Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2020

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 42 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 15.6 $19M 144k 128.90
Goldman Sachs Etf Tr activebeta int (GSIE) 14.6 $18M 759k 23.06
iShares Lehman 1-3 Year Treas.Bond (SHY) 10.1 $12M 139k 86.67
WisdomTree Intl. SmallCap Div (DLS) 6.9 $8.2M 172k 48.05
WisdomTree Emerging Mkts Small Cp Div (DGS) 6.6 $7.9M 240k 33.03
Spdr Ser Tr msci usa qual (QUS) 5.8 $6.9M 90k 76.37
Vanguard Emerging Markets ETF (VWO) 5.2 $6.3M 187k 33.55
iShares S&P 1500 Index Fund (ITOT) 4.6 $5.5M 97k 57.21
SPDR S&P Emerging Markets (SPEM) 4.5 $5.4M 191k 28.46
Bright Horizons Fam Sol In D (BFAM) 2.4 $2.9M 29k 101.99
Spdr Ser Tr shrt trsry etf (SPTS) 2.3 $2.7M 89k 30.71
SPDR S&P Dividend (SDY) 2.0 $2.4M 31k 79.85
SPDR S&P Emerging Markets Small Cap (EWX) 2.0 $2.4M 73k 33.11
Vanguard Small-Cap ETF (VB) 1.3 $1.6M 14k 115.43
iShares S&P 500 Growth Index (IVW) 1.3 $1.5M 9.1k 164.97
Microsoft Corporation (MSFT) 1.2 $1.4M 9.1k 157.69
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.2 $1.4M 28k 49.86
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) 1.1 $1.3M 44k 30.24
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 1.1 $1.3M 38k 34.01
Vanguard Europe Pacific ETF (VEA) 1.0 $1.2M 35k 33.32
iShares S&P 500 Value Index (IVE) 1.0 $1.1M 12k 96.22
iShares S&P SmallCap 600 Index (IJR) 0.9 $1.1M 20k 56.06
Vanguard Large-Cap ETF (VV) 0.8 $985k 8.3k 118.40
WisdomTree MidCap Earnings Fund (EZM) 0.8 $958k 36k 26.42
Apple (AAPL) 0.8 $945k 3.7k 254.03
J P Morgan Exchange Traded F ultra shrt (JPST) 0.6 $712k 14k 49.65
Nuveen Barclays Shrt Term Muni bdfund (SHM) 0.5 $603k 12k 48.85
Spdr S&p 500 Etf (SPY) 0.5 $559k 2.2k 257.49
Verizon Communications (VZ) 0.4 $515k 9.6k 53.71
JPMorgan Chase & Co. (JPM) 0.4 $467k 5.2k 90.02
Wisdomtree Tr blmbrg fl tr 0.3 $379k 15k 25.07
Lattice Strategies Tr dev mk x us st (RODM) 0.2 $296k 13k 22.02
Ishares Inc core msci emkt (IEMG) 0.2 $292k 7.2k 40.44
Home Depot (HD) 0.2 $289k 1.5k 186.57
iShares MSCI Emerging Markets Indx (EEM) 0.2 $288k 8.5k 34.05
Pepsi (PEP) 0.2 $240k 2.0k 120.00
Crane 0.2 $229k 4.7k 49.09
Pfizer (PFE) 0.2 $228k 7.0k 32.52
Enterprise Products Partners (EPD) 0.2 $212k 15k 14.30
Genpact (G) 0.2 $204k 7.0k 29.15
Redfin Corp (RDFN) 0.1 $154k 10k 15.40
Chimera Investment Corp etf (CIM) 0.1 $134k 15k 9.07