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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:  Increased 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
   (AVUS)1 Year Chart         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
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 2 - $0.00 $35,273,000 1,167,197 8.22% 23,246,000 747,269 0.902    N/A
   (JPST)1 Year Chart         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
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 4 - $0.00 $24,700,000 999,173 5.76% 13,759,000 545,374 0.166    N/A
   (AVUV)1 Year Chart         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
   (SPTS)1 Year Chart         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
   (AVDV)1 Year Chart         AVDV Avantis International Small... 10 - $0.00 $13,151,000 199,683 3.07% 1,960,000 20,601 0.127    N/A
   (HTRB)1 Year Chart         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
   (AAPL)1 Year Chart         AAPL Apple Inc 25 - $186.28 $3,275,000 19,099 0.76% -321,000 420 0    Personal Computers
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 43 - $0.00 $590,000 21,682 0.14% 34,000 115 0.024    N/A

      10 Records Found
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