Great Point Wealth Advisors

Great Point Wealth Advisors as of June 30, 2021

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 53 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Int (GSIE) 11.1 $32M 913k 34.93
Vanguard Index Fds Total Stk Mkt (VTI) 9.2 $26M 118k 222.82
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.0 $23M 268k 86.16
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 7.1 $20M 497k 40.96
Spdr Ser Tr Portfolio Short (SPSB) 7.0 $20M 638k 31.30
Spdr Ser Tr Msci Usa Strtgic (QUS) 6.8 $19M 162k 119.45
American Centy Etf Tr Us Eqt Etf (AVUS) 6.6 $19M 255k 74.21
Wisdomtree Tr Emg Mkts Smcap (DGS) 5.6 $16M 297k 54.48
Wisdomtree Tr Us Midcap Fund (EZM) 4.9 $14M 271k 52.39
Wisdomtree Tr Intl Smcap Div (DLS) 3.6 $10M 137k 74.68
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $9.1M 168k 54.31
Ishares Tr Core S&p Ttl Stk (ITOT) 2.9 $8.3M 84k 98.76
Bright Horizons Fam Sol In D (BFAM) 2.9 $8.3M 56k 147.12
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.6 $7.3M 161k 45.50
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.5 $7.1M 109k 64.73
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $5.4M 78k 69.56
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.6 $4.6M 74k 61.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.3 $3.6M 48k 76.00
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.2M 14k 225.30
Microsoft Corporation (MSFT) 1.0 $2.8M 10k 270.88
Spdr Ser Tr S&p Divid Etf (SDY) 0.9 $2.7M 22k 122.29
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $2.7M 37k 72.73
Apple (AAPL) 0.8 $2.3M 17k 136.93
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.1M 18k 112.98
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.8M 25k 74.84
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.7M 12k 147.67
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.7M 8.3k 200.75
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $1.1M 21k 51.51
JPMorgan Chase & Co. (JPM) 0.3 $800k 5.1k 155.61
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $722k 13k 56.00
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $716k 1.7k 428.23
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $642k 21k 30.63
Redfin Corp (RDFN) 0.2 $634k 10k 63.40
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $588k 8.3k 70.71
Verizon Communications (VZ) 0.2 $534k 9.5k 56.01
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $475k 7.7k 61.40
Ishares Core Msci Emkt (IEMG) 0.2 $466k 7.0k 67.05
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $425k 8.4k 50.79
Home Depot (HD) 0.1 $409k 1.3k 319.03
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $402k 3.9k 101.88
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $402k 7.3k 55.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $347k 5.5k 63.38
Genpact SHS (G) 0.1 $328k 7.2k 45.48
Surgery Partners (SGRY) 0.1 $309k 4.6k 66.52
Pepsi (PEP) 0.1 $296k 2.0k 148.00
Vroom 0.1 $291k 7.0k 41.83
Travelers Companies (TRV) 0.1 $266k 1.8k 149.86
Pfizer (PFE) 0.1 $258k 6.6k 39.14
Procter & Gamble Company (PG) 0.1 $250k 1.9k 134.99
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.1 $230k 5.0k 45.93
Chimera Invt Corp Com New 0.1 $222k 15k 15.03
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $219k 1.2k 188.79
Iqvia Holdings (IQV) 0.1 $202k 834.00 242.21