0001761013-19-000003.txt : 20190515 0001761013-19-000003.hdr.sgml : 20190515 20190515082946 ACCESSION NUMBER: 0001761013-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 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: 19825199 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 03-31-2019 03-31-2019 Great Point Wealth Advisors, LLC

1 INTERNATIONAL PLACE SUITE 4520 BOSTON MA 02110

13F HOLDINGS REPORT 028-19217 N PETER VINCENT DISCH, JR. 617-585-0050 PETER VINCENT DISCH, JR. BOSTON MA 05-15-2019 0 45 117747 false INFORMATION TABLE 2 13F_GreatPoint_2019Q1.xml APPLE INC COM 037833100 603 3175 SH SOLE 0 0 3175 BRIGHT HORIZONS FAM SOL IN D COM 109194100 2700 21243 SH SOLE 0 0 21243 CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 206 4300 SH SOLE 0 0 4300 ENTERPRISE PRODS PARTNERS L COM 293792107 1120 38501 SH SOLE 0 0 38501 HOME DEPOT INC COM 437076102 347 1809 SH SOLE 0 0 1809 ISHARES TR CORE S&P TTL STK 464287150 5084 78952 SH SOLE 0 0 78952 ISHARES TR MSCI EMG MKT ETF 464287234 457 10651 SH SOLE 0 0 10651 ISHARES TR IBOXX INV CP ETF 464287242 436 3670 SH SOLE 0 0 3670 ISHARES TR S&P 500 GRWT ETF 464287309 1646 9553 SH SOLE 0 0 9553 ISHARES TR S&P 500 VAL ETF 464287408 1413 12542 SH SOLE 0 0 12542 ISHARES TR 1 3 YR TREAS BD 464287457 3965 47141 SH SOLE 0 0 47141 ISHARES TR CORE S&P MCP ETF 464287507 2031 10725 SH SOLE 0 0 10725 ISHARES TR U.S. REAL ES ETF 464287739 517 5948 SH SOLE 0 0 5948 ISHARES TR CORE S&P SCP ETF 464287804 1173 15216 SH SOLE 0 0 15216 ONEOK INC NEW COM 682680103 555 7954 SH SOLE 0 0 7954 PEPSICO INC COM 713448108 245 2000 SH SOLE 0 0 2000 PFIZER INC COM 717081103 313 7383 SH SOLE 0 0 7383 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1895 46377 SH SOLE 0 0 46377 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7259 170815 SH SOLE 0 0 170815 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1963 15128 SH SOLE 0 0 15128 VANGUARD INDEX FDS SMALL CP ETF 922908751 2964 19398 SH SOLE 0 0 19398 VANGUARD INDEX FDS TOTAL STK MKT 922908769 19671 135939 SH SOLE 0 0 135939 WALGREENS BOOTS ALLIANCE INC COM 931427108 253 4000 SH SOLE 0 0 4000 TRAVELERS COMPANIES INC COM 89417E109 243 1775 SH SOLE 0 0 1775 AMERICAN AIRLS GROUP INC COM 02376R102 478 15065 SH SOLE 0 0 15065 DOWDUPONT INC COM 26078J100 205 3846 SH SOLE 0 0 3846 ISHARES TR CORE MSCI EAFE 46432F842 2895 47655 SH SOLE 0 0 47655 ISHARES TR CORE 1 5 YR USD 46432F859 287 5773 SH SOLE 0 0 5773 ISHARES INC CORE MSCI EMKT 46434G103 305 5916 SH SOLE 0 0 5916 JPMORGAN CHASE & CO COM 46625H100 520 5141 SH SOLE 0 0 5141 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 551 10973 SH SOLE 0 0 10973 REDFIN CORP COM 75737F108 202 10000 SH SOLE 0 0 10000 SPDR S&P 500 ETF TR TR UNIT 78462F103 741 2626 SH SOLE 0 0 2626 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 5060 141515 SH SOLE 0 0 141515 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 2481 55679 SH SOLE 0 0 55679 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 16303 477124 SH SOLE 0 0 477124 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 12226 400225 SH SOLE 0 0 400225 SPDR SERIES TRUST S&P DIVID ETF 78464A763 6648 66880 SH SOLE 0 0 66880 SPDR SER TR NUVEEN BLMBRG SR 78468R739 600 12392 SH SOLE 0 0 12392 VERIZON COMMUNICATIONS INC COM 92343V104 308 5225 SH SOLE 0 0 5225 WISDOMTREE TR EMG MKTS SMCAP 97717W281 8849 187852 SH SOLE 0 0 187852 WISDOMTREE TR FLOATNG RAT TREA 97717X628 1522 60690 SH SOLE 0 0 60690 GENPACT LIMITED SHS G3922B107 255 7264 SH SOLE 0 0 7264 SEAGATE TECHNOLOGY PLC SHS G7945M107 210 4386 SH SOLE 0 0 4386 ATENTO S A SHS L0427L105 42 11672 SH SOLE 0 0 11672