Great Point Wealth Advisors

Great Point Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 47 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 12.6 $25M 797k 30.72
Vanguard Scottsdale Fds Short Term Treas (VGSH) 12.0 $23M 374k 62.20
Vanguard Index Fds Total Stk Mkt (VTI) 11.5 $22M 142k 156.53
Goldman Sachs Etf Tr Activebeta Int (GSIE) 10.8 $21M 785k 26.59
Ishares Tr 1 3 Yr Treas Bd (SHY) 6.5 $13M 146k 86.61
Spdr Ser Tr Msci Usa Strtgic (QUS) 5.5 $11M 121k 88.30
Wisdomtree Tr Intl Smcap Div (DLS) 5.4 $11M 190k 55.63
Wisdomtree Tr Emg Mkts Smcap (DGS) 5.1 $9.9M 255k 39.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.9 $7.5M 189k 39.61
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.5 $6.8M 202k 33.46
Ishares Tr Core S&p Ttl Stk (ITOT) 3.5 $6.7M 97k 69.43
Bright Horizons Fam Sol In D (BFAM) 3.2 $6.3M 54k 117.19
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.7 $3.3M 81k 40.82
Spdr Ser Tr S&p Divid Etf (SDY) 1.4 $2.7M 30k 91.18
Vanguard Index Fds Small Cp Etf (VB) 1.1 $2.1M 14k 145.72
Microsoft Corporation (MSFT) 1.0 $1.9M 9.4k 203.50
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $1.9M 9.1k 207.39
Wisdomtree Tr Us Midcap Fund (EZM) 0.8 $1.6M 49k 32.58
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.6M 28k 57.13
Direxion Shs Etf Tr Dly S&p500 Br 3x 0.8 $1.5M 189k 7.81
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.4M 20k 68.26
Apple (AAPL) 0.7 $1.4M 3.7k 363.88
Vanguard Tax-managed Fds Ftse Dev Mkt Etf (VEA) 0.7 $1.3M 35k 38.76
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.3M 12k 108.14
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.2M 8.3k 142.93
Euronav Nv Antwerpen SHS (EURN) 0.5 $1.0M 125k 8.14
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.4 $727k 14k 50.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $662k 2.1k 308.05
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $615k 12k 49.82
Verizon Communications (VZ) 0.3 $526k 9.5k 55.10
Dht Holdings Shs New (DHT) 0.3 $513k 100k 5.13
JPMorgan Chase & Co. (JPM) 0.2 $483k 5.1k 93.95
Redfin Corp (RDFN) 0.2 $419k 10k 41.90
Home Depot (HD) 0.2 $381k 1.5k 250.33
Wisdomtree Tr Floatng Rat Trea 0.2 $372k 15k 25.07
Ishares Core Msci Emkt (IEMG) 0.2 $344k 7.2k 47.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $338k 8.5k 39.96
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $307k 8.4k 36.43
Crane 0.1 $279k 4.7k 59.42
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $269k 11k 24.56
Enterprise Products Partners (EPD) 0.1 $269k 15k 18.14
Pepsi (PEP) 0.1 $264k 2.0k 132.00
Genpact SHS (G) 0.1 $263k 7.2k 36.47
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $233k 4.3k 54.71
Pfizer (PFE) 0.1 $215k 6.6k 32.62
Travelers Companies 0.1 $202k 1.8k 113.80
Chimera Invt Corp Com New (CIM) 0.1 $141k 15k 9.55