Great Point Wealth Advisors

Great Point Wealth Advisors as of Sept. 30, 2023

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 62 positions in its portfolio as reported in the September 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) 13.4 $45M 611k 73.26
Vanguard Index Fds Total Stk Mkt (VTI) 6.2 $21M 98k 212.41
Goldman Sachs Etf Tr Activebeta Int (GSIE) 6.2 $21M 690k 30.03
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.4 $18M 224k 80.97
Bright Horizons Fam Sol In D (BFAM) 4.9 $16M 202k 81.46
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 4.5 $15M 625k 23.90
Spdr Ser Tr Msci Usa Strtgic (QUS) 4.5 $15M 123k 120.68
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.6 $12M 261k 46.26
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $11M 352k 29.95
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.1 $10M 176k 57.85
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.9 $9.8M 374k 26.11
Spdr Ser Tr Portfolio Short (SPSB) 2.9 $9.6M 329k 29.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $9.5M 122k 77.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.7 $9.1M 403k 22.57
Wisdomtree Tr Us Midcap Fund (EZM) 2.7 $9.0M 178k 50.74
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.4 $8.1M 186k 43.56
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 2.3 $7.6M 142k 53.48
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.2 $7.4M 231k 32.09
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $6.6M 70k 94.19
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.7 $5.8M 105k 55.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.5 $5.1M 131k 39.21
Wisdomtree Tr Intl Smcap Div (DLS) 1.5 $5.0M 87k 57.47
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $4.4M 95k 46.38
Microsoft Corporation (MSFT) 1.3 $4.3M 14k 315.74
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $4.2M 79k 52.79
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 1.2 $4.0M 140k 28.72
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $3.7M 111k 33.57
Apple (AAPL) 1.0 $3.3M 19k 171.21
Vanguard Index Fds Small Cp Etf (VB) 0.8 $2.7M 14k 189.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.5M 37k 68.42
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $2.2M 42k 52.49
Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $2.1M 19k 115.01
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.1M 16k 131.85
On Hldg Namen Akt A (ONON) 0.6 $2.0M 71k 27.82
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $1.8M 12k 153.84
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.6M 17k 94.33
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.6M 8.3k 195.69
United Rentals (URI) 0.4 $1.4M 3.2k 444.57
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.4M 24k 56.47
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.4M 21k 64.35
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $1.3M 54k 24.43
Home Depot (HD) 0.4 $1.2M 4.0k 302.18
American Centy Etf Tr Avantis Core Fi (AVIG) 0.3 $880k 22k 39.63
JPMorgan Chase & Co. (JPM) 0.2 $818k 5.6k 145.01
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $738k 15k 47.97
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $608k 14k 43.72
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $520k 8.2k 63.49
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $520k 22k 23.78
Veritiv Corp - When Issued 0.1 $465k 2.8k 168.90
Amazon (AMZN) 0.1 $442k 3.5k 127.12
Redfin Corp (RDFN) 0.1 $425k 60k 7.04
Genpact SHS (G) 0.1 $402k 11k 36.20
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $337k 6.7k 50.18
Exxon Mobil Corporation (XOM) 0.1 $329k 2.8k 117.58
Iqvia Holdings (IQV) 0.1 $260k 1.3k 196.75
Tesla Motors (TSLA) 0.1 $252k 1.0k 250.22
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $249k 6.6k 37.95
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $239k 4.1k 57.60
Ishares Core Msci Emkt (IEMG) 0.1 $234k 4.9k 47.59
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $219k 2.8k 78.14
Surgery Partners (SGRY) 0.1 $215k 7.4k 29.25
Vroom 0.0 $20k 18k 1.12