Great Point Wealth Advisors

Great Point Wealth Advisors as of June 30, 2023

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 61 positions in its portfolio as reported in the June 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) 13.1 $44M 582k 75.19
Vanguard Index Fds Total Stk Mkt (VTI) 6.8 $23M 103k 220.28
Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.7 $22M 707k 31.35
Bright Horizons Fam Sol In D (BFAM) 5.2 $17M 186k 92.45
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.0 $17M 205k 81.08
Spdr Ser Tr Msci Usa Strtgic (QUS) 4.7 $16M 126k 122.96
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.6 $12M 254k 46.53
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 3.4 $11M 469k 24.17
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $11M 345k 30.99
Wisdomtree Tr Us Midcap Fund (EZM) 2.9 $9.8M 185k 52.94
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.9 $9.8M 170k 57.56
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.8 $9.3M 341k 27.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.8 $9.2M 119k 77.61
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.7 $9.1M 390k 23.46
Spdr Ser Tr Portfolio Short (SPSB) 2.7 $9.0M 304k 29.44
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.6 $8.6M 189k 45.42
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.5 $8.2M 246k 33.43
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 2.3 $7.5M 143k 52.51
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $6.9M 71k 97.84
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.8 $6.0M 104k 57.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $5.3M 131k 40.68
Wisdomtree Tr Intl Smcap Div (DLS) 1.6 $5.3M 89k 59.46
Microsoft Corporation (MSFT) 1.3 $4.3M 13k 340.53
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.3 $4.3M 149k 28.79
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $4.2M 90k 46.35
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $4.1M 77k 53.81
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.2 $3.9M 113k 34.38
Apple (AAPL) 1.1 $3.7M 19k 193.97
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.8M 14k 198.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.6M 37k 70.48
On Hldg Namen Akt A (ONON) 0.7 $2.3M 71k 33.00
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $2.3M 42k 54.80
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $2.3M 19k 122.58
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.0M 16k 120.97
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $1.9M 12k 161.19
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.8M 18k 99.65
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.7M 8.3k 202.72
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.4M 21k 67.50
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.4M 24k 58.98
United Rentals (URI) 0.4 $1.4M 3.2k 445.37
Home Depot (HD) 0.4 $1.2M 4.0k 310.66
JPMorgan Chase & Co. (JPM) 0.2 $823k 5.7k 145.43
Redfin Corp (RDFN) 0.2 $750k 60k 12.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $644k 14k 46.18
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $555k 8.4k 66.34
Amazon (AMZN) 0.1 $462k 3.5k 130.36
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $436k 18k 23.65
Genpact SHS (G) 0.1 $416k 11k 37.57
Veritiv Corp - When Issued 0.1 $345k 2.7k 125.61
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $341k 6.8k 50.14
Exxon Mobil Corporation (XOM) 0.1 $336k 3.1k 107.25
Surgery Partners (SGRY) 0.1 $331k 7.4k 44.99
Travelers Companies (TRV) 0.1 $309k 1.8k 173.62
Iqvia Holdings (IQV) 0.1 $297k 1.3k 224.77
Tesla Motors (TSLA) 0.1 $268k 1.0k 261.77
Ishares Core Msci Emkt (IEMG) 0.1 $263k 5.3k 49.29
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $260k 6.6k 39.56
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $249k 2.9k 86.54
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $239k 4.1k 57.73
Vroom 0.0 $26k 18k 1.44
Siyata Mobile Com New 0.0 $5.1k 95k 0.05