0001760304-19-000003.txt : 20191017 0001760304-19-000003.hdr.sgml : 20191017 20191017095333 ACCESSION NUMBER: 0001760304-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191017 DATE AS OF CHANGE: 20191017 EFFECTIVENESS DATE: 20191017 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: 191154174 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 09-30-2019 09-30-2019 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 10-17-2019 0 41 146768 false INFORMATION TABLE 2 13F_GreatPoint_2019Q3.xml AMERICAN AIRLS GROUP INC COM 02376R102 406 15065 SH SOLE 0 0 15065 APPLE INC COM 037833100 784 3504 SH SOLE 0 0 3504 ATENTO S A SHS L0427L105 32 11672 SH SOLE 0 0 11672 BRIGHT HORIZONS FAM SOL IN D COM 109194100 4366 28631 SH SOLE 0 0 28631 ENTERPRISE PRODS PARTNERS L COM 293792107 732 25624 SH SOLE 0 0 25624 GENPACT LIMITED SHS G3922B107 281 7264 SH SOLE 0 0 7264 HOME DEPOT INC COM 437076102 408 1759 SH SOLE 0 0 1759 ISHARES INC CORE MSCI EMKT 46434G103 319 6508 SH SOLE 0 0 6508 ISHARES TR IBOXX INV CP ETF 464287242 653 5124 SH SOLE 0 0 5124 ISHARES TR U.S. REAL ES ETF 464287739 605 6468 SH SOLE 0 0 6468 ISHARES TR S&P 500 GRWT ETF 464287309 1642 9123 SH SOLE 0 0 9123 ISHARES TR MSCI EMG MKT ETF 464287234 430 10533 SH SOLE 0 0 10533 ISHARES TR CORE 1 5 YR USD 46432F859 628 12456 SH SOLE 0 0 12456 ISHARES TR S&P 500 VAL ETF 464287408 1494 12542 SH SOLE 0 0 12542 ISHARES TR CORE S&P SCP ETF 464287804 1430 18372 SH SOLE 0 0 18372 ISHARES TR CORE MSCI EAFE 46432F842 3294 53949 SH SOLE 0 0 53949 ISHARES TR CORE S&P TTL STK 464287150 6228 92865 SH SOLE 0 0 92865 ISHARES TR 1 3 YR TREAS BD 464287457 12027 141797 SH SOLE 0 0 141797 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 1648 32697 SH SOLE 0 0 32697 JPMORGAN CHASE & CO COM 46625H100 605 5141 SH SOLE 0 0 5141 ONEOK INC NEW COM 682680103 442 6001 SH SOLE 0 0 6001 PEPSICO INC COM 713448108 274 2000 SH SOLE 0 0 2000 PFIZER INC COM 717081103 258 7191 SH SOLE 0 0 7191 REDFIN CORP COM 75737F108 168 10000 SH SOLE 0 0 10000 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 2377 54729 SH SOLE 0 0 54729 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 6076 177262 SH SOLE 0 0 177262 SPDR S&P 500 ETF TR TR UNIT 78462F103 691 2330 SH SOLE 0 0 2330 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 681 13911 SH SOLE 0 0 13911 SPDR SERIES TRUST S&P DIVID ETF 78464A763 4959 48337 SH SOLE 0 0 48337 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 23988 679957 SH SOLE 0 0 679957 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 25521 827286 SH SOLE 0 0 827286 TRAVELERS COMPANIES INC COM 89417E109 263 1775 SH SOLE 0 0 1775 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1139 8362 SH SOLE 0 0 8362 VANGUARD INDEX FDS SMALL CP ETF 922908751 2125 13813 SH SOLE 0 0 13813 VANGUARD INDEX FDS TOTAL STK MKT 922908769 19859 131517 SH SOLE 0 0 131517 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6502 161501 SH SOLE 0 0 161501 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1602 39007 SH SOLE 0 0 39007 VERIZON COMMUNICATIONS INC COM 92343V104 312 5179 SH SOLE 0 0 5179 WALGREENS BOOTS ALLIANCE INC COM 931427108 207 3760 SH SOLE 0 0 3760 WISDOMTREE TR FLOATNG RAT TREA 97717X628 1442 57579 SH SOLE 0 0 57579 WISDOMTREE TR EMG MKTS SMCAP 97717W281 9870 222817 SH SOLE 0 0 222817