Great Point Wealth Advisors

Great Point Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 61 positions in its portfolio as reported in the December 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) 17.8 $68M 839k 81.55
Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.7 $22M 676k 32.66
Vanguard Index Fds Total Stk Mkt (VTI) 5.7 $22M 92k 237.22
Ishares Tr 1 3 Yr Treas Bd (SHY) 5.2 $20M 244k 82.04
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 5.0 $19M 783k 24.74
Bright Horizons Fam Sol In D (BFAM) 4.9 $19M 202k 94.24
Spdr Ser Tr Msci Usa Strtgic (QUS) 4.0 $15M 115k 132.12
Wisdomtree Tr Emg Mkts Smcap (DGS) 3.6 $14M 275k 49.92
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.1 $12M 420k 28.64
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.1 $12M 132k 89.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.9 $11M 179k 62.49
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.9 $11M 336k 33.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.8 $11M 454k 24.11
Spdr Ser Tr Portfolio Short (SPSB) 2.4 $9.2M 308k 29.78
Wisdomtree Tr Us Midcap Fund (EZM) 2.3 $9.0M 157k 57.39
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.3 $8.8M 260k 34.03
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.1 $8.3M 179k 46.04
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 2.0 $7.8M 138k 56.46
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $7.1M 67k 105.23
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $6.0M 99k 60.43
Wisdomtree Tr Intl Smcap Div (DLS) 1.4 $5.4M 85k 63.85
Dimensional Etf Trust Short Duration F (DFSD) 1.3 $5.2M 110k 47.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $4.9M 120k 41.10
Microsoft Corporation (MSFT) 1.3 $4.9M 13k 376.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.2 $4.4M 79k 56.39
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $3.9M 110k 35.41
Apple (AAPL) 0.9 $3.6M 19k 192.53
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.9 $3.3M 113k 29.05
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.0M 14k 213.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $2.7M 37k 75.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $2.5M 41k 59.62
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.3M 16k 140.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $2.2M 17k 124.97
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.1M 12k 173.89
On Hldg Namen Akt A (ONON) 0.5 $1.9M 71k 26.97
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.9M 17k 108.25
Vanguard Index Fds Large Cap Etf (VV) 0.5 $1.8M 8.3k 218.15
United Rentals (URI) 0.5 $1.8M 3.1k 573.42
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $1.5M 24k 61.90
Pimco Etf Tr Multisector Bd (PYLD) 0.4 $1.5M 58k 25.67
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.5M 21k 70.35
American Centy Etf Tr Avantis Core Fi (AVIG) 0.3 $995k 24k 41.83
JPMorgan Chase & Co. (JPM) 0.2 $960k 5.6k 170.09
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $905k 16k 58.33
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $710k 15k 48.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $655k 14k 47.90
Redfin Corp (RDFN) 0.2 $624k 60k 10.32
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $595k 12k 50.23
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $567k 8.2k 69.05
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $556k 22k 25.79
Amazon (AMZN) 0.1 $534k 3.5k 151.94
Home Depot (HD) 0.1 $380k 1.1k 346.62
CVS Caremark Corporation (CVS) 0.1 $279k 3.5k 78.96
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $264k 6.6k 40.21
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $250k 2.7k 91.41
Tesla Motors (TSLA) 0.1 $250k 1.0k 248.48
Ishares Core Msci Emkt (IEMG) 0.1 $240k 4.8k 50.58
Advanced Micro Devices (AMD) 0.1 $225k 1.5k 147.41
Vanguard Index Fds Growth Etf (VUG) 0.1 $213k 684.00 310.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $203k 426.00 475.31
Vroom 0.0 $11k 18k 0.60