GPWM

GPWM as of March 31, 2022

Portfolio Holdings for GPWM

GPWM holds 21 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 15.5 $19M 364k 51.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.2 $16M 200k 79.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 10.7 $13M 268k 48.03
Vanguard Index Fds Large Cap Etf (VV) 9.7 $12M 56k 208.49
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.4 $10M 192k 52.44
Vanguard Index Fds Small Cp Etf (VB) 6.4 $7.8M 37k 212.51
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.8 $7.0M 40k 175.94
Barclays Bank Djubs Cmdt Etn36 (DJP) 5.0 $6.1M 165k 36.91
Vanguard Index Fds Value Etf (VTV) 4.8 $5.8M 39k 147.77
Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $5.5M 51k 108.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.6 $5.5M 119k 46.13
Ishares Tr Iboxx Hi Yd Etf (HYG) 4.2 $5.1M 62k 82.29
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.8 $4.5M 37k 123.89
Vanguard World Esg Us Stk Etf (ESGV) 3.0 $3.7M 45k 81.08
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $115k 2.3k 49.12
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $89k 1.8k 50.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $37k 694.00 53.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $24k 512.00 46.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $23k 633.00 36.33
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $15k 525.00 28.57
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $9.0k 364.00 24.73