Great Point Wealth Advisors

Great Point Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 61 positions in its portfolio as reported in the December 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) 11.7 $35M 513k 68.01
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $21M 110k 191.19
Goldman Sachs Etf Tr Activebeta Int (GSIE) 7.0 $21M 730k 28.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.2 $16M 191k 81.17
Spdr Ser Tr Msci Usa Strtgic (QUS) 4.7 $14M 128k 110.31
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 4.0 $12M 493k 24.11
Bright Horizons Fam Sol In D (BFAM) 3.9 $12M 186k 63.10
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.5 $10M 236k 43.99
Wisdomtree Tr Us Midcap Fund (EZM) 3.4 $10M 206k 48.62
Spdr Ser Tr Portfolio Short (SPSB) 3.3 $9.8M 332k 29.38
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.3 $9.8M 217k 45.02
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $9.4M 350k 27.02
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.0 $8.9M 161k 55.35
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.6 $7.7M 104k 74.51
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $7.3M 334k 21.95
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 2.4 $7.2M 147k 48.94
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.4 $7.1M 282k 25.04
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $6.2M 74k 84.80
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.0 $6.0M 182k 33.04
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.0 $6.0M 113k 53.19
Wisdomtree Tr Intl Smcap Div (DLS) 1.8 $5.4M 93k 57.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $5.1M 132k 38.98
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.6 $4.7M 163k 28.89
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.3 $3.9M 77k 50.45
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.3 $3.8M 114k 32.96
Microsoft Corporation (MSFT) 1.0 $3.1M 13k 239.81
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $3.0M 65k 46.09
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.6M 14k 183.54
On Hldg Namen Akt A (ONON) 0.8 $2.4M 141k 17.16
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.4M 47k 51.15
Apple (AAPL) 0.8 $2.4M 18k 129.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $2.3M 19k 125.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.1M 37k 58.50
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.7M 12k 145.07
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.7M 18k 94.64
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.6M 28k 56.48
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.4M 8.3k 174.20
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.4M 16k 88.73
Home Depot (HD) 0.5 $1.4M 4.4k 315.87
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.3M 22k 61.64
United Rentals (URI) 0.4 $1.1M 3.2k 355.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $792k 19k 41.97
JPMorgan Chase & Co. (JPM) 0.2 $744k 5.6k 134.09
CVS Caremark Corporation (CVS) 0.2 $737k 7.9k 93.19
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $568k 9.5k 59.75
Genpact SHS (G) 0.2 $509k 11k 46.32
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $460k 21k 22.21
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $388k 7.7k 50.13
Exxon Mobil Corporation (XOM) 0.1 $370k 3.4k 110.30
Travelers Companies (TRV) 0.1 $333k 1.8k 187.45
Veritiv Corp - When Issued 0.1 $332k 2.7k 121.71
Amazon (AMZN) 0.1 $281k 3.3k 84.00
Iqvia Holdings (IQV) 0.1 $269k 1.3k 204.89
Redfin Corp (RDFN) 0.1 $256k 60k 4.24
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $252k 6.6k 37.90
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $246k 4.3k 57.82
Ishares Core Msci Emkt (IEMG) 0.1 $236k 5.1k 46.70
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $225k 2.7k 84.19
Surgery Partners (SGRY) 0.1 $203k 7.3k 27.86
Nio Spon Ads (NIO) 0.0 $98k 10k 9.75
Vroom 0.0 $19k 18k 1.02