Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2023

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 61 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 12.2 $39M 544k 70.88
Goldman Sachs Etf Tr Activebeta Int (GSIE) 7.1 $22M 726k 30.81
Vanguard Index Fds Total Stk Mkt (VTI) 6.9 $22M 107k 204.10
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.8 $15M 184k 82.16
Spdr Ser Tr Msci Usa Strtgic (QUS) 4.7 $15M 128k 115.93
Bright Horizons Fam Sol In D (BFAM) 4.5 $14M 186k 76.99
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 3.7 $12M 482k 24.21
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.6 $11M 245k 45.79
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $10M 347k 28.77
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.1 $9.8M 213k 46.00
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.1 $9.7M 165k 58.48
Wisdomtree Tr Us Midcap Fund (EZM) 3.1 $9.7M 194k 49.74
Spdr Ser Tr Portfolio Short (SPSB) 3.1 $9.6M 325k 29.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.6 $8.1M 300k 26.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.6 $8.1M 350k 23.02
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.5 $7.9M 107k 74.06
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 2.3 $7.3M 143k 50.65
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $6.6M 73k 90.55
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.1 $6.6M 193k 34.00
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $5.9M 104k 57.03
Wisdomtree Tr Intl Smcap Div (DLS) 1.8 $5.6M 91k 60.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $5.4M 134k 40.40
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.4 $4.5M 154k 29.23
On Hldg Namen Akt A (ONON) 1.4 $4.4M 141k 31.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.3 $4.0M 77k 52.89
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $3.9M 114k 34.13
Microsoft Corporation (MSFT) 1.2 $3.7M 13k 288.29
Dimensional Etf Trust Short Duration F (DFSD) 1.0 $3.3M 70k 46.66
Apple (AAPL) 1.0 $3.0M 18k 164.90
Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.7M 14k 189.56
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.4M 46k 52.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.3M 37k 63.89
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $2.3M 19k 123.71
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.8M 12k 151.76
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.7M 18k 96.70
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.7M 16k 104.00
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.6M 8.3k 186.81
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.4M 22k 66.85
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.4M 24k 59.51
United Rentals (URI) 0.4 $1.2M 3.1k 395.76
Home Depot (HD) 0.4 $1.2M 4.0k 295.14
JPMorgan Chase & Co. (JPM) 0.2 $723k 5.6k 130.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $606k 13k 45.17
Redfin Corp (RDFN) 0.2 $547k 60k 9.06
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $532k 8.4k 63.59
Genpact SHS (G) 0.2 $508k 11k 46.22
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $439k 18k 23.80
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $382k 7.6k 50.32
Veritiv Corp - When Issued 0.1 $369k 2.7k 135.14
Exxon Mobil Corporation (XOM) 0.1 $353k 3.2k 109.66
Amazon (AMZN) 0.1 $339k 3.3k 103.29
Travelers Companies (TRV) 0.1 $304k 1.8k 171.37
Iqvia Holdings (IQV) 0.1 $261k 1.3k 198.89
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $260k 6.6k 39.46
Surgery Partners (SGRY) 0.1 $252k 7.3k 34.47
Tesla Motors (TSLA) 0.1 $250k 1.2k 207.46
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $249k 4.3k 58.54
Ishares Core Msci Emkt (IEMG) 0.1 $247k 5.1k 48.79
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $231k 2.7k 84.90
Nio Spon Ads (NIO) 0.0 $105k 10k 10.51
Vroom 0.0 $16k 18k 0.90