$233 Million is the total value of Great Point Wealth Advisors, LLC's 46 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TRs&p 500 val etf | $1,515,000 | +18.4% | 11,837 | 0.0% | 0.65% | -1.5% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $1,461,000 | +22.9% | 8,319 | 0.0% | 0.63% | +2.3% | |
| RDFN | REDFIN CORP | $686,000 | +63.7% | 10,000 | 0.0% | 0.29% | +36.1% | |
| JPM | JPMORGAN CHASE & CO | $653,000 | +35.2% | 5,141 | 0.0% | 0.28% | +12.4% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $614,000 | -0.2% | 12,344 | 0.0% | 0.26% | -16.7% | |
| G | GENPACT LIMITED | $298,000 | +13.3% | 7,212 | 0.0% | 0.13% | -5.9% | |
| PEP | PEPSICO INC | $296,000 | +12.1% | 2,000 | 0.0% | 0.13% | -6.6% | |
| PFE | PFIZER INC | $242,000 | +12.6% | 6,591 | 0.0% | 0.10% | -6.3% | |
| CIM | CHIMERA INVT CORP | $151,000 | +7.1% | 14,770 | 0.0% | 0.06% | -11.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-29
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.