Director of Operations

0001760304-22-000002.txt : 20220503 0001760304-22-000002.hdr.sgml : 20220503 20220503142121 ACCESSION NUMBER: 0001760304-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 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: 22886046 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 03-31-2022 03-31-2022 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 05-03-2022 0 60 321007 false INFORMATION TABLE 2 informationtable31032022.xml SPDR SER TRMSCI USA STRTGIC78468R81217922143837SHSOLE14383700ISHARES TRCORE S&P TTL STK464287150811680400SHSOLE8040000AMERICAN CENTY ETF TRUS EQT ETF02507288538887504376SHSOLE50437600GOLDMAN SACHS ETF TRACTIVEBETA INT38143010731081949612SHSOLE94961200WISDOMTREE TRUS MIDCAP FUND97717W57017254315537SHSOLE31553700ISHARES TR1 3 YR TREAS BD46428745723027276274SHSOLE27627400DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V3025018191223SHSOLE19122300SPDR SER TRPORTFOLIO SHORT78464A47417730588436SHSOLE58843600SPDR INDEX SHS FDSS&P EMKTSC ETF78463X756408172011SHSOLE7201100ISHARES INCCORE MSCI EMKT46434G1033907017SHSOLE701700FIDELITY MERRIMACK STR TRTOTAL BD ETF31618830913455270335SHSOLE27033500ISHARES TRCORE MSCI EAFE46432F842169224336SHSOLE2433600WISDOMTREE TRINTL SMCAP DIV97717W7609089132408SHSOLE13240800WISDOMTREE TREMG MKTS SMCAP97717W28116374307209SHSOLE30720900AMERICAN CENTY ETF TRINTL SMCP VLU0250728027983127566SHSOLE12756600AMERICAN CENTY ETF TRUS SML CP VALU0250728778032100577SHSOLE10057700ISHARES TRCORE S&P SCP ETF464287804194718045SHSOLE1804500EXXON MOBIL CORPCOM30231G1024615577SHSOLE557700SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5095990155023SHSOLE15502300VANGUARD INDEX FDSTOTAL STK MKT92290876925509112045SHSOLE11204500VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF92194385894219608SHSOLE1960800ISHARES TRAGGRES ALLOC ETF4642898596078812SHSOLE881200VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428587415160745SHSOLE16074500AMERICAN CENTY ETF TRAVANTIS EMGMKT0250726042384009SHSOLE400900BRIGHT HORIZONS FAM SOL IN DCOM10919410024679185988SHSOLE18598800APPLE INCCOM037833100313017926SHSOLE1792600ISHARES TRMSCI EMG MKT ETF4642872343407541SHSOLE754100ISHARES TRU.S. REAL ES ETF4642877393433174SHSOLE317400SPDR SER TRS&P DIVID ETF78464A763250019516SHSOLE1951600VANGUARD INDEX FDSSMALL CP ETF922908751299914110SHSOLE1411000VANGUARD INDEX FDSLARGE CAP ETF92290863717348319SHSOLE831900ISHARES TRS&P 500 GRWT ETF464287309278736492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408184311837SHSOLE1183700SPDR S&P 500 ETF TRTR UNIT78462F1036381413SHSOLE141300ALPHABET INCCAP STK CL C02079K1072260809SHSOLE80900MICROSOFT CORPCOM594918104413713419SHSOLE1341900UNITED RENTALS INCCOM91136310911273173SHSOLE317300HOME DEPOT INCCOM43707610213124382SHSOLE438200CVS HEALTH CORPCOM1266501007977878SHSOLE787800VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C1022724597SHSOLE459700VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427752925075SHSOLE507500PFIZER INCCOM7170811033987691SHSOLE769100PEPSICO INCCOM7134481083882320SHSOLE232000MARATHON PETE CORPCOM56585A1022052400SHSOLE240000PROCTER AND GAMBLE COCOM7427181092831854SHSOLE185400SPDR SER TRPORTFOLIO SH TSR78468R10133711382SHSOLE1138200GENPACT LIMITEDSHSG3922B10747610941SHSOLE1094100SURGERY PARTNERS INCCOM86881A1004007261SHSOLE726100VERITIV CORPCOM9234541023632715SHSOLE271500IQVIA HLDGS INCCOM46266C1053011304SHSOLE130400AMERICAN CENTY ETF TRINTL EQT ETF0250727034757870SHSOLE787000REDFIN CORPCOM75737F10818010000SHSOLE1000000SSGA ACTIVE ETF TRGLOBL ALLO ETF78467V4002205008SHSOLE500800VERIZON COMMUNICATIONS INCCOM92343V1044849501SHSOLE950100ON HLDG AGNAMEN AKT AH5919C10435714125SHSOLE1412500VROOM INCCOM92918V1094818206SHSOLE1820600TESLA INCCOM88160R101426395SHSOLE39500NIO INCSPON ADS62914V10621110000SHSOLE1000000JPMORGAN CHASE & COCOM46625H1007015141SHSOLE514100TRAVELERS COMPANIES INCCOM89417E1093241775SHSOLE177500