The Analysis of Great Point Wealth Advisors, LLC's Holdings
Currently, Great Point Wealth Advisors, LLC holds 64 types of securities in its portfolio with a total value $532.2M. In the most recent quarter, they have increased their positions in PYLD (+601.0K shares, valued at $16.1M), FBTC (+91.2K shares, valued at $9.1M), BFAM (+64.0K shares, valued at $6.9M); decreased their positions in DFAI (-54.6K shares, valued at $2.0M), AVDV (-17.2K shares, valued at $1.5M), QUS (-8.1K shares, valued at $1.4M); initiated new positions in FBTC (+91.2K shares, valued at $9.1M), RKT (+47.6K shares, valued at $921.6K), QQQ (+845 shares, valued at $507.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR1.1M shares-1.02%2025-09-302025-10-28
DFAI DIMENSIONAL ETF TRUST1.3M shares-4.14%2025-09-302025-10-28 JPST J P MORGAN EXCHANGE TRADED F687.5K shares11.06%2025-09-302025-10-28 DFAE DIMENSIONAL ETF TRUST1.1M shares1.10%2025-09-302025-10-28 BFAM BRIGHT HORIZONS FAM SOL IN D265.5K shares31.75%2025-09-302025-10-28 HTRB HARTFORD FDS EXCHANGE TRADED607.8K shares14.10%2025-09-302025-10-28 AVUV AMERICAN CENTY ETF TR202.4K shares2.68%2025-09-302025-10-28 JAAA JANUS DETROIT STR TR376.3K shares13.17%2025-09-302025-10-28 SPTS SPDR SERIES TRUST589.1K shares14.24%2025-09-302025-10-28 AVDV AMERICAN CENTY ETF TR192.3K shares-8.20%2025-09-302025-10-28 PYLD PIMCO ETF TR626.1K shares2386.55%2025-09-302025-10-28 QUS SPDR SERIES TRUST88.9K shares-8.32%2025-09-302025-10-28 DFAU DIMENSIONAL ETF TRUST312.9K shares-2.14%2025-09-302025-10-28 VTI VANGUARD INDEX FDS37.9K shares-2.01%2025-09-302025-10-28 GSIE GOLDMAN SACHS ETF TR295.4K shares-6.98%2025-09-302025-10-28 FBTC FIDELITY WISE ORIGIN BITCOIN91.2K sharesnew addition2025-09-302025-10-28 JMST J P MORGAN EXCHANGE TRADED F138.9K shares-11.33%2025-09-302025-10-28 AVDE AMERICAN CENTY ETF TR82.4K shares-4.68%2025-09-302025-10-28 DLS WISDOMTREE TR75.8K shares-3.99%2025-09-302025-10-28 AVMA AMERICAN CENTY ETF TR90.9K shares0.02%2025-09-302025-10-28 MSFT MICROSOFT CORP10.6K shares-14.67%2025-09-302025-10-28 AVEM AMERICAN CENTY ETF TR69.3K shares-0.60%2025-09-302025-10-28 AAPL APPLE INC17.3K shares-6.59%2025-09-302025-10-28 IVW ISHARES TR36.5K shares0.08%2025-09-302025-10-28 SPEM SPDR INDEX SHS FDS92.9K shares-9.14%2025-09-302025-10-28 EZM WISDOMTREE TR57.8K shares-3.54%2025-09-302025-10-28 VB VANGUARD INDEX FDS14.2K shares0.08%2025-09-302025-10-28 DGS WISDOMTREE TR53.4K shares-29.61%2025-09-302025-10-28 ITOT ISHARES TR19.3K shares-2.57%2025-09-302025-10-28 DFAS DIMENSIONAL ETF TRUST38.4K shares-1.73%2025-09-302025-10-28 IVE ISHARES TR12.0K shares0.04%2025-09-302025-10-28 VWO VANGUARD INTL EQUITY INDEX F41.4K shares-17.14%2025-09-302025-10-28 VV VANGUARD INDEX FDS7.1K shares0.00%2025-09-302025-10-28 GOOG ALPHABET INC7.0K shares-27.13%2025-09-302025-10-28 ONON ON HLDG AG37.9K shares0.00%2025-09-302025-10-28 JPM JPMORGAN CHASE & CO.5.0K shares-11.09%2025-09-302025-10-28 SCZ ISHARES TR20.0K shares0.00%2025-09-302025-10-28 IEFA ISHARES TR15.4K shares-12.97%2025-09-302025-10-28 IJR ISHARES TR9.5K shares-31.54%2025-09-302025-10-28 RKT ROCKET COS INC47.6K sharesnew addition2025-09-302025-10-28 AMZN AMAZON COM INC3.6K shares2.43%2025-09-302025-10-28 URI UNITED RENTALS INC704 shares-49.43%2025-09-302025-10-28 VEA VANGUARD TAX-MANAGED FDS10.1K shares-14.39%2025-09-302025-10-28 QQQ INVESCO QQQ TR845 sharesnew addition2025-09-302025-10-28 DISV DIMENSIONAL ETF TRUST14.1K shares-34.01%2025-09-302025-10-28 NVDA NVIDIA CORPORATION2.7K shares12.04%2025-09-302025-10-28 AOA ISHARES TR5.5K shares-20.01%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR703 shares5.24%2025-09-302025-10-28 AVIG AMERICAN CENTY ETF TR9.3K shares0.00%2025-09-302025-10-28 AVGO BROADCOM INC1.1K sharesnew addition2025-09-302025-10-28 JNJ JOHNSON & JOHNSON1.9K shares-0.79%2025-09-302025-10-28 HD HOME DEPOT INC781 shares-25.97%2025-09-302025-10-28 VUG VANGUARD INDEX FDS644 shares14.18%2025-09-302025-10-28 IEMG ISHARES INC4.6K shares-7.90%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW310 sharesnew addition2025-09-302025-10-28 AVGE AMERICAN CENTY ETF TR3.4K shares-3.52%2025-09-302025-10-28 GOOGL ALPHABET INC1.1K sharesnew addition2025-09-302025-10-28 DUSA DAVIS FUNDAMENTAL ETF TR5.5K sharesnew addition2025-09-302025-10-28 ETH GRAYSCALE ETHEREUM MINI TR E6.4K sharesnew addition2025-09-302025-10-28 AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2025-09-302025-10-28 CVS CVS HEALTH CORP3.1K shares0.00%2025-09-302025-10-28 META META PLATFORMS INC307 sharesnew addition2025-09-302025-10-28 MGK VANGUARD WORLD FD527 sharesnew addition2025-09-302025-10-28 VOOG VANGUARD ADMIRAL FDS INC485 sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available