$124 Million is the total value of Great Point Wealth Advisors, LLC's 42 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TRcore s&p mcp etf | $2,083,000 | +2.6% | 10,725 | 0.0% | 1.68% | -2.5% | |
| IVE | ISHARES TRs&p 500 val etf | $1,462,000 | +3.5% | 12,542 | 0.0% | 1.18% | -1.6% | |
| AAL | AMERICAN AIRLS GROUP INC | $491,000 | +2.7% | 15,065 | 0.0% | 0.40% | -2.2% | |
| VZ | VERIZON COMMUNICATIONS INC | $298,000 | -3.2% | 5,225 | 0.0% | 0.24% | -8.0% | |
| G | GENPACT LIMITED | $276,000 | +8.2% | 7,264 | 0.0% | 0.22% | +2.8% | |
| TRV | TRAVELERS COMPANIES INC | $265,000 | +9.1% | 1,775 | 0.0% | 0.21% | +3.9% | |
| RDFN | REDFIN CORP | $179,000 | -11.4% | 10,000 | 0.0% | 0.14% | -15.7% | |
| ATTO | ATENTO S A | $29,000 | -31.0% | 11,672 | 0.0% | 0.02% | -36.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 16.7% |
| ISHARES TR | 20 | Q3 2023 | 10.1% |
| WISDOMTREE TR | 20 | Q3 2023 | 7.5% |
| BRIGHT HORIZONS FAM SOL IN D | 20 | Q3 2023 | 7.7% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 6.5% |
| ISHARES TR | 20 | Q3 2023 | 4.6% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 4.9% |
| SPDR SER TR | 20 | Q3 2023 | 6.9% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 2.4% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 2.5% |
View Great Point Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-09 |
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.