Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2022

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 60 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 12.1 $39M 504k 77.10
Goldman Sachs Etf Tr Activebeta Int (GSIE) 9.7 $31M 950k 32.73
Vanguard Index Fds Total Stk Mkt (VTI) 7.9 $26M 112k 227.67
Bright Horizons Fam Sol In D (BFAM) 7.7 $25M 186k 132.69
Ishares Tr 1 3 Yr Treas Bd (SHY) 7.2 $23M 276k 83.35
Spdr Ser Tr Msci Usa Strtgic (QUS) 5.6 $18M 144k 124.60
Spdr Ser Tr Portfolio Short (SPSB) 5.5 $18M 588k 30.13
Wisdomtree Tr Us Midcap Fund (EZM) 5.4 $17M 316k 54.68
Wisdomtree Tr Emg Mkts Smcap (DGS) 5.1 $16M 307k 53.30
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.2 $14M 270k 49.77
Wisdomtree Tr Intl Smcap Div (DLS) 2.8 $9.1M 132k 68.64
Ishares Tr Core S&p Ttl Stk (ITOT) 2.5 $8.1M 80k 100.95
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.5 $8.0M 101k 79.86
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.5 $8.0M 128k 62.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $7.4M 161k 46.13
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.9 $6.0M 155k 38.64
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.6 $5.0M 191k 26.24
Microsoft Corporation (MSFT) 1.3 $4.1M 13k 308.29
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.3 $4.1M 72k 56.67
Apple (AAPL) 1.0 $3.1M 18k 174.61
Vanguard Index Fds Small Cp Etf (VB) 0.9 $3.0M 14k 212.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $2.8M 37k 76.37
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.5M 20k 128.10
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.3M 809.00 2793.57
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.9M 18k 107.90
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.8M 12k 155.70
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.7M 8.3k 208.44
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.7M 24k 69.53
Home Depot (HD) 0.4 $1.3M 4.4k 299.41
United Rentals (URI) 0.4 $1.1M 3.2k 355.18
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $942k 20k 48.04
CVS Caremark Corporation (CVS) 0.2 $797k 7.9k 101.17
JPMorgan Chase & Co. (JPM) 0.2 $701k 5.1k 136.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $638k 1.4k 451.52
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $607k 8.8k 68.88
Verizon Communications (VZ) 0.2 $484k 9.5k 50.94
Genpact SHS (G) 0.1 $476k 11k 43.51
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $475k 7.9k 60.36
Exxon Mobil Corporation (XOM) 0.1 $461k 5.6k 82.66
Tesla Motors (TSLA) 0.1 $426k 395.00 1078.48
Surgery Partners (SGRY) 0.1 $400k 7.3k 55.09
Pfizer (PFE) 0.1 $398k 7.7k 51.75
Ishares Core Msci Emkt (IEMG) 0.1 $390k 7.0k 55.58
Pepsi (PEP) 0.1 $388k 2.3k 167.24
Veritiv Corp - When Issued 0.1 $363k 2.7k 133.70
On Hldg Namen Akt A (ONON) 0.1 $357k 14k 25.27
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $343k 3.2k 108.07
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $340k 7.5k 45.09
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $337k 11k 29.61
Travelers Companies (TRV) 0.1 $324k 1.8k 182.54
Iqvia Holdings (IQV) 0.1 $301k 1.3k 230.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $292k 5.1k 57.54
Procter & Gamble Company (PG) 0.1 $283k 1.9k 152.64
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $272k 4.6k 59.17
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.1 $238k 4.0k 59.37
Ssga Active Etf Tr Globl Allo Etf (GAL) 0.1 $220k 5.0k 43.93
Nio Spon Ads (NIO) 0.1 $211k 10k 21.10
Marathon Petroleum Corp (MPC) 0.1 $205k 2.4k 85.42
Redfin Corp (RDFN) 0.1 $180k 10k 18.00
Vroom 0.0 $48k 18k 2.64