Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2025

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 22.7 $105M 1.1M 92.38
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.9 $41M 1.3M 31.23
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.8 $31M 619k 50.63
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.1 $28M 1.1M 25.89
Bright Horizons Fam Sol In D (BFAM) 5.5 $26M 202k 127.04
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 3.9 $18M 533k 33.86
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 3.7 $17M 699k 24.75
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.7 $17M 197k 87.17
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $17M 333k 50.71
Spdr Ser Tr Msci Usa Strtgic (QUS) 3.3 $15M 97k 156.69
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.3 $15M 516k 29.24
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.2 $15M 210k 69.74
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $12M 320k 38.44
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.4 $11M 318k 35.65
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $11M 39k 274.84
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.7 $8.0M 157k 50.85
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $5.7M 86k 66.27
American Centy Etf Tr Avantis Moderat (AVMA) 1.1 $5.3M 91k 58.02
Wisdomtree Tr Intl Smcap Div (DLS) 1.1 $5.2M 79k 66.00
Microsoft Corporation (MSFT) 1.0 $4.6M 12k 375.38
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.9 $4.2M 70k 60.17
Apple (AAPL) 0.9 $4.1M 19k 222.13
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $4.0M 102k 39.37
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.8 $3.7M 76k 48.31
Wisdomtree Tr Us Midcap Fund (EZM) 0.8 $3.6M 60k 59.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $3.4M 37k 92.83
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.2M 14k 221.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.4M 20k 122.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $2.3M 39k 59.75
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.3M 12k 190.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.3M 50k 45.26
Vanguard Index Fds Large Cap Etf (VV) 0.4 $1.8M 7.1k 257.03
On Hldg Namen Akt A (ONON) 0.4 $1.7M 38k 43.92
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.5M 9.7k 156.22
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.4M 14k 104.57
JPMorgan Chase & Co. (JPM) 0.3 $1.4M 5.7k 245.29
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.3M 18k 75.65
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.3M 20k 63.53
United Rentals (URI) 0.2 $873k 1.4k 626.80
Amazon (AMZN) 0.1 $666k 3.5k 190.26
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $664k 25k 26.35
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $620k 21k 29.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $599k 12k 50.83
Redfin Corp (RDFN) 0.1 $553k 60k 9.21
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $528k 6.9k 76.50
Home Depot (HD) 0.1 $387k 1.1k 366.55
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $384k 9.3k 41.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $374k 668.00 559.39
Vanguard Index Fds Value Etf (VTV) 0.1 $338k 2.0k 172.74
Johnson & Johnson (JNJ) 0.1 $314k 1.9k 165.84
Ishares Core Msci Emkt (IEMG) 0.1 $268k 5.0k 53.97
NVIDIA Corporation (NVDA) 0.1 $259k 2.4k 108.38
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $253k 3.6k 71.19
CVS Caremark Corporation (CVS) 0.0 $210k 3.1k 67.75
Vanguard Index Fds Growth Etf (VUG) 0.0 $209k 564.00 370.82
Cisco Systems (CSCO) 0.0 $203k 3.3k 61.71