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
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SH
SOLE
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0
VANGUARD INDEX FDS
TOTAL STK MKT
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22205
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SH
SOLE
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0
0
WISDOMTREE TR
EMG MKTS SMCAP
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9944
254911
SH
SOLE
254911
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SPDR INDEX SHS FDS
PORTFOLIO EMG MK
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6752
201809
SH
SOLE
201809
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0
ISHARES TR
CORE MSCI EAFE
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27536
SH
SOLE
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0
SPDR SER TR
MSCI USA STRTGIC
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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
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372
14839
SH
SOLE
14839
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0
WISDOMTREE TR
US MIDCAP FUND
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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