0001905162-22-000001.txt : 20220202 0001905162-22-000001.hdr.sgml : 20220202 20220202151924 ACCESSION NUMBER: 0001905162-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220202 DATE AS OF CHANGE: 20220202 EFFECTIVENESS DATE: 20220202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GPWM LLC CENTRAL INDEX KEY: 0001905162 IRS NUMBER: 454115520 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21570 FILM NUMBER: 22583245 BUSINESS ADDRESS: STREET 1: 4 PPG PLACE, SUITE 600 CITY: PITTSBURGH STATE: PA ZIP: 15222 BUSINESS PHONE: 412-497-1766 MAIL ADDRESS: STREET 1: 4 PPG PLACE, SUITE 600 CITY: PITTSBURGH STATE: PA ZIP: 15222 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001905162 XXXXXXXX 12-31-2021 12-31-2021 GPWM LLC

4 PPG PLACE, SUITE 600 PITTSBURGH PA 15222

13F COMBINATION REPORT 028-21570 0001600035 028-16094 Stonebridge Capital Advisors LLC 0001082917 028-04145 GW&K Investment Management, LLC N Kevin Siebert 4124971767 Kevin P Siebert Oakmont PA 02-02-2022 0 21 119617 false INFORMATION TABLE 2 GPWM_13f_12312021.xml DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 121 2336 SH SOLE 0 0 2336 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 15 490 SH SOLE 0 0 490 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 24 620 SH SOLE 0 0 620 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 42 366 SH SOLE 0 0 366 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 25 241 SH SOLE 0 0 241 VANGUARD WORLD FD ESG US STK ETF 921910733 4193 47702 SH SOLE 0 0 47702 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4488 33503 SH SOLE 0 0 33503 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 12692 248571 SH SOLE 0 0 248571 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5188 104901 SH SOLE 0 0 104901 VANGUARD INDEX FDS LARGE CAP ETF 922908637 12264 55486 SH SOLE 0 0 55486 VANGUARD INDEX FDS VALUE ETF 922908744 5993 40738 SH SOLE 0 0 40738 VANGUARD INDEX FDS SMALL CP ETF 922908751 7512 33239 SH SOLE 0 0 33239 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7133 39880 SH SOLE 0 0 39880 ISHARES TR IBOXX HI YD ETF 464288513 4930 56659 SH SOLE 0 0 56659 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 91 1680 SH SOLE 0 0 1680 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 17666 321731 SH SOLE 0 0 321731 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15929 187958 SH SOLE 0 0 187958 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 9467 171631 SH SOLE 0 0 171631 SCHWAB STRATEGIC TR US REIT ETF 808524847 11 201 SH SOLE 0 0 201 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6100 52580 SH SOLE 0 0 52580 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 5733 199767 SH SOLE 0 0 199767