Great Point Wealth Advisors

Great Point Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 64 positions in its portfolio as reported in the September 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) 11.3 $30M 488k 62.35
Goldman Sachs Etf Tr Activebeta Int (GSIE) 8.0 $22M 868k 24.75
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $20M 111k 179.47
Spdr Ser Tr Msci Usa Strtgic (QUS) 5.5 $15M 145k 101.57
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.1 $14M 167k 81.21
Wisdomtree Tr Emg Mkts Smcap (DGS) 4.4 $12M 296k 39.82
Bright Horizons Fam Sol In D (BFAM) 4.0 $11M 186k 57.65
Wisdomtree Tr Us Midcap Fund (EZM) 3.8 $10M 230k 43.98
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.7 $9.8M 222k 44.43
Spdr Ser Tr Portfolio Short (SPSB) 3.4 $9.2M 314k 29.22
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.7 $7.1M 150k 47.50
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 2.6 $7.1M 245k 28.91
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $6.7M 331k 20.09
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.3 $6.3M 249k 25.15
Ishares Tr Core S&p Ttl Stk (ITOT) 2.3 $6.2M 79k 79.53
Wisdomtree Tr Intl Smcap Div (DLS) 2.3 $6.2M 120k 51.44
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.1 $5.7M 87k 66.14
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $5.3M 146k 36.49
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.0 $5.3M 163k 32.45
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.9 $5.0M 231k 21.57
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 1.8 $4.7M 104k 45.56
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 1.6 $4.3M 181k 23.82
Dimensional Etf Trust Short Duration F (DFSD) 1.5 $3.9M 85k 46.00
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $3.5M 114k 31.04
Microsoft Corporation (MSFT) 1.2 $3.1M 13k 232.87
Apple (AAPL) 0.9 $2.5M 18k 138.21
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.9 $2.5M 53k 46.51
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.4M 14k 170.92
On Hldg Namen Akt A (ONON) 0.8 $2.3M 141k 16.05
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $2.2M 47k 45.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.1M 37k 57.85
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.1M 19k 111.48
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.7 $1.9M 41k 45.61
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.6M 16k 96.17
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.5M 18k 87.17
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.5M 12k 128.50
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.4M 8.3k 163.60
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.2M 23k 52.67
Home Depot (HD) 0.5 $1.2M 4.4k 275.90
United Rentals (URI) 0.3 $856k 3.2k 270.12
CVS Caremark Corporation (CVS) 0.3 $751k 7.9k 95.33
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $724k 15k 48.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $681k 19k 36.34
JPMorgan Chase & Co. (JPM) 0.2 $590k 5.7k 104.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $505k 1.4k 357.40
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $499k 9.0k 55.46
Genpact SHS (G) 0.2 $479k 11k 43.78
Amazon (AMZN) 0.1 $376k 3.3k 113.12
Verizon Communications (VZ) 0.1 $360k 9.5k 37.97
Redfin Corp (RDFN) 0.1 $350k 60k 5.83
Pepsi (PEP) 0.1 $327k 2.0k 163.50
Exxon Mobil Corporation (XOM) 0.1 $321k 3.7k 87.30
Tesla Motors (TSLA) 0.1 $314k 1.2k 264.98
Pfizer (PFE) 0.1 $275k 6.3k 43.71
Travelers Companies (TRV) 0.1 $272k 1.8k 153.24
Veritiv Corp - When Issued 0.1 $265k 2.7k 97.61
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $258k 4.5k 57.90
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $256k 3.2k 81.27
Iqvia Holdings (IQV) 0.1 $236k 1.3k 180.98
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $232k 6.6k 34.94
Ishares Core Msci Emkt (IEMG) 0.1 $211k 4.9k 42.89
Procter & Gamble Company (PG) 0.1 $209k 1.7k 126.36
Nio Spon Ads (NIO) 0.1 $158k 10k 15.80
Vroom 0.0 $21k 18k 1.15