0001905162-23-000003.txt : 20230411 0001905162-23-000003.hdr.sgml : 20230411 20230411105111 ACCESSION NUMBER: 0001905162-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230411 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: 23812653 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 03-31-2023 03-31-2023 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 04-11-2023 0 21 115818067 false INFORMATION TABLE 2 GWPM_13f_03312023.xml DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 79345 1785 SH SOLE 0 0 1785 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3261 133 SH SOLE 0 0 133 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 5046 145 SH SOLE 0 0 145 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 12384 264 SH SOLE 0 0 264 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7594 157 SH SOLE 0 0 157 SCHWAB STRATEGIC TR US REIT ETF 808524847 1677 86 SH SOLE 0 0 86 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 4696 112 SH SOLE 0 0 112 VANGUARD WORLD FD ESG US STK ETF 921910733 3163414 44114 SH SOLE 0 0 44114 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4593323 42048 SH SOLE 0 0 42048 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 13383419 296290 SH SOLE 0 0 296290 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6013055 148838 SH SOLE 0 0 148838 VANGUARD INDEX FDS LARGE CAP ETF 922908637 12027014 64381 SH SOLE 0 0 64381 VANGUARD INDEX FDS VALUE ETF 922908744 5915665 42833 SH SOLE 0 0 42833 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6242282 75172 SH SOLE 0 0 75172 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10328402 215985 SH SOLE 0 0 215985 VANGUARD INDEX FDS SMALL CP ETF 922908751 9271190 48909 SH SOLE 0 0 48909 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4521167 28478 SH SOLE 0 0 28478 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 15476427 305496 SH SOLE 0 0 305496 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14550933 197087 SH SOLE 0 0 197087 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 10217773 208867 SH SOLE 0 0 208867