Great Point Wealth Advisors

Great Point Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 46 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Int (GSIE) 11.5 $27M 838k 31.90
Vanguard Index Fds Total Stk Mkt (VTI) 11.0 $26M 132k 194.63
Spdr Ser Tr Msci Usa Strtgic (QUS) 8.2 $19M 182k 104.47
Ishares Tr 1 3 Yr Treas Bd (SHY) 7.2 $17M 194k 86.38
Wisdomtree Tr Intl Smcap Div (DLS) 5.9 $14M 203k 68.11
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 5.8 $14M 438k 30.71
Wisdomtree Tr Emg Mkts Smcap (DGS) 5.5 $13M 268k 47.72
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 5.4 $13M 302k 41.74
Bright Horizons Fam Sol In D (BFAM) 4.2 $9.8M 56k 172.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $9.6M 191k 50.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 3.9 $9.1M 148k 61.59
Spdr Ser Tr Portfolio Short (SPSB) 3.9 $9.0M 287k 31.40
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.8 $8.9M 212k 42.16
Ishares Tr Core S&p Ttl Stk (ITOT) 3.5 $8.3M 96k 86.21
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.7 $3.9M 77k 51.63
Wisdomtree Tr Us Midcap Fund (EZM) 1.5 $3.6M 82k 43.46
Spdr Ser Tr S&p Divid Etf (SDY) 1.3 $3.0M 29k 105.90
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.7M 14k 194.61
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $2.3M 37k 63.79
Microsoft Corporation (MSFT) 1.0 $2.3M 10k 222.34
Ishares Tr Core Msci Eafe (IEFA) 0.8 $1.9M 27k 69.07
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.9M 20k 91.88
Fiat Chrysler Automobiles N SHS 0.8 $1.8M 100k 18.09
Apple (AAPL) 0.7 $1.6M 12k 132.63
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.5M 12k 127.99
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.5M 8.3k 175.62
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $1.3M 28k 47.18
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $747k 14k 52.18
Redfin Corp (RDFN) 0.3 $686k 10k 68.60
JPMorgan Chase & Co. (JPM) 0.3 $653k 5.1k 127.02
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $614k 12k 49.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $604k 1.6k 373.30
Verizon Communications (VZ) 0.2 $560k 9.5k 58.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $513k 8.8k 58.28
Ishares Core Msci Emkt (IEMG) 0.2 $443k 7.2k 61.95
Home Depot (HD) 0.2 $430k 1.6k 265.60
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $419k 8.3k 50.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $414k 8.0k 51.60
Genpact SHS (G) 0.1 $298k 7.2k 41.32
Pepsi (PEP) 0.1 $296k 2.0k 148.00
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $288k 7.8k 37.06
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $249k 3.9k 63.96
Travelers Companies (TRV) 0.1 $249k 1.8k 140.28
Pfizer (PFE) 0.1 $242k 6.6k 36.72
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.1 $226k 8.0k 28.28
Chimera Invt Corp Com New 0.1 $151k 15k 10.22