110 is the total number of securities Great Point Wealth Advisors, LLC has owned. The longest Great Point Wealth Advisors, LLC has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VTI | VANGUARD INDEX FDS | 20 | 20 | 6.22% | 10.60% | 16.71% | Q4 2018 | Q3 2023 | 20 |
| SHY | ISHARES TR | 20 | 20 | 3.37% | 6.33% | 10.10% | Q4 2018 | Q3 2023 | 20 |
| DGS | WISDOMTREE TR | 20 | 20 | 3.48% | 5.40% | 7.52% | Q4 2018 | Q3 2023 | 20 |
| BFAM | BRIGHT HORIZONS FAM SO... | 20 | 20 | 0.96% | 3.89% | 7.69% | Q4 2018 | Q3 2023 | 20 |
| VWO | VANGUARD INTL EQUITY I... | 20 | 20 | 1.54% | 3.47% | 6.52% | Q4 2018 | Q3 2023 | 20 |
| ITOT | ISHARES TR | 20 | 20 | 1.97% | 3.14% | 4.64% | Q4 2018 | Q3 2023 | 20 |
| SPEM | SPDR INDEX SHS FDS | 20 | 20 | 1.11% | 2.87% | 4.86% | Q4 2018 | Q3 2023 | 20 |
| SDY | SPDR SER TR | 20 | 20 | 0.64% | 1.95% | 6.91% | Q4 2018 | Q3 2023 | 20 |
| EWX | SPDR INDEX SHS FDS | 20 | 20 | 1.27% | 1.84% | 2.40% | Q4 2018 | Q3 2023 | 20 |
| VB | VANGUARD INDEX FDS | 20 | 20 | 0.80% | 1.27% | 2.52% | Q4 2018 | Q3 2023 | 20 |
| IEFA | ISHARES TR | 20 | 20 | 0.41% | 1.02% | 2.46% | Q4 2018 | Q3 2023 | 20 |
| IVW | ISHARES TR | 20 | 20 | 0.72% | 0.98% | 1.40% | Q4 2018 | Q3 2023 | 20 |
| AAPL | APPLE INC | 20 | 20 | 0.47% | 0.77% | 1.12% | Q4 2018 | Q3 2023 | 20 |
| IVE | ISHARES TR | 20 | 20 | 0.55% | 0.75% | 1.20% | Q4 2018 | Q3 2023 | 20 |
| IJR | ISHARES TR | 20 | 20 | 0.49% | 0.74% | 1.03% | Q4 2018 | Q3 2023 | 20 |
| VV | VANGUARD INDEX FDS | 20 | 20 | 0.49% | 0.72% | 1.69% | Q4 2018 | Q3 2023 | 20 |
| VEA | VANGUARD TAX-MANAGED I... | 20 | 20 | 0.18% | 0.65% | 1.67% | Q4 2018 | Q3 2023 | 20 |
| JPM | JPMORGAN CHASE & CO | 20 | 20 | 0.22% | 0.31% | 0.49% | Q4 2018 | Q3 2023 | 20 |
| HD | HOME DEPOT INC | 20 | 20 | 0.14% | 0.28% | 0.46% | Q4 2018 | Q3 2023 | 20 |
| EEM | ISHARES TR | 20 | 20 | 0.08% | 0.18% | 0.42% | Q4 2018 | Q3 2023 | 20 |
| RDFN | REDFIN CORP | 20 | 20 | 0.06% | 0.16% | 0.29% | Q4 2018 | Q3 2023 | 20 |
| IEMG | ISHARES INC | 20 | 20 | 0.07% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
| G | GENPACT LIMITED | 19 | 19 | 0.11% | 0.16% | 0.22% | Q1 2019 | Q3 2023 | 19 |
| SPSB | SPDR SER TR | 12 | 6 | 1.11% | 6.79% | 17.39% | Q4 2018 | Q3 2023 | 18 |
| MSFT | MICROSOFT CORP | 16 | 16 | 0.32% | 1.05% | 1.30% | Q4 2019 | Q3 2023 | 16 |
| SPY | SPDR S&P 500 ETF TR | 16 | 16 | 0.19% | 0.36% | 0.71% | Q4 2018 | Q3 2022 | 16 |
| VZ | VERIZON COMMUNICATIONS... | 16 | 16 | 0.13% | 0.23% | 0.43% | Q4 2018 | Q3 2022 | 16 |
| IYR | ISHARES TR | 11 | 5 | 0.07% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 16 |
| PFE | PFIZER INC | 16 | 16 | 0.09% | 0.15% | 0.30% | Q4 2018 | Q3 2022 | 16 |
| PEP | PEPSICO INC | 16 | 16 | 0.10% | 0.15% | 0.23% | Q4 2018 | Q3 2022 | 16 |
| TRV | TRAVELERS COMPANIES INC | 11 | 5 | 0.08% | 0.13% | 0.21% | Q4 2018 | Q2 2023 | 16 |
| GSIE | GOLDMAN SACHS ETF TR | 15 | 15 | 6.21% | 9.65% | 14.62% | Q1 2020 | Q3 2023 | 15 |
| QUS | SPDR SER TR | 15 | 15 | 4.47% | 6.08% | 11.52% | Q1 2020 | Q3 2023 | 15 |
| DLS | WISDOMTREE TR | 15 | 15 | 1.50% | 3.62% | 6.89% | Q1 2020 | Q3 2023 | 15 |
| EZM | WISDOMTREE TR | 15 | 15 | 0.80% | 3.37% | 6.11% | Q1 2020 | Q3 2023 | 15 |
| SPTS | SPDR SER TR | 15 | 15 | 0.10% | 3.08% | 12.63% | Q1 2020 | Q3 2023 | 15 |
| AOA | ISHARES TR | 14 | 1 | 0.11% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 15 |
| VGSH | VANGUARD SCOTTSDALE FDS | 14 | 14 | 0.07% | 2.07% | 12.00% | Q2 2020 | Q3 2023 | 14 |
| JPST | JP MORGAN EXCHANGE TRA... | 10 | 4 | 0.10% | 0.44% | 1.33% | Q1 2019 | Q3 2023 | 14 |
| AVUS | AMERICAN CENTY ETF TR | 11 | 11 | 0.26% | 9.52% | 13.43% | Q1 2021 | Q3 2023 | 11 |
| HTRB | HARTFORD FDS EXCHANGE ... | 6 | 5 | 1.97% | 4.22% | 7.27% | Q4 2020 | Q3 2023 | 11 |
| AVDV | AMERICAN CENTY ETF TR | 10 | 10 | 2.19% | 2.67% | 3.06% | Q2 2021 | Q3 2023 | 10 |
| AVUV | AMERICAN CENTY ETF TR | 10 | 10 | 1.24% | 2.09% | 2.86% | Q2 2021 | Q3 2023 | 10 |
| AVEM | AMERICAN CENTY ETF TR | 10 | 10 | 0.07% | 1.28% | 1.91% | Q2 2021 | Q3 2023 | 10 |
| VRM | VROOM INC | 10 | 10 | 0.01% | 0.04% | 0.14% | Q2 2021 | Q3 2023 | 10 |
| SPIB | SPDR SER TR | 9 | 9 | 0.12% | 8.38% | 16.34% | Q4 2018 | Q4 2020 | 9 |
| SGRY | SURGERY PARTNERS INC | 4 | 2 | 0.06% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 9 |
| IQV | IQVIA HLDGS INC | 8 | 1 | 0.07% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 9 |
| AVDE | AMERICAN CENTY ETF TR | 8 | 8 | 0.11% | 1.23% | 2.01% | Q4 2021 | Q3 2023 | 8 |
| ON HLDG AG | 8 | 8 | 0.11% | 0.69% | 1.39% | Q4 2021 | Q3 2023 | 8 | |
| EPD | ENTERPRISE PRODS PARTN... | 8 | 8 | 0.14% | 0.48% | 0.95% | Q4 2018 | Q3 2020 | 8 |
| SHM | SPDR SER TR | 8 | 8 | 0.26% | 0.41% | 0.52% | Q1 2019 | Q4 2020 | 8 |
| VRTV | VERITIV CORP | 8 | 8 | 0.10% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
| FBND | FIDELITY MERRIMACK STR TR | 7 | 7 | 2.43% | 3.15% | 4.19% | Q1 2022 | Q3 2023 | 7 |
| DFAE | DIMENSIONAL ETF TRUST | 7 | 7 | 1.56% | 2.39% | 2.75% | Q1 2022 | Q3 2023 | 7 |
| USFR | WISDOMTREE TR | 7 | 7 | 0.19% | 0.80% | 1.75% | Q1 2019 | Q3 2020 | 7 |
| GOOG | ALPHABET INC | 7 | 7 | 0.48% | 0.59% | 0.70% | Q1 2022 | Q3 2023 | 7 |
| URI | UNITED RENTALS INC | 7 | 7 | 0.27% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
| VEU | VANGUARD INTL EQUITY I... | 7 | 7 | 0.09% | 0.12% | 0.22% | Q4 2020 | Q2 2022 | 7 |
| XOM | EXXON MOBIL CORP | 7 | 7 | 0.10% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
| TSLA | TESLA INC | 4 | 3 | 0.08% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 7 |
| PG | PROCTER AND GAMBLE CO | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2022 | 7 |
| CIM | CHIMERA INVT CORP | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2021 | 7 |
| DFAU | DIMENSIONAL ETF TRUST | 6 | 6 | 2.34% | 3.43% | 5.53% | Q2 2022 | Q3 2023 | 6 |
| DFAI | DIMENSIONAL ETF TRUST | 6 | 6 | 0.12% | 2.11% | 2.93% | Q2 2022 | Q3 2023 | 6 |
| DIMENSIONAL ETF TRUST | 6 | 6 | 1.00% | 1.35% | 2.04% | Q2 2022 | Q3 2023 | 6 | |
| DFAS | DIMENSIONAL ETF TRUST | 6 | 6 | 0.66% | 0.88% | 1.39% | Q2 2022 | Q3 2023 | 6 |
| SCZ | ISHARES TR | 6 | 6 | 0.27% | 0.44% | 0.55% | Q2 2022 | Q3 2023 | 6 |
| UCON | FIRST TR EXCHNG TRADED... | 5 | 5 | 1.61% | 3.43% | 4.48% | Q3 2022 | Q3 2023 | 5 |
| LQD | ISHARES TR | 5 | 5 | 0.36% | 0.39% | 0.44% | Q4 2018 | Q4 2019 | 5 |
| AAL | AMERICAN AIRLS GROUP INC | 5 | 5 | 0.27% | 0.36% | 0.46% | Q4 2018 | Q4 2019 | 5 |
| OKE | ONEOK INC NEW | 5 | 5 | 0.28% | 0.36% | 0.47% | Q4 2018 | Q4 2019 | 5 |
| ISTB | ISHARES TR | 5 | 5 | 0.24% | 0.31% | 0.43% | Q4 2018 | Q4 2019 | 5 |
| CVS | CVS HEALTH CORP | 5 | 5 | 0.07% | 0.22% | 0.28% | Q4 2021 | Q4 2022 | 5 |
| WBA | WALGREENS BOOTS ALLIAN... | 5 | 5 | 0.14% | 0.19% | 0.26% | Q4 2018 | Q4 2019 | 5 |
| AMZN | AMAZON COM INC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
| GAL | SSGA ACTIVE ETF TR | 5 | 5 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q1 2022 | 5 |
| NIO | NIO INC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q1 2023 | 5 |
| ATTO | ATENTO S A | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
| AOR | ISHARES TR | 4 | 4 | 0.25% | 0.27% | 0.32% | Q4 2020 | Q3 2021 | 4 |
| CR | CRANE CO | 4 | 4 | 0.14% | 0.18% | 0.25% | Q4 2019 | Q3 2020 | 4 |
| RODM | LATTICE STRATEGIES TR | 4 | 4 | 0.10% | 0.16% | 0.25% | Q1 2020 | Q4 2020 | 4 |
| DIMENSIONAL ETF TRUST | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 | |
| VXF | VANGUARD INDEX FDS | 4 | 4 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2021 | 4 |
| IJH | ISHARES TR | 3 | 3 | 1.68% | 1.71% | 1.72% | Q4 2018 | Q2 2019 | 3 |
| ACWI | ISHARES TR | 1 | 1 | 0.38% | 0.90% | 1.41% | Q4 2018 | Q1 2021 | 2 |
| SPXS | DIREXION SHS ETF TR | 2 | 2 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q3 2020 | 2 |
| EURN | EURONAV NV ANTWERPEN | 2 | 2 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q3 2020 | 2 |
| DHT | DHT HOLDINGS INC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q3 2020 | 2 |
| TRAVELERS COMPANIES INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q3 2020 | 2 | |
| INTC | INTEL CORP | 1 | 1 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 2 |
| IGIB | ISHARES TR | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2018 | Q4 2018 | 1 |
| FCAU | FIAT CHRYSLER AUTOMOBI... | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2020 | Q4 2020 | 1 |
| PIMCO ETF TR | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 | |
| AVIG | AMERICAN CENTY ETF TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
| EFA | ISHARES TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
| VNLA | JANUS DETROIT STR TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
| HDV | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
| STX | SEAGATE TECHNOLOGY PLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
| GOOS | CANADA GOOSE HOLDINGS INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
| DWDP | DOWDUPONT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
| PBCT | PEOPLES UNITED FINANCI... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
| BX | BLACKSTONE INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
| APO | APOLLO GLOBAL MGMT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
| COST | COSTCO WHSL CORP NEW | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
| CG | CARLYLE GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
| FLOT | ISHARES TR | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
| MIK | MICHAELS COS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
| MPC | MARATHON PETE CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
| SYTA | SIYATA MOBILE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including VANGUARD INDEX FDS, ISHARES TR, and WISDOMTREE TR, are the highest-conviction holdings of Great Point Wealth Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Great Point Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Great Point Wealth Advisors, LLC owns currently or has owned in the past.