0001760304-20-000003.txt : 20200724 0001760304-20-000003.hdr.sgml : 20200724 20200724131137 ACCESSION NUMBER: 0001760304-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200724 DATE AS OF CHANGE: 20200724 EFFECTIVENESS DATE: 20200724 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: 201046050 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 06-30-2020 06-30-2020 Great Point Wealth Advisors, LLC
1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110
13F HOLDINGS REPORT 028-19217 N
Brad Kent Director of Operations 617-585-0050 Brad Kent Scituate MA 07-24-2020 0 47 193839 false
INFORMATION TABLE 2 13fq22020.xml VERIZON COMMUNICATIONS INC COM 92343V104 526 9547 SH SOLE 9547 0 0 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 269 10953 SH SOLE 10953 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 12676 146364 SH SOLE 146364 0 0 ISHARES INC CORE MSCI EMKT 46434G103 344 7227 SH SOLE 7227 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1375 20143 SH SOLE 20143 0 0 ISHARES TR CORE S&P TTL STK 464287150 6724 96845 SH SOLE 96845 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 3291 80616 SH SOLE 80616 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 10547 189603 SH SOLE 189603 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 20883 785388 SH SOLE 785388 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 24488 797164 SH SOLE 797164 0 0 SPDR SER TR S&P DIVID ETF 78464A763 2733 29975 SH SOLE 29975 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 1340 34568 SH SOLE 34568 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7478 188800 SH SOLE 188800 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 23254 373864 SH SOLE 373864 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 22205 141861 SH SOLE 141861 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 9944 254911 SH SOLE 254911 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 6752 201809 SH SOLE 201809 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1573 27536 SH SOLE 27536 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 10683 120981 SH SOLE 120981 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 615 12344 SH SOLE 12344 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 727 14340 SH SOLE 14340 0 0 WISDOMTREE TR FLOATNG RAT TREA 97717X628 372 14839 SH SOLE 14839 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 1606 49298 SH SOLE 49298 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 1892 9123 SH SOLE 9123 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1280 11837 SH SOLE 11837 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1189 8319 SH SOLE 8319 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2061 14144 SH SOLE 14144 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 338 8459 SH SOLE 8459 0 0 PEPSICO INC COM 713448108 264 2000 SH SOLE 2000 0 0 PFIZER INC COM 717081103 215 6591 SH SOLE 6591 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 233 4259 SH SOLE 4259 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 662 2149 SH SOLE 2149 0 0 APPLE INC COM 037833100 1358 3732 SH SOLE 3732 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 307 8428 SH SOLE 8428 0 0 HOME DEPOT INC COM 437076102 381 1522 SH SOLE 1522 0 0 MICROSOFT CORP COM 594918104 1906 9366 SH SOLE 9366 0 0 DHT HOLDINGS INC SHS NEW Y2065G121 513 100000 SH SOLE 100000 0 0 DIREXION SHS ETF TR DLY S&P500 BR 3X 25460E885 1476 189000 SH SOLE 189000 0 0 EURONAV NV ANTWERPEN SHS B38564108 1018 125000 SH SOLE 125000 0 0 CRANE CO COM 224399105 279 4695 SH SOLE 4695 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 269 14829 SH SOLE 14829 0 0 JPMORGAN CHASE & CO COM 46625H100 483 5141 SH SOLE 5141 0 0 TRAVELERS COMPANIES INC COM 89417E113 202 1775 SH SOLE 1775 0 0 GENPACT LIMITED SHS G3922B107 263 7212 SH SOLE 7212 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 6285 53631 SH SOLE 53631 0 0 REDFIN CORP COM 75737F108 419 10000 SH SOLE 10000 0 0 CHIMERA INVT CORP COM NEW 16934Q208 141 14770 SH SOLE 14770 0 0