0001905162-23-000001.txt : 20230120 0001905162-23-000001.hdr.sgml : 20230120 20230120114900 ACCESSION NUMBER: 0001905162-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230120 DATE AS OF CHANGE: 20230120 EFFECTIVENESS DATE: 20230120 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: 23539724 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 X0202 13F-HR LIVE false false false 0001905162 XXXXXXXX 12-31-2022 12-31-2022 GPWM LLC

4 PPG PLACE, SUITE 600 PITTSBURGH PA 15222

13F COMBINATION REPORT 028-21570 0001082917 028-04145 000121942 801-61559 GW&K Investment Management, LLC N Kevin Siebert 4124971767 Kevin Siebert Pittsburgh PA 01-20-2023 0 24 111839182 false INFORMATION TABLE 2 GWPM_13f_12312022.xml DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 74080 1780 SH SOLE 0 0 1780 GOLDMAN SACHS ETF TR JUST US LRG CP 381430396 22104 400 SH SOLE 0 0 400 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 11124 470 SH SOLE 0 0 470 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 17651 548 SH SOLE 0 0 548 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 67059 1469 SH SOLE 0 0 1469 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 26954 597 SH SOLE 0 0 597 SCHWAB STRATEGIC TR US REIT ETF 808524847 6230 323 SH SOLE 0 0 323 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 17540 433 SH SOLE 0 0 433 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 23081 152 SH SOLE 0 0 152 VANGUARD WORLD FD ESG US STK ETF 921910733 3106616 47170 SH SOLE 0 0 47170 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 548832 10946 SH SOLE 0 0 10946 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4509040 43858 SH SOLE 0 0 43858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 13328874 317581 SH SOLE 0 0 317581 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5791375 148573 SH SOLE 0 0 148573 VANGUARD BD INDEX FDS INTERMED TERM 921937819 16564515 222881 SH SOLE 0 0 222881 VANGUARD INDEX FDS LARGE CAP ETF 922908637 10984877 63059 SH SOLE 0 0 63059 VANGUARD INDEX FDS VALUE ETF 922908744 5723025 40771 SH SOLE 0 0 40771 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6248932 75763 SH SOLE 0 0 75763 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9424956 201776 SH SOLE 0 0 201776 VANGUARD INDEX FDS SMALL CP ETF 922908751 9102299 49593 SH SOLE 0 0 49593 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4526752 28506 SH SOLE 0 0 28506 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2621584 52972 SH SOLE 0 0 52972 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12797721 178142 SH SOLE 0 0 178142 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 6293961 132700 SH SOLE 0 0 132700