0001760304-21-000001.txt : 20210129 0001760304-21-000001.hdr.sgml : 20210129 20210129124037 ACCESSION NUMBER: 0001760304-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210129 DATE AS OF CHANGE: 20210129 EFFECTIVENESS DATE: 20210129 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: 21569836 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 12-31-2020 12-31-2020 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Brad Kent 6175850050 Brad J. Kent Scituate MA 01-29-2021 0 46 233018 false INFORMATION TABLE 2 13fq42020.xml VANGUARD INDEX FDS TOTAL STK MKT 922908769 25732 132207 SH SOLE 0 132207 0 0 WISDOMTREE TR EMG MKTS SMCAP 97717W281 12807 268388 SH SOLE 0 268388 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9567 190926 SH SOLE 0 190926 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 16719 193558 SH SOLE 0 193558 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 8921 211619 SH SOLE 0 211619 0 0 WISDOMTREE TR INTL SMCAP DIV 97717W760 13815 202843 SH SOLE 0 202843 0 0 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 226 7992 SH SOLE 0 7992 0 0 ISHARES TR CORE MSCI EAFE 46432F842 1866 27015 SH SOLE 0 27015 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1855 20190 SH SOLE 0 20190 0 0 ISHARES TR CORE S&P TTL STK 464287150 8263 95846 SH SOLE 0 95846 0 0 SPDR SER TR MSCI USA STRTGIC 78468R812 19051 182365 SH SOLE 0 182365 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 13456 438189 SH SOLE 0 438189 0 0 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9103 147792 SH SOLE 0 147792 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1341 28421 SH SOLE 0 28421 0 0 HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF 41653L305 12614 302227 SH SOLE 0 302227 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 9000 286644 SH SOLE 0 286644 0 0 ISHARES INC CORE MSCI EMKT 46434G103 443 7151 SH SOLE 0 7151 0 0 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 3948 76469 SH SOLE 0 76469 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA INT 381430107 26730 837936 SH SOLE 0 837936 0 0 SPDR SER TR S&P DIVID ETF 78464A763 3038 28687 SH SOLE 0 28687 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 560 9545 SH SOLE 0 9545 0 0 WISDOMTREE TR US MIDCAP FUND 97717W570 3575 82268 SH SOLE 0 82268 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 414 8023 SH SOLE 0 8023 0 0 FIAT CHRYSLER AUTOMOBILES N SHS N31738102 1809 100000 SH SOLE 0 100000 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 747 14317 SH SOLE 0 14317 0 0 APPLE INC COM 037833100 1618 12199 SH SOLE 0 12199 0 0 MICROSOFT CORP COM 594918104 2271 10214 SH SOLE 0 10214 0 0 SPDR SER TR PORTFOLIO INTRMD 78464A375 288 7772 SH SOLE 0 7772 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 614 12344 SH SOLE 0 12344 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 249 3893 SH SOLE 0 3893 0 0 GENPACT LIMITED SHS G3922B107 298 7212 SH SOLE 0 7212 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 604 1618 SH SOLE 0 1618 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 419 8256 SH SOLE 0 8256 0 0 JPMORGAN CHASE & CO COM 46625H100 653 5141 SH SOLE 0 5141 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1461 8319 SH SOLE 0 8319 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2746 14110 SH SOLE 0 14110 0 0 HOME DEPOT INC COM 437076102 430 1619 SH SOLE 0 1619 0 0 PEPSICO INC COM 713448108 296 2000 SH SOLE 0 2000 0 0 PFIZER INC COM 717081103 242 6591 SH SOLE 0 6591 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 513 8803 SH SOLE 0 8803 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2328 36492 SH SOLE 0 36492 0 0 ISHARES TR S&P 500 VAL ETF 464287408 1515 11837 SH SOLE 0 11837 0 0 TRAVELERS COMPANIES INC COM 89417E109 249 1775 SH SOLE 0 1775 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 9761 56431 SH SOLE 0 56431 0 0 CHIMERA INVT CORP COM NEW 16934Q208 151 14770 SH SOLE 0 14770 0 0 REDFIN CORP COM 75737F108 686 10000 SH SOLE 0 10000 0 0