Great Point Wealth Advisors, LLC
70 holdingsFiling period: 2026-06-30Current AUM: $623.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | American Centy ETF TR | 1.18M | $151.5M | $152.3M | 24.45% | +37.8K | 2026-06-30 |
| 2 | DFAI | Dimensional ETF Trust | 1.27M | $52.6M | $52.7M | 8.45% | +48.4K | 2026-06-30 |
| 3 | DFAE | Dimensional ETF Trust | 1.08M | $43.4M | $39.5M | 6.33% | +6.4K | 2026-06-30 |
| 4 | JPST | J P Morgan Exchange Traded F | 744.5K | $37.6M | $37.5M | 6.02% | +21.4K | 2026-06-30 |
| 5 | AVUV | American Centy ETF TR | 225.6K | $28.1M | $27.7M | 4.44% | +10.6K | 2026-06-30 |
| 6 | HTRB | Hartford Fds Exchange Traded | 687.9K | $23.2M | $22.4M | 3.59% | +32.0K | 2026-06-30 |
| 7 | TOST | Toast Inc | 806.6K | $22.4M | $25.9M | 4.16% | -- | 2026-06-30 |
| 8 | PYLD | PIMCO ETF TR | 831.8K | $22.1M | $21.3M | 3.41% | +42.9K | 2026-06-30 |
| 9 | JAAA | Janus Detroit Str TR | 390.1K | $19.7M | $19.7M | 3.17% | +6.8K | 2026-06-30 |
| 10 | AVDV | American Centy ETF TR | 187.1K | $19.3M | $19.8M | 3.18% | +7.7K | 2026-06-30 |
| 11 | SPTS | Spdr Series Trust | 660.1K | $19.1M | $19.0M | 3.05% | +32.0K | 2026-06-30 |
| 12 | BFAM | Bright Horizons Fam Sol in D | 257.9K | $18.3M | $19.0M | 3.05% | +7.5K | 2026-06-30 |
| 13 | DFAU | Dimensional ETF Trust | 306.3K | $15.8M | $16.2M | 2.59% | -1,904 | 2026-06-30 |
| 14 | QUS | Spdr Series Trust | 73.6K | $13.8M | $14.5M | 2.32% | -10,839 | 2026-06-30 |
| 15 | VTI | Vanguard Index Fds | 37.1K | $13.7M | $13.9M | 2.24% | -454 | 2026-06-30 |
| 16 | GSIE | Goldman Sachs ETF TR | 275.9K | $12.6M | $12.7M | 2.04% | -10,688 | 2026-06-30 |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | 166.1K | $8.5M | $11.5M | 1.85% | +1.8K | 2026-06-30 |
| 18 | JMST | J P Morgan Exchange Traded F | 161.7K | $8.2M | $8.2M | 1.32% | -1,270 | 2026-06-30 |
| 19 | AVDE | American Centy ETF TR | 79.6K | $7.1M | $7.1M | 1.14% | -1,282 | 2026-06-30 |
| 20 | AVMA | American Centy ETF TR | 90.8K | $6.6M | $6.5M | 1.05% | -41 | 2026-06-30 |
| 21 | AVEM | American Centy ETF TR | 63.6K | $6.1M | $5.5M | 0.89% | -3,371 | 2026-06-30 |
| 22 | DLS | WisdomTree TR | 67.3K | $5.6M | $5.8M | 0.92% | -2,370 | 2026-06-30 |
| 23 | AAPL | Apple Inc | 17.4K | $5.0M | $6.0M | 0.96% | +176 | 2026-06-30 |
| 24 | IVW | iShares TR | 36.5K | $5.0M | $5.0M | 0.81% | -- | 2026-06-30 |
| 25 | SPEM | Spdr Index Shs Fds | 86.9K | $4.5M | $4.3M | 0.69% | -4,891 | 2026-06-30 |
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