Great Point Wealth Advisors, LLC
62 holdingsFiling period: 2026-03-31Current AUM: $585.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 1.14M | $127.3M | $146.1M | 24.97% | +22.6K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.23M | $47.8M | $51.6M | 8.83% | +4.9K | 2026-03-31 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 723.0K | $36.6M | $36.5M | 6.25% | +4.8K | 2026-03-31 |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 1.07M | $36.4M | $40.3M | 6.89% | -3,642 | 2026-03-31 |
| 5 | AVUV | AMERICAN CENTY ETF TR | 215.0K | $23.8M | $26.9M | 4.60% | +11.7K | 2026-03-31 |
| 6 | HTRB | HARTFORD FDS EXCHANGE TRADED | 655.9K | $22.1M | $21.7M | 3.71% | +2.8K | 2026-03-31 |
| 7 | PYLD | PIMCO ETF TR | 788.9K | $20.7M | $20.6M | 3.53% | +33.8K | 2026-03-31 |
| 8 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 250.4K | $20.6M | $18.7M | 3.19% | -15,130 | 2026-03-31 |
| 9 | JAAA | JANUS DETROIT STR TR | 383.3K | $19.3M | $19.4M | 3.31% | -2,140 | 2026-03-31 |
| 10 | SPTS | SPDR SERIES TRUST | 628.1K | $18.3M | $18.2M | 3.11% | -11,234 | 2026-03-31 |
| 11 | AVDV | AMERICAN CENTY ETF TR | 179.4K | $17.9M | $18.8M | 3.21% | +2.8K | 2026-03-31 |
| 12 | QUS | SPDR SERIES TRUST | 84.5K | $14.5M | $16.0M | 2.74% | -614 | 2026-03-31 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | 308.2K | $13.9M | $16.0M | 2.73% | -1,303 | 2026-03-31 |
| 14 | GSIE | GOLDMAN SACHS ETF TR | 286.6K | $12.4M | $13.5M | 2.30% | -6,259 | 2026-03-31 |
| 15 | VTI | VANGUARD INDEX FDS | 37.5K | $12.0M | $13.8M | 2.36% | -89 | 2026-03-31 |
| 16 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 164.3K | $9.7M | $9.0M | 1.54% | +45.4K | 2026-03-31 |
| 17 | JMST | J P MORGAN EXCHANGE TRADED F | 163.0K | $8.3M | $8.3M | 1.42% | +985 | 2026-03-31 |
| 18 | AVDE | AMERICAN CENTY ETF TR | 80.9K | $6.9M | $7.4M | 1.26% | -1,555 | 2026-03-31 |
| 19 | AVMA | AMERICAN CENTY ETF TR | 90.9K | $6.1M | $6.6M | 1.13% | +7 | 2026-03-31 |
| 20 | DLS | WISDOMTREE TR | 69.7K | $5.7M | $6.0M | 1.03% | -5,714 | 2026-03-31 |
| 21 | AVEM | AMERICAN CENTY ETF TR | 67.0K | $5.4M | $6.0M | 1.02% | -1,235 | 2026-03-31 |
| 22 | AAPL | APPLE INC | 17.3K | $4.4M | $5.3M | 0.91% | -71 | 2026-03-31 |
| 23 | SPEM | SPDR INDEX SHS FDS | 91.8K | $4.3M | $4.7M | 0.80% | -872 | 2026-03-31 |
| 24 | IVW | ISHARES TR | 36.5K | $4.1M | $4.9M | 0.84% | -- | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 10.4K | $3.9M | $4.9M | 0.83% | -25 | 2026-03-31 |
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