| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 23 | Q2 2024 | 16.7% |
| WISDOMTREE TR | 23 | Q2 2024 | 7.5% |
| BRIGHT HORIZONS FAM SOL IN D | 23 | Q2 2024 | 7.7% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 6.5% |
| ISHARES TR | 23 | Q2 2024 | 4.6% |
| SPDR INDEX SHS FDS | 23 | Q2 2024 | 4.9% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 2.5% |
| ISHARES TR | 23 | Q2 2024 | 1.4% |
| ISHARES TR | 23 | Q2 2024 | 2.5% |
| APPLE INC | 23 | Q2 2024 | 1.1% |
View Great Point Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-19 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-25 |
View Great Point Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.