0001760304-24-000003.txt : 20240509 0001760304-24-000003.hdr.sgml : 20240509 20240509125343 ACCESSION NUMBER: 0001760304-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240509 DATE AS OF CHANGE: 20240509 EFFECTIVENESS DATE: 20240509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Great Point Wealth Advisors, LLC CENTRAL INDEX KEY: 0001760304 ORGANIZATION NAME: 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: 24929582 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 X0202 13F-HR LIVE false true false 0001760304 XXXXXXXX 03-31-2024 03-31-2024 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N Peter Disch (617) 585-0050 Peter Disch Boston MA 05-09-2024 0 55 428893859 false INFORMATION TABLE 2 informationtable31032024.xml AMERICAN CENTY ETF TRUS EQT ETF025072885941204441051625SHSOLE105162500SPDR SER TRMSCI USA STRTGIC78468R81215890953109119SHSOLE10911900DIMENSIONAL ETF TRUSTUS CORE EQT MKT25434V10411965717327469SHSOLE32746900DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203352727011167197SHSOLE116719700ISHARES TRCORE S&P TTL STK464287150245377621282SHSOLE2128200J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q83727470278544505SHSOLE54450500DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG25434V30224699551999173SHSOLE99917300AMERICAN CENTY ETF TRINTL EQT ETF025072703602821194575SHSOLE9457500AMERICAN CENTY ETF TRINTL SMCP VLU02507280213151148199683SHSOLE19968300AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604454522378420SHSOLE7842000WISDOMTREE TRUS MIDCAP FUND97717W570439012771946SHSOLE7194600AMERICAN CENTY ETF TRUS SML CP VALU02507287716202381172899SHSOLE17289900SPDR SER TRPORTFOLIO SH TSR78468R10116053488555100SHSOLE55510000HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF41653L30512326909365350SHSOLE36535000JANUS DETROIT STR TRHENDRSON AAA CL47103U84515185571299282SHSOLE29928200ISHARES TRCORE MSCI EAFE46432F842141025419001SHSOLE1900100FIRST TR EXCHNG TRADED FD VITCW UNCONSTRAI33740F88811617209472244SHSOLE47224400WISDOMTREE TREMG MKTS SMCAP97717W281463452191123SHSOLE9112300WISDOMTREE TRINTL SMCAP DIV97717W760537540782432SHSOLE8243200DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500253197040616SHSOLE4061600ISHARES TRCORE S&P SCP ETF464287804174173115759SHSOLE1575900DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V78158953521682SHSOLE2168200VANGUARD INDEX FDSTOTAL STK MKT9229087691101828242394SHSOLE4239400VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385866091413174SHSOLE1317400GOLDMAN SACHS ETF TRACTIVEBETA INT38143010712194139355618SHSOLE35561800ISHARES TRAGGRES ALLOC ETF4642898595098126940SHSOLE694000VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858267373564011SHSOLE6401100SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5093913147108128SHSOLE10812800BRIGHT HORIZONS FAM SOL IN DCOM10919410022845781201533SHSOLE20153300REDFIN CORPCOM75737F10839912060018SHSOLE6001800J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q6547994560157559SHSOLE15755900ISHARES TRMSCI EMG MKT ETF4642872342454255974SHSOLE597400APPLE INCCOM037833100327514319099SHSOLE1909900PIMCO ETF TRMULTISECTOR BD72201R585144393756053SHSOLE5605300VANGUARD INDEX FDSSMALL CP ETF922908751324414914192SHSOLE1419200VANGUARD INDEX FDSLARGE CAP ETF92290863719535648148SHSOLE814800ISHARES TRS&P 500 GRWT ETF464287309308138436492SHSOLE3649200ISHARES TRS&P 500 VAL ETF464287408221127011837SHSOLE1183700ISHARES TREAFE SML CP ETF464288273136742921592SHSOLE2159200SPDR S&P 500 ETF TRTR UNIT78462F103205567393SHSOLE39300FIDELITY MERRIMACK STR TRTOTAL BD ETF3161883093274647227SHSOLE722700ISHARES TR1 3 YR TREAS BD4642874573854294713SHSOLE471300AMERICAN CENTY ETF TRAVANTIS CORE FI0250725623822029266SHSOLE926600MICROSOFT CORPCOM594918104529078012576SHSOLE1257600AMAZON COM INCCOM0231351066264603473SHSOLE347300JPMORGAN CHASE & COCOM46625H10011300255642SHSOLE564200ALPHABET INCCAP STK CL C02079K107246356716180SHSOLE1618000UNITED RENTALS INCCOM91136310922513053122SHSOLE312200HOME DEPOT INCCOM4370761024047791055SHSOLE105500SPDR SER TRPORTFOLIO SHORT78464A4742219357455SHSOLE745500AMERICAN CENTY ETF TRAVANTIS MODERAT025072182516326090791SHSOLE9079100CVS HEALTH CORPCOM1266501002820313536SHSOLE353600ON HLDG AGNAMEN AKT AH5919C104249871370625SHSOLE7062500JOHNSON & JOHNSONCOM4781601042956571869SHSOLE186900ADVANCED MICRO DEVICES INCCOM0079031072757891528SHSOLE152800