0001905162-22-000003.txt : 20220718 0001905162-22-000003.hdr.sgml : 20220718 20220718101550 ACCESSION NUMBER: 0001905162-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220718 DATE AS OF CHANGE: 20220718 EFFECTIVENESS DATE: 20220718 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: 221088488 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 false false 0001905162 XXXXXXXX 06-30-2022 06-30-2022 GPWM LLC

4 PPG PLACE, SUITE 600 PITTSBURGH PA 15222

13F COMBINATION REPORT 028-21570 0001082917 028-04145 GW&K Investment Management, LLC 0001125816 028-06487 FIRST TRUST ADVISORS LP N Kevin Siebert 4124971767 Kevin Siebert Pittsburgh PA 07-18-2022 0 21 110187 false INFORMATION TABLE 2 GPWM_13f_06302022.xml DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 95 2349 SH SOLE 0 0 2349 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 12 503 SH SOLE 0 0 503 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18 603 SH SOLE 0 0 603 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 30 673 SH SOLE 0 0 673 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 19 490 SH SOLE 0 0 490 VANGUARD WORLD FD ESG US STK ETF 921910733 2991 45056 SH SOLE 0 0 45056 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 3903 37818 SH SOLE 0 0 37818 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 11253 275830 SH SOLE 0 0 275830 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5112 122747 SH SOLE 0 0 122747 VANGUARD INDEX FDS LARGE CAP ETF 922908637 10013 58097 SH SOLE 0 0 58097 VANGUARD INDEX FDS VALUE ETF 922908744 5269 39955 SH SOLE 0 0 39955 VANGUARD INDEX FDS SMALL CP ETF 922908751 6642 37718 SH SOLE 0 0 37718 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6108 40773 SH SOLE 0 0 40773 ISHARES TR IBOXX HI YD ETF 464288513 4677 63542 SH SOLE 0 0 63542 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 78 1649 SH SOLE 0 0 1649 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 18353 367667 SH SOLE 0 0 367667 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 15498 205929 SH SOLE 0 0 205929 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 9720 196218 SH SOLE 0 0 196218 SCHWAB STRATEGIC TR US REIT ETF 808524847 7 343 SH SOLE 0 0 343 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4752 52167 SH SOLE 0 0 52167 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 5637 161983 SH SOLE 0 0 161983