0001760304-21-000003.txt : 20210511
0001760304-21-000003.hdr.sgml : 20210511
20210511113254
ACCESSION NUMBER: 0001760304-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210511
DATE AS OF CHANGE: 20210511
EFFECTIVENESS DATE: 20210511
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: 21910256
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
03-31-2021
03-31-2021
Great Point Wealth Advisors, LLC
1 INTERNATIONAL PLACE
SUITE 4520
BOSTON
MA
02110
13F HOLDINGS REPORT
028-19217
N
Brad J Kent
Director of Operations
6175850050
Brad J. Kent
Scituate
MA
05-11-2021
0
52
261433
false
INFORMATION TABLE
2
13fq12021.xml
SPDR SER TR
MSCI USA STRTGIC
78468R812
30126
271213
SH
SOLE
271213
0
0
ISHARES TR
CORE S&P TTL STK
464287150
7797
85122
SH
SOLE
85122
0
0
WISDOMTREE TR
US MIDCAP FUND
97717W570
11478
225372
SH
SOLE
225372
0
0
GOLDMAN SACHS ETF TR
ACTIVEBETA INT
381430107
29891
904683
SH
SOLE
904683
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
441
6857
SH
SOLE
6857
0
0
SPDR INDEX SHS FDS
S&P EMKTSC ETF
78463X756
4194
75723
SH
SOLE
75723
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
1783
24740
SH
SOLE
24740
0
0
WISDOMTREE TR
INTL SMCAP DIV
97717W760
16019
221771
SH
SOLE
221771
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
22551
261455
SH
SOLE
261455
0
0
SPDR SER TR
PORTFOLIO SHORT
78464A474
19294
616211
SH
SOLE
616211
0
0
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
41653L305
19011
472703
SH
SOLE
472703
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
1984
18278
SH
SOLE
18278
0
0
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
10584
241745
SH
SOLE
241745
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
25258
122204
SH
SOLE
122204
0
0
WISDOMTREE TR
EMG MKTS SMCAP
97717W281
14577
284208
SH
SOLE
284208
0
0
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1146
23334
SH
SOLE
23334
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
2708
22943
SH
SOLE
22943
0
0
ISHARES TR
AGGRES ALLOC ETF
464289859
542
8104
SH
SOLE
8104
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
8874
170483
SH
SOLE
170483
0
0
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
9675
56431
SH
SOLE
56431
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
394
7378
SH
SOLE
7378
0
0
APPLE INC
COM
037833100
1544
12639
SH
SOLE
12639
0
0
J P MORGAN EXCHANGE-TRADED F
ULTRA SHRT INC
46641Q837
409
8063
SH
SOLE
8063
0
0
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
205
1160
SH
SOLE
1160
0
0
ISHARES TR
U.S. REAL ES ETF
464287739
358
3890
SH
SOLE
3890
0
0
VANGUARD INDEX FDS
SMALL CP ETF
922908751
3021
14110
SH
SOLE
14110
0
0
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1542
8319
SH
SOLE
8319
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
2376
36492
SH
SOLE
36492
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
1672
11837
SH
SOLE
11837
0
0
SPDR SER TR
PORTFOLIO SH TSR
78468R101
643
20964
SH
SOLE
20964
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
480
7796
SH
SOLE
7796
0
0
AMERICAN CENTY ETF TR
US EQT ETF
025072885
687
9899
SH
SOLE
9899
0
0
ISHARES TR
GRWT ALLOCAT ETF
464289867
700
13073
SH
SOLE
13073
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
332
5475
SH
SOLE
5475
0
0
PROCTER AND GAMBLE CO
COM
742718109
251
1853
SH
SOLE
1853
0
0
MICROSOFT CORP
COM
594918104
2500
10602
SH
SOLE
10602
0
0
CHIMERA INVT CORP
COM NEW
16934Q208
188
14770
SH
SOLE
14770
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
641
1618
SH
SOLE
1618
0
0
GENPACT LIMITED
SHS
G3922B107
309
7212
SH
SOLE
7212
0
0
SURGERY PARTNERS INC
COM
86881A100
206
4645
SH
SOLE
4645
0
0
MICHAELS COS INC
COM
59408Q106
204
9289
SH
SOLE
9289
0
0
ISHARES TR
MSCI ACWI ETF
464288257
995
10453
SH
SOLE
10453
0
0
PFIZER INC
COM
717081103
239
6591
SH
SOLE
6591
0
0
HOME DEPOT INC
COM
437076102
391
1282
SH
SOLE
1282
0
0
PEPSICO INC
COM
713448108
283
2000
SH
SOLE
2000
0
0
INTEL CORP
COM
458140100
205
3210
SH
SOLE
3210
0
0
REDFIN CORP
COM
75737F108
666
10000
SH
SOLE
10000
0
0
ISHARES TR
FLTG RATE NT ETF
46429B655
234
4600
SH
SOLE
4600
0
0
SSGA ACTIVE ETF TR
GLOBL ALLO ETF
78467V400
220
5008
SH
SOLE
5008
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
555
9542
SH
SOLE
9542
0
0
JPMORGAN CHASE & CO
COM
46625H100
783
5141
SH
SOLE
5141
0
0
TRAVELERS COMPANIES INC
COM
89417E109
267
1775
SH
SOLE
1775
0
0