Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2021

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 52 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Msci Usa Strtgic (QUS) 11.5 $30M 271k 111.08
Goldman Sachs Etf Tr Activebeta Int (GSIE) 11.4 $30M 905k 33.04
Vanguard Index Fds Total Stk Mkt (VTI) 9.7 $25M 122k 206.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.6 $23M 262k 86.25
Spdr Ser Tr Portfolio Short (SPSB) 7.4 $19M 616k 31.31
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 7.3 $19M 473k 40.22
Wisdomtree Tr Intl Smcap Div (DLS) 6.1 $16M 222k 72.23
Wisdomtree Tr Emg Mkts Smcap (DGS) 5.6 $15M 284k 51.29
Wisdomtree Tr Us Midcap Fund (EZM) 4.4 $12M 225k 50.93
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 4.0 $11M 242k 43.78
Bright Horizons Fam Sol In D (BFAM) 3.7 $9.7M 56k 171.45
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $8.9M 171k 52.05
Ishares Tr Core S&p Ttl Stk (ITOT) 3.0 $7.8M 85k 91.60
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.6 $4.2M 76k 55.39
Vanguard Index Fds Small Cp Etf (VB) 1.2 $3.0M 14k 214.10
Spdr Ser Tr S&p Divid Etf (SDY) 1.0 $2.7M 23k 118.03
Microsoft Corporation (MSFT) 1.0 $2.5M 11k 235.80
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $2.4M 37k 65.11
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.0M 18k 108.55
Ishares Tr Core Msci Eafe (IEFA) 0.7 $1.8M 25k 72.07
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.7M 12k 141.25
Apple (AAPL) 0.6 $1.5M 13k 122.16
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.5M 8.3k 185.36
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $1.1M 23k 49.11
Ishares Tr Msci Acwi Etf (ACWI) 0.4 $995k 11k 95.19
JPMorgan Chase & Co. (JPM) 0.3 $783k 5.1k 152.31
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $700k 13k 53.55
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $687k 9.9k 69.40
Redfin Corp (RDFN) 0.3 $666k 10k 66.60
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $643k 21k 30.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $641k 1.6k 396.17
Verizon Communications (VZ) 0.2 $555k 9.5k 58.16
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $542k 8.1k 66.88
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $480k 7.8k 61.57
Ishares Core Msci Emkt (IEMG) 0.2 $441k 6.9k 64.31
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.2 $409k 8.1k 50.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $394k 7.4k 53.40
Home Depot (HD) 0.1 $391k 1.3k 304.99
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $358k 3.9k 92.03
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $332k 5.5k 60.64
Genpact SHS (G) 0.1 $309k 7.2k 42.85
Pepsi (PEP) 0.1 $283k 2.0k 141.50
Travelers Companies (TRV) 0.1 $267k 1.8k 150.42
Procter & Gamble Company (PG) 0.1 $251k 1.9k 135.46
Pfizer (PFE) 0.1 $239k 6.6k 36.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $234k 4.6k 50.87
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.1 $220k 5.0k 43.93
Surgery Partners (SGRY) 0.1 $206k 4.6k 44.35
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $205k 1.2k 176.72
Intel Corporation (INTC) 0.1 $205k 3.2k 63.86
Michaels Cos Inc/the 0.1 $204k 9.3k 21.96
Chimera Invt Corp Com New 0.1 $188k 15k 12.73