$162 Million is the total value of Great Point Wealth Advisors, LLC's 44 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,160,000 | +10.1% | 161,011 | -0.3% | 4.43% | -0.0% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $5,039,000 | +1.6% | 46,852 | -3.1% | 3.12% | -7.8% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,650,000 | +3.0% | 37,471 | -3.9% | 1.02% | -6.6% |
| USFR | Sell | WISDOMTREE TRfloatng rat trea | $1,430,000 | -0.8% | 57,082 | -0.9% | 0.88% | -10.1% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $1,235,000 | +8.4% | 8,354 | -0.1% | 0.76% | -1.5% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $736,000 | +6.5% | 2,289 | -1.8% | 0.46% | -3.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $471,000 | +9.5% | 10,508 | -0.2% | 0.29% | -0.7% |
| HD | Sell | HOME DEPOT INC | $332,000 | -18.6% | 1,522 | -13.5% | 0.20% | -26.3% |
| PFE | Sell | PFIZER INC | $258,000 | 0.0% | 6,591 | -8.3% | 0.16% | -9.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-28
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.