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  Name: Great Point Wealth Advisors LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $428,893,000
  Total Value Change : $44,350,000
  Securities Held Change : -6
   
All Securities Held : 55
  New Positions : 4
  Closed Positions : 10
  Increased Positions : 10
  Unchanged Positions : 10
  Decreased Positions : 31

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 59 Closed $53.97 $0 0 0% -240,000 -4,750 0    N/A
   (VRM)1 Year Chart         VRM Vroom, Inc. 65 Closed $0.00 $0 0 0% -11,000 -18,206 0    N/A
   (EWX)1 Year Chart         EWX Spdr Index Shares Fu 58 Closed $57.75 $0 0 0% -7,807,000 -138,269 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 64 Closed $177.81 $0 0 0% -250,000 -1,005 0    Auto Manufacturers
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 57 Closed $0.00 $0 0 0% -5,156,000 -109,687 0    N/A
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 63 Closed $87.07 $0 0 0% -250,000 -2,732 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 56 Closed $345.65 $0 0 0% -213,000 -684 0    Closed - End Fund - E...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 62 Closed $57.78 $0 0 0% -905,000 -15,516 0    Closed - End Fund - Debt
   (VNLA)1 Year Chart         VNLA Janus Short Duration Income... 61 Closed $48.38 $0 0 0% -709,000 -14,683 0    N/A
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 60 Closed $131.33 $0 0 0% -2,167,000 -17,337 0    Closed - End Fund - E...

      10 Records Found
  1    
Page 1 of 1
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