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 $547.9M. In the most recent quarter, they have increased their positions in PYLD (+129.0K shares, valued at $3.4M), IBIT (+57.0K shares, valued at $2.8M), FBTC (+27.8K shares, valued at $2.1M); decreased their positions in DFAI (-42.0K shares, valued at $1.6M), AVDV (-15.7K shares, valued at $1.5M), VWO (-14.9K shares, valued at $798.7K); initiated new positions in IBIT (+57.0K shares, valued at $2.8M), ACWI (+5.4K shares, valued at $767.9K), CAT (+420 shares, valued at $240.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR1.1M shares-0.27%2025-12-312026-01-26
DFAI DIMENSIONAL ETF TRUST1.2M shares-3.32%2025-12-312026-01-26 JPST J P MORGAN EXCHANGE TRADED F718.2K shares4.47%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST1.1M shares-1.86%2025-12-312026-01-26 BFAM BRIGHT HORIZONS FAM SOL IN D265.5K shares0.00%2025-12-312026-01-26 HTRB HARTFORD FDS EXCHANGE TRADED653.1K shares7.45%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR203.3K shares0.42%2025-12-312026-01-26 PYLD PIMCO ETF TR755.2K shares20.61%2025-12-312026-01-26 JAAA JANUS DETROIT STR TR385.4K shares2.42%2025-12-312026-01-26 SPTS SPDR SERIES TRUST639.4K shares8.54%2025-12-312026-01-26 AVDV AMERICAN CENTY ETF TR176.6K shares-8.18%2025-12-312026-01-26 QUS SPDR SERIES TRUST85.1K shares-4.28%2025-12-312026-01-26 DFAU DIMENSIONAL ETF TRUST309.5K shares-1.08%2025-12-312026-01-26 VTI VANGUARD INDEX FDS37.6K shares-0.80%2025-12-312026-01-26 GSIE GOLDMAN SACHS ETF TR292.9K shares-0.84%2025-12-312026-01-26 FBTC FIDELITY WISE ORIGIN BITCOIN118.9K shares30.44%2025-12-312026-01-26 JMST J P MORGAN EXCHANGE TRADED F162.0K shares16.58%2025-12-312026-01-26 AVDE AMERICAN CENTY ETF TR82.4K shares0.04%2025-12-312026-01-26 DLS WISDOMTREE TR75.4K shares-0.48%2025-12-312026-01-26 AVMA AMERICAN CENTY ETF TR90.9K shares0.01%2025-12-312026-01-26 AVEM AMERICAN CENTY ETF TR68.2K shares-1.51%2025-12-312026-01-26 MSFT MICROSOFT CORP10.5K shares-0.74%2025-12-312026-01-26 AAPL APPLE INC17.3K shares0.08%2025-12-312026-01-26 IVW ISHARES TR36.5K shares0.00%2025-12-312026-01-26 SPEM SPDR INDEX SHS FDS92.7K shares-0.24%2025-12-312026-01-26 VB VANGUARD INDEX FDS14.2K shares-0.27%2025-12-312026-01-26 EZM WISDOMTREE TR49.8K shares-13.90%2025-12-312026-01-26 DGS WISDOMTREE TR50.6K shares-5.22%2025-12-312026-01-26 IBIT ISHARES BITCOIN TRUST ETF57.0K sharesnew addition2025-12-312026-01-26 ITOT ISHARES TR18.9K shares-1.81%2025-12-312026-01-26 DFAS DIMENSIONAL ETF TRUST38.2K shares-0.56%2025-12-312026-01-26 IVE ISHARES TR12.0K shares0.00%2025-12-312026-01-26 RKT ROCKET COS INC121.9K shares156.23%2025-12-312026-01-26 VV VANGUARD INDEX FDS7.0K shares-1.32%2025-12-312026-01-26 ALPHABET INC ALPHABET INC6.8K shares-3.97%2025-12-312026-01-26 ONON ON HLDG AG37.9K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.5.0K shares-1.51%2025-12-312026-01-26 SCZ ISHARES TR20.0K shares0.00%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F26.6K shares-35.86%2025-12-312026-01-26 IEFA ISHARES TR14.9K shares-3.25%2025-12-312026-01-26 IJR ISHARES TR8.3K shares-12.44%2025-12-312026-01-26 ACWI ISHARES TR5.4K sharesnew addition2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS9.8K shares-2.80%2025-12-312026-01-26 DISV DIMENSIONAL ETF TRUST14.0K shares-0.61%2025-12-312026-01-26 URI UNITED RENTALS INC585 shares-16.90%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR684 shares-2.70%2025-12-312026-01-26 AOA ISHARES TR5.2K shares-6.65%2025-12-312026-01-26 NVDA NVIDIA CORPORATION2.4K shares-9.59%2025-12-312026-01-26 AMZN AMAZON COM INC1.9K shares-47.15%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON1.9K shares1.33%2025-12-312026-01-26 AVIG AMERICAN CENTY ETF TR9.3K shares0.00%2025-12-312026-01-26 BROADCOM INC BROADCOM INC1.1K shares-5.85%2025-12-312026-01-26 DUSA DAVIS FUNDAMENTAL ETF TR7.0K shares28.49%2025-12-312026-01-26 VUG VANGUARD INDEX FDS661 shares2.64%2025-12-312026-01-26 ALPHABET INC ALPHABET INC957 shares-11.14%2025-12-312026-01-26 AVGE AMERICAN CENTY ETF TR3.4K shares-1.69%2025-12-312026-01-26 IEMG ISHARES INC4.2K shares-8.25%2025-12-312026-01-26 HD HOME DEPOT INC752 shares-3.71%2025-12-312026-01-26 CVS CVS HEALTH CORP3.1K shares0.00%2025-12-312026-01-26 CAT CATERPILLAR INC420 sharesnew addition2025-12-312026-01-26 MGK VANGUARD WORLD FD527 shares0.00%2025-12-312026-01-26 VOOG VANGUARD ADMIRAL FDS INC485 shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available