GPWM

GPWM as of Dec. 31, 2022

Portfolio Holdings for GPWM

GPWM holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 14.8 $17M 223k 74.32
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 11.9 $13M 318k 41.97
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.4 $13M 178k 71.84
Vanguard Index Fds Large Cap Etf (VV) 9.8 $11M 63k 174.20
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.4 $9.4M 202k 46.71
Vanguard Index Fds Small Cp Etf (VB) 8.1 $9.1M 50k 183.54
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.6 $6.3M 133k 47.43
Vanguard Index Fds Real Estate Etf (VNQ) 5.6 $6.2M 76k 82.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.2 $5.8M 149k 38.98
Vanguard Index Fds Value Etf (VTV) 5.1 $5.7M 41k 140.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 4.0 $4.5M 29k 158.80
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 4.0 $4.5M 44k 102.81
Vanguard World Esg Us Stk Etf (ESGV) 2.8 $3.1M 47k 65.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.3 $2.6M 53k 49.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $549k 11k 50.14
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $74k 1.8k 41.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $67k 1.5k 45.65
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $27k 597.00 45.15
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $23k 152.00 151.85
Goldman Sachs Etf Tr Just Us Lrg Cp (JUST) 0.0 $22k 400.00 55.26
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $18k 548.00 32.21
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $18k 433.00 40.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $11k 470.00 23.67
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $6.2k 323.00 19.29