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CIK: 0001760304
Total reported value
$619.2M
$619.2M
55 檔
33.0%
According to the latest 13F quarterly dataset, Great Point Wealth Advisors, LLC managed an equity portfolio of $619.2M at the end of Q1 2024, spanning 55 distinct U.S. exchange-listed positions.
During Q1 2024, Great Point Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 21.94% | +0.96% | +25.41% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 8.22% | -0.33% | +177.95% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.40% | -0.68% | +4496.92% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 5.76% | +0.30% | +120.18% | |
| 5 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 5.33% | -0.85% | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.78% | +0.17% | +31.36% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.74% | -0.29% | +389.63% | |
| 8 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 3.71% | -0.46% | -5.46% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.54% | -0.38% | — | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.07% | -0.20% | +11.50% | |
| 11 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 2.87% | -0.34% | +40.54% | |
| 12 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.84% | -0.24% | -47.37% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.79% | -0.01% | -2.51% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.71% | — | -39.70% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.57% | — | -53.93% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.86% | -0.20% | — | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.41% | -0.12% | -4.23% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.25% | -0.14% | -3.30% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.07% | -4.22% | |
| 20 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 1.20% | -0.06% | — | |
| 21 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.08% | -0.07% | -66.85% | |
| 22 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.06% | -0.01% | -0.06% | |
| 23 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.02% | -0.04% | -54.26% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.91% | -0.07% | -1.98% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.76% | — | +2.25% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.76% | +0.01% | — | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.72% | +0.05% | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.05% | -46.73% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | — | -1.79% | |
| 30 | ✓ | On Holding AG | Stock-Other | 0.58% | -0.02% | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | — | — | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.01% | -68.38% | |
| 33 | URI | United Rentals Inc | Stock-Industrials | 0.52% | — | — | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.03% | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.46% | — | -2.06% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.41% | — | -8.35% | |
| 37 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.34% | -0.26% | -2.71% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.33% | -0.02% | -8.72% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.09% | -10.21% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | -0.02% | -3.59% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | -1.14% | |
| 43 | DISV | Dimensional International Sm | ETF-Other | 0.14% | -0.01% | +0.53% | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | — | -15.53% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | — | -3.83% | |
| 46 | RDFN | Redfin CORP | Stock-Other | 0.09% | — | -0.66% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.09% | — | -98.06% | |
| 48 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.09% | — | -61.03% | |
| 49 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.08% | — | -95.97% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, Great Point Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $619.2M across 55 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVUS, DFAI, JPST) accounted for 33.0% of total reported equity market value during Q1 2024.
During Q1 2024, Great Point Wealth Advisors, LLC's top holdings by market value included AVUS (21.9%)、DFAI (8.2%)、JPST (6.4%). The largest single position, AVUS, represented 21.9% of total portfolio value.
In Q1 2024, Great Point Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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