Great Point Wealth Advisors

Latest statistics and disclosures from Great Point Wealth Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Great Point Wealth Advisors

Companies in the Great Point Wealth Advisors portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SCPB) 16.86 883894 +6% 30.84
SPDR Barclay Cp Intr Trm Cr Bd (ITR) 15.97 731477 +7% 35.31
Vanguard Total Stock Market ETF (VTI) 13.89 137329 +4% 163.61
iShares Lehman 1-3 Year Treas.Bond (SHY) 7.95 151912 +7% 84.63
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 6.97 235859 +5% 47.82
SPDR S&P; Emerging Markets (GMM) 4.86 209044 +17% 37.59
Vanguard Emerging Markets ETF (VWO) 4.43 161011 44.47
iShares S&P; 1500 Index Fund (ISI) 4.38 97389 +4% 72.69
SPDR S&P; Dividend (SDY) 3.12 46852 -3% 107.55
Bright Horizons Fam Sol In D 2.66 28631 150.26
Ishares Core Msci Eafe Etf core msci eafe 2.28 56413 +4% 65.23
SPDR S&P; Emerging Markets Small Cap (EWX) 1.56 54900 46.05
Vanguard Small-Cap ETF (VB) 1.43 13956 165.59
iShares S&P; 500 Growth Index (IVW) 1.09 9123 193.58
iShares S&P; SmallCap 600 Index (IJR) 1.03 19800 +7% 83.84
Vanguard Europe Pacific ETF (VEA) 1.02 37471 -3% 44.03
J P Morgan Exchange Traded F ultra shrt 1.02 32736 50.40
iShares S&P; 500 Value Index (IVE) 1.01 12542 130.04
Wisdomtree Tr blmbrg fl trfd 0.88 57082 25.05
Vanguard Large-Cap ETF (VV) 0.76 8354 147.83
Apple (AAPL) 0.73 4046 +15% 293.13
SPDR S&P; 500 ETF (SPY) 0.46 2289 321.54
Enterprise Products Partners 0.45 25624 28.14
JPMorgan Chase & Co. (JPM) 0.44 5141 139.27
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.42 5297 +3% 127.81
Nuveen Barclays Shrt Term Muni bdfund 0.42 13911 49.10
Ishares Tr core strm usbd 0.40 12978 +4% 50.39
iShares Dow Jones US Real Estate (IYR) 0.39 6757 +4% 92.94
Microsoft Corporation (MSFT) 0.32 3250 NEW 157.54
iShares MSCI Emerging Markets Indx (EEM) 0.29 10508 44.82
ONEOK (OKE) 0.28 6055 75.64
American Airls 0.27 15065 28.68
Crane (CR) 0.25 4632 NEW 86.36
Ishares Inc core msci emkt 0.22 6735 +3% 53.75
Home Depot (HD) 0.21 1522 -13% 218.13
Verizon Communications (VZ) 0.20 5179 61.21
Genpact Limited shs 0.19 7264 42.13
Pepsi (PEP) 0.17 2000 136.50
Pfizer (PFE) 0.16 6591 -8% 39.14
Travelers Companies (TRV) 0.15 1775 136.90
Walgreen Boots Alliance 0.14 3760 58.78
Ishares Tr s^p aggr all 0.13 3725 NEW 57.99
Redfin Corp 0.13 10000 21.10
Atento Sa 0.02 11672 2.83

Past Filings by Great Point Wealth Advisors

View past SEC 13F filings by Great Point Wealth Advisors

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