Great Point Wealth Advisors

Great Point Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 59 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs Etf Tr Activebeta Int (GSIE) 10.2 $33M 941k 35.27
American Centy Etf Tr Us Eqt Etf (AVUS) 8.7 $29M 355k 80.16
Vanguard Index Fds Total Stk Mkt (VTI) 8.5 $28M 114k 241.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 7.5 $24M 285k 85.54
Bright Horizons Fam Sol In D (BFAM) 7.2 $23M 186k 125.88
Spdr Ser Tr Msci Usa Strtgic (QUS) 6.3 $20M 156k 130.61
Wisdomtree Tr Us Midcap Fund (EZM) 6.1 $20M 355k 56.28
Spdr Ser Tr Portfolio Short (SPSB) 6.0 $20M 636k 30.97
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 5.9 $19M 484k 39.73
Wisdomtree Tr Emg Mkts Smcap (DGS) 5.0 $16M 308k 52.92
Wisdomtree Tr Intl Smcap Div (DLS) 3.0 $10M 135k 73.65
Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $8.7M 81k 106.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $8.2M 166k 49.46
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.4 $7.7M 119k 64.55
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.0 $6.6M 158k 41.49
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.9 $6.2M 97k 63.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.6 $5.3M 67k 79.74
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.3 $4.4M 74k 59.30
Microsoft Corporation (MSFT) 1.0 $3.4M 10k 336.34
Vanguard Index Fds Small Cp Etf (VB) 1.0 $3.2M 14k 226.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $3.1M 37k 83.66
Apple (AAPL) 0.9 $2.9M 16k 177.59
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.6M 20k 129.13
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.1M 18k 114.53
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.9M 12k 156.63
Vanguard Index Fds Large Cap Etf (VV) 0.6 $1.8M 8.3k 221.06
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.8M 25k 74.65
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $1.0M 20k 51.08
JPMorgan Chase & Co. (JPM) 0.2 $814k 5.1k 158.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $794k 1.7k 474.88
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $638k 8.8k 72.81
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.2 $633k 21k 30.44
Genpact SHS (G) 0.2 $581k 11k 53.10
On Hldg Namen Akt A (ONON) 0.2 $534k 14k 37.81
Home Depot (HD) 0.2 $532k 1.3k 414.98
Blackstone Group Inc Com Cl A (BX) 0.2 $518k 4.0k 129.50
Verizon Communications (VZ) 0.2 $494k 9.5k 51.94
Apollo Global Mgmt Com Cl A 0.1 $457k 6.3k 72.38
Pfizer (PFE) 0.1 $454k 7.7k 59.03
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $440k 3.8k 116.13
Ishares Core Msci Emkt (IEMG) 0.1 $420k 7.0k 59.80
Pepsi (PEP) 0.1 $403k 2.3k 173.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $391k 8.0k 48.80
Surgery Partners (SGRY) 0.1 $388k 7.3k 53.44
Redfin Corp (RDFN) 0.1 $384k 10k 38.40
Intel Corporation (INTC) 0.1 $371k 7.2k 51.46
Iqvia Holdings (IQV) 0.1 $368k 1.3k 282.21
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $352k 5.6k 63.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $336k 5.5k 61.37
Procter & Gamble Company (PG) 0.1 $336k 2.1k 163.74
Veritiv Corp - When Issued 0.1 $333k 2.7k 122.65
Carlyle Group (CG) 0.1 $329k 6.0k 54.83
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $318k 5.2k 60.84
Travelers Companies (TRV) 0.1 $278k 1.8k 156.62
Tesla Motors (TSLA) 0.1 $271k 256.00 1058.59
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.1 $231k 5.0k 46.13
CVS Caremark Corporation (CVS) 0.1 $220k 2.1k 103.00
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $212k 1.2k 182.60
Vroom 0.1 $196k 18k 10.77