Great Point Wealth Advisors

Great Point Wealth Advisors as of Sept. 30, 2019

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 41 positions in its portfolio as reported in the September 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 17.4 $26M 827k 30.85
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 16.3 $24M 680k 35.28
Vanguard Total Stock Market ETF (VTI) 13.5 $20M 132k 151.00
iShares Lehman 1-3 Year Treas.Bond (SHY) 8.2 $12M 142k 84.82
WisdomTree Emerging Mkts Small Cp Div (DGS) 6.7 $9.9M 223k 44.30
Vanguard Emerging Markets ETF (VWO) 4.4 $6.5M 162k 40.26
iShares S&P 1500 Index Fund (ITOT) 4.2 $6.2M 93k 67.07
SPDR S&P Emerging Markets (SPEM) 4.1 $6.1M 177k 34.28
SPDR S&P Dividend (SDY) 3.4 $5.0M 48k 102.59
Bright Horizons Fam Sol In D (BFAM) 3.0 $4.4M 29k 152.49
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 2.2 $3.3M 54k 61.06
SPDR S&P Emerging Markets Small Cap (EWX) 1.6 $2.4M 55k 43.43
Vanguard Small-Cap ETF (VB) 1.4 $2.1M 14k 153.84
iShares S&P 500 Growth Index (IVW) 1.1 $1.6M 9.1k 179.98
J P Morgan Exchange Traded F ultra shrt (JPST) 1.1 $1.6M 33k 50.40
Vanguard Europe Pacific ETF (VEA) 1.1 $1.6M 39k 41.07
iShares S&P 500 Value Index (IVE) 1.0 $1.5M 13k 119.12
Wisdomtree Tr blmbrg fl tr 1.0 $1.4M 58k 25.04
iShares S&P SmallCap 600 Index (IJR) 1.0 $1.4M 18k 77.84
Vanguard Large-Cap ETF (VV) 0.8 $1.1M 8.4k 136.21
Apple (AAPL) 0.5 $784k 3.5k 223.74
Enterprise Products Partners (EPD) 0.5 $732k 26k 28.57
Spdr S&p 500 Etf (SPY) 0.5 $691k 2.3k 296.57
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.5 $681k 14k 48.95
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.4 $653k 5.1k 127.44
Ishares Tr core strm usbd (ISTB) 0.4 $628k 13k 50.42
JPMorgan Chase & Co. (JPM) 0.4 $605k 5.1k 117.68
iShares Dow Jones US Real Estate (IYR) 0.4 $605k 6.5k 93.54
Oneok (OKE) 0.3 $442k 6.0k 73.65
iShares MSCI Emerging Markets Indx (EEM) 0.3 $430k 11k 40.82
Home Depot (HD) 0.3 $408k 1.8k 231.95
American Airls (AAL) 0.3 $406k 15k 26.95
Ishares Inc core msci emkt (IEMG) 0.2 $319k 6.5k 49.02
Verizon Communications (VZ) 0.2 $312k 5.2k 60.24
Pepsi (PEP) 0.2 $274k 2.0k 137.00
Genpact (G) 0.2 $281k 7.3k 38.68
Pfizer (PFE) 0.2 $258k 7.2k 35.88
Travelers Companies (TRV) 0.2 $263k 1.8k 148.17
Walgreen Boots Alliance (WBA) 0.1 $207k 3.8k 55.05
Redfin Corp (RDFN) 0.1 $168k 10k 16.80
Atento Sa 0.0 $32k 12k 2.74