Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2019

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 45 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 16.7 $20M 136k 144.70
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 13.8 $16M 477k 34.17
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 10.4 $12M 400k 30.55
WisdomTree Emerging Mkts Small Cp Div (DGS) 7.5 $8.8M 188k 47.11
Vanguard Emerging Markets ETF (VWO) 6.2 $7.3M 171k 42.50
SPDR S&P Dividend (SDY) 5.7 $6.6M 67k 99.40
iShares S&P 1500 Index Fund (ITOT) 4.3 $5.1M 79k 64.39
SPDR S&P Emerging Markets (SPEM) 4.3 $5.1M 142k 35.76
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.4 $4.0M 47k 84.11
Vanguard Small-Cap ETF (VB) 2.5 $3.0M 19k 152.80
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 2.5 $2.9M 48k 60.75
Bright Horizons Fam Sol In D (BFAM) 2.3 $2.7M 21k 127.10
SPDR S&P Emerging Markets Small Cap (EWX) 2.1 $2.5M 56k 44.56
iShares S&P MidCap 400 Index (IJH) 1.7 $2.0M 11k 189.37
Vanguard Large-Cap ETF (VV) 1.7 $2.0M 15k 129.76
Vanguard Europe Pacific ETF (VEA) 1.6 $1.9M 46k 40.86
iShares S&P 500 Growth Index (IVW) 1.4 $1.6M 9.6k 172.30
Wisdomtree Tr blmbrg fl tr 1.3 $1.5M 61k 25.08
iShares S&P 500 Value Index (IVE) 1.2 $1.4M 13k 112.66
iShares S&P SmallCap 600 Index (IJR) 1.0 $1.2M 15k 77.09
Enterprise Products Partners (EPD) 0.9 $1.1M 39k 29.09
Spdr S&p 500 Etf (SPY) 0.6 $741k 2.6k 282.18
Apple (AAPL) 0.5 $603k 3.2k 189.92
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.5 $600k 12k 48.42
Oneok (OKE) 0.5 $555k 8.0k 69.78
J P Morgan Exchange Traded F ultra shrt (JPST) 0.5 $551k 11k 50.21
JPMorgan Chase & Co. (JPM) 0.4 $520k 5.1k 101.15
iShares Dow Jones US Real Estate (IYR) 0.4 $517k 5.9k 86.92
American Airls (AAL) 0.4 $478k 15k 31.73
iShares MSCI Emerging Markets Indx (EEM) 0.4 $457k 11k 42.91
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $436k 3.7k 118.80
Home Depot (HD) 0.3 $347k 1.8k 191.82
Pfizer (PFE) 0.3 $313k 7.4k 42.39
Verizon Communications (VZ) 0.3 $308k 5.2k 58.95
Ishares Inc core msci emkt (IEMG) 0.3 $305k 5.9k 51.56
Ishares Tr core strm usbd (ISTB) 0.2 $287k 5.8k 49.71
Genpact (G) 0.2 $255k 7.3k 35.10
Travelers Companies (TRV) 0.2 $243k 1.8k 136.90
Pepsi (PEP) 0.2 $245k 2.0k 122.50
Walgreen Boots Alliance (WBA) 0.2 $253k 4.0k 63.25
Seagate Technology Com Stk 0.2 $210k 4.4k 47.88
Canada Goose Holdings Inc shs sub vtg (GOOS) 0.2 $206k 4.3k 47.91
Dowdupont 0.2 $205k 3.8k 53.30
Redfin Corp (RDFN) 0.2 $202k 10k 20.20
Atento Sa 0.0 $42k 12k 3.60