Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2024

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 55 positions in its portfolio as reported in the March 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) 21.9 $94M 1.1M 89.50
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.2 $35M 1.2M 30.22
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 6.4 $28M 545k 50.45
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 5.8 $25M 999k 24.72
Bright Horizons Fam Sol In D (BFAM) 5.3 $23M 202k 113.36
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $16M 173k 93.71
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 3.7 $16M 555k 28.92
Spdr Ser Tr Msci Usa Strtgic (QUS) 3.7 $16M 109k 145.63
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.5 $15M 299k 50.74
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.1 $13M 200k 65.86
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.9 $12M 365k 33.74
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.8 $12M 356k 34.29
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.8 $12M 328k 36.54
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 2.7 $12M 472k 24.60
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $11M 42k 259.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.9 $8.0M 158k 50.74
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $6.0M 95k 63.74
Wisdomtree Tr Intl Smcap Div (DLS) 1.3 $5.4M 82k 65.21
Microsoft Corporation (MSFT) 1.2 $5.3M 13k 420.70
American Centy Etf Tr Avantis Moderat (AVMA) 1.2 $5.2M 91k 56.87
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.1 $4.6M 91k 50.86
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $4.5M 78k 57.96
Wisdomtree Tr Us Midcap Fund (EZM) 1.0 $4.4M 72k 61.02
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $3.9M 108k 36.19
Apple (AAPL) 0.8 $3.3M 19k 171.48
Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.2M 14k 228.59
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $3.1M 37k 84.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $2.7M 64k 41.77
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $2.5M 41k 62.34
On Hldg Namen Akt A (ONON) 0.6 $2.5M 71k 35.38
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.5M 16k 152.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $2.5M 21k 115.30
United Rentals (URI) 0.5 $2.3M 3.1k 721.11
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.2M 12k 186.81
Vanguard Index Fds Large Cap Etf (VV) 0.5 $2.0M 8.1k 239.76
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $1.7M 16k 110.52
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $1.4M 56k 25.76
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.4M 19k 74.22
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.4M 22k 63.33
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 5.6k 200.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $661k 13k 50.17
Amazon (AMZN) 0.1 $627k 3.5k 180.38
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $590k 22k 27.19
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $510k 6.9k 73.46
Home Depot (HD) 0.1 $405k 1.1k 383.68
Redfin Corp (RDFN) 0.1 $399k 60k 6.65
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $385k 4.7k 81.78
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $382k 9.3k 41.25
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $328k 7.2k 45.31
Johnson & Johnson (JNJ) 0.1 $296k 1.9k 158.19
CVS Caremark Corporation (CVS) 0.1 $282k 3.5k 79.76
Advanced Micro Devices (AMD) 0.1 $276k 1.5k 180.49
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $245k 6.0k 41.08
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $222k 7.5k 29.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $206k 393.00 523.07