Great Point Wealth Advisors

Great Point Wealth Advisors as of Sept. 30, 2021

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 50 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Int (GSIE) 11.0 $32M 935k 34.17
Vanguard Index Fds Total Stk Mkt (VTI) 8.8 $26M 116k 222.06
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.1 $24M 273k 86.15
American Centy Etf Tr Us Eqt Etf (AVUS) 7.5 $22M 297k 73.70
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 7.2 $21M 515k 40.73
Spdr Ser Tr Portfolio Short (SPSB) 7.1 $21M 663k 31.25
Spdr Ser Tr Msci Usa Strtgic (QUS) 6.6 $19M 160k 119.29
Wisdomtree Tr Us Midcap Fund (EZM) 6.0 $17M 333k 52.01
Wisdomtree Tr Emg Mkts Smcap (DGS) 5.6 $16M 303k 53.48
Wisdomtree Tr Intl Smcap Div (DLS) 3.5 $10M 137k 74.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $8.4M 167k 50.01
Ishares Tr Core S&p Ttl Stk (ITOT) 2.8 $8.1M 82k 98.38
Bright Horizons Fam Sol In D (BFAM) 2.7 $7.9M 56k 139.43
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.5 $7.3M 114k 64.61
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.3 $6.8M 161k 42.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $5.6M 86k 64.51
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.5 $4.4M 74k 58.64
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.3 $3.9M 52k 75.61
Vanguard Index Fds Small Cp Etf (VB) 1.1 $3.1M 14k 218.64
Microsoft Corporation (MSFT) 1.0 $2.9M 10k 281.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $2.7M 37k 73.91
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.4M 21k 117.56
Apple (AAPL) 0.8 $2.3M 17k 141.50
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $2.0M 18k 109.20
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.8M 25k 74.26
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.7M 12k 145.39
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.7M 8.3k 200.87
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $1.1M 21k 50.47
JPMorgan Chase & Co. (JPM) 0.3 $841k 5.1k 163.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $718k 1.7k 429.43
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $716k 13k 55.50
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $637k 21k 30.64
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $606k 8.7k 69.82
Verizon Communications (VZ) 0.2 $514k 9.5k 53.97
Redfin Corp (RDFN) 0.2 $501k 10k 50.10
Ishares Core Msci Emkt (IEMG) 0.1 $431k 7.0k 61.71
Home Depot (HD) 0.1 $421k 1.3k 328.39
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $410k 8.1k 50.37
Vroom 0.1 $402k 18k 22.08
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $388k 3.8k 102.35
Pepsi (PEP) 0.1 $366k 2.4k 150.37
Genpact SHS (G) 0.1 $344k 7.2k 47.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $334k 5.5k 61.00
Pfizer (PFE) 0.1 $331k 7.7k 43.04
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $330k 5.4k 61.49
Procter & Gamble Company (PG) 0.1 $303k 2.2k 139.89
Travelers Companies (TRV) 0.1 $270k 1.8k 152.11
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.1 $228k 5.0k 45.53
Chimera Invt Corp Com New (CIM) 0.1 $219k 15k 14.83
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $212k 1.2k 182.76