GP

Great Point Wealth Advisors, LLC

13F
Great Point Wealth Advisors, LLC
Last update 2025-04-28 56 Stocks (1 new)
Value $462.00 Mil Turnover 2 %
Countries:
Top Holdings: AVUS(22.73%)DFAI(8.91%)JPST(6.78%)DFAE(6.08%)BFAM(5.54%)
Summary Stock Picks Current Portfolio
Great Point Wealth Advisors, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
1,136,946
105,031.1
+0.03%
22.730
+0.01%
1.370
+18.90%
+6.42%
8,878.4
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
1,318,115
41,164.7
-0.29%
8.910
-0.02%
0.460
+11.63%
+19.30%
10,458.8
 
JPST
JPMorgan Ultra-Short Income ETF
619,005
31,340.2
+5.22%
6.780
+0.34%
0.100
+1.35%
+2.74%
32,077.9
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
1,085,740
28,109.8
+0.77%
6.080
+0.05%
0.540
+19.32%
+17.55%
6,237.6
 
BFAM
Bright Horizons Family Solutions Inc
Bright Horizons Family Solutions Inc
201,533
25,602.8
0%
5.540
0%
0.350
-1.26%
+3.64%
6,577.3
Personal Services
HTRB
Hartford Total Return Bond ETF
532,731
18,038.3
+27.79%
3.900
+0.85%
0.890
+1.57%
+3.05%
2,013.4
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
699,400
17,310.2
+26.55%
3.750
+0.79%
0.520
+2.00%
+3.04%
2,952.2
 
AVUV
Avantis U.S. Small Cap Value ETF
197,174
17,187.6
+3.13%
3.720
+0.11%
0.120
+17.12%
-2.02%
16,539.2
 
JAAA
Janus Henderson AAA CLO ETF
332,515
16,861.9
+2.98%
3.650
+0.11%
0.080
+2.08%
+2.58%
22,301.2
 
QUS
SPDR MSCI USA StrategicFactors SM ETF
SPDR MSCI USA StrategicFactors SM ETF
96,974
15,194.9
-0.86%
3.290
-0.03%
1.050
+10.36%
+5.94%
1,557.0
 

Great Point Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Great Point Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HTRB
Hartford Total Return Bond ETF
2025-03-31
Add
Add
+0.85%
●
33.03 ($33.62) 34.09
$33.61
-0.03%
Add 27.79%
532,731
115,848
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
Add
Add
+0.79%
●
24.5 ($24.74) 24.95
$24.84
0.40%
Add 26.55%
699,400
146,753
JPST
JPMorgan Ultra-Short Income ETF
2025-03-31
Add
Add
+0.34%
●
50.39 ($50.51) 50.66
$50.60
0.18%
Add 5.22%
619,005
30,734
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-0.15%
●
25.77 ($26.17) 26.48
$26.34
0.65%
Reduce -50.11%
25,181
-25,296
GOOG
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.15%
●
156.06 ($183.12) 207.71
$185.94
1.54%
Reduce -26.95%
9,650
-3,561
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.11%
●
84.96 ($93.96) 100.71
$93.77
-0.20%
Add 3.13%
197,174
5,976
JAAA
Janus Henderson AAA CLO ETF
2025-03-31
Add
Add
+0.11%
●
50.48 ($50.78) 51.04
$50.65
-0.26%
Add 2.98%
332,515
9,633
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.08%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Reduce -3.11%
38,706
-1,241
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.07%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Reduce -6.36%
18,539
-1,260
AVGO
Broadcom Inc
2025-03-31
Sold Out
Sold Out
-0.06%
●
167.43 ($211.65) 244.7
$283.34
33.87%
Sold Out
0
-1,208

Great Point Wealth Advisors, LLC Total Holding History ($B)

To

Great Point Wealth Advisors, LLC's Asset Allocation

To

Great Point Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Great Point Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

Great Point Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Great Point Wealth Advisors, LLC's Holdings Heat Map

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Great Point Wealth Advisors, LLC's Holdings Bubble Chart

Great Point Wealth Advisors, LLC News

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