Great Point Wealth Advisors, LLC Top Holdings and 13F Report (2024) → The Hidden Anchor Investment of the Elite Revealed (From Colonial Metals) (Ad) About Great Point Wealth Advisors, LLCInvestment ActivityGreat Point Wealth Advisors, LLC has $428.89 million in total holdings as of March 31, 2024.Great Point Wealth Advisors, LLC owns shares of 55 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 30.84% of the portfolio was purchased this quarter.About 25.89% of the portfolio was sold this quarter.This quarter, Great Point Wealth Advisors, LLC has purchased 61 new stocks and bought additional shares in 10 stocks.Great Point Wealth Advisors, LLC sold shares of 31 stocks and completely divested from 10 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $94,120,444Dimensional International Core Equity Market ETF $35,272,701JPMorgan Ultra-Short Income ETF $27,470,278Dimensional Emerging Core Equity Market ETF $24,699,551Bright Horizons Family Solutions $22,845,781 Largest New Holdings this Quarter Janus Henderson AAA CLO ETF $15,185,571 HoldingJPMorgan Ultra-Short Municipal ETF $7,994,560 HoldingAvantis Moderate Allocation ETF $5,163,260 HoldingJohnson & Johnson $295,657 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 532,660 shares (about $26.87M)Dimensional International Core Equity Market ETF 747,269 shares (about $22.58M)Avantis U.S. Equity ETF 213,063 shares (about $19.07M)Janus Henderson AAA CLO ETF 299,282 shares (about $15.19M)Dimensional Emerging Core Equity Market ETF 545,374 shares (about $13.48M) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 238,822 shares (about $19.53M)Vanguard Total Stock Market ETF 49,626 shares (about $12.90M)Goldman Sachs ActiveBeta International Equity ETF 320,090 shares (about $10.98M)WisdomTree Emerging Markets SmallCap Dividend Fund 183,751 shares (about $9.35M)SPDR Portfolio Short Term Corporate Bond ETF 300,049 shares (about $8.93M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreat Point Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$94,120,444$19,069,140 ▲25.4%1,051,62521.9%ETFDFAIDimensional International Core Equity Market ETF$35,272,701$22,582,474 ▲178.0%1,167,1978.2%ETFJPSTJPMorgan Ultra-Short Income ETF$27,470,278$26,872,698 ▲4,496.9%544,5056.4%ETFDFAEDimensional Emerging Core Equity Market ETF$24,699,551$13,481,642 ▲120.2%999,1735.8%ETFBFAMBright Horizons Family Solutions$22,845,7810.0%201,5335.3%Consumer DiscretionaryAVUVAvantis U.S. Small Cap Value ETF$16,202,381$3,867,790 ▲31.4%172,8993.8%ETFSPTSSPDR Portfolio Short Term Treasury ETF$16,053,488$12,774,771 ▲389.6%555,1003.7%ETFQUSSPDR MSCI USA StrategicFactors ETF$15,890,953$917,903 ▼-5.5%109,1193.7%ETFJAAAJanus Henderson AAA CLO ETF$15,185,571$15,185,571 ▲New Holding299,2823.5%ETFAVDVAvantis International Small Cap Value ETF$13,151,148$1,356,785 ▲11.5%199,6833.1%ETFHTRBHartford Total Return Bond ETF$12,326,909$3,555,589 ▲40.5%365,3502.9%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$12,194,139$10,975,884 ▼-47.4%355,6182.8%ETFDFAUDimensional US Core Equity Market ETF$11,965,717$307,813 ▼-2.5%327,4692.8%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$11,617,209$7,648,858 ▼-39.7%472,2442.7%ETFVTIVanguard Total Stock Market ETF$11,018,282$12,897,893 ▼-53.9%42,3942.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$7,994,560$7,994,560 ▲New Holding157,5591.9%ETFAVDEAvantis International Equity ETF$6,028,211$266,178 ▼-4.2%94,5751.4%ETFDLSWisdomTree International SmallCap Dividend Fund$5,375,407$183,567 ▼-3.3%82,4321.3%FinanceMSFTMicrosoft$5,290,780$233,070 ▼-4.2%12,5761.2%Computer and TechnologyAVMAAvantis Moderate Allocation ETF$5,163,260$5,163,260 ▲New Holding90,7911.2%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$4,634,521$9,345,586 ▼-66.8%91,1231.1%FinanceAVEMAvantis Emerging Markets Equity ETF$4,545,223$2,666 ▼-0.1%78,4201.1%ETFEZMWisdomTree U.S. MidCap Fund$4,390,127$5,207,181 ▼-54.3%71,9461.0%FinanceSPEMSPDR Portfolio Emerging Markets ETF$3,913,147$79,184 ▼-2.0%108,1280.9%ETFAAPLApple$3,275,143$72,023 ▲2.2%19,0990.8%Computer and TechnologyVBVanguard Small-Cap ETF$3,244,1490.0%14,1920.8%ETFIVWiShares S&P 500 Growth ETF$3,081,3840.0%36,4920.7%ETFVWOVanguard FTSE Emerging Markets ETF$2,673,735$2,345,799 ▼-46.7%64,0110.6%ETFDFASDimensional U.S. Small Cap ETF$2,531,970$46,131 ▼-1.8%40,6160.6%ETFONONON$2,498,7130.0%70,6250.6%Consumer DiscretionaryGOOGAlphabet$2,463,5670.0%16,1800.6%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$2,453,776$5,307,406 ▼-68.4%21,2820.6%ETFURIUnited Rentals$2,251,3050.0%3,1220.5%ConstructionIVEiShares S&P 500 Value ETF$2,211,2700.0%11,8370.5%ETFVVVanguard Large-Cap ETF$1,953,564$40,999 ▼-2.1%8,1480.5%ETFIJRiShares Core S&P Small-Cap ETF$1,741,731$158,600 ▼-8.3%15,7590.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,443,937$40,212 ▼-2.7%56,0530.3%ETFIEFAiShares Core MSCI EAFE ETF$1,410,254$134,783 ▼-8.7%19,0010.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,367,429$155,476 ▼-10.2%21,5920.3%ETFJPMJPMorgan Chase & Co.$1,130,0250.0%5,6420.3%FinanceVEAVanguard FTSE Developed Markets ETF$660,914$24,582 ▼-3.6%13,1740.2%ETFAMZNAmazon.com$626,460$7,215 ▼-1.1%3,4730.1%Retail/WholesaleDISVDimensional International Small Cap Value ETF$589,535$3,127 ▲0.5%21,6820.1%ETFAOAiShares Core Aggressive Allocation ETF$509,812$93,735 ▼-15.5%6,9400.1%ETFHDHome Depot$404,779$16,114 ▼-3.8%1,0550.1%Retail/WholesaleRDFNRedfin$399,120$2,667 ▼-0.7%60,0180.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$385,429$19,530,856 ▼-98.1%4,7130.1%ManufacturingAVIGAvantis Core Fixed Income ETF$382,202$598,464 ▼-61.0%9,2660.1%ETFFBNDFidelity Total Bond ETF$327,464$7,798,011 ▼-96.0%7,2270.1%ETFJNJJohnson & Johnson$295,657$295,657 ▲New Holding1,8690.1%MedicalCVSCVS Health$282,0310.0%3,5360.1%Retail/WholesaleAMDAdvanced Micro Devices$275,7890.0%1,5280.1%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$245,425$23,746 ▼-8.8%5,9740.1%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$221,935$8,932,445 ▼-97.6%7,4550.1%ETFSPYSPDR S&P 500 ETF Trust$205,567$17,261 ▼-7.7%3930.0%FinanceEWXSPDR S&P Emerging Markets SmallCap ETF$0$7,806,692 ▼-100.0%00.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$0$5,156,390 ▼-100.0%00.0%ETFSDYSPDR S&P Dividend ETF$0$2,166,639 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury Index ETF$0$905,048 ▼-100.0%00.0%ETFVNLAJanus Henderson Short Duration Income ETF$0$709,484 ▼-100.0%00.0%ETFIYRiShares U.S. Real Estate ETF$0$249,732 ▼-100.0%00.0%ETFTSLATesla$0$249,722 ▼-100.0%00.0%Auto/Tires/TrucksIEMGiShares Core MSCI Emerging Markets ETF$0$240,272 ▼-100.0%00.0%ETFVUGVanguard Growth ETF$0$212,642 ▼-100.0%00.0%ETFVRMVroom$0$10,969 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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