 1635 9123 SH SOLE 0 0 9123 ISHARES TR CORE S&P MCP ETF 464287507 2083 10725 SH SOLE 0 0 10725 ISHARES TR CORE MSCI EAFE 46432F842 3015 49109 SH SOLE 0 0 49109 ISHARES TR 1 3 YR TREAS BD 464287457 4209 49648 SH SOLE 0 0 49648 ISHARES TR CORE S&P TTL STK 464287150 5399 81032 SH SOLE 0 0 81032 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 1646 32678 SH SOLE 0 0 32678 JPMORGAN CHASE & CO COM 46625H100 602 5391 SH SOLE 0 0 5391 ONEOK INC NEW COM 682680103 409 5947 SH SOLE 0 0 5947 PEPSICO INC COM 713448108 281 2150 SH SOLE 0 0 2150 PFIZER INC COM 717081103 332 7683 SH SOLE 0 0 7683 REDFIN CORP COM 75737F108 179 10000 SH SOLE 0 0 10000 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 2448 54783 SH SOLE 0 0 54783 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5530 154530 SH SOLE 0 0 154530 SPDR S&P 500 ETF TR TR UNIT 78462F103 725 2475 SH SOLE 0 0 2475 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 637 13025 SH SOLE 0 0 13025 SPDR SERIES TRUST S&P DIVID ETF 78464A763 6193 61396 SH SOLE 0 0 61396 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 12939 420399 SH SOLE 0 0 420399 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 18224 521756 SH SOLE 0 0 521756 TRAVELERS COMPANIES INC COM 89417E109 265 1775 SH SOLE 0 0 1775 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1292 9592 SH SOLE 0 0 9592 VANGUARD INDEX FDS SMALL CP ETF 922908751 2929 18700 SH SOLE 0 0 18700 VANGUARD INDEX FDS TOTAL STK MKT 922908769 20282 135134 SH SOLE 0 0 135134 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7149 168114 SH SOLE 0 0 168114 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1830 43880 SH SOLE 0 0 43880 VERIZON COMMUNICATIONS INC COM 92343V104 298 5225 SH SOLE 0 0 5225 WALGREENS BOOTS ALLIANCE INC COM 931427108 235 4300 SH SOLE 0 0 4300 WISDOMTREE TR FLOATNG RAT TREA 97717X628 2171 86614 SH SOLE 0 0 86614 WISDOMTREE TR EMG MKTS SMCAP 97717W281 9226 196099 SH SOLE 0 0 196099