Great Point Wealth Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 65 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Int (GSIE) 8.7 $25M -6% 884k 27.77
American Centy Etf Tr Us Eqt Etf (AVUS) 7.6 $22M -34% 331k 65.04
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $21M 112k 188.62
Bright Horizons Fam Sol In D (BFAM) 5.6 $16M 186k 84.52
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.5 $16M NEW 591k 26.43
Spdr Ser Tr Msci Usa Strtgic (QUS) 5.5 $15M 143k 108.03
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.5 $13M -6% 286k 44.64
Wisdomtree Tr Us Midcap Fund (EZM) 4.0 $11M -22% 244k 45.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.9 $11M -51% 135k 82.79
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.7 $11M +3040% 358k 29.45
Spdr Ser Tr Portfolio Short (SPSB) 2.9 $8.2M -53% 276k 29.73
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.8 $7.9M -37% 170k 46.53
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.8 $7.8M NEW 229k 34.20
Wisdomtree Tr Intl Smcap Div (DLS) 2.6 $7.2M -6% 124k 58.38

Setup an alert

Great Point Wealth Advisors will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Ishares Tr Core S&p Ttl Stk (ITOT) 2.3 $6.6M 79k 83.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $6.3M -5% 152k 41.65
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.2 $6.2M -8% 117k 52.76
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.2 $6.1M +38% 265k 23.16
Dimensional Etf Trust Short Duration F (DFSD) 2.0 $5.8M NEW 123k 46.88
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.9 $5.3M +51% 109k 48.65
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $4.1M +913% 80k 50.97
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.4 $4.0M -26% 115k 34.77
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $3.9M NEW 82k 48.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.2 $3.5M -49% 51k 68.36
Microsoft Corporation (MSFT) 1.2 $3.4M 13k 256.80
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $3.3M +1461% 63k 52.03
Apple (AAPL) 0.9 $2.5M +2% 18k 136.74
On Hldg Namen Akt A (ONON) 0.9 $2.5M +900% 141k 17.69
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.5M 14k 176.13
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.3M 19k 118.69
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.2M 37k 60.34
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.8M 809.00 2187.89
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.6M -2% 18k 92.44
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.6M 12k 137.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $1.6M NEW 29k 54.58
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.4M 8.3k 172.38
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.4M -4% 23k 58.87
Home Depot (HD) 0.4 $1.2M 4.4k 274.30
United Rentals (URI) 0.3 $771k 3.2k 242.99
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.3 $753k -5% 19k 40.80
CVS Caremark Corporation (CVS) 0.3 $730k 7.9k 92.66
JPMorgan Chase & Co. (JPM) 0.2 $659k +13% 5.9k 112.63
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $539k +2% 9.0k 59.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $533k 1.4k 377.21
Redfin Corp (RDFN) 0.2 $494k +500% 60k 8.23
Verizon Communications (VZ) 0.2 $482k 9.5k 50.80
Genpact SHS (G) 0.2 $463k 11k 42.32
Exxon Mobil Corporation (XOM) 0.2 $460k -3% 5.4k 85.55
Costco Wholesale Corporation (COST) 0.1 $375k NEW 782.00 479.54
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $346k NEW 14k 24.17
Pepsi (PEP) 0.1 $333k -13% 2.0k 166.50
Pfizer (PFE) 0.1 $330k -18% 6.3k 52.46
Travelers Companies (TRV) 0.1 $300k 1.8k 169.01
Veritiv Corp - When Issued (VRTV) 0.1 $295k 2.7k 108.66
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $290k 3.2k 91.89
Iqvia Holdings (IQV) 0.1 $283k 1.3k 217.02
Tesla Motors (TSLA) 0.1 $266k 395.00 673.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $266k -11% 6.6k 40.06
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $263k -2% 4.5k 58.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $254k 5.1k 50.05
Ishares Core Msci Emkt (IEMG) 0.1 $241k -29% 4.9k 48.99
Procter & Gamble Company (PG) 0.1 $238k -10% 1.7k 143.89
Nio Spon Ads (NIO) 0.1 $217k 10k 21.70
Surgery Partners (SGRY) 0.1 $210k 7.3k 28.92
Vroom (VRM) 0.0 $23k 18k 1.26

Past Filings by Great Point Wealth Advisors

SEC 13F filings are viewable for Great Point Wealth Advisors going back to 2018