Great Point Wealth Advisors

Great Point Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 24.1 $110M 1.1M 96.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.4 $39M 1.3M 29.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.5 $30M 588k 50.37
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.0 $27M 1.1M 25.37
Bright Horizons Fam Sol In D (BFAM) 4.9 $22M 202k 110.85
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.0 $19M 191k 96.53
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $16M 323k 50.71
Spdr Ser Tr Msci Usa Strtgic (QUS) 3.3 $15M 98k 154.85
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.3 $15M 518k 29.01
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 3.0 $14M 417k 33.33
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.0 $14M 212k 65.08
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 3.0 $14M 553k 24.65
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.9 $13M 322k 40.49
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $12M 40k 289.81
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.3 $11M 322k 33.34
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.7 $7.9M 157k 50.71
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $5.4M 87k 61.37
American Centy Etf Tr Avantis Moderat (AVMA) 1.2 $5.3M 91k 58.14
Microsoft Corporation (MSFT) 1.1 $5.3M 13k 421.48
Wisdomtree Tr Intl Smcap Div (DLS) 1.1 $5.0M 80k 62.95
Apple (AAPL) 1.1 $5.0M 20k 250.42
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $4.1M 70k 58.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $3.9M 103k 38.37
Wisdomtree Tr Us Midcap Fund (EZM) 0.8 $3.8M 61k 62.51
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.8 $3.8M 77k 48.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $3.7M 37k 101.53
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.4M 14k 240.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $2.6M 20k 128.62
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $2.6M 39k 65.08
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.5M 13k 190.43
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.3M 12k 190.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.3M 51k 44.04
On Hldg Namen Akt A (ONON) 0.5 $2.1M 38k 54.77
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.9M 7.1k 269.70
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.7M 15k 115.22
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 5.8k 239.70
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.3M 19k 70.28
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $1.3M 51k 25.92
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.3M 21k 60.75
United Rentals (URI) 0.3 $1.2M 1.7k 704.60
Amazon (AMZN) 0.2 $814k 3.7k 219.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $590k 12k 47.82
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $568k 21k 26.57
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $529k 6.9k 76.61
Redfin Corp (RDFN) 0.1 $472k 60k 7.87
Home Depot (HD) 0.1 $436k 1.1k 389.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $393k 670.00 586.08
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $376k 9.3k 40.57
NVIDIA Corporation (NVDA) 0.1 $365k 2.7k 134.29
Vanguard Index Fds Value Etf (VTV) 0.1 $331k 2.0k 169.30
Broadcom (AVGO) 0.1 $280k 1.2k 231.90
Johnson & Johnson (JNJ) 0.1 $274k 1.9k 144.62
Ishares Core Msci Emkt (IEMG) 0.1 $268k 5.1k 52.22
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $244k 3.4k 72.37
Vanguard Index Fds Growth Etf (VUG) 0.1 $232k 564.00 410.44
Meta Platforms Cl A (META) 0.0 $211k 360.00 585.51
Cisco Systems (CSCO) 0.0 $210k 3.6k 59.20