Great Point Wealth Advisors

Great Point Wealth Advisors as of June 30, 2019

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 42 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 16.4 $20M 135k 150.09
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 14.7 $18M 522k 34.93
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 10.4 $13M 420k 30.78
WisdomTree Emerging Mkts Small Cp Div (DGS) 7.5 $9.2M 196k 47.05
Vanguard Emerging Markets ETF (VWO) 5.8 $7.1M 168k 42.52
SPDR S&P Dividend (SDY) 5.0 $6.2M 61k 100.87
SPDR S&P Emerging Markets (SPEM) 4.5 $5.5M 155k 35.79
iShares S&P 1500 Index Fund (ITOT) 4.4 $5.4M 81k 66.63
Bright Horizons Fam Sol In D (BFAM) 3.5 $4.3M 29k 150.85
iShares Lehman 1-3 Year Treas.Bond (SHY) 3.4 $4.2M 50k 84.78
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 2.4 $3.0M 49k 61.39
Vanguard Small-Cap ETF (VB) 2.4 $2.9M 19k 156.63
SPDR S&P Emerging Markets Small Cap (EWX) 2.0 $2.4M 55k 44.69
Wisdomtree Tr blmbrg fl tr 1.8 $2.2M 87k 25.07
iShares S&P MidCap 400 Index (IJH) 1.7 $2.1M 11k 194.22
Vanguard Europe Pacific ETF (VEA) 1.5 $1.8M 44k 41.70
J P Morgan Exchange Traded F ultra shrt (JPST) 1.3 $1.6M 33k 50.37
iShares S&P 500 Growth Index (IVW) 1.3 $1.6M 9.1k 179.22
iShares S&P 500 Value Index (IVE) 1.2 $1.5M 13k 116.57
Vanguard Large-Cap ETF (VV) 1.0 $1.3M 9.6k 134.70
iShares S&P SmallCap 600 Index (IJR) 1.0 $1.3M 16k 78.24
Enterprise Products Partners (EPD) 0.6 $739k 26k 28.84
Spdr S&p 500 Etf (SPY) 0.6 $725k 2.5k 292.93
Apple (AAPL) 0.5 $632k 3.2k 197.93
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.5 $637k 13k 48.91
JPMorgan Chase & Co. (JPM) 0.5 $602k 5.4k 111.67
iShares Dow Jones US Real Estate (IYR) 0.4 $518k 5.9k 87.28
American Airls (AAL) 0.4 $491k 15k 32.59
iShares MSCI Emerging Markets Indx (EEM) 0.4 $454k 11k 42.84
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $452k 3.6k 124.35
Oneok (OKE) 0.3 $409k 5.9k 68.77
Home Depot (HD) 0.3 $402k 1.9k 207.86
Pfizer (PFE) 0.3 $332k 7.7k 43.21
Ishares Inc core msci emkt (IEMG) 0.3 $317k 6.2k 51.43
Verizon Communications (VZ) 0.2 $298k 5.2k 57.03
Ishares Tr core strm usbd (ISTB) 0.2 $298k 5.9k 50.30
Pepsi (PEP) 0.2 $281k 2.2k 130.70
Genpact (G) 0.2 $276k 7.3k 38.00
Travelers Companies (TRV) 0.2 $265k 1.8k 149.30
Walgreen Boots Alliance (WBA) 0.2 $235k 4.3k 54.65
Redfin Corp (RDFN) 0.1 $179k 10k 17.90
Atento Sa 0.0 $29k 12k 2.48