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Name: |
Great Point Wealth Advisors LLC |
City: |
BOSTON |
State: |
MA |
Zip: |
02110 |
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data |
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Holdings
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10 |
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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 |
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AVUS |
Avantis Us Equity Etf |
1 |
- |
$0.00 |
$94,120,000 |
1,051,625 |
21.94% |
25,735,000 |
213,063 |
1.168 |
N/A |
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DFAI |
Dfa Dimensional Internation... |
2 |
- |
$0.00 |
$35,273,000 |
1,167,197 |
8.22% |
23,246,000 |
747,269 |
0.902 |
N/A |
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JPST |
Jp Morgan Ultra Short Incom... |
3 |
- |
$0.00 |
$27,470,000 |
544,505 |
6.4% |
26,875,000 |
532,660 |
0.061 |
N/A |
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DFAE |
Dfa Dimensional Emerging Co... |
4 |
- |
$0.00 |
$24,700,000 |
999,173 |
5.76% |
13,759,000 |
545,374 |
0.166 |
N/A |
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AVUV |
Avantis Us Small Cap Value Etf |
6 |
- |
$92.54 |
$16,202,000 |
172,899 |
3.78% |
4,382,000 |
41,274 |
0.192 |
N/A |
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SPTS |
Spdr Barclays Short Term Tr... |
7 |
- |
$29.48 |
$16,053,000 |
555,100 |
3.74% |
12,760,000 |
441,728 |
0.183 |
N/A |
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AVDV |
Avantis International Small... |
10 |
- |
$0.00 |
$13,151,000 |
199,683 |
3.07% |
1,960,000 |
20,601 |
0.127 |
N/A |
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HTRB |
Hartford Total Return Bond Etf |
11 |
- |
$0.00 |
$12,327,000 |
365,350 |
2.87% |
3,480,000 |
105,382 |
0.156 |
N/A |
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AAPL |
Apple Inc |
25 |
- |
$186.28 |
$3,275,000 |
19,099 |
0.76% |
-321,000 |
420 |
0 |
Personal Computers |
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DISV |
Dfa Dimensional Internation... |
43 |
- |
$0.00 |
$590,000 |
21,682 |
0.14% |
34,000 |
115 |
0.024 |
N/A |
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